illinois Date: 09-25-2025

Top 15 Financial Advisors in Springfield, IL

Financial AdvisorAddress
1♠ Duane Schmedeke - COUNTRY Financial Representative2631 Beechler Ct, Springfield, IL 62703
2♠ Edward Jones - Financial Advisor: Holly J Herkert, CFP®2925 Meadowbrook Rd STE C, Springfield, IL 62711
3♠ Edward Jones - Financial Advisor: Tim Healy1215 S 4th St Suite B, Springfield, IL 62703
4♠ Edward Jones - Financial Advisor: T.J. Dura, CFP®|AAMS®3161 W White Oaks Dr Suite 100, Springfield, IL 62704
5♠ OneMain Financial2727 S 6th St, Springfield, IL 62703
6♠ Jake Surratt - COUNTRY Financial Representative3028 Happy Landing Dr, Springfield, IL 62711
7♠ Gruening Health & Wealth1124 Centre W Dr, Springfield, IL 62704
8♠ Merrill Lynch Wealth Management611 E Monroe St, Springfield, IL 62701
9♠ Dax Campbell - Private Wealth Advisor, Ameriprise Financial Services, LLC993 Clocktower Dr STE B, Springfield, IL 62704
10♠ Skinner Copper & Ehmen Wealth3000 Professional Dr # 201, Springfield, IL 62703
11♠ Anthology Financial Partners - Ameriprise Financial Services, LLC2621 Montega Dr Ste A, Springfield, IL 62704
12♠ Morgan Stanley Financial Advisors3201 W White Oaks Dr Ste 201, Springfield, IL 62704
13♠ Financial Partners Credit Union940 N MacArthur Blvd, Springfield, IL 62702
14♠ Edward Jones - Financial Advisor: Tom Noonan2055 W Iles Ave Suite D, Springfield, IL 62704
15♠ Mike OBrien - COUNTRY Financial Representative536 N Bruns Ln Ste 2B, Springfield, IL 62702

1.Duane Schmedeke - COUNTRY Financial Representative

Address: 2631 Beechler Ct, Springfield, IL 62703

(7) user ratings total:

Linda Lucke I met with Duane for first time recently. He is very professional and informative. He increased my coverage and saved me a great deal over previous well known insurance company that I had dealt with for decades! I’m so happy I looked into working with Duane!
5 /5

2.Edward Jones - Financial Advisor: Holly J Herkert, CFP®

Address: 2925 Meadowbrook Rd STE C, Springfield, IL 62711

(5) user ratings total:

Marina Powell Holly is wonderful and easily reachable. She is knowledgeable .
5 /5

3.Edward Jones - Financial Advisor: Tim Healy

Address: 1215 S 4th St Suite B, Springfield, IL 62703

(5) user ratings total:

Megan DeFrain Tim is an excellent financial advisor with impeccable ethics. He is well respected throughout the local community, and has served several members of our family. Anyone should feel very confident working with Tim and his amazing assistant, Ann. Highly recommend.
5 /5

4.Edward Jones - Financial Advisor: T.J. Dura, CFP®|AAMS®

Address: 3161 W White Oaks Dr Suite 100, Springfield, IL 62704

(5) user ratings total:

Jim Lovelace Ive been working with T J, Deborah and Katie for countless years and with their expertise, they have allowed my family to retire and continue to help us live our best life. T J understands the myriad of available financial products and listens to what people need and want. He or his staff are always available to answer questions and they are a great resource to help folks on their retirement journey. We highly recommend Edward Jones and T J Dura
5 /5

5.OneMain Financial

Address: 2727 S 6th St, Springfield, IL 62703

(46) user ratings total:

Amy Hampton Friendly, fast service. They explain everything in very clear detail. They offer different options for the loans, ways to make payments, paying the loan off early...amongst many other great customer services. Fantastic company in my eyes.
5 /5

6.Jake Surratt - COUNTRY Financial Representative

Address: 3028 Happy Landing Dr, Springfield, IL 62711

images Jake Surratt - COUNTRY Financial Representative

(43) user ratings total:

Scott Scheidenhelm James and the team for Jake Surratt have been absolutely terrific to work with on our auto, home and life insurance policies. We made the switch to CC in large part due to how great they were to work with when we were researching options to select a new insurance company. Then when we had to file a claim from storm damage to our house, James again showed that they truly care for their customers. He was involved in the entire process, answering all our questions throughout. We cannot be happier and recommend them to anyone.
5 /5

7.Gruening Health & Wealth

Address: 1124 Centre W Dr, Springfield, IL 62704

(423) user ratings total:

Linda Cole I got help with my Medicare Ron has been very helpful in helping me set up my plan for my needs. He has walked me through the steps and been very patient with me. He is very helpful and I know if I need help with something I can call him! Thank you Ron for making this process easier for me. Sincerely, Linda Cole
5 /5

8.Merrill Lynch Wealth Management

Address: 611 E Monroe St, Springfield, IL 62701

(4) user ratings total:

Alex Cooper Just fookin finance it. Youre here anyway.
5 /5

9.Dax Campbell - Private Wealth Advisor, Ameriprise Financial Services, LLC

Address: 993 Clocktower Dr STE B, Springfield, IL 62704

(3) user ratings total:

Claudia Campbell I really feel comfortable with Dax and Emily. They were more than accommodating with all aspects of my account. I continue to do business with them and will for the foreseeable future.
5 /5

10.Skinner Copper & Ehmen Wealth

Address: 3000 Professional Dr # 201, Springfield, IL 62703

(3) user ratings total:

Michael Thomas Great company that values people and community, Melanie was great.
5 /5

11.Anthology Financial Partners - Ameriprise Financial Services, LLC

Address: 2621 Montega Dr Ste A, Springfield, IL 62704

(2) user ratings total:

Bobbie WaWoo Jennifer and her team always offer the experience of working with you as a human being, not just a set of numbers. They truly care about their clients.
5 /5

12.Morgan Stanley Financial Advisors

Address: 3201 W White Oaks Dr Ste 201, Springfield, IL 62704

13.Financial Partners Credit Union

Address: 940 N MacArthur Blvd, Springfield, IL 62702

(2) user ratings total:

Panth3r The best bank ever
5 /5

14.Edward Jones - Financial Advisor: Tom Noonan

Address: 2055 W Iles Ave Suite D, Springfield, IL 62704

(2) user ratings total:

adam albanese Great guy to work with. Makes us a lot of great investments.
5 /5

15.Mike OBrien - COUNTRY Financial Representative

Address: 536 N Bruns Ln Ste 2B, Springfield, IL 62702

images Mike OBrien - COUNTRY Financial Representative

(2) user ratings total:

Dave Scheufele Mike is the best insurance agent around. He is straight forward and honest in addition to being super responsive and helpful. He has helped us save money and reduce costs where we can. I wouldnt hesitate to recommend him!
5 /5