Mendota, IL Office

Team
Updated today

Client AUM

$994,369,379,669

Clients

4,030,222

Advisors

4

Of 24,118 advisors across 14,150 offices

Location

609 Main St Ste B

Mendota IL 61342-1985

Advisors at this office

4

Advisors at this office

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Willard M

CFP®, Series 66

Mendota, IL

Edward Jones

Willard Mc Lachlan is a CFP®-credentialed financial advisor with Edward Jones in Mendota, Illinois, where he has worked since 2018. He has seven years of industry experience and has a background in agriculture, including managing family farms and owning agricultural businesses. Outside of his advisory role, he is involved in farming activities through several family-related agricultural operations. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a broad range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive

Clint O

CFP®, Series 66

Mendota, IL

Edward Jones

Clint O'Brien is a CFP® with 17 years of industry experience, currently serving as a financial advisor at Edward Jones since 2008. He holds a Series 66 designation and is based in Mendota, Illinois. Edward Jones is a full-service wealth management firm with over 23,700 financial advisors serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Retirement income strategy College savings (529s, UTMA, etc.) General retirement planning Wealth management Retired Founder/Business Owner Executive
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Lucas O

CFP®, Series 63, Series 65, Series 66

Mendota, IL

Edward Jones

Lucas O’Brien is a CFP® with 15 years of industry experience, currently serving as a financial advisor at Edward Jones since 2015. He holds the Series 63, 65, and 66 designations. Outside of his advisory role, he is involved with Fulton Publishing in Meadville, PA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large national network of financial advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive

Neal O

Series 63, Series 66

Mendota, IL

Edward Jones

Neal O'Brien is a financial advisor with Edward Jones in Mendota, IL, holding Series 63 and Series 66 designations and bringing 40 years of industry experience. He has been with Edward Jones since 1985. Outside of his advisory role, Neal maintains rental property management activities. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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