user avatar

Michael Henry

Advisor at Edward Jones

Updated today

Location

Liberty, IN 47353-1346

Credentials

Series 63

Industry experience

23 years

About

Michael Henry is a financial advisor with Edward Jones in Liberty, IN, holding a Series 63 credential and 23 years of industry experience. Prior to joining Edward Jones in 2022, he worked at Money Concepts Capital Corp and The Peoples Bank Co from 2015 to 2022, and was associated with Bohman Trucking, Inc. from 1997 to 2019. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including various types of households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies 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

7 E Union St

Liberty, IN 47353-1346

Most active in

Indiana · Ohio · Texas

Work history

Edward Jones

2022 - Present (4 years)

Money Concepts Capital Corp

2015 - 2022 (7 years)

The Peoples Bank Co

2015 - 2022 (7 years)

Bohman Trucking, Inc.

1997 - 2019 (22 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

Randall S

Series 63, Series 65

Oxford, OH

Shoker Investments

Randall Shoker is a financial advisor at Shoker Investments in Oxford, OH, with 33 years of industry experience. He holds Series 63 and Series 65 designations and has led Shoker Investment Counsel Inc. since 2003. Shoker Investments provides discretionary portfolio management and integrated financial planning to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, small businesses, and government clients. The firm employs a strategic asset-allocation framework combining individual stocks, low-cost index funds, and selected fixed-income securities, managing portfolios on a discretionary basis with attention to after-tax efficiency and the use of leverage or equity option strategies when authorized.

Income planning Retirement income strategy Debt management Cash flow / budgeting Tax-loss harvesting
user avatar

Kevin R

Series 65

Oxford, OH

Shoker Investments

Kevin Rybka is a financial advisor at Shoker Investments in Oxford, OH, holding a Series 65 designation. He joined Shoker Investment Counsel, Inc. in 2024 and has prior experience at TFO Wealth Partners and Vested Risk Strategies, along with periods as a full-time student. Before entering the financial industry, he worked at Jimmy's Lawn Service for three years. Shoker Investments provides discretionary portfolio management and integrated financial planning to a range of clients, including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, small businesses, and government entities. The firm employs a strategic asset-allocation approach combining individual stocks, low-cost index funds, and selected fixed-income securities, managing portfolios on a discretionary basis with attention to after-tax efficiency and the option to use leverage or equity option strategies.

Income planning Retirement income strategy Debt management Cash flow / budgeting Tax-loss harvesting
user avatar

Larry C

Series 63, Series 65

Liberty, IN

BFC PLANNING, Inc.

Larry Coyle is a financial advisor with BFC Planning, Inc. He holds Series 63 and Series 65 licenses and has 22 years of industry experience. His prior roles include positions at SANDLAPPER Securities, Buffalo Trace Financial Group, and Vsr Advisory Services. Outside of his advisory work, he serves on several community boards in Liberty, Indiana, including as Finance Committee Chairperson for the Community Foundation and as a youth basketball coach. BFC Planning, Inc. serves a diverse client base, including individuals, corporations, pension plans, trusts, and estates, through a network of approximately 200 investment adviser representatives. The firm offers financial planning, portfolio management, and access to multiple advisory platforms, with portfolios typically composed of stocks, bonds, mutual funds, and ETFs.

Concentrated stock management Options & derivatives strategies Real estate investing
user avatar

Ryan S

Series 63, Series 66

Oxford, OH

The huntington Investment company

Ryan Szymanski is a financial advisor with The Huntington Investment Company, holding Series 63 and Series 66 licenses and eight years of industry experience. His prior roles include positions at JPMorgan Securities LLC and Fifth Third Securities. The Huntington Investment Company provides advisory and wrap-fee programs to individual, charitable, corporate, and retirement clients, managing approximately $6.3 billion in assets. The firm offers an open-architecture, model-driven platform with various specialized program options and overlay services, and is affiliated with a regional bank holding company and Private Bank.

ESG / Sustainable investing Options & derivatives strategies Tax-loss harvesting
user avatar

William S

Series 63

Oxford, OH

Eagle Strategies (NY Life)

William Schafer is a financial advisor with Eagle Strategies (NY Life) based in Oxford, OH, holding a Series 63 designation and over 36 years of industry experience. He has been affiliated with NYLIFE Securities LLC since 1992 and New York Life Insurance Company since 1991. Outside of his advisory work, Schafer is a musician who performs guitar in a 20-piece band. Eagle Strategies LLC provides financial planning, investment advisory, and retirement plan consulting services to individuals, employer-sponsored retirement plans, trusts, charitable organizations, and corporate clients. The firm emphasizes client-directed solutions and utilizes third-party managers and model portfolios, operating as an indirect subsidiary of New York Life with approximately $25.4 billion in regulatory assets under management.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Annuities Retired Founder/Business Owner Executive
user avatar

Michael R

Series 63

Oxford, OH

Eagle Strategies (NY Life)

Michael Rudolph is a financial advisor with Eagle Strategies (NY Life) based in Oxford, Ohio, holding a Series 63 designation and over 42 years of industry experience. He has been affiliated with New York Life and its related entities since 1997 and previously worked with Bailey & Associates, Inc. for 25 years. Outside of his advisory work, Rudolph serves as president and board member of the Kiwanis Club of Oxford, Ohio, and holds leadership roles in several local and regional nonprofit organizations. Eagle Strategies LLC provides financial planning, investment advisory, and retirement plan consulting services to individuals, employer-sponsored retirement plans, trusts, charitable organizations, and corporate clients. The firm emphasizes client-directed solutions and utilizes third-party managers and model portfolios, delivering services through a network of over 2,000 investment adviser representatives.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Annuities Retired Founder/Business Owner Executive
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")