user avatar

Shawn Macken

Advisor at LPL Financial

Updated today

Location

West Point, NE 68788

Credentials

Series 66

Industry experience

23 years

About

Shawn Macken is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 23 years of industry experience. Prior to joining LPL Financial in 2021, he held various roles including leadership positions at Expanse Holdings, LLC and GMS Benefits Inc. Outside of his advisory work, he is the owner and managing member of West Point Brewing Co., LLC, which operates a tap room and event space. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, and institutions. The firm supports its advisors with an in-house research team and a broad range of investment solutions, combining large-scale advisory operations with non-advisory product offerings.

Client services

Based on LPL Financial

Financial planning Portfolio management Educational seminars or workshops
Consulting and other non-discretionary advisory services

Expertise

Based on LPL Financial

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

Occupation focus

Based on LPL Financial

Founder/Business Owner Retired

Not sure if this advisor is right for you?

Answer a few questions to see advisors matched to you.

Fee options

Fixed

Financial planning and consulting services may be charged a flat fee as negotiated.

Commissions

Brokerage services include commissions, markups, markdowns, and transaction charges; commissions may apply to mutual funds, variable annuities, and other products.

Project-based

Financial planning hourly fees up to $500 per hour.

Other

Fee-only: Financial planning fees typically range up to $15,000, or up to $500 per hour; fees are negotiated and may be flat or hourly.

Location

139 S Main St, Ste 200

West Point, NE 68788

Most active in

Nebraska · Texas

Work history

LPL Financial

2021 - Present (5 years)

Exanse Holdings, LLC

2018 - 2021 (3 years)

Expanse Wealth Management (Dba)

2017 - 2021 (4 years)

GMS Benefits Inc

2016 - 2021 (5 years)

Edge Technologies, LLC

2011 - 2021 (10 years)

The Expanse Team LLC

2010 - 2021 (11 years)

Various Insurance Carriers For W&R Insurance Agencies

2003 - 2021 (18 years)

Waddell & Reed, Inc

2002 - 2021 (19 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

Beth B

Series 63, Series 65

Scribner, NE

Thrivent Advisor Network, LLC

Beth Boyle is a financial advisor with Thrivent Advisor Network, LLC, holding Series 63 and Series 65 credentials and 19 years of industry experience. She has worked with Purshe Kaplan Sterling Investments, Inc. and has held various roles within the Thrivent organization since 2011. Outside of her advisory work, she serves as chairperson of the Scribner Sports Complex Board and is involved with community organizations focused on economic development and low-income assistance in Dodge County, Nebraska. Thrivent Advisor Network, LLC provides investment advisory services to individuals, families, trusts, estates, businesses, retirement plans, and charitable organizations. The firm employs a primarily long-term investment approach, offering customized asset allocations using low-cost mutual funds, ETFs, fixed-income securities, and alternative investments, while working closely with clients to establish goals and monitor accounts.

Annuities College savings (529s, UTMA, etc.) Private / alternative investments
user avatar

Natalie S

Series 66

West Point, NE

Edward Jones

Natalie Stratman is a Series 66 licensed financial advisor with Edward Jones, based in West Point, Nebraska. She has two years of industry experience, all with Edward Jones. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, access to separately managed accounts, and affiliated mutual funds.

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

Jeffry P

CFP®, Series 63

West Point, NE

LPL Financial

Jeffry Phillips is a CFP® professional with 36 years of industry experience, currently serving at LPL Financial since 1995. He is based in Lincoln, NE, and holds a Series 63 license. Outside of his advisory role, he serves on the 401(k) committee of Midwest Bank NA, a nonprofit position. LPL Financial provides advisory and brokerage services to a diverse client base, including individuals, retirement plan sponsors, institutions, and charities. The firm offers a variety of investment solutions supported by an in-house research team and combines advisory operations with non-advisory product offerings such as insurance and annuities.

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

Marcus W

Series 66

West Point, NE

LPL Financial

Marcus Walton is a financial advisor with LPL Financial in West Point, NE, holding a Series 66 designation and six years of industry experience. He has worked with firms including Waddell & Reed and State Farm, and is involved with The Expanse Team Inc and Expanse Risk Management. Outside of advisory work, he has an interest in real estate through Kardinal Real Estate Solutions, LLC. 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, delivering services through a large network of investment adviser representatives.

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

Nathanial P

CFP®, Series 66

West Point, NE

LPL Financial

Nathanial Phillips is a CFP®-certified financial advisor with 12 years of industry experience, currently affiliated with LPL Financial since 2013. He operates as an advisor under the Midwest Wealth Management DBA for LPL and also serves as an agent for Premier Financial, focusing on non-variable insurance. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households, offering a range of financial planning and investment management solutions supported by an in-house research team.

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

Austin H

Series 66

West Point, NE

Edward Jones

Austin Havranek is a financial advisor with Edward Jones in West Point, Nebraska, holding a Series 66 designation and seven years of industry experience. He previously worked at Union Bank and Trust from 2014 to 2018 before joining Edward Jones in 2018. Outside of advising, he is president of Hav 4 LLC, a holding company through which he owns the building housing his office. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of advisory programs and affiliated services. The firm manages approximately $1.01 trillion in assets and operates through a nationwide network of more than 23,700 financial advisors.

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Business ownership considerations General estate planning guidance Wealth management Founder/Business Owner
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")