David Vaughan Investments, LLC

David Vaughan Investments, LLC (CRD# 105990) is a financial advisory firm headquartered in Peoria, IL. They manage $2,216,522,000 in 2,028 accounts and serve the financial needs of clients across 14 states (or territories).

By the Numbers
  • Total Assets Under Management
    2,217
    MILLION
  • Total Number of Accounts
    2,028
    ACCOUNTS
  • Average Account Value
    $1,092,960
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, CO, FL, IL, IN, LA, MI, MO, NE, NY, PA, TX, WI

Financial Advisors at David Vaughan Investments, LLC
Showing 1 - 10 of 17 top financial advisors.
1
Michael M. Flaherty
CRD#: 5558877
5823 N Forest Park Drive, Peoria, IL 61614
96
Wealthminder
score

Michael Flaherty (CRD# 5558877) is an Investment Advisor Representative working at David Vaughan Investments, LLC in Peoria, IL and has over 9 years of experience in the finance industry. Michael Flaherty has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Jeffrey J. Huizenga
CRD#: 2409162
5823 N Forest Park Drive, Peoria, IL 61614
96
Wealthminder
score

Jeffrey Huizenga (CRD# 2409162) is an Investment Advisor Representative working at David Vaughan Investments, LLC in Peoria, IL and has over 23 years of experience in the finance industry. Jeffrey Huizenga has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Johnathan P. Timko
CRD#: 5198721
5823 N Forest Park Drive, Peoria, IL 61614
96
Wealthminder
score

Johnathan Timko (CRD# 5198721) is an Investment Advisor Representative working at David Vaughan Investments, LLC in Peoria, IL and has over 10 years of experience in the finance industry. Johnathan Timko has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Deanna M. Baele
CRD#: 2636105
5823 N. Forest Park Drive, Peoria, IL 61614
93
Wealthminder
score

Deanna Baele (CRD# 2636105) is an Investment Advisor Representative working at David Vaughan Investments, LLC in Peoria, IL and has over 22 years of experience in the finance industry.

5
Margaret L. Bilby
CRD#: 5011099
222 W Comstock Ave, Suite 200, Winter Park, FL 32789
93
Wealthminder
score

Margaret Bilby (CRD# 5011099) is an Investment Advisor Representative working at David Vaughan Investments, LLC in Winter Park, FL and has over 10 years of experience in the finance industry.

6
Brian A. Christensen
CRD#: 1643784
5823 N. Forest Park Drive, Peoria, IL 61614
93
Wealthminder
score

Brian Christensen (CRD# 1643784) is an Investment Advisor Representative working at David Vaughan Investments, LLC in Peoria, IL and has over 27 years of experience in the finance industry.

7
Meghan J. Jackson
CRD#: 4518777
5823 N Forest Park Drive, Peoria, IL 61614
93
Wealthminder
score

Meghan Jackson (CRD# 4518777) is an Investment Advisor Representative working at David Vaughan Investments, LLC in Peoria, IL and has over 13 years of experience in the finance industry.

8
Stephanie A. Ricketts
CRD#: 3249842
5823 N Forest Park Drive, Peoria, IL 61614
93
Wealthminder
score

Stephanie Ricketts (CRD# 3249842) is an Investment Advisor Representative working at David Vaughan Investments, LLC in Peoria, IL and has over 18 years of experience in the finance industry.

9
Todd M. Sheridan
CRD#: 2364260
5823 N. Forest Park Drive, Peoria, IL 61614
93
Wealthminder
score

Todd Sheridan (CRD# 2364260) is an Investment Advisor Representative working at David Vaughan Investments, LLC in Peoria, IL and has over 24 years of experience in the finance industry.

10
James D. Sinclair
CRD#: 3101931
5823 N. Forest Park Drive, Peoria, IL 61614
93
Wealthminder
score

James Sinclair (CRD# 3101931) is an Investment Advisor Representative working at David Vaughan Investments, LLC in Peoria, IL and has over 19 years of experience in the finance industry.

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