John Posey
Advisor at Plains Advisory LLC
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.
Firm
Plains Advisory LLC
Location
Grand Island, NE 68803
Credentials
CFP®, Series 66
Industry experience
19 years
About
John Posey is a CFP® and Series 66 credentialed financial advisor with 19 years of industry experience. He has been with Plains Advisory LLC since 2018 and previously worked at Five Points Bank and American Portfolios Financial Services, Inc. Outside of advisory work, Posey holds a Nebraska real estate salesperson license and offers real estate services independently. Plains Advisory LLC is a Nebraska-registered, single-advisor independent investment adviser serving individuals, high-net-worth clients, and trusts. The firm provides discretionary asset management, financial planning, consulting, and public education workshops, emphasizing long-term, value-oriented stock selection combined with tactical and strategic asset allocation tailored to client objectives and risk tolerance.
Client services
Based on Plains Advisory LLC
Financial planning
Portfolio management
Selection of other advisers
Educational seminars or workshops
Expertise
Based on Plains Advisory LLC
General retirement planning
Wealth management
Passive / index investing
Fee options
Fixed fees for financial planning and consulting services generally $500 to $10,000
$0 - $500,000: 1.500% $500,001 - $1,000,000: 1.250% $1,000,001 - $2,000,000: 0.900% $2,000,001 - $5,000,000: 0.750% $5,000,001+: 0.500%
Financial planning and consulting services at $300 per hour
Account minimum: $250,000 Minimum fee: Minimum fees generally $500 for financial planning and consulting services Fee-only: Financial planning and consulting services charged hourly ($300/hour) or fixed fee ($500 - $10,000)
Location
1004 N. Diers Ave, Ste 316
Grand Island, NE 68803
Most active in
John P has reported serving >5 clients in these states in the last 12 months.
Nebraska
Work history
Plains Advisory LLC
2018 - Present (8 years)
Five Points Bank
2015 - 2018 (3 years)
American Portfolios Financial Services, Inc.
2015 - 2018 (3 years)
APFS Wealth Management, Inc.
2015 - 2018 (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.
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