Financial advisors in Swansea, IL

66 advisors · page 2 of 3

Javon Taylor
Financial advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith Incorporated · $1.78T AUM
Verified
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Jeffrey Erb
Financial advisor at Lpl Enterprise, LLC
Lpl Enterprise, LLC · $24.94B AUM
VerifiedFinancial planning
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Jessica Williamson
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
VerifiedFinancial planning
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Joel Albers
Financial advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith Incorporated · $1.78T AUM
Verified
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Joel Pierce
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
VerifiedFinancial planning
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John Coughlin
Financial advisor at Lpl Enterprise, LLC
Lpl Enterprise, LLC · $24.94B AUM
VerifiedFinancial planning
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John Perry
Financial advisor at Archford Capital Strategies, LLC
Archford Capital Strategies, LLC · $1.49B AUM
VerifiedFinancial planning
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Joseph Schmidt
Financial advisor at Archford Capital Strategies, LLC
Archford Capital Strategies, LLC · $1.49B AUM
VerifiedFinancial planning
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Joshua Pauli
Financial advisor at Bankers Life Advisory Services, Inc.
Bankers Life Advisory Services, Inc. · $2.49B AUM
VerifiedFinancial planning
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Kathleen Campbell
Financial advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith Incorporated · $1.78T AUM
Verified
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Kurtis Shotts
Financial advisor at Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC · $660.47B AUM
VerifiedFinancial planning
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Laura Williams-Lawrence
Financial advisor at Archford Capital Strategies, LLC
Archford Capital Strategies, LLC · $1.49B AUM
VerifiedFinancial planning
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Lauren Lindhorst
Financial advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith Incorporated · $1.78T AUM
Verified
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Marnie Deschaine Venneman
Financial advisor at Archford Capital Strategies, LLC
Archford Capital Strategies, LLC · $1.49B AUM
VerifiedFinancial planning
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Michael Cohan
Financial advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith Incorporated · $1.78T AUM
Verified
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Michele Laws
Financial advisor at Portside Wealth Group, LLC
Portside Wealth Group, LLC · $1.43B AUM
VerifiedFinancial planning
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Molly Kim
Financial advisor at Lpl Enterprise, LLC
Lpl Enterprise, LLC · $24.94B AUM
VerifiedFinancial planning
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Paul Alegnani
Financial advisor at Archford Capital Strategies, LLC
Archford Capital Strategies, LLC · $1.49B AUM
VerifiedFinancial planning
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Paul Kampwerth
Financial advisor at Lpl Enterprise, LLC
Lpl Enterprise, LLC · $24.94B AUM
VerifiedFinancial planning
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Quinn Jansen
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
VerifiedFinancial planning
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Robert Schlueter
Financial advisor at Archford Capital Strategies, LLC
Archford Capital Strategies, LLC · $1.49B AUM
VerifiedFinancial planning
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Roy Gray
Financial advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith Incorporated · $1.78T AUM
Verified
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Russell Eilers
Financial advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith Incorporated · $1.78T AUM
Verified
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Ryan Haynes
Financial advisor at Archford Capital Strategies, LLC
Archford Capital Strategies, LLC · $1.49B AUM
VerifiedFinancial planning
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Scott Lollar
Financial advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith Incorporated · $1.78T AUM
Verified
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Scott Szymula
Financial advisor at Prime Capital Financial
Prime Capital Financial · $39.14B AUM
VerifiedFinancial planning
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Sherry Bolling
Financial advisor at Strategic Advisers LLC
Strategic Advisers LLC · $1.37T AUM
VerifiedFinancial planning
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Spencer Beckmann
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
VerifiedFinancial planning
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Stephen Martin
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
VerifiedFinancial planning
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Stephen Shevlin
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
VerifiedFinancial planning
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How this list works

Facts, not ratings. Where each advisor works, their firm, and their CFP® certification come from public SEC records (Form ADV and the SEC's adviser database), updated weekly. There are no reviews or star ratings.
No one pays to be here, or to rank higher. Advisors who've claimed their Advicer.bio page come first, because they're the ones who can answer a message. Then verified advisors, then CFP® professionals, then A to Z.
Check before you hire. Every advisor has a link to their SEC record, with their registrations and any disclosures.
This isn't advice or a recommendation of any advisor. It's a starting point.

Before you hire an advisor in Swansea, IL

Look up their record. The SEC link on each advisor shows where they've worked, their registrations and any disciplinary disclosures.
Read the firm's brochure. Every registered firm files a Form ADV Part 2 that explains its services, fees and conflicts of interest in plain language.
Ask how they're paid. A flat fee, a percentage of assets, hourly, or commissions on products. Each one changes what you pay and what they recommend.
Ask whether they act as a fiduciary for all of your accounts, all of the time, and get the answer in writing.
Check the fit. Ask who they usually work with, what's included, and how often you'll talk. A first meeting is usually free.

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Financial advisors in Swansea, IL.

How this list works

Before you hire an advisor in Swansea, IL