Alan Gerstenschlager

Advisor at Edward Jones

Updated today

Location

Sparta, IL 62286

Credentials

Series 66

Industry experience

19 years

About

Alan Gerstenschlager is a financial advisor with Edward Jones, holding a Series 66 designation and 18 years of industry experience. He has been with Edward Jones since 2007. Outside of his advisory role, he owns and manages an agricultural farm in Murphysboro, Illinois. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, managed solutions, and affiliated investment products. The firm supports a large nationwide network of advisors and branch offices and operates under a fiduciary standard.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Based on Edward Jones

Wealth management Tax-loss harvesting Multi-generational wealth transfer

Occupation focus

Based on Edward Jones

Retired Founder/Business Owner Executive

Not sure if this advisor is right for you?

Answer a few questions to see advisors matched to you.

Fee options

Percentage

$0+: Up to 1.35% annually Program Fee $0+: Up to 0.05% annually Platform Fee $0+: 0.00% to 0.45% annually SMA Manager Fees (if applicable)

Other

Account minimum: $5,000 Fee-only: Annual Program Fee up to 1.35%, Platform Fee up to 0.05%, plus SMA Manager Fees (0.00% to 0.45%); fees are asset-based and paid monthly in arrears.

Location

714 S St Louis St

Sparta, IL 62286

Most active in

Illinois · Texas

Work history

Edward Jones

2007 - Present (19 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

user avatar

Suzanne E

Series 66

Sparta, IL

D.A. DAVIDSON & Co.

Suzanne Evans is a financial advisor at D.A. Davidson & Co. with eight years of industry experience. She holds a Series 66 designation and has been with D.A. Davidson since 1998, accumulating 28 years with the firm. D.A. Davidson & Co. provides investment advisory and brokerage services to a broad client base, including retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers services such as ERISA retirement plan advisory, comprehensive financial planning, equity research, and a private wealth program for clients with significant net worth, operating under fiduciary standards and employing both qualitative and quantitative investment analyses.

Wealth management Retirement income strategy Founder/Business Owner Executive HENRY (High Earners, Not Rich Yet) Established Professionals
user avatar

Thomas L

Series 66

Sparta, IL

Edward Jones

Thomas Lewis is a Series 66-licensed financial advisor with Edward Jones, based in Sparta, IL. He has two years of industry experience, including five years in the United States Marine Corps and five years at Ameren Missouri prior to joining Edward Jones. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies and affiliated financial products. The firm operates under a fiduciary standard and supports its advisory services with a large network of financial advisors and branch offices nationwide.

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

Timothy S

Series 66

Sparta, IL

LPL Financial

Timothy Stamps is a financial advisor at LPL Financial with four years of industry experience. He holds the Series 66 designation and has previously worked at Private Client Services, Kestra Advisory, Kestra Investment Services, LLC, and CRDN of Greater St. Louis. Outside of advisory work, he is also a licensed notary in Sparta, Illinois. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plans, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and delivers services through a large network of investment adviser representatives.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
user avatar

Tyler T

Series 66

Steeleville, IL

LPL Financial

Tyler Thompson is a financial advisor at LPL Financial with eight years of industry experience. He holds the Series 66 designation and previously worked at The Boeing Company for nine years. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plans, institutions, charities, and high-net-worth households, offering a range of financial planning and asset management solutions supported by an in-house research team.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
user avatar

Katie K

Series 66

Steeleville, IL

LPL Financial

Katie Keller is a financial advisor with LPL Financial in Sparta, Illinois, holding a Series 66 designation and five years of industry experience. She previously worked at Regions Bank from 2014 to 2019 and briefly at Howell Financial Services, Inc. in 2020 before joining LPL. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of advisory solutions supported by an in-house research team and combines large-scale advisory operations with a variety of non-advisory product offerings.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
user avatar

Chris M

Series 63, Series 65

Steeleville, IL

LPL Financial

Chris Mincheff is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has worked at Linsco/Private Ledger Corp. since 1998. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a range of financial planning and investment management solutions supported by an in-house research team and a large network of investment adviser representatives.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
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
Discover

Compare top advisor firms by metric, firm size, and location.

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

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. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")