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14 advisors near 61364
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Timothy A
ChFC®, Series 63
Streator, IL
Wealth Accumulation & Preservation, Inc.
Timothy Armstrong is a ChFC® credentialed financial advisor with 20 years of industry experience. He has been with Wealth Accumulation & Preservation, Inc. since 2011. Outside of his advisory role, he is involved in fixed insurance sales through Midland National and F&G Life. Wealth Accumulation & Preservation, Inc. is a small firm serving individuals, high-net-worth clients, and state or municipal government entities with discretionary asset management and financial planning. The firm uses a combination of fundamental, technical, and cyclical analysis to guide investment decisions and is notable for its work with government clients and its affiliated insurance business.
John B
Series 63, Series 65
Oglesby, IL
Lincolnbridge Financial Planning, LLC
John Bellino is a financial advisor at LincolnBridge Financial Planning, LLC with six years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Northwestern Mutual Wealth Management Company and BTNJT, Inc. Bellino’s background includes roles spanning wealth management and financial services. LincolnBridge Financial Planning manages approximately $39.8 million for about 118 clients, including individuals, trusts, pension and profit-sharing plans, and business entities. The firm employs a multi-disciplinary investment process combining fundamental, technical, quantitative, and cyclical analysis to tailor portfolios that may include stocks, bonds, ETFs, options, and alternative investments.
Gregory V
ChFC®, Series 66
Oglesby, IL
Lincolnbridge Financial Planning, LLC
Gregory Vogel is a financial advisor at LincolnBridge Financial Planning, LLC with the ChFC® designation and two years of industry experience. He previously worked at Northwestern Mutual Investment Services LLC and State Farm Insurance, where he spent over three decades. LincolnBridge Financial Planning manages approximately $39.8 million for around 118 clients, including individuals, trusts, pension plans, and business entities. The firm offers asset management, comprehensive portfolio management, financial planning, and retirement plan consulting, utilizing a multi-disciplinary investment process and serving both retail and institutional clients.
Robert B
Series 63, Series 65
Streator, IL
Wealth Accumulation & Preservation, Inc.
Robert Benning is a financial advisor with Wealth Accumulation & Preservation, Inc. in Streator, Illinois. He holds Series 63 and Series 65 licenses and has 31 years of industry experience. He has been with Wealth Accumulation & Preservation since 2011. Wealth Accumulation & Preservation, Inc. is a small advisory firm serving individuals, high-net-worth clients, and state or municipal government entities. The firm provides discretionary asset management and financial planning, using a combination of fundamental, technical, and cyclical analysis to guide investment decisions.
Michael B
ChFC®, Series 63
Oglesby, IL
Lincolnbridge Financial Planning, LLC
Michael Barrie is a ChFC® credentialed financial advisor with 11 years of industry experience. He currently works at Lincolnbridge Financial Planning, LLC and has prior experience at Northwestern Mutual Wealth Management Company and Illinois Valley Community College. Barrie serves as a board member of Illinois Valley Credit Union. Lincolnbridge Financial Planning manages approximately $39.8 million for individuals, trusts, pension and profit-sharing plans, and business entities, offering asset management, comprehensive portfolio management, and retirement plan consulting through a multi-disciplinary investment process.
David R
Series 63, Series 65
Streator, IL
LPL Financial
David Rashid is a financial advisor with LPL Financial in Streator, IL, holding Series 63 and Series 65 credentials and 29 years of industry experience. He previously worked at Wells Fargo Advisors and Edward Jones. Rashid is also an agent with Insurance Design Network, LLC, focusing on non-variable insurance products. 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 investment solutions supported by an in-house Research team and delivers services through a large network of investment adviser representatives.
Daryk B
Series 63, Series 65
Oglesby, IL
Edward Jones
Daryk Brayton is a financial advisor at Edward Jones with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Edward Jones since 2015. Outside of his advisory role, he is involved in broadcasting high school sports through Starved Rock Media in Oglesby, Illinois. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies through a nationwide network of financial advisors and branch offices.
Kevin D
Series 63, Series 66
Streator, IL
Edward Jones
Kevin Dean is a financial advisor with Edward Jones in Streator, Illinois, holding Series 63 and Series 66 credentials and 23 years of industry experience. He has been with Edward Jones since 2003. Outside of his advisory work, he occasionally coaches group CrossFit classes and co-manages a family farming business. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,000 financial advisors.
Gary W
Series 66
Streator, IL
Edward Jones
Gary Wheeler is a financial advisor with Edward Jones in Streator, IL, holding a Series 66 designation and 18 years of industry experience. He has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and maintains a large nationwide network of financial advisors and branch offices.
Benjamin H
ChFC®, Series 66
Streator, IL
Edward Jones
Benjamin Hiltabrand is a financial advisor with Edward Jones in Streator, IL, holding the ChFC® designation and Series 66 license. He has six years of industry experience, including five years at Owens-Illinois, Inc. Prior to joining Edward Jones in 2019, he worked in the corporate sector. Outside of his advisory role, he serves on several local boards, including the Streator Police Pension Board as Vice President, the Streator High School Foundation, and the St. Michael the Archangel School Athletic Board. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a broad spectrum, including pension plans and charitable organizations. The firm offers various advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,700 financial advisors.
Merianne M
Series 66
Streator, IL
Thrivent Investment Management
Merianne Morris is a financial advisor at Thrivent Investment Management with two years of industry experience. She holds a Series 66 designation and previously worked at Stertil ALM Corp. for 17 years before joining Thrivent. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm provides holistic, goal-based analyses and planning across a broad range of topics, allowing clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan.”
Breanne I
Series 66
Ancona, IL
Edward Jones
Breanne Iffert is a financial advisor at Edward Jones in Ancona, IL, holding a Series 66 designation with nine years of industry experience. She has been with Edward Jones since 2016 and previously worked at Southern Illinois University Edwardsville Housing from 2013 to 2016. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals, pension plans, corporate clients, and charitable organizations. The firm offers a range of investment advisory programs and maintains a large national network of advisors and branch offices.
Brett D
Series 66
Streator, IL
Edward Jones
Brett Davis is a financial advisor with Edward Jones in Streator, Illinois. He holds a Series 66 designation and has one year of industry experience. His prior work includes roles at Constellation and the YMCA. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a broad range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates through a nationwide network of financial advisors and branch offices.
Thomas G
CFP®, Series 63
Streator, IL
MWA Financial Services Inc.
Thomas Green is a CFP® professional with 38 years of industry experience, currently serving at MWA Financial Services Inc. since 2004. He also owns Green Financial, which provides income tax preparation and advice, and has operated a farm since 2010. Additionally, Green serves as a member of the LaSalle County Board in Ottawa, Illinois. MWA Financial Services, Inc. is an SEC-registered investment adviser and FINRA-registered broker-dealer with 134 advisors, offering financial planning and managed accounts to individuals, trusts, corporations, charitable organizations, and employer-sponsored retirement plans. The firm provides most advisory services on a non-discretionary basis and combines advisory and broker-dealer activities, including commission-based product sales through its affiliation with Modern Woodmen of America.
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14 advisors near 61364
Out of 400,000+ nationwide