Top financial advisors in Shreveport, LA
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.
If you live in Shreveport, LA, and face financial decisions affected by hurricane risks or insurance complexities, these advisors can help you navigate those challenges. Without expertise in local storm-risk planning, you might overlook critical protections or cost-saving opportunities.
- Insurance and storm-risk planning. Confirm how they integrate hurricane exposure into your overall financial plan to protect your assets.
- Local market knowledge. Ask how their understanding of Shreveport’s economic and regulatory environment influences their advice.
- Experience with regional tax issues. Ensure they consider Louisiana-specific tax rules that could impact your investments and retirement.
- Coordination with other professionals. Check how they collaborate with your insurance agents and legal advisors to create a cohesive strategy.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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John M
CFP®, Series 66
Shreveport, LA
Newedge Advisors
John Mitchell in Shreveport, LA, offers expertise in retirement plans for business owners, backed by 16 years of experience and CFP® certification, making him well-suited for local financial needs including hurricane risk considerations. His firm, NewEdge Advisors, is a large firm providing flat-fee financial planning and discretionary portfolio management, serving a diverse client base with integrated asset management and regular portfolio reviews.
Experience: 16 years
Avg account: $813,531
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Bryan H
Series 63, Series 65
Shreveport, LA
Ameriprise
Bryan Hildebrand in Shreveport, LA, specializes in retirement income strategy and Social Security optimization, making him well-suited for clients approaching retirement with complex income planning needs. With 26 years of experience at Ameriprise, a large firm offering tax-smart withdrawal strategies and algorithm-supported advice, he provides detailed written recommendations and benefits from a centralized consulting team, distinguishing him from advisors with smaller firm resources.
Experience: 27 years
Avg account: $471,167
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John W
CFP®, Series 63, Series 65
Shreveport, LA
Momentum Independent Network Inc.
John Wilburn's 40 years of experience and CFP® certification equip him to address Shreveport's unique financial challenges, including tax-loss harvesting and retirement income strategies. Operating independently with a flat-fee structure, he serves a diverse clientele through Momentum Independent Network, utilizing third-party managers and Envestnet to tailor investment advice and comprehensive financial planning.
Experience: 40 years
Avg account: $553,086
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Karen L
CFP®, Series 63, Series 65
Shreveport, LA
LPL Financial
Karen Lemmons Silva offers expertise in wealth management and retirement plans for business owners, supported by 31 years of industry experience and CFP® certification, making her well-equipped to address financial challenges in Shreveport, LA. Affiliated with LPL Financial, a large firm providing diverse advisory services and flat-fee financial planning, she stands out for her seasoned approach and integration of tax-loss harvesting strategies.
Experience: 31 years
Avg account: $399,489
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Benjamin W
Series 66
Shreveport, LA
Edward Jones
Benjamin Williams offers wealth management and tax-loss harvesting expertise, supported by 14 years of experience and a Series 66 credential, making him well-equipped to address financial challenges in Shreveport, LA. His affiliation with Edward Jones, a large firm serving over four million clients, provides access to diverse advisory programs and a broad network, distinguishing him from advisors at smaller firms.
Experience: 14 years
Avg account: $246,728
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