Advisor at Raymond James Financial
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Mount Sterling, IL 62353
Credentials
Series 63, Series 65
Industry experience
26 years
Philip Krupps is a financial advisor with Raymond James Financial in Mount Sterling, IL, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has held leadership roles including President of Wealth Management and Market President at United Community Bancorp, and he owns Donaldson Capital LLC, a real estate brokerage and development business. Krupps is also involved with community organizations such as the Brown County Little League and Brown County Development Corporation. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and municipal entities. The firm emphasizes non-discretionary financial planning and investment consulting, offering tailored recommendations and access to both brokerage and advisory accounts through a broad network of affiliated services.
Based on Raymond James Financial
Based on Raymond James Financial
Fixed (flat) dollar fees may be charged for planning and/or investment consulting services
Commissions are charged in brokerage accounts when implementing financial plans or recommendations; fees and commissions may be offset or discounted for legacy clients.
Hourly rates for planning and/or investment consulting services generally up to $400 per hour
Fee-only: Hourly fees generally up to $400 per hour; fees may also be fixed (flat) dollar amounts or a percentage of assets under advisement not to exceed 2.25%
101 East Main Street
Mount Sterling, IL 62353
Illinois
United Wealth
2022 - Present (4 years)
Donaldson Capital Llc
2013 - Present (13 years)
United Community Bancorp
2012 - Present (14 years)
Brown County State Bank
2009 - 2019 (10 years)
Raymond James Financial
2009 - Present (17 years)
Community Foundation
2007 - Present (19 years)
Brown County Little League
2007 - Present (19 years)
Brown County Development Corporation
2007 - Present (19 years)
Community Foundation Of The Quincy Area
2007 - 2020 (13 years)
John Wood Community College
2007 - 2018 (11 years)
Raymond James Financial Services
2007 - Present (19 years)
Brown County State Bank
1997 - 2019 (22 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Series 63, Series 65
Rushville, IL
On Investment Management CO
Tim Ward is a financial advisor with On Investment Management Company in Rushville, Illinois, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. He has been associated with The O.N. Equity Sales Company since 2016 and Ohio National Financial Services since 2013. Outside of his advisory work, Ward serves as president of the board for a local nonprofit Fitness and Community Center and leads the Schuyler County Economic Commission. On Investment Management Company provides financial planning and investment advisory services to individual investors, charitable organizations, businesses, and retirement plan sponsors. The firm offers a range of advisory programs, including fee-based planning, third-party investment solutions, and managed account options, serving both discretionary and non-discretionary client relationships.
Series 66
Rushville, IL
On Investment Management CO
Nicholas Hendricker is a financial advisor with On Investment Management Company (ONIMCO) and holds a Series 66 designation. He has been involved in various business roles, including positions at The O.N. Equity Sales Company and Dot Foods INC. Outside of finance, he has experience with family business operations and community coordination roles. ONIMCO is a SEC-registered investment adviser serving individuals, families, trusts, charitable organizations, and businesses with financial planning, portfolio management, and retirement-plan advisory services. The firm uses a dual-registration model combining advisory and broker-dealer activities and offers a mix of discretionary and non-discretionary investment management.
Series 66
Rushville, IL
Edward Jones
Cody Duffie is a Series 66-registered financial advisor with Edward Jones, based in Rushville, Illinois, and has nine years of industry experience. Prior to joining Edward Jones in 2016, he worked five years at the YMCA of McDonough County. Outside of his advisory role, he coaches 5th and 6th grade basketball for the Rushville/Industry school district. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and affiliated financial services, supported by a nationwide network of more than 23,700 advisors.
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