EDWARDSVILLE — Jeff Westerhold, an independent LPL Financial advisor at Scheffel Financial Services, Inc. in Edwardsville, was recently named to LPL’s Director’s Club, a distinction given to the top advisors based on their business success compared to the more than 14,000 LPL advisors registered nationwide.
“On behalf of LPL, I applaud Jeff for earning this distinction and thank him for the contributions he has made to his clients, LPL and the financial services industry,” said Andy Kalbaugh, LPL managing director and divisional president, National Sales and Consulting. “Jeff’s success is reflective of the value he has created with his clients by delivering independent financial advice and a robust service offering to help them work toward their financial goals. We are proud to support Jeff and wish him continued success.”
Since being founded in 2001, Jeff and his team at Scheffel Financial Services, Inc. offer independent, unbiased, customizable wealth management strategies and solutions to their clients. Their services include investment management, portfolio analysis, financial planning, estate and retirement planning, and both life and long-term insurance analysis. They are located in downtown Edwardsville and serve clients throughout the St. Louis and Southern Illinois regions. To contact Jeff and his team at Scheffel Financial Services, please call 618.656.1207.
Westerhold (shown) is an LPL Financial-affiliated advisor. LPL is a leader in the retail financial advice market and provides resources, tools and technology that support advisors in the delivery of personal, objective financial advice.
LPL Financial LLC, a wholly owned subsidiary of LPL Financial Holdings Inc., provided service to $509 billion in advisory and brokerage assets as of Dec. 31, 2016.
We welcome news of businesses in and around Southwestern Illinois. Send it to Editor Dennis Grubaugh, firstname.lastname@example.org