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Sara Norman

Advisor at Edward Jones

Updated today

Location

Jerseyville, IL 62052

Credentials

Series 66

Industry experience

5 years

About

Sara Norman is a financial advisor with Edward Jones in Jerseyville, IL, holding a Series 66 designation and five years of industry experience. She has been with Edward Jones since 1989. Outside of her advisory role, she serves as a substitute aerobics instructor at the JCH Wellness Center in Jerseyville. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a wide range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

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

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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

114 N State St

Jerseyville, IL 62052

Most active in

Illinois · Texas

Work history

Edward Jones

1989 - Present (37 years)

Disclosures

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

Business activities & affiliations

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Mark Y

Series 63, Series 65

Elsah, IL

Exodus Wealth, LLC

Mark Young is a financial advisor at Prosperity Wealth Management, Inc. with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Secure Investment Management, JD Mellberg Financial, Severin Investments, and The Financial Mgmt Center. Outside of advisory work, he is a licensed insurance agent with JD Mellberg Financial, an insurance agency. Prosperity Wealth Management serves individual and high-net-worth clients, as well as trusts, estates, and pension/profit-sharing plans, offering asset management, financial planning, and consulting services. The firm manages approximately $442 million in discretionary assets and employs a multi-method investment approach with continuous portfolio supervision and oversight of third-party managers.

Options & derivatives strategies Charitable giving & philanthropy
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Paul H

Series 63, Series 66

Jerseyville, IL

BFC PLANNING, Inc.

Paul Hardin is a financial advisor with BFC Planning, Inc. in Jerseyville, IL, holding Series 63 and Series 66 licenses and bringing 37 years of industry experience. He has been with BFC Planning and Berthel Fisher & Company Financial Services, Inc. since 2012. Outside of his advisory role, Hardin serves as vice president of the City of Jerseyville Police Pension Fund and is a board member and secretary for St. Francis Xavier Cemetery. BFC Planning, Inc. serves a diverse client base including individuals, corporations, banks, and pension plans through a network of approximately 200 investment adviser representatives. The firm provides financial planning, portfolio management, and access to various sub-advisory and institutional platforms, employing a range of investment strategies while excluding futures, hedge funds, and digital assets.

Concentrated stock management Options & derivatives strategies Real estate investing
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Julie B

Series 66

Jerseyville, IL

LPL Financial

Julie Brangenberg is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 24 years of industry experience. She has been with LPL Financial since 2003. Outside of her advisory role, she is involved in investment-related business activities including real estate investment and farm ownership. 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 variety of delivery options supported by in-house research 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
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Karen W

Series 66

Jerseyville, IL

OSAIC

Karen Weible is a financial advisor at OSAIC with 19 years of industry experience. She holds a Series 66 designation and has worked at SagePoint Financial since 2010. Outside of her advisory role, she operates two sole proprietorships focused on financial analysis, including Weible Divorce Financial Solutions. OSAIC Wealth, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base that includes individual investors, pension plans, corporations, and charitable organizations. The firm employs a structured investment process using risk-tolerance assessments, asset allocation, and portfolio optimization, and offers a broad range of investment products and advisory programs.

Annuities Founder/Business Owner Executive Retired
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Bradley M

Series 66

Godfrey, IL

Edward Jones

Bradley Mc Gill is a financial advisor at Edward Jones in Godfrey, IL, holding a Series 66 designation with one year of experience at the firm. His prior work includes roles at Wieland Rolled Products, the Department of Defense Military Police, and service in the United States Marine Corps. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

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

CFP®, Series 66

Jerseyville, IL

Edward Jones

Andrea Yoder is a CFP® and holds a Series 66 license, currently affiliated with Edward Jones in Jerseyville, IL. She has 14 years of industry experience, including 15 years with Edward Jones. Outside of her advisory role, she serves as Vice President and Chair of the Scholarship Committee for the JCH Foundation in Jerseyville. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, managing over $1 trillion in assets with a broad network of advisors and branch offices. The firm offers a range of advisory programs and investment options, operating under a fiduciary standard.

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