Colin Murray
Advisor at Novem Group
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
About
Colin Murray is a financial advisor with Novem Group in Grand Island, NE, holding a Series 66 designation and three years of industry experience. He has worked with Osaic Wealth, Inc. and American Portfolios Financial Services, Inc., and serves as an assistant basketball coach for Kearney Public Schools. Novem Group offers discretionary and non-discretionary investment supervisory services and financial planning to a diverse client base, including individuals, high-net-worth clients, pension plans, charitable organizations, and government entities. The firm employs a combination of fundamental, cyclical, and technical analysis in managing portfolios across various asset classes, guided by individualized investment policies.
Client services
Based on Novem Group
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Newsletters or periodicals
Educational seminars or workshops
Fee options
Flat fee (dollar amount or percentage of assets) available for financial planning; specific amounts not stated
$0 - $250,000: 2.50% $250,001 - $500,000: 2.25% $500,001 - $1,000,000: 2.00% $1,000,001 - $5,000,000: 1.75% Over $5,000,000+: 1.50%
Accepts compensation for sale of securities/products including commissions and asset-based sales charges
Hourly rates available for financial planning; specific amounts not stated
Fee-only: Flat fees or hourly rates available for financial planning
Location
2032 Brentwood Blvd
Grand Island, NE 68801
Most active in
Colin M has reported serving >5 clients in these states in the last 12 months.
Massachusetts · Nebraska · Ohio
Work history
OSAIC
2024 - Present (2 years)
Novem Group
2021 - Present (5 years)
American Portfolios Financial Services, Inc
2021 - 2024 (3 years)
University of Nebraska at Kearney
2020 - 2024 (4 years)
Five Points Financial
2020 - 2024 (4 years)
Kearney High School
2016 - 2020 (4 years)
Horizon Middle School
2013 - 2016 (3 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
John P
CFP®, Series 66
Grand Island, NE
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Mitchell S
Series 63, Series 65
Grand Island, NE
SPIEHS Wealth Management, Inc.
Todd H
Series 65
Grand Island, NE
Brokerage Specialists
Chad S
Series 65
Grand Island, NE
Allen Capital Group, LLC
Jordan R
Series 66
Grand Island, NE
Novem Group
Trevor S
Series 65
Grand Island, NE
Allen Capital Group, LLC
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