Top general retirement planning 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.
Planning for retirement often starts when you want to ensure your income lasts through your later years without running out. A common mistake is underestimating how unexpected expenses or changes in health can affect your retirement budget.
- Income sequencing. Ask how they plan the order of withdrawing from your accounts to minimize taxes and penalties.
- Risk management. Confirm they consider local risks like hurricanes and how insurance fits into your retirement plan.
- Longevity planning. Check if they model your retirement to last through your expected lifespan, including healthcare costs.
- Social Security timing. Understand their approach to when you should start taking Social Security benefits for maximum advantage.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Christina D
Series 66
Shreveport, LA
Pinnacle Asset Management Group, Corporation (Inc.)
Christina De Charles specializes in general retirement planning in Shreveport, LA, with 12 years of experience and a Series 66 designation. She works at Pinnacle Asset Management Group, which uses a strategic asset allocation approach with no-load or low-load mutual funds and ETFs, offering personalized planning and investment management with a 1.00% AUM fee and hourly financial planning services.
Experience: 12 years
Avg account: $578,965
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Izaac K
CFP®, CFA®, Series 66
Shreveport, LA
Raymond James Financial
Izaac King specializes in general retirement planning with 12 years of experience and holds CFP® and CFA® designations, making him well-equipped to address income sequencing and longevity planning in Shreveport, LA. Affiliated with Raymond James Financial, a large firm offering flat-fee structures and serving diverse clients including high-net-worth individuals, he brings both broad resources and personalized service compared to smaller firms.
Experience: 13 years
Avg account: $700,796
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Devon S
Series 63
Shreveport, LA
Raymond James & Associates
Devon Sharrah specializes in general retirement planning in Shreveport, LA, leveraging 21 years of experience and a Series 63 designation to address income sequencing and longevity planning. Affiliated with the large firm Raymond James & Associates, he offers flat-fee and hourly fee structures, serving a diverse client base including business owners and executives, which may provide broader insights compared to smaller firms.
Experience: 22 years
Avg account: $788,879
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Jonathan N
CFP®, Series 66
Shreveport, LA
Edelman Financial Engines
Jonathan Nida specializes in general retirement planning and retirement income strategy, making him well-suited for managing income sequencing and longevity planning in Shreveport, LA. Affiliated with Edelman Financial Engines, a large firm offering both model-based and customized portfolios, he provides flat-fee financial plans and has 11 years of industry experience, distinguishing him from advisors with smaller firms or different fee structures.
Experience: 11 years
Avg account: $375,508
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William W
Series 66
Shreveport, LA
Merrill
William Whitman offers over two decades of experience in general retirement planning and retirement income strategy, making him well-equipped to address income sequencing and longevity planning in Shreveport, LA. As a seasoned advisor at Merrill, a large firm, he serves mid-career professionals and HENRY clients with a 1.10% AUM fee, providing comprehensive wealth management including estate and college savings guidance.
Experience: 22 years
Avg account: $860,085
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John M
CFP®, Series 66
Shreveport, LA
Newedge Advisors
John Mitchell is a CFP® professional with 16 years of industry experience, currently affiliated with NewEdge Advisors. His career includes roles at LPL Financial, infinex Investments, and iBeria Financial Services. Mitchell also operates JMO Consulting LLC, a business entity for tax and investment purposes. NewEdge Advisors is a large registered investment adviser serving individuals, pension plans, corporations, and charitable organizations through a network of independent advisers. The firm offers a variety of portfolio management and consulting services, utilizing multiple program structures and technology-driven tools to support clients and advisers.
Bryan H
Series 63, Series 65
Shreveport, LA
Ameriprise
Bryan Hildebrand is a financial advisor at Ameriprise with 27 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Edward Jones for 26 years before joining Ameriprise in 2025. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement-income planning using a combination of proprietary research, third-party data, and algorithmic tools.
John W
CFP®, Series 63, Series 65
Shreveport, LA
Momentum Independent Network Inc.
John Wilburn is a CFP® professional with 40 years of industry experience, currently serving at Momentum Independent Network Inc. since 2012. He holds Series 63 and Series 65 licenses and is based in Shreveport, LA. Momentum Independent Network serves a diverse client base including individual, high-net-worth, charitable, corporate, institutional, and banking/thrift clients through advisory and brokerage services. The firm employs a platform model with third-party managers and Envestnet for investment advice and account management, offering a range of programs such as managed accounts, financial planning, and retirement plan consulting.
Karen L
CFP®, Series 63, Series 65
Shreveport, LA
LPL Financial
Karen Lemmons Silva is a CFP® professional with 31 years of industry experience. She is currently with LPL Financial and has prior experience at SagePoint Financial, Morgan Stanley, and Merrill. Outside of her advisory work, she teaches yoga at Club4Fitness in Shreveport, LA. 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 financial planning and asset management services through a large network of advisors, utilizing various portfolio strategies and advisor-support tools.
Benjamin W
Series 66
Shreveport, LA
Edward Jones
Benjamin Williams is a financial advisor with Edward Jones in Shreveport, LA, holding a Series 66 credential and 14 years of industry experience. He has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm that serves more than four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a nationwide network of financial advisors and branch offices.
Sarah C
CFP®, Series 63, Series 65
Boston, MA
Santander Securities LLC
Sarah Currier Barrella is a CFP® professional with 26 years of experience in financial advisory services. She currently works at Santander Securities LLC and Santander Bank, NA, having previously held positions at TD Bank and Citizens Securities, Inc. Barrella is based in Boston, MA. Santander Securities LLC serves a broad retail client base with approximately $3.14 billion in regulatory assets under management across 10,800 client relationships. The firm offers investment advisory services, portfolio management through wrap-fee programs, and financial planning, operating both as a registered investment adviser and a FINRA-registered broker-dealer.
Amanda S
Series 66
Ft. Wayne, IN
Raymond James & Associates
Amanda Scheele is a financial advisor with Raymond James & Associates in Ft. Wayne, Indiana, holding a Series 66 designation and 16 years of industry experience. Prior to joining Raymond James in 2024, she worked at Wells Fargo Clearing from 2016 to 2024 and is involved with Lucky Duck since 2025. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base that includes individuals, institutions, and municipal entities. The firm offers financial planning and non-discretionary consulting services, drawing on various portfolio management styles and affiliated research.
Lori F
Series 66
East Lansing, MI
Edward Jones
Lori Fell is a Series 66 credentialed financial advisor with Edward Jones in East Lansing, MI, where she has worked since 2009, accumulating 17 years of industry experience. Outside of her advisory role, she is the owner of LAF Properties LLC, a business she maintains in East Lansing. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment solutions, including managed account strategies and affiliated mutual funds, and operates under a fiduciary standard.
Kenneth B
Series 63, Series 65
Portland, ME
Headinvest
Kenneth Blaschke is a financial advisor at HeadInvest in Portland, ME, holding Series 63 and Series 65 licenses with 16 years of industry experience. He has been with HeadInvest since 2009. HeadInvest serves a diverse range of clients, including individuals, trusts, endowments, and government entities, providing discretionary portfolio management and financial planning. The firm employs a holistic, asset-allocation driven approach, combining fixed-income selection with low-cost ETFs and emphasizing tax efficiency.
Michael I
Series 63, Series 65
Livingston, NJ
Raymond James Financial
Michael Ipp is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 designations and bringing 42 years of industry experience. He has been with Raymond James Financial Services Advisors since 2010 and serves as an independent contractor for 1792 Wealth Advisors. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and uses analytical tools to support client decision-making, while also maintaining specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.
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