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Mark Bond

Advisor at LPL Enterprise

Updated today
LPL Enterprise logo

Firm

LPL Enterprise

Location

Swansea, IL 62226

Credentials

Series 66

Industry experience

3 years

Client services

Financial planning Portfolio management Educational seminars or workshops
Consulting and other non-discretionary advisory services

Fee options

Fixed

Flat fees for financial planning and consulting services typically range from $0 to $10,000.

Project-based

Up to $500 per hour for financial planning and consulting services.

Other

Account minimum: Minimum asset value required for an MWP account to be managed; TAMP sponsors typically establish a minimum account value (specific amounts not stated); no minimum asset amount required for financial planning and consulting services. Fee-only: Financial planning and consulting services fees typically range from $0 to $10,000 flat fee or up to $500 per hour; may be discounted or complimentary.

Work history

LPL Enterprise LLC

2025 - Present (1 year)

AE Wealth Management, LLC

2025 - 2025 (1 year)

Whitaker Wealth Management Services

2025 - 2025 (1 year)

MML Investors Services, LLC

2022 - 2025 (3 years)

MassMutual Life Insurance Co

2022 - 2025 (3 years)

Unemployed

2022 - 2022 (1 year)

Equitable Advisors, LLC

2022 - 2022 (1 year)

Unemployed

2021 - 2021 (1 year)

San Juan Pools & Spa

2018 - 2021 (3 years)

Fort's Toyota of Pekin

2015 - 2018 (3 years)

Disclosures

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

Business activities & affiliations

Bobby C

CFP®, CFA®

Saint Louis, MO

Metanoia Financial, LLC

Here’s the long version summed up in five bullets: 1) I started off in finance working at a regional bank, SunTrust, helping people with more transactional needs like opening home equity lines, loans, checking accounts, money market accounts, etc. 2) I found that I really enjoyed finance because it brought numbers to life, but I wanted to build deeper, lasting relationships with clients so I moved into wealth management / financial planning at Morgan Stanley (then Smith Barney) 3) I was recruited to move to Merrill Lynch/Bank of America as the world seemed to be falling apart. I thought I was moving to a more secure financial institution…ha! 4) As I watched what seemed to be the demise of modern finance and capitalism with it, I stumbled onto Biblical stewardship via Crown Financial and Financial Peace University 5) After seeing a different approach to personal finance, I started Metanoia Financial to provide Biblically-based financial planning and advice

Medicare planning General retirement planning Doctor or Medical Professional Christian Faith Based Baby Boomers (Born 1946-1964)

Anthony L

Series 63, Series 65

St. Louis, MO

Fidelity

Anthony Lyons is a Financial Consultant at Fidelity Investments, where he works alongside a team of financial professionals to provide guidance aimed at helping clients achieve peace of mind and live with purpose. He focuses on actively listening to clients' concerns and suggesting courses of action to support their financial goals. Anthony has held various roles in the financial services industry since 2016, including positions as a Financial Advisor at PNCI and Edward Jones, Private Wealth Advisor at Regions Bank, and Vice President-Planning & Development Manager at Arvest Wealth Management. His experience spans several organizations, reflecting a broad background in financial consulting and wealth management. Outside of his professional work, Anthony has interests in baseball, cars, football, and social events with friends.

Financial Professional

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

Andrew S

Series 66

St Louis, MO

Merrill

Andrew Sharon is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in providing both short- and long-term institutional-style strategies tailored to complex and unique financial situations. Utilizing the extensive resources of Merrill Lynch and Bank of America, Andrew delivers personalized wealth management approaches focused on helping clients achieve their financial goals, with particular expertise in areas such as family wealth management, retirement income, legacy planning, and portfolio management. Andrew holds a Bachelor's degree from Northwestern University and an MBA from Washington University in Saint Louis. He holds the Personal Investment Advisor (PIA) designation and is affiliated with professional organizations including Arch Grants and the Washington University Hatchery. In addition to his professional work, Andrew is engaged in community service through involvement with the American Jewish Committee, Jewish Community Relations Council, and Kids In The Middle. Outside of his professional pursuits, Andrew enjoys a variety of personal interests including baseball, cooking, football, golfing, ice hockey, music, spending time with family, tennis, traveling, and watching movies. His approach to financial advising emphasizes understanding clients’ life priorities to develop personalized plans that align with their goals and aspirations.

Wealth management Retirement income strategy General retirement planning College savings (529s, UTMA, etc.)

Jason S

Series 66

Freeburg, IL

Edward Jones

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