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15 advisors near 62557
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.
Travis M
ChFC®, Series 66
Taylorville, IL
Edward Jones
Travis Magoulias is a ChFC®-designated financial advisor at Edward Jones with seven years of industry experience. Prior to joining Edward Jones in 2018, he worked at United Parcel Service from 2013 to 2018. Outside of his advisory work, he owns and manages a DJ service in Springfield, IL. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals and institutions. The firm has a large national advisor network and offers a range of discretionary and non-discretionary investment strategies, as well as affiliated mutual funds and tax-efficient services.
Jaclyn D
Series 66
Taylorville, IL
Equitable Advisors
Jaclyn Deem is a financial advisor with Equitable Advisors in Taylorville, IL, holding a Series 66 designation and 17 years of industry experience. She has been with Equitable Advisors since 2005 and was affiliated with Axa Advisors, LLC from 2005 to 2020. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and a broad range of third-party asset managers. The firm operates a hybrid referral and implementation model, combining advisory and brokerage/insurance channels to deliver tailored services based on clients’ goals, risk tolerance, and time horizon.
Kerri A
Series 66
Taylorville, IL
Edward Jones
Kerri Austwick is a financial advisor with Edward Jones in Taylorville, IL, holding a Series 66 designation and bringing nine years of industry experience. She has been with Edward Jones continuously since 2008. Austwick owns the building where her Edward Jones office is located. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets with a broad network of financial advisors and branch offices, offering both discretionary and non-discretionary investment strategies under a fiduciary standard.
Nicole H
Series 66
Taylorville, IL
Edward Jones
Nicole Helm is a financial advisor at Edward Jones with two years of industry experience. She holds the Series 66 designation and has previously worked at firms including Rockton Software, State Farm, and Hobby Lobby. Outside of her advisory role, she is involved with Wipe Wear, LLC, a product business based in Taylorville, IL. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory services, including discretionary and non-discretionary strategies. The firm has a large nationwide presence with over 23,000 advisors and manages approximately $1.01 trillion in assets under management.
Bradley D
ChFC®, Series 63, Series 65
Taylorville, IL
Edward Jones
Bradley Davis is a financial advisor at Edward Jones in Taylorville, IL, holding a ChFC® designation along with Series 63 and Series 65 licenses. He has 34 years of industry experience and has been with Edward Jones since 2001. 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.
Blaine L
CFP®, Series 66
Taylorville, IL
Edward Jones
Blaine Lacy is a CFP® professional at Edward Jones with eight years of industry experience. He has been with Edward Jones since 2017. Outside of his advisory role, he is a member and registered agent of L&M Capital Solutions LLC, a real estate business based in Taylorville, IL. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
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.
Blake D
CFP®, Series 66
Taylorville, IL
Edward Jones
Blake Davis is a CFP® and Series 66-registered financial advisor with Edward Jones, where he has worked since 2014. He has 11 years of industry experience. Outside of his advisory role, he serves as a board member of the Gridiron Club Inc. in Taylorville, IL. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,700 financial advisors and offers a range of advisory programs and investment solutions under a fiduciary standard.
Charles H
CFP®, Series 63
Taylorville, IL
CSH Investment Management
Charles Henry is a CFP® with 28 years of industry experience. He has been with CSH Investment Management since 2014 and has longstanding roles at CSH Properties Inc. and H&R Block. In addition to his advisory work, he serves as president of CSH Holdings Inc., managing tax and accounting franchises. CSH Investment Management provides portfolio management and investment advisory services to individual clients, including high-net-worth households. The firm manages approximately $67.2 million in assets across about 290 client accounts and emphasizes fee transparency through detailed reporting.
Robbie J
Series 65, Series 66
Taylorville, IL
CSH Investment Management
Robbie Johnson is a financial advisor at CSH Investment Management with eight years of industry experience. He holds Series 65 and Series 66 designations and previously worked at Tax Tech from 2016 to 2019. CSH Investment Management provides investment advisory and portfolio management services to individual clients, including high-net-worth households, managing approximately $67.2 million in assets across about 290 client accounts. The firm emphasizes fee transparency by documenting calculated fees on custodial statements and offering clients detailed itemized fee breakdowns upon request.
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15 advisors near 62557
Out of 400,000+ nationwide