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21 advisors near 62052
Out of 400,000+ nationwide
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.
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.
Sara N
Series 66
Jerseyville, IL
Edward Jones
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.
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.
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.
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.
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.
Marcus R
Series 66
Jerseyville, IL
Edward Jones
Marcus Renken is a financial advisor at Edward Jones with one year of industry experience. He holds a Series 66 designation and previously worked at US Bank, Family Finance Mortgage, and Wells Fargo Home Mortgage. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of investment advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,000 financial advisors.
Karie M
Series 63, Series 66
Dow, IL
Charles Schwab
Karie Murphy is a financial advisor with Charles Schwab, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. She has been with Charles Schwab and its affiliated entities since 2018 and previously worked at Northwestern Mutual Investment Services LLC and John Ertz. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts, using multi-asset model portfolios and a centralized operational structure.
Nora S
Series 66
Godfrey, IL
Edward Jones
Nora Steiner is a financial advisor with Edward Jones in Godfrey, IL, holding a Series 66 designation. She has experience working at Edward Jones since 2024, with prior roles in education and staffing. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of discretionary and non-discretionary investment strategies, along with affiliated mutual funds and tax-efficient services, supported by a large nationwide network of financial advisors and branch offices.
James C
Series 63, Series 65
Godfrey, IL
Raymond James Financial
James Claywell is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been with Raymond James since 2016 and previously worked at Marquette Catholic High School for 19 years. Claywell is also the owner of Claywell Asset Management, LLC, where he serves as an independent contractor financial advisor. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm offers financial planning and non-discretionary investment consulting, emphasizing tailored plans developed through risk profiling and firm research, with a distinctive focus on non-discretionary advisory services.
Edward H
Series 66
Godfrey, IL
Morgan Stanley
Edward Hansen is a financial advisor with Morgan Stanley, holding a Series 66 designation and 23 years of industry experience. He has worked with Morgan Stanley Smith Barney since 2009 and the Morgan Stanley Private Bank, National Association since 2015. Hansen is based in Godfrey, Illinois. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients. The firm offers a range of advisory programs and tailored financial planning services utilizing structured discovery processes and advanced modeling tools.
Colten S
Series 63, Series 66
Godfrey, IL
Edward Jones
Colten Steiner is a financial advisor at Edward Jones with 24 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Edward Jones since 2001. Outside of his advisory role, he is the sole manager of a rental LLC in Godfrey, 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 strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
Scott S
Series 66
Jerseyville, IL
Edward Jones
Scott Schaefer is a financial advisor with Edward Jones in Jerseyville, IL, holding a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked for Kernan Land Company and had roles at Lockhaven Golf Club and The Woodlands Golf Club. Outside of financial advising, he is involved in farming activities, managing land enrolled in the Conservation Reserve Program. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm offers a range of advisory programs and investment options, supported by a large nationwide network of advisors and branch offices.
Nicholas C
Series 66
Godfrey, IL
Fidelity
Nicholas Cooper is a financial advisor with Fidelity Investments, holding a Series 66 designation and five years of industry experience. His work history includes roles at Fidelity and Wells Fargo Clearing Services LLC. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery. The firm uses proprietary fundamental research combined with quantitative analysis and algorithmic portfolio construction, with formal advisory roles to registered investment companies and the use of AI-driven research methods.
Jeremy L
Series 66
Jerseyville, IL
LPL Enterprise
Jeremy La Plant is a financial advisor with LPL Enterprise, holding a Series 66 credential and 12 years of industry experience. He previously worked at Edward Jones for 12 years before joining LPL Enterprise in 2025. La Plant serves as a board member for the Westlake Country Club, a nonprofit organization in Jerseyville, IL. LPL Enterprise provides advisory services through a large network of investment adviser representatives to individuals, retirement plans, charitable organizations, and corporate clients. The firm offers financial planning, access to model portfolios, and third-party asset management programs, combining advisory and brokerage services with a broad range of securities and insurance products.
Angela M
Series 63, Series 66
Godfrey, IL
Edward Jones
Angela Mandrell is a financial advisor with Edward Jones in Godfrey, IL, holding Series 63 and Series 66 credentials and having 23 years of industry experience. She has been with Edward Jones since 2002. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a broad range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.
Dalton G
CFP®, Series 66
Godfrey, IL
Edward Jones
Dalton Gray is a financial advisor at Edward Jones with eight years of industry experience and holds CFP® and Series 66 designations. Prior to joining Edward Jones in 2017, he worked in various roles related to political organizations. Outside of his advisory work, he organizes college students to circulate political petitions for candidates seeking ballot access. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment solutions, supported by a large nationwide network of advisors and branch offices.
Brent F
Series 63, Series 66
Jerseyville, IL
LPL Financial
Brent Fulkerson is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. His prior roles include positions at CUNA Mutual Group, CUNA Brokerage Services, Td Ameritrade, and Scottrade. 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 a large network of investment adviser representatives.
Steven M
Series 63, Series 66
Jerseyville, IL
Edward Jones
Steven Medford is a financial advisor with Edward Jones in Jerseyville, IL, holding Series 63 and Series 66 designations and 24 years of industry experience. He has been with Edward Jones since 2001. Outside of his advisory role, Medford is involved in coaching basketball at the high school and community college levels and runs a youth basketball camp in Jerseyville. 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, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.
Terri S
Series 63, Series 65
Godfrey, IL
Raymond James Financial
Terri Schneider is a financial advisor with Raymond James Financial Services Advisors, Inc. in Godfrey, IL, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. She has worked exclusively with Raymond James since 2016. Schneider also serves as an independent contractor financial advisor with Claywell Asset Management and Embark Wealth Partners, and she is involved in succession planning through ownership of JEN Holdings, LLC. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, pension plans, charitable organizations, and municipal entities. The firm provides financial planning and non-discretionary investment consulting, emphasizing tailored recommendations developed through detailed client risk profiling and supported by firm research and outside managers.
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21 advisors near 62052
Out of 400,000+ nationwide