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Timothy Flinn

Advisor at STIFEL

Updated today

Location

Jacksonville, IL 62650

Credentials

Series 63, Series 66

Industry experience

12 years

Client services

Based on STIFEL

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Location

1170 Wall Street

Jacksonville, IL 62650

Most active in

Illinois · Texas

Work history

Stifel

2025 - Present (1 year)

LPL Financial

2017 - 2025 (8 years)

Midwestern Securities Trading Company, LLC

2016 - 2017 (1 year)

The Farmers State Bank and Trust Company

2016 - 2025 (9 years)

Axa Advisors, Llc

2016 - 2016 (1 year)

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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Craig A

CFP®, Series 63, Series 65

Jacksonville, IL

Investment Advisors Group, LLC

Craig Albers is a CFP® professional with 32 years of experience in the financial industry. He is the sole advisor at Investment Advisors Group, LLC and has previously worked at Stifel Nicolaus & Co Inc and LPL Financial, LLC. Outside of his advisory work, Albers serves as a sporting event public announcer for Illinois College and has held employment roles with the Jacksonville School District and the University of Illinois Springfield. Investment Advisors Group, LLC provides investment advisory and financial planning services to individuals, trusts, charitable organizations, corporations, and employer retirement plans. The firm offers tiered portfolio management solutions, standalone financial planning, and retirement plan consulting, with an investment process that incorporates fundamental, technical, sector, and cyclical analysis tailored to client objectives and risk tolerance.

Retirement income strategy Debt management Cash flow / budgeting

Brent B

Series 66

Jacksonville, IL

Kingsview Wealth Management, LLC

Retirement income strategy College savings (529s, UTMA, etc.) Multi-generational wealth transfer General retirement planning Wealth management Founder/Business Owner Retired
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Robert B

Series 63, Series 66

Jacksonville, IL

BFC PLANNING, Inc.

Robert Beard is a financial advisor with BFC Planning, Inc. in Jacksonville, IL, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. He has worked at BFC Planning since 2016 and has been with Berthel, Fisher & Company Financial Services, Inc. since 2003. Outside of his advisory roles, Beard serves as Secretary/Treasurer of the Jacksonville Country Club. 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 a range of financial planning and portfolio management services, utilizing various platforms and strategies tailored to client needs.

Concentrated stock management Options & derivatives strategies Real estate investing
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Matthew G

Series 63, Series 65

Ashland, IL

LPL Financial

Matthew Greer is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His prior roles include positions at Cambridge Investment Research Advisors, VOYA Financial Advisors, and West Central Financial Services. He is also involved in Greer Insurance Solutions, LLC, which operates as a non-variable insurance business. 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 range of delivery options and investment strategies supported by an in-house research team, combining large-scale advisory operations with a broad product platform.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired

Tony M

Series 66

Jacksonville, IL

Edward Jones

Retirement income strategy General retirement planning Wealth management
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Thomas H

Series 66

Jacksonville, IL

Edward Jones

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