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29 advisors near 68901
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Tammy H
Series 66
Hastings, NE
Wealth Advisors Network, Inc.
Tammy Hubl is a financial advisor with Wealth Advisors Network, Inc. in Hastings, Nebraska, holding a Series 66 designation and 26 years of industry experience. She has been with Wealth Advisors Network since 2007 and has also worked with Cambridge Investment Research, Inc. since 2013. Outside of her advisory role, she is involved in managing a family farm. Wealth Advisors Network provides comprehensive wealth-care services to individuals, trusts, charitable organizations, closely held businesses, and retirement plans. The firm offers portfolio management and financial planning through various programs, emphasizing diversification and active management while utilizing multiple investment vehicles and risk profiling tools.
Virginia C
Series 65, Series 66
Hastings, NE
Wealth Advisors Network, Inc.
Virginia Charron is a financial advisor with Wealth Advisors Network, Inc. in Hastings, NE, holding Series 65 and Series 66 licenses and bringing 18 years of industry experience. She has worked at Cambridge Investment Research since 2013 and has been associated with Wealth Advisors Network and Contryman Wealth Advisors since 2006. Outside of her advisory roles, she is involved as a partner and cook in a local freezer meal business. Wealth Advisors Network provides comprehensive wealth-care services to individuals, trusts, charitable organizations, closely held businesses, and retirement plans. The firm emphasizes diversification and active management using a range of investment vehicles and offers both discretionary and non-discretionary portfolio management through various programs including CMAP and a co-advised wrap program.
Jeffrey A
CFP®, Series 63, Series 65
Hastings, NE
Wealth Advisors Network, Inc.
Jeffrey Anderson is a CFP® with over 30 years of experience in financial advisory services. He is affiliated with Wealth Advisors Network, Inc. and has worked with Cambridge Investment Research, Inc. since 2013. Anderson serves as chairman and member of the board of trustees at Mary Lanning Healthcare and owns Archery Solutions LLC, an indoor community archery range. Wealth Advisors Network provides wealth-care services to individuals, trusts, charitable organizations, closely held businesses, and retirement plans. The firm employs a diversified, actively managed investment approach and offers portfolio management and financial planning through discretionary and non-discretionary programs, including the CMAP asset management program and a co-advised WealthPort wrap program.
Turner T
Series 65
Hastings, NE
Independent Financial partners
Turner Tinant is a Series 65-licensed financial advisor with two years of industry experience, currently associated with Independent Financial Partners in Hastings, NE. His prior roles include positions at Ridgeline Advisors and Englund and Lindsteadt Financial Advisors. Outside of his advisory work, he serves as a board member for Prairie Loft Center, focusing on agricultural education, and Hastings American Legion Baseball, supporting youth athletic development. Independent Financial Partners is a nationwide enterprise with over 260 advisors, offering investment advisory, financial planning, trust, and retirement-plan services. The firm supports a decentralized advisory model and is noted for its formal retirement-plan advisory and pension consulting capabilities.
Dale A
Series 66
Hastings, NE
Principal Financial Services
Dale Arrants is a financial advisor with Principal Financial Services holding a Series 66 designation and three years of industry experience. He has worked at Skyline Wealth Management since 2024 and has prior experience with Principal Life Insurance Company and Principal Securities Inc. Outside of his advisory role, he is the owner of Skyline Financial Services, LLC, an LLC used for tax planning purposes. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions.
Brady L
Series 65
Hastings, NE
Independent Financial partners
Brady Lollman is a Series 65-licensed financial advisor with Independent Financial Partners, bringing two years of industry experience. He has worked at Ridgeline Advisors and Ellerbrock-Norris, and has a background that includes healthcare and other sectors. Outside of finance, he serves as a basketball referee for high school and collegiate games. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm supports a multi-advisor platform serving tens of thousands of clients and offers both individualized and centralized investment management options, with a notable focus on retirement-plan advisory and pension consulting.
