Top financial advisors in Rochelle, IL
The right financial advisor for you depends on how you weigh location, expertise, experience, the clients they typically serve, and how they work with you.
You might seek a financial advisor in Rochelle, IL when you're planning for retirement or managing investments and want to understand how local tax rules affect your income. A common mistake is overlooking the impact of property taxes, which can be high here, even though retirement income itself isn't taxed.
- Local tax insight. Confirm how they factor in Rochelle's property taxes when planning your cash flow and expenses.
- Retirement income planning. Ask how they optimize your income streams knowing Illinois doesn't tax retirement income.
- Experience level. Look for advisors who have navigated financial planning in this region for several years, as local nuances matter.
- Firm size and independence. Consider whether you prefer advisors from large firms or independent practices, as this can affect service style and resources.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
-
Scott C
Series 66
Rochelle, IL
LPL Financial
Scott Coutts offers retirement and wealth management expertise in Rochelle, IL, with six years of experience and a Series 66 designation. Working at LPL Financial, a large firm, he provides flat-fee financial planning and consulting, supported by extensive in-house research and a broad client base, distinguishing him from advisors at smaller independent practices.
Experience: 6 years
Avg account: $399,489
-
Bradley S
Series 66
Rochelle, IL
Edward Jones
Bradley Stojan's 18 years of experience at Edward Jones equip him to address retirement planning in Rochelle, IL, with attention to local property tax impacts and Illinois' tax-exempt retirement income. His expertise in wealth management and tax-loss harvesting, combined with the resources of a large firm and a fee structure up to 1.35% annually, distinguishes him from advisors at smaller independent practices.
Experience: 19 years
Avg account: $246,728
-
James H
Series 63, Series 66, Series 65
Peyton, CO
Kisher Capital, LLC
James Hanley brings 17 years of experience and offers flat-fee, independent financial planning through Kisher Capital, LLC, which serves individuals and small businesses with discretionary investment management. His expertise includes cash flow budgeting and faith-based investment strategies, differentiating him from others by integrating outcome-oriented and religiously focused approaches in his advisory services.
Experience: 17 years
Avg account: $257,544
-
Nathan H
Series 65
Davis Junction, IL
Haas Trade Advisors LLC
Nathan Haas offers retirement and tax planning expertise relevant to Rochelle, IL, with a focus on long-term, strategic investment guidance and general tax planning. Operating independently from Davis Junction, IL, his firm provides written financial plans via virtual meetings and charges a $25 monthly fee, distinguishing him from advisors who manage assets or require higher account minimums.
Experience: 0 years
-
Edward C
Series 63, Series 65
Edmond, IL
Cetera
Edward Carey brings over 26 years of experience and specializes in wealth management and retirement plans for business owners, which suits those planning retirement in Rochelle, IL. Operating within Cetera, a large firm offering diverse portfolio management and financial planning solutions, he provides flat-fee and hourly consulting options, differentiating him from advisors with purely asset-based fees.
Experience: 26 years
Avg account: $306,089
Want help finding the right advisor?
Answer a few questions to see advisors matched to you.
Specialized advisors
People also searched
Popular in Rochelle, IL
Find advisors by type
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")