Lincoln, IL South Kickapoo Office

Team
Updated today

Client AUM

$784,160,312,190

Clients

1,962,908

Advisors

5

Of 22,663 advisors across 10,418 offices

Location

303 South Kickapoo

Lincoln IL 62656

Advisors at this office

5

Advisors at this office

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Nathaniel N

Series 63, Series 66

Lincoln, IL

LPL Financial

Nathaniel Neal is a financial advisor with LPL Financial in Lincoln, Illinois, holding Series 63 and Series 66 credentials and bringing 13 years of industry experience. He has been with LPL Financial since 2012 and also operates Nathan Neal Tax Service, which he founded in 2011. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including model portfolios and retirement plan consulting, with both discretionary and non-discretionary management options.

College savings (529s, UTMA, etc.)
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Stacy T

CFP®, Series 63

Lincoln, IL

LPL Financial

Stacy Tedrick is a CFP®-designated financial advisor with LPL Financial in Lincoln, IL, bringing 17 years of industry experience. She has been with LPL Financial since 2008. LPL Financial is a national investment adviser and broker-dealer that serves a diverse client base including individuals, retirement plans, financial institutions, and charitable organizations. The firm offers a range of advisory programs, financial planning services, and uses both discretionary and non-discretionary management supported by in-house and third-party research.

College savings (529s, UTMA, etc.)
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Nathaniel C

Series 66

Lincoln, IL

LPL Financial

Nathaniel Cundiff is a financial advisor with LPL Financial, holding a Series 66 designation and beginning his industry career in 2024. Prior to joining LPL Financial, he has worked with Red Oak Financial and has a background that includes various roles outside the financial sector. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services with discretionary and non-discretionary management options, supported by model portfolios and research.

College savings (529s, UTMA, etc.)
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Bradley N

CFP®, Series 63, Series 65

Lincoln, IL

LPL Financial

Bradley Neal is a financial advisor with LPL Financial in Lincoln, IL, holding the CFP® designation and Series 63 and 65 licenses. He has 40 years of industry experience, including 29 years at LPL Financial and over four decades running his own practice, Bradley Neal & Associates. Neal also serves as a notary public. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a diverse client base including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of advisory programs and financial services supported by both discretionary and non-discretionary management, model portfolios, and research from multiple sources.

College savings (529s, UTMA, etc.)
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Genevieve N

Series 63, Series 66

Lincoln, IL

LPL Financial

Genevieve Neal is a financial advisor with LPL Financial in Lincoln, IL, holding Series 63 and Series 66 designations and 13 years of industry experience. She has been with LPL Financial since 2013. Outside of her advisory role, Neal maintains a personal blog where she writes about home décor, gardening, style, and shares recipes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios and research from internal and third-party sources.

College savings (529s, UTMA, etc.)
View complete list of advisors at this office
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