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Pension Consulting Services Advisors in Bloomington, Illinois
60 Results
Unclaimed

LPL Financial LLC

location

BLOOMINGTON, IL

experience

11 Years Experience

0 Disclosures

ADVISOR BIO

Adam Ghantous is a financial advisor at LPL Financial LLC in Bloomington, Illinois. Adam has been in the financial services industry since 2013. Adam is registered with FINRA and the state of Illinois. Adam is also registered with the state of California, Illinois, and North Carolina. Before joining LPL Financial LLC, Adam worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated, Edward Jones, and Bank of America, N.A. Adam offers a range of financial services, including financial planning, portfolio management, and investment advisory services. Adam is a Series 66 and Series 7 licensed advisor.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES
Unclaimed

Osaic Institutions, Inc.

location

Bloomington, IL

experience

7 Years Experience

0 Disclosures

ADVISOR BIO

Ashlee Wochholz is a financial advisor with Osaic Institutions, Inc. Ashlee has been in the industry since September 2017 and has been registered with the state of Illinois. Ashlee's primary focus is on providing financial planning and portfolio management services for individuals. Ashlee holds Series 7 and 66 licenses.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Individuals
SOLICITATION SERVICES FOR OTHER ADVISERS
Unclaimed

LPL Financial LLC

location

BLOOMINGTON, IL

experience

10 Years Experience

0 Disclosures

ADVISOR BIO

Ben Joseph Funk is a financial advisor working with LPL Financial LLC in Bloomington, IL. Ben has been a registered representative in the financial industry since February 15, 2015. Ben is registered as an Investment Advisor Representative in Illinois and has passed the Series 7, Series 66, and the SIE Exam.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES
Unclaimed

LPL Financial LLC

location

BLOOMINGTON, IL

experience

25 Years Experience

0 Disclosures

ADVISOR BIO

Blake Matheson Mier is a financial advisor at LPL Financial LLC, with over 24 years of experience in the financial industry. Blake has a strong track record of providing financial advice to individuals, families, and businesses. Blake holds licenses in multiple states, including Illinois and Texas. Blake's previous employers include Wells Fargo Advisors Financial Network, LLC and Wells Fargo Advisors, LLC. Blake is committed to providing personalized financial advice that meets the unique needs of each client.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES
Unclaimed

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

BLOOMINGTON, IL

experience

10 Years Experience

0 Disclosures

ADVISOR BIO

Brett McDaniel is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. in Bloomington, Illinois. Brett has been in the industry since 2015 and holds both Series 7 and Series 66 securities licenses. Brett is also a registered Investment Advisor representative in Illinois and Texas. Brett specializes in providing financial planning, portfolio management, and investment advisory services for individuals, businesses, and institutions.

SPECIALIZATIONS

Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D
Unclaimed

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

BLOOMINGTON, IL

experience

30 Years Experience

disclosure

5 Disclosures

ADVISOR BIO

Bryan Luther is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc.. Bryan has been in the industry since 1994 and has a Series 7, 63 and 65 licenses. Bryan is registered in 23 states and is also registered as an investment advisor in Illinois and Tennessee.

SPECIALIZATIONS

Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D
Unclaimed

Ameriprise Financial Services, LLC

location

BLOOMINGTON, IL

experience

32 Years Experience

0 Disclosures

ADVISOR BIO

Byron Kent Hendren is a financial advisor with Ameriprise Financial Services, LLC. Byron has over 30 years of experience in the financial services industry and is registered to provide investment advice in 26 states. Byron has been associated with Ameriprise Financial Services since 1992. He is a registered representative and investment advisor representative, licensed to sell insurance and securities. Byron offers a variety of financial services to individuals, businesses, and trusts.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
ASSET ALLOCATION SERVICES
Publication of Financial Periodicals
Unclaimed

LPL Financial LLC

location

BLOOMINGTON, IL

experience

8 Years Experience

0 Disclosures

ADVISOR BIO

Carl Gomez is a financial advisor who is registered with LPL Financial LLC. Carl has been in the industry since August 31, 2016 and holds a Series 66, Series 7 and SIE license. Carl's office is located at 2323 E EMPIRE STREET in BLOOMINGTON, Illinois. Carl is also registered with CEFCU Investment Services and provides financial planning services to individuals, high-net-worth individuals, corporations and other businesses, charitable organizations, and pension and profit-sharing plans.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES
Unclaimed

World Investment Advisors, LLC

location

Bloomington, IL

experience

31 Years Experience

0 Disclosures

ADVISOR BIO

Charles Bryan Stilwell is an investment advisor representative and registered representative. Charles has been in the industry since 1994 and is currently registered with World Investment Advisors, LLC. Charles has previously worked with Country Capital Management Company, D.B. Frank Investments, Inc., Digital Securities, Inc., FISERV Investor Services, Inc., FIMI Securities, Inc., First Brokerage America, L.L.C., AEGON USA Securities Inc., Locust Street Securities, Inc., Allied Group Merchant Banking Corporation, and Elan Investment Services, Inc. Charles is licensed to provide investment advice and securities brokerage services in Illinois. Charles specializes in portfolio management for individuals, businesses, and pooled investment vehicles.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Savant Wealth Management | CFP ® (Certifications)

location

BLOOMINGTON, IL

0 Disclosures

ADVISOR BIO

Christopher N Ruedi is a financial advisor with Savant Wealth Management and has been working in the financial industry since October 2012. Christopher has a Series 66 and Series 7 license. Christopher specializes in working with high-net-worth individuals, pension and profit-sharing plans, corporations, other businesses, and individuals other than high-net-worth. Christopher also has expertise in the following areas: financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, and portfolio management for individuals.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals

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