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Daniel Clark

Advisor at Edward Jones

Updated today

Location

Lexington, NE 68850-1917

Credentials

Series 63, Series 66

Industry experience

38 years

About

Daniel Clark is a financial advisor at Edward Jones with 38 years of industry experience. He has held Series 63 and Series 66 credentials and has worked at Edward Jones since 1986. Outside of his advisory role, he co-owns Syracuse Lumber Company, a business involved in office building rental and maintenance. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory strategies and related services, supported by a nationwide network of over 23,000 financial advisors.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Based on Edward Jones

Wealth management Tax-loss harvesting Multi-generational wealth transfer

Occupation focus

Based on Edward Jones

Retired Founder/Business Owner Executive

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Fee options

Percentage

$0+: Up to 1.35% annually Program Fee $0+: Up to 0.05% annually Platform Fee $0+: 0.00% to 0.45% annually SMA Manager Fees (if applicable)

Other

Account minimum: $5,000 Fee-only: Annual Program Fee up to 1.35%, Platform Fee up to 0.05%, plus SMA Manager Fees (0.00% to 0.45%); fees are asset-based and paid monthly in arrears.

Location

709 North Washington Street

Lexington, NE 68850-1917

Most active in

Nebraska · Texas

Work history

Edward D. Jones & CO., L.P.

1986 - Present (40 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

Marlin J

Series 66

Lexington, NE

Wealth Advisors Network, Inc.

Marlin Johnson is a financial advisor with Wealth Advisors Network, Inc. in Lexington, NE. He holds a Series 66 designation and has 28 years of industry experience. His work history includes roles at Cambridge Investment Research, Inc., Wealth Advisors Network, Inc., and Contryman Associates P.C. He is also a member of Willow Creek Partners, LLC, an LLC that owns vacation property for its members. Wealth Advisors Network provides comprehensive wealth-care services to individuals, trusts, charitable organizations, closely held businesses, and retirement plans. The firm employs a diversified and actively managed investment approach, offering portfolio management and financial planning through various programs, including the CMAP asset management program and a co-advised WealthPort wrap program.

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

Robert S

Series 65

Lexington, NE

Avantax Planning Partners, Inc.

Robert Speer is an investment advisor representative at Avantax Planning Partners, Inc. with two years of industry experience. He also serves as treasurer for the Lexington Lions Club and has worked as a CPA and director at McChesney Martin Sagehorn, PC since 2008, where he prepares tax returns and manages office activities. Avantax Planning Partners provides investment advice and planning primarily to individuals, pension and profit-sharing plans, charitable organizations, and businesses, using model-based allocation strategies and discretionary portfolio management overseen by an Investment Advisory Committee.

Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Wealth management Founder/Business Owner Retired
user avatar

Travis M

CFP®, Series 63, Series 65

Lexington, NE

LPL Financial

Travis Moomey is a CFP® professional with 23 years of industry experience, currently affiliated with LPL Financial since 2020. He previously worked at Securities America Advisors and Securities America Inc from 2016 to 2020. Moomey operates a financial management business under a DBA related to his LPL activities. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plans, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team, combining large-scale advisory operations with additional product offerings such as insurance and credit services.

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

Hunter R

Series 66

Cozad, NE

Edward Jones

Hunter Royal is a financial advisor at Edward Jones in Cozad, Nebraska, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked at Kearney Parks and Recreation and Cornerstone Bank. He serves as a board member of the Cozad Chamber of Commerce. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a nationwide network of over 23,000 advisors and $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment strategies, including discretionary and non-discretionary wrap fee options, separately managed accounts, and affiliated mutual funds.

Retirement income strategy General retirement planning Business ownership considerations Wealth management Founder/Business Owner
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Maddux M

Series 66

Cozad, NE

LPL Financial

Maddux Myer is a financial advisor with LPL Financial and holds a Series 66 designation. He has two years of industry experience and has previously worked at Waypoint Financial, West Gate Bank, and held various roles including at the University of Nebraska Lincoln. LPL Financial provides advisory and brokerage services to a broad range of clients, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers diverse delivery options such as financial planning, model-portfolio advisory programs, and third-party asset management, supported by an in-house research team that develops strategic and tactical model portfolios.

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

Keenan K

CFP®, Series 66

Lexington, NE

Edward Jones

Keenan Kremke is a financial advisor at Edward Jones in Lexington, NE, holding CFP® and Series 66 credentials with seven years of industry experience. His prior work includes roles at Speedway Motors, Midwest Manufacturing, Town and Country Insurance, and managing a family ranch. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs, asset management strategies, and affiliated financial products through a large nationwide network of advisors and branch offices.

Retirement income strategy General retirement planning Wealth management Business ownership considerations Founder/Business Owner
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