Top retirement plans for business owners (SEP, solo 401k) financial advisors in Natchitoches, LA

Felix Perot III is a financial advisor at Edward Jones in Natchitoches, LA, with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Edward Jones since 2000. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and affiliated investment products. The firm operates a large nationwide network of advisors and branches, providing both discretionary and non-discretionary strategies under a fiduciary standard.

Joseph Cunningham Jr. is a CFP®-designated financial advisor with 40 years of industry experience, currently affiliated with LPL Financial since 2023. Prior to joining LPL, he worked at Ameriprise Financial Services, Inc. for seven years and held roles at OSAIC Services, Inc. and Sunamerica Securities, Inc. He is involved in managing Cunningham Wealth Management Group and Cunningham Insurance Agency. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services, supported by a network of over 22,800 advisors and a broad platform that includes advisory, brokerage, insurance, and banking solutions.

William Cross is a financial advisor at Osaic with 43 years of industry experience. He holds Series 63 and Series 66 designations and previously worked for FSC Securities for 13 years before joining Osaic in 2023. Cross is also an insurance agent offering fixed annuities and various life insurance products. Osaic Wealth, Inc. serves a wide range of retail and institutional clients through an extensive network of advisors and multiple advisory platforms, providing services including brokerage, investment advisory, financial planning, and access to third-party money managers. The firm utilizes advanced asset-allocation tools and supports both discretionary and non-discretionary account management across various investment types.

David Kees Sr. is a financial advisor with Kovack Advisors, Inc. He holds Series 63 and Series 65 credentials and has 35 years of industry experience. His prior work includes roles at Sagepoint Financial, Inc., OSAIC, and Sunamerica Securities, Inc. Outside of his advisory work, he operates Kees Financial Services, where he sells fixed insurance products and provides employee benefits services. Kovack Advisors, Inc. is a multi-team registered investment adviser with approximately 260 advisors and over $6 billion in client assets. The firm serves individuals, pension and profit-sharing plans, charitable organizations, banks, and government clients, employing both internal and third-party managers to construct and monitor client portfolios.

Chad Pugh is a financial advisor at Cetera with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with firms including Mass Mutual Investors Services and Hancock Whitney Bank. Pugh is based in Natchitoches, Louisiana. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual clients, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform with various program structures and custodial relationships.

Craig Mcdaniel Jr. is a financial advisor with Capital Investment Advisory Services, LLC in Columbia, SC. He holds Series 63 and Series 65 licenses and has 13 years of industry experience. He has been with Capital Investment Group, Inc. and The McDaniel Corporation since 2012. Outside of his advisory role, he is involved in life insurance sales and serves as an independent agent for annuities and related products. Capital Investment Advisory Services, LLC provides investment advisory and supervisory services to individuals, retirement plans, corporations, trusts, estates, and charitable organizations. The firm offers customized investment management through discretionary mandates, third-party managers, and private-label model portfolios, using a blend of analytical methods with ongoing portfolio monitoring.

Hassan Al Kadhimi is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and two years of industry experience. His prior roles include positions at J.P. Morgan Securities LLC and JP Morgan Chase Bank, N.A. He is also involved with NIHFCU Wealth Advisors, a related business entity. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Elanna Gould is a CFP® professional with six years of experience, currently advising at Cambridge Investment Research Advisors in Cleveland, OH. Her background includes roles at PepsiCo and The Cleveland Clinic Lerner Research Center, as well as academic experience at The Ohio State University. She is also an independent insurance agent for various companies. Cambridge Investment Research Advisors serves a broad client base, including individuals, retirement plans, and charitable organizations, offering financial planning, investment management, and retirement advisory services through a network of independent professionals. The firm provides a range of portfolio management options, proprietary and third-party strategies, and various custody platforms tailored to client objectives.

Thomas Trefzger is a Series 66-credentialed financial advisor with eight years of industry experience. He has worked at Hantz Financial Services, Inc. since 2018 and previously held roles at Sprint and Cleveland State University. Hantz Financial Services, Inc. serves a diverse client base including individuals, high-net-worth households, pension and profit-sharing plans, and business owners. The firm offers financial planning and wealth management primarily through ETF-based model portfolios across five risk levels, supplemented by third-party managers and Direct Indexing, and combines advisory, broker-dealer, mortgage, and insurance activities under one platform.

Taylor Reed is a financial advisor at Oppenheimer with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at NYLIFE Securities LLC, New York Life Insurance Co, and Atlas Capital Advisors LLC. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and pooled investment vehicles. The firm offers a range of programs including asset management, consulting, and retirement services, managing both discretionary and non-discretionary accounts across diverse portfolio strategies.