Schaefer Wealth Management
36yrs
Top advisor by experience in Waterloo
Financial advisors in Waterloo, IL
Looking for a financial advisor in Waterloo, IL? We list 19 advisors with offices here. Compare their experience, how their firms work, and how to reach them, then use our interview guide to find the right fit.
19Advisors with offices here
10Median years of experience
0%At fee-only firms
6Firms represented
Largest firms here: Edward Jones (7), Stifel, Nicolaus & Company (4), Thrivent Investment Management (3).
Nearby: Columbia, Millstadt, Smithton, Red Bud, Freeburg, Belleville.
Osaic Wealth
35yrs
Top 8% by experience nationwide
State Farm Investment Management
25yrs
Top 16% by experience in Waterloo
Stifel, Nicolaus & Company
24yrs
Top 21% by experience in Waterloo
Edward Jones
19yrs
Top 23% by experience at Edward Jones
Edward Jones
18yrs
More experience than 73% of advisors at Edward Jones
State Farm Investment Management
15yrs
More experience than 63% of advisors in Waterloo
Edward Jones
13yrs
More experience than 59% of advisors at Edward Jones
Thrivent Investment Management
11yrs
More experience than 55% of advisors at Thrivent Investment Management
Edward Jones
10yrs
10 years in the industry
Edward Jones
10yrs
10 years in the industry
Edward Jones
8yrs
8 years in the industry
Stifel, Nicolaus & Company
7yrs
7 years in the industry
Stifel, Nicolaus & Company
3yrs
3 years in the industry
Stifel, Nicolaus & Company
2yrs
2 years in the industry
Osaic Wealth
1yr
1 years in the industry
Thrivent Investment Management
1yr
1 years in the industry
Thrivent Investment Management
New
New to the profession
Edward Jones
New
New to the profession
Before you reach out
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HiringYour first meeting with an advisor: what to bringA little preparation turns a polite chat into a genuinely useful conversation.