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Advisors / Illinois / Greenup
9yrs

Shane Todd

Financial advisor at Edward Jones

Shane Todd has worked in the financial industry for 9 years and is a fiduciary financial advisor based in Greenup, Illinois. Shane has been with Edward Jones since 2019; before that, Shane spent a year at Midwestern Securities Trading. Edward Jones offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets and flat fees.

Greenup, IL 62428Fiduciary advisor
Call the officeDirections

At a glance

Experience9 years (since 2017)
How that compares ?9 years in the industry
Office201 N Haughton Hwy, Greenup, IL 62428
How the firm is paid ?Percent of assets, Flat fee, Other
Typical client at the firm ?$246,728
Advisors at the firm24,118
States licensed ?2 states

Services through Edward Jones

Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managers

Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

Series 66Uniform Combined State Law Examination

Career

  1. 2019 – now
    Edward JonesCurrent firm
  2. Jan 2018 – Apr 2019

Contact Shane

Local office(217) 923-3464Ask for Shane. (314) 515-2000Main office · St. Louis, MO 201 N Haughton Hwy
Greenup, IL 62428Office · Get directions

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Questions to ask Shane

Tailored to Shane’s registration and firm.

  1. At a firm this size, will I work with you directly or with a service team?
  2. What does a financial plan with you include, and how often is it updated?
  3. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  4. Where would my money be held, and will I get statements directly from that firm?
  5. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

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About Shane

How do I contact Shane?

Call Shane’s local office at (217) 923-3464 or the Edward Jones main office at (314) 515-2000, and ask for Shane Todd.

How long has Shane been a financial advisor?

Shane has been in the industry since 2017, about 9 years. 9 years in the industry.

What licenses does Shane hold?

Series 66. Tap any license on this page to see what it allows.

Is Shane a fiduciary?

Shane is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is Shane paid?

Edward Jones reports being paid by a percentage of the assets they manage, flat or fixed fees, other fees. Ask Shane for your total yearly cost in dollars.

Official record as of October 3, 2026.

This profile is for information only and is not financial advice or a recommendation.