Matthew J
Series 63, Series 65
Hastings, NE
Independent Financial partners
Matthew Johnson is a financial advisor with Independent Financial Partners, holding Series 63 and Series 65 licenses and 10 years of industry experience. He has worked at Independent Financial Partners since 2019, following a prior role at TD Ameritrade. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm supports a decentralized advisory model with a notable focus on retirement-plan advisory and pension consulting services.
Cameron B
Series 63, Series 65
Hastings, NE
Principal Financial Services
Cameron Brei is a financial advisor at Principal Financial Services with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Principal Securities Inc. and Principal Life Insurance Co. since 2016. Outside of his advisory role, he serves on the board of United Way of South Central Nebraska and acts as a substitute referee for NSAA. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and military personnel. The firm offers direct advisory programs, financial planning, and access to third-party money managers through various advisory and promoter arrangements.
Preston E
Series 66
Hastings, NE
Independent Financial partners
Preston Englund is a financial advisor at Independent Financial Partners with 15 years of industry experience. He holds a Series 66 designation and has worked at multiple firms, including LPL Financial and Resources Investment Advisors. Englund is also a part owner of Ridgeline CPAs, LLC, a firm providing tax preparation, consulting, bookkeeping, and payroll services, and serves on the Hastings Chamber of Commerce Finance Committee. Independent Financial Partners is a nationwide enterprise with over 260 advisors, offering investment advisory, financial planning, trust, and retirement-plan services. The firm supports a decentralized advisory model and is notable for its formal retirement-plan advisory and pension consulting capabilities.
Mark C
Series 65
Hastings, NE
Independent Financial partners
Mark Christensen is a Series 65 licensed financial advisor with Independent Financial Partners, based in Hastings, NE, and has six years of industry experience. Prior to joining Independent Financial Partners in 2020, he worked at Riverside Golf Club and Jackrabbit Run Golf Shop. Independent Financial Partners serves a nationwide client base through a decentralized advisory model, offering investment advisory, financial planning, trust, and retirement-plan services. The firm supports a multi-advisor platform with over $12.5 billion in assets under management and provides specialized retirement-plan advisory and pension consulting services.
Lane B
Series 63, Series 65
Hastings, NE
Independent Financial partners
Lane Bernstrauch is a financial advisor with Independent Financial Partners, holding Series 63 and Series 65 credentials and seven years of industry experience. He has worked with firms including IFP Securities, LLC, LPL Financial, and Englund & Lindsteadt Financial Advisors. Outside of his advisory role, Bernstrauch serves as a board member for the nonprofit Start Over Rover and operates a camper rental business. Independent Financial Partners offers investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm supports a multi-advisor platform serving individual, charitable, corporate, and high-net-worth clients, with a notable focus on retirement-plan advisory and pension consulting services.
Bill S
Series 63, Series 65
Hastings, NE
Principal Financial Services
Bill Sabatka is a financial advisor with Principal Financial Services in Hastings, NE, holding Series 63 and Series 65 credentials and 15 years of industry experience. He has worked at Principal Securities Inc. and Principal Life Insurance Company since 2017, and had prior roles with Resources Investment Advisors, LPL Financial, and OSL Inc. He serves as Chair of the Hastings Catholic Activities Association board. Principal Securities provides brokerage and registered investment advisory services to a diverse client base including individual investors, retirement plans, trusts, estates, and charitable organizations. The firm offers direct advisory programs, financial planning, retirement consulting, and access to third-party money manager asset allocation and separately managed accounts.
Patrick D
Series 66
Hastings, NE
Edward Jones
Patrick Dyer is a financial advisor at Edward Jones in Hastings, NE, holding a Series 66 designation with 12 years of industry experience. He has been with Edward Jones since 2013. Outside of his advisory work, he manages rental property in Raton, NM. Edward Jones is a full-service wealth management firm serving individual and institutional clients through a nationwide network of financial advisors. The firm offers a range of advisory programs and investment strategies, including discretionary and non-discretionary wrap fee solutions, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
Malinda P
Series 63, Series 65, Series 66
Hastings, NE
Wells Fargo Clearing