Andrew Thompson

Advisor at Edward Jones

Updated today
Edward Jones logo

Firm

Edward Jones

Location

Mascoutah, IL 62258-2134

Credentials

Series 66

Industry experience

6 years

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Retirement plans for business owners (SEP, solo 401k) General retirement planning Wealth management Passive / index investing

Work history

Edward Jones

2019 - Present (7 years)

CDS Office Technologies

2019 - 2019 (1 year)

Da-Com Corportation

2018 - 2019 (1 year)

Freeburg Community High School

2014 - 2018 (4 years)

Disclosures

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

Business activities & affiliations

Jessica G

Series 66

Shiloh, IL

Edward Jones

Retirement income strategy Wealth management Business ownership considerations Business exit / sale strategy Inheritance planning Founder/Business Owner Women Professionals Widow/Widower

Timothy W

Series 66

Swansea, IL

Merrill

Timothy Warner is a Wealth Management Advisor at Merrill Lynch Wealth Management. With a career that began in 2003, he brings experience from both the banking and insurance industries. Tim and his team offer clients a comprehensive range of wealth management programs and strategies, assisting individuals, families, and businesses throughout their financial journeys. He holds the CERTIFIED FINANCIAL PLANNER® designation and the Personal Investment Advisor (PIA) credential. Timothy attended Rend Lake College and the University of Illinois, focusing on mechanical engineering, and earned a bachelor's degree in Business Management from Mid-Continent University. Tim is actively involved in his community and professional organizations, including the Ainad Shriners, First Baptist Church in O'Fallon, Illinois, and the Lookingglass Corvette Club. He resides in Mascoutah, Illinois, with his wife and their three daughters.

Wealth management Retirement income strategy General retirement planning Charitable giving & philanthropy ESG / Sustainable investing Military & Veterans Public Service Employee Approaching retirement Mid-Career Professionals Parents

Jason S

Series 66

Freeburg, IL

Edward Jones

Retirement income strategy General retirement planning Retirement withdrawal strategies Business ownership considerations General estate planning guidance

Amy K

Series 66

Aviston, IL

Edward Jones

General retirement planning Wealth management

Kyle C

Series 63, Series 66

Shiloh, IL

Fidelity

Kyle Corley is a Planning Consultant at Fidelity Investments, where he collaborates with clients to develop and implement personalized financial planning strategies. He emphasizes establishing trust and understanding to create plans tailored to each client's individual circumstances and monitors these plans to adapt to changes over time. Kyle's professional experience includes roles as a Planning Consultant, Relationship Manager, and Financial Representative at Fidelity Investments, spanning from 2024 to the present. Prior to that, he worked as a Financial Service Representative at Charles Schwab from 2023 to 2024. Outside of his professional responsibilities, Kyle has interests in board games, cars, fitness, and football.

General retirement planning Income planning Cash flow / budgeting

Jeremy K

Series 66

Breese, IL

Edward Jones

Retirement income strategy General retirement planning College savings (529s, UTMA, etc.) General estate planning guidance Retirement withdrawal strategies
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