Swansea, IL Office

Team
Updated today

Client AUM

$24,472,259,188

Clients

102,071

Advisors

16

Of 3,120 advisors across 855 offices

Location

221 W Pointe Dr

Swansea IL 62226

Advisors at this office

16

Advisors at this office

user avatar

Jeffrey E

Series 63, Series 65

Swansea, IL

LPL Enterprise

Jeffrey Erb is a financial advisor with LPL Enterprise and holds Series 63 and Series 65 licenses. He has 38 years of industry experience, including a lengthy tenure at Prudential Insurance Company of America and Pruco Securities, LLC. He is also involved in a Prudential-sponsored non-variable insurance business. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory, and brokerage services through an integrated platform that includes insurance products and access to model portfolios and third-party asset managers.

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

Taylor W

Series 66

Swansea, IL

LPL Enterprise

Taylor Willhalm is a financial advisor with LPL Enterprise, holding a Series 66 license and seven years of industry experience. His prior roles include positions at Prudential Insurance Company of America, Pruco Securities, LLC, and Thrivent Financial. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model wealth portfolios, third-party asset management, and a range of brokerage and insurance products via its integrated platform.

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

Austin H

Series 66

Swansea, IL

LPL Enterprise

Austin Hartke is a financial advisor with LPL Enterprise, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of finance, he has experience in the food service industry as a pizza business operator. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients, offering a range of advisory and brokerage services supported by integrated platforms and third-party asset management.

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

John C

Series 63, Series 66

Swansea, IL

LPL Enterprise

John Coughlin is a financial advisor with LPL Enterprise holding Series 63 and Series 66 credentials and seven years of industry experience. He previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory role, he is associated with IGS Financial, a business entity for tax purposes. LPL Enterprise serves a diverse range of clients including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers services such as financial planning, access to model wealth portfolios, third-party asset management, and a variety of brokerage and insurance products.

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

Austin S

Series 66

Swansea, IL

LPL Enterprise

Austin Snider is a Series 66-registered advisor with LPL Enterprise, based in Swansea, IL, and has three years of industry experience. His prior roles include positions at The Prudential Insurance Company of America and Pruco Securities LLC. Outside of finance, he has involvement with Wilke Window And Door and Lawn Wranglers. LPL Enterprise serves a wide range of clients, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory services, and access to diversified investment platforms through both advisory and brokerage channels.

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

Alyssa B

Series 66

Swansea, IL

LPL Enterprise

Alyssa Boles is a financial advisor at LPL Enterprise with a Series 66 designation and under one year of industry experience. Her prior work history includes roles outside the financial services industry as well as founding Living Blyss, LLC, an entrepreneurial venture she has operated since 2019. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through both advisory and brokerage channels. The firm offers financial planning, access to model portfolios, third-party asset management, and a range of brokerage and insurance products within an integrated platform.

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

Tommy S

Series 63, Series 66

Swansea, IL

LPL Enterprise

Tommy Silveus Jr. is a financial advisor at LPL Enterprise with nine years of industry experience and holds Series 63 and Series 66 credentials. His prior work includes roles at The Prudential Insurance Company of America, Pruco Securities LLC, Charles Schwab, TD Ameritrade, and Scottrade. Outside of advising, he owns and maintains rental properties. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, model portfolio programs, and access to third-party asset management, operating an integrated platform that combines adviser programs with the sale of financial products and lending services.

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

Christopher G

Series 63, Series 65, Series 66

Swansea, IL

LPL Enterprise

Christopher Green is a financial advisor with LPL Enterprise holding Series 63, 65, and 66 designations and 15 years of industry experience. He previously worked with Prudential Insurance Company of America and Pruco Securities, LLC. Green is involved in marketing and office support roles related to his LPL business activities. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients. The firm offers financial planning, consulting, model portfolio programs, and access to brokerage and insurance products through an integrated platform combining advisory services with financial product sales.

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

Timothy S

Series 63, Series 65

Swansea, IL

LPL Enterprise

Timothy Strazinsky is a financial advisor at LPL Enterprise with 21 years of industry experience. He holds Series 63 and Series 65 designations. Prior to joining LPL Enterprise in 2024, he worked at Prudential Insurance Company of America and Pruco Securities, LLC from 2005 onward. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory services, and access to various investment products through an integrated platform that combines adviser programs with brokerage and insurance offerings.

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

Eric K

Series 66

Swansea, IL

LPL Enterprise

Eric Klino is a financial advisor with LPL Enterprise, holding a Series 66 designation and one year of industry experience. Prior to joining LPL Enterprise in 2024, he served in the United States Air Force from 2011 to 2021 and worked at Superlative Technologies from 2021 to 2024. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients, offering financial planning, advisory, brokerage, and insurance products through an integrated platform.

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

Andrew K

Series 63, Series 65

Swansea, IL

LPL Enterprise

Andrew Kueker is a financial advisor with LPL Enterprise holding Series 63 and Series 65 credentials and 13 years of industry experience. He has worked at Prudential Insurance Company of America since 2012 and joined LPL Enterprise in 2024. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, model portfolio programs, and access to third-party asset management, combining adviser programs with the sale of other financial products and services.

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

Molly K

Series 66

Swansea, IL

LPL Enterprise

Molly Kim is a financial advisor with LPL Enterprise, holding a Series 66 designation and beginning her advisory career in 2025. Prior to joining LPL Enterprise, she has experience working in healthcare at Mass General Brigham since 2022, and previously held roles in education at Wheaton College and Quincy Senior High School. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, consulting, and access to model portfolios and third-party asset management programs within an integrated platform that includes brokerage and insurance products.

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

Timothy B

Series 66, Series 63

Swansea, IL

LPL Enterprise

Timothy Burgess is a financial advisor with LPL Enterprise holding Series 66 and Series 63 licenses and four years of industry experience. His prior work includes roles at The Prudential Insurance Company of America, Pruco Securities LLC, and TD Ameritrade. LPL Enterprise serves a broad mix of clients including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model wealth portfolios, third-party asset management, and a range of brokerage and insurance products via an integrated platform.

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

Paul K

Series 66

Swansea, IL

LPL Enterprise

Paul Kampwerth is a financial advisor with LPL Enterprise LLC, holding a Series 66 designation and one year of industry experience. His prior work experience includes roles at PepsiCo, Northern Trust, Young America Realty, and ongoing service in the Air National Guard since 2019. Outside of his advisory role, he is involved with Innovate Event Co and continues his military duties. LPL Enterprise, LLC serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm provides financial planning, advisory services, and access to various investment products through an integrated platform combining advisory and brokerage channels.

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

Christine B

Series 63, Series 66

Swansea, IL

LPL Enterprise

Christine Boykin is a financial advisor with LPL Enterprise, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. Her career includes roles at Prudential Insurance Company of America, Pruco Securities, LLC, and Cetera. Outside of finance, she is involved in managing several small businesses related to vintage audio equipment and vinyl records, including bookkeeping and restoration work. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory, and brokerage services. The firm delivers investment advice primarily through investment adviser representatives using research, model portfolios, and third-party strategists within an integrated platform that also supports insurance sales and lending programs.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
View complete list of advisors at this office
Warmer team member

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.

Find your advisor

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")