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11 advisors near 62075
Out of 400,000+ nationwide
Jared T
Series 63, Series 65
Pana, IL
Trexler Financial Advisors LLC
Jared Trexler is a financial advisor with Trexler Financial Advisors LLC in Pana, Illinois, holding Series 63 and Series 65 licenses and possessing 16 years of industry experience. He has worked at Cetera Investment Advisers LLC and Cetera Financial Specialists LLC before founding his current firm in 2018. In addition to his advisory role, he is a CPA and vice president at Trexler & Company, P.C., where he performs general accounting and tax return duties. Trexler Financial Advisors is an independent, state-registered investment adviser offering discretionary investment management and financial planning. The firm serves individuals, high-net-worth clients, trusts, estates, and business entities, integrating tax preparation services through its affiliated CPA firm as part of its wealth management offering.
Chad S
CFP®, Series 66
Pana, IL
Commonwealth Financial Network
Chad Sutton is a CFP® professional with 19 years of industry experience, currently serving at Commonwealth Financial Network since 2017. He previously worked at Investment Centers of America for 11 years and is the owner and CEO of Endurance Capital. Outside of his advisory work, Sutton coaches junior high cross country and track in Taylorville, IL. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors with a range of advisory programs and services. The firm provides operations, trading, technology, investment management, compliance, and practice-management support to affiliated advisors who offer customized investment solutions.
Kristen H
Series 66
Pana, IL
Commonwealth Financial Network
Kristen Hartman is a financial advisor at Commonwealth Financial Network with seven years of industry experience. She holds the Series 66 designation and has worked at Commonwealth since 2018. Prior to that, she spent 19 years at Dieterich Bank. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm offers a range of advisory programs and services, including wealth management and retirement plan consulting, supported by its operations, trading, technology, investment management, and compliance platforms.
Bradley A
CFP®, Series 66
Nokomis, IL
OSAIC
Bradley Arndt is a CFP®-designated financial advisor with 24 years of industry experience, currently affiliated with Osaic Wealth, Inc. He has previously worked with Securities America Advisors and First National Bank of Nokomis. Outside of his advisory role, Arndt volunteers with the New Life Pregnancy Center and serves as an archery instructor for a local 4-H shooting sports program. Osaic Wealth, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base including individual investors, retirement plans, corporations, and charities. The firm utilizes a comprehensive investment process combining risk-tolerance assessments, asset allocation software, and portfolio optimization, and offers access to a wide range of investment products and third-party managers.
Jessica F
CFP®, Series 66
Pana, IL
Edward Jones
Jessica Fritcher is a CFP® with six years of industry experience, currently serving as a financial advisor at Edward Jones. She previously worked at Wells Fargo Advisors and has experience outside finance in pharmacy and restaurant management. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and affiliated investment products, supported by a large nationwide network of advisors and branch offices.
Angela E
Series 66
Hillsboro, IL
Cambridge Investment Research Advisors
Angela Eickhoff is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and 20 years of industry experience. She previously worked at Voya Financial Advisors and has been affiliated with White & Associates since 2013, where she is also involved in independent insurance and tax preparation services. Additionally, she serves as a board member for Camden's Crew, Inc. Cambridge Investment Research Advisors serves a diverse client base including individual investors, retirement plans, and charitable organizations through a network of independent financial professionals. The firm offers financial planning, portfolio management, and retirement plan advisory services utilizing multiple account platforms and both discretionary and non-discretionary investment strategies.
Blake D
Series 66
Hillsboro, IL
Edward Jones
Blake Delaney is a financial advisor at Edward Jones with three years of industry experience and holds the Series 66 designation. He has worked at Edward Jones since 2020, with a brief period at Northwestern Mutual between 2021 and 2022. Prior to his advisory career, Blake has diverse work experience including roles at Illinois State University, H&H Mowing, and Williams Concrete. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment strategies, supported by a nationwide network of over 23,700 financial advisors and 15,000 branch offices.
Dane H
Series 66
Hillsboro, IL
Cambridge Investment Research Advisors
Dane Huber is a financial advisor at Cambridge Investment Research Advisors with a Series 66 credential and one year of industry experience. His prior work includes roles at Cambridge Investment Research, Inc., Anderson Farms, and various positions in education and municipal services. Outside of his advisory role, he is employed at White & Associates in insurance, benefits, human resources, and tax preparation. Cambridge Investment Research Advisors serves individual investors, retirement plans, charitable organizations, and pension/profit-sharing plans through a large network of independent financial professionals. The firm offers a range of advisory services including financial planning, portfolio management, and retirement plan advisory using multiple account platforms and third-party strategists.
Gina B
Series 66
Hillsboro, IL
Cambridge Investment Research Advisors
Gina Burke is a Series 66-licensed financial advisor with Cambridge Investment Research Advisors, where she has worked since 2020. She has 11 years of industry experience, including six years at VOYA Financial Advisors. Outside of her advisory role, Burke serves as a board member of the nonprofit Camden's Crew Inc. and is involved in independent insurance and tax preparation services through White and Associates. Cambridge Investment Research Advisors serves a diverse client base including individual investors, retirement plans, and charitable organizations. The firm offers financial planning, discretionary and non-discretionary portfolio management, and access to third-party sub-advisers through multiple account platforms.
Jacey D
Series 66
Hillsboro, IL
Edward Jones
Jacey Delaney is a financial advisor at Edward Jones with three years of industry experience. She holds the Series 66 designation and has worked at Edward Jones since 2020, with a brief tenure at Northwestern Mutual in 2021. Her background includes roles outside finance, such as positions at Texas Roadhouse and in education. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets through a nationwide network of advisors and branch offices.
Benjamin M
CFP®, Series 66
Pana, IL
Edward Jones
Benjamin Moore is a CFP®-certified financial advisor with 10 years of industry experience, currently serving clients at Edward Jones since 2015. He holds a Series 66 license and is based in Pana, IL. Outside of his advisory work, he owns an office building that he leases to other Edward Jones financial advisors. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including high-net-worth households and corporate clients. The firm offers a range of advisory strategies, access to managed accounts and affiliated funds, and operates under a fiduciary standard.
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11 advisors near 62075
Out of 400,000+ nationwide