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8 advisors near 68057
Out of 400,000+ nationwide
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.
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.
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.
Shawn M
Series 66
West Point, NE
LPL Financial
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.
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.
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.
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.
Michael B
Series 63, Series 66
West Point, NE
Edward Jones
Michael Bailey is a financial advisor with Edward Jones in West Point, NE, holding Series 63 and Series 66 licenses and 24 years of industry experience. He has been with Edward Jones since 2002. Outside of advising, he serves as vice president of the West Point Community Foundation and is a board member of the West Point Planning Commission, where he participates in local rezoning decisions. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
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8 advisors near 68057
Out of 400,000+ nationwide