Advisor at R2 Wealth Management Partners
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
R2 Wealth Management Partners
Location
Lincoln, NE 68510
Credentials
Series 65
Industry experience
< 1 year
Joshua Hoppe is a financial advisor at R2 Wealth Management Partners in Lincoln, NE. He holds a Series 65 designation and has been with the firm since 2024. Prior to joining R2, he worked at Paradigm Wealth Management, LLC, and has experience in education and retail sectors. R2 Wealth Management Partners provides investment advisory and financial planning services to individuals, including high-net-worth clients, as well as retirement-plan sponsors and participants. The firm uses a combination of fundamental, technical, and cyclical analysis to tailor portfolios and offers services such as discretionary portfolio management, retirement plan consulting, and fiduciary management.
Based on R2 Wealth Management Partners
Based on R2 Wealth Management Partners
Fixed fees for financial planning services ranging from $250 to $1,000
$0 - $1,000,000: 1.25% $1,000,001+: 1.00%
Investment adviser representatives may also sell insurance and receive commissions, which may offset advisory fees
$200 per hour for financial planning services
Minimum fee: $250 minimum for financial planning services Fee-only: Financial planning services charged hourly ($200/hour) or fixed fees ($250 to $1,000)
8101 O Street, Suite 301
Lincoln, NE 68510
Nebraska
Paradigm Wealth Management, LLC
2024 - Present (2 years)
H&H Jeep Dodge Ram
2023 - 2023 (1 year)
University of Nebraska - Lincoln
2022 - 2025 (3 years)
Hy-Vee
2021 - 2022 (1 year)
Arlington Public Schools
2015 - 2022 (7 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65
Lincoln, NE
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AlphaOmega Wealth Management, LLC
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R2 Wealth Management Partners
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