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William Benson

Advisor at Edward Jones

Updated today

Location

Sidney, NE 69162

Credentials

Series 63, Series 66

Industry experience

32 years

About

William Benson is a financial advisor with Edward Jones in Sidney, Nebraska, holding Series 63 and Series 66 credentials and bringing 32 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1993. Outside of his advisory role, Benson writes biweekly historical columns for multiple newspapers and publishes historical books and a newsletter. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment and advisory services. The firm manages over $1 trillion in assets and operates a large network of financial advisors and branch offices across the United States.

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

1121 10 Th Avenue

Sidney, NE 69162

Most active in

Nebraska · Texas

Work history

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

1993 - Present (33 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Travis S

Series 63, Series 65

Sidney, NE

Eagle Strategies (NY Life)

Travis Sprenger is a financial advisor with Eagle Strategies (New York Life) in Sidney, Nebraska, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has been affiliated with New York Life and its related entities since 2006 and operates Sprenger Financial Solutions, LLC, a firm focused on selling New York Life products and brokering non-registered insurance products. Outside of financial services, Sprenger serves as a board member for the Cheyenne County Fair & Rodeo, assisting with event oversight and issue resolution. Eagle Strategies serves individuals, employer-sponsored retirement plans, trusts, charitable organizations, and corporate clients by providing financial planning, investment advisory, and retirement plan consulting services through a large network of advisers. The firm emphasizes client-directed solutions and the use of third-party managers and model portfolios, combining advisory services with affiliated insurance and broker-dealer capabilities as a subsidiary of New York Life.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Annuities Retired Founder/Business Owner Executive
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Nicholas H

Series 66

Sidney, NE

Newedge Advisors

Nicholas Hays is a financial advisor with NewEdge Advisors holding a Series 66 designation and four years of industry experience. He has worked at LPL Financial and NewEdge Advisors and previously held roles outside the financial industry, including with American Self Defense Concepts LLC and Region I Office of Human Development. NewEdge Advisors serves a diverse client base, including individuals, trusts, pension plans, corporations, and charitable organizations, offering discretionary and non-discretionary portfolio management through a wrap fee program that combines asset management with financial planning and consulting. The firm uses asset allocation across mutual funds, ETFs, and individual securities, employing multiple analytic approaches with regular portfolio reviews.

Retirement plans for business owners (SEP, solo 401k)
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