user avatar

Chris Nelson

Advisor at OSAIC

Updated today

Location

Scottsbluff, NE 69361

Credentials

CFP®, Series 63, Series 65

Industry experience

30 years

About

Chris Nelson is a financial advisor with OSAIC, holding the CFP® designation and Series 63 and 65 licenses, with 30 years of industry experience. He previously worked at SagePoint Financial for 12 years and Valley Bank and Trust for 22 years. Outside of his advisory role, Nelson is involved in several business ventures including agricultural and commercial enterprises where he holds leadership positions. OSAIC is an SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base, including individuals, pension plans, corporations, and charitable organizations. The firm employs a technology-driven investment process and offers a broad range of advisory programs, supporting thousands of advisors and managing approximately $200 billion in assets.

Client services

Based on OSAIC

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

Based on OSAIC

Annuities

Occupation focus

Based on OSAIC

Founder/Business Owner Executive Retired

Not sure if this advisor is right for you?

Answer a few questions to see advisors matched to you.

Fee options

Fixed

Fixed or flat fees for financial planning and consulting services generally up to $25,000, can exceed for high net worth individuals; Non-Discretionary Investment Advisory Services fixed fees from $500 to $15,000; Retirement Plan Consulting Services fixed fees from $1,000 to $100,000.

Percentage

$0 - $5,500: Negotiable, varies by Advisory Representative and program $5,500 - $10,000: Negotiable, varies by Advisory Representative and program $10,000+: Negotiable, varies by Advisory Representative and program

Commissions

Advisory Representatives may receive commissions as registered representatives or insurance agents for securities or insurance product sales outside advisory accounts.

Project-based

$0 - $750 per hour for financial planning and consulting services, Non-Discretionary Investment Advisory Services, and Retirement Plan Consulting Services.

Other

Account minimum: $5,500 to $10,000 depending on program Fee-only: Advisory fees negotiated individually by Advisory Representatives; often asset-based fees with wrap or non-wrap structures; fees can be up to 3% annually for Plan Participant Retirement Program; fee schedules vary by program and Advisory Representative.

Location

3011 Avenue B, Suite B

Scottsbluff, NE 69361

Most active in

Colorado · Nebraska

Work history

OSAIC

2023 - Present (3 years)

SagePoint Financial

2011 - 2023 (12 years)

Valley Bank and Trust

1995 - 2017 (22 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

user avatar

Daniel C

CFP®, Series 66

Scottsbluff, NE

Wealth Advisors Network, Inc.

Daniel Charron is a CFP® with 26 years of experience in the financial industry. He is affiliated with Wealth Advisors Network, Inc. and has worked there since 2007, alongside his role at Cambridge Investment Research, Inc. since 2013. Charron is also a partner and president at Contryman Associates P.C., a CPA firm, and serves as treasurer for the Rotary Club of Scottsbluff/Gering. Wealth Advisors Network, Inc. provides comprehensive wealth-care services to individuals, trusts, charitable organizations, closely held businesses, and retirement plans. The firm emphasizes diversification and active management, utilizing various investment vehicles and proprietary risk assessment tools to align portfolios with client risk tolerances.

Income planning Business exit / sale strategy General estate planning guidance Active portfolio management Founder/Business Owner Retired
user avatar

Troy H

PFS™, Series 63, Series 65

Scottsbluff, NE

MBE Wealth Management, LLC

Troy Hilyard is a financial advisor at MBE Wealth Management, LLC with 24 years of industry experience. He holds the PFS™ designation along with Series 63 and Series 65 licenses. Prior to joining MBE Wealth Management, he worked at E & H Certified Public Accountants & Management Consultants and Fred A. Lockwood & Co., PC. Outside of his advisory role, he is a partner at MBE CPAs, a certified public accounting firm, and is also a licensed insurance agent. MBE Wealth Management serves a diverse client base including individuals, trusts, estates, businesses, retirement plans, and financial institutions. The firm builds diversified, long-term oriented portfolios using low-cost mutual funds and ETFs, individual securities, and independent managers, employing both fundamental and technical analysis while offering comprehensive financial planning and fiduciary services.

Wealth management ESG / Sustainable investing Retirement income strategy Founder/Business Owner Retired
user avatar

Brandy R

CFP®, Series 66

Scottsbluff, NE

Sanctuary Advisors, LLC

Brandy Reichert is a CFP® professional with 15 years of industry experience, currently serving with Sanctuary Advisors, LLC. Prior to joining Sanctuary Advisors in 2022, she spent 12 years with Edward Jones. Outside of financial advising, she holds ownership and leadership roles in several local businesses, including a construction company and a restaurant franchise. Sanctuary Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, charitable organizations, and retirement plans. The firm offers customized investment programs through various account types and utilizes both discretionary and non-discretionary strategies, supported by a broad network of independent advisors and affiliated entities.

Retirement income strategy Business exit / sale strategy Active portfolio management Private / alternative investments Founder/Business Owner Self-Employed Retired
user avatar

Joel B

Series 66

Gering, NE

Edward Jones

Joel Barrett is a financial advisor at Edward Jones with one year of industry experience. He previously worked at SWBC from 2015 to 2024 and was involved with Cyclone Enterprises dba Kilthau Transports from 2020 to 2022. He holds a Series 66 designation. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of over 23,700 financial advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
user avatar

Jodi R

Series 63, Series 65

Scottsbluff, NE

Raymond James Financial

Jodi Rupp is a financial advisor with Raymond James Financial in Scottsbluff, NE, holding Series 63 and Series 65 credentials and three years of industry experience. She has worked in various roles at Raymond James Financial Services and Platte Valley Bank Trust Services since 2005. Outside of advising, she serves on the audit committee for Zion Evangelical Church. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm provides financial planning and non-discretionary investment consulting, emphasizing client collaboration through tailored financial plans and a range of implementation options.

General retirement planning Business succession planning Cash flow / budgeting Founder/Business Owner Retired
user avatar

Jonathan K

Series 63

Scottsbluff, NE

LPL Financial

Jonathan Kleager is a financial advisor with LPL Financial in Scottsbluff, NE, holding a Series 63 designation and 32 years of industry experience. He has been associated with Linsco/Private Ledger Corp. since 1997. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a variety of investment delivery options supported by an in-house research team and combines large-scale advisory operations with non-advisory product activities such as insurance and annuity sales.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
Warmer team member

Not sure where to start?

We'll help you think it through — whether you ultimately need an advisor or not.

Warmer helps you compare advisors clearly — so you can choose with confidence.

Find your advisor
Discover

Compare top advisor firms by metric, firm size, and location.

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")