Effingham, IL S Maple St. Office

Team
Updated today

Client AUM

$24,472,259,188

Clients

102,071

Advisors

2

Of 3,118 advisors across 856 offices

Location

101 S Maple St.

Effingham IL 62401

Advisors at this office

2

Advisors at this office

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Matthew R

Series 63, Series 65

Effingham, IL

LPL Enterprise

Matthew Roedl is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and bringing 15 years of industry experience. He previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. Roedl volunteers with several local nonprofit organizations, including the Effingham County Chamber of Commerce and the Effingham Regional Career Academy, where he serves as Co-Chair of the Workforce Readiness Committee. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, and institutional clients, offering financial planning, advisory services, and access to a range of investment and insurance products through an integrated platform that combines advisory programs with brokerage and insurance sales.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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Douglas S

Series 66

Effingham, IL

LPL Enterprise

Douglas Slater is a financial advisor with LPL Enterprise holding a Series 66 designation and zero years of industry experience. His background includes over two decades of service in the US Army (ARNG) from 2000 to 2021, as well as roles with the City of Effingham and City of Neoga. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory services, and access to model portfolios and third-party asset management through an integrated platform that also includes brokerage and insurance products.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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