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Advisors near 62612
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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.
Todd E
Series 63, Series 66
Springfield, IL
Berger Financial Group
Todd Ernst is a financial advisor at Berger Financial Group with six years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Cetera and CETERA Financial Specialists LLC. Outside of advising, he is involved in tax and accounting services as a tax manager at Quorum Consulting, LLC, and owner of Ernst Tax & Financial Services, where he represents clients before the IRS. Berger Financial Group provides wealth management, retirement and succession planning, income tax planning, and consulting for individuals, families, trusts, businesses, and retirement plans. The firm manages accounts on a discretionary basis using fundamental analysis and primarily long-term strategies, with a notable ownership structure involving an Employee Stock Ownership Plan Trust and a team that includes Certified Public Accountants offering separate tax services.
Brent B
Series 66
Jacksonville, IL
Kingsview Wealth Management, LLC
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.
Julie W
ChFC®, Series 66
Petersburg, IL
Edward Jones
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.
James B
CFP®
New Berlin, IL
Blankenship Financial Planning, Ltd.
Sterling R
CFP®, ChFC®, Series 63, Series 65
New Berlin, IL
Blankenship Financial Planning, Ltd.
Thomas H
Series 66
Jacksonville, IL
Edward Jones
Timothy F
Series 63, Series 66
Jacksonville, IL
STIFEL
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Advisors near 62612
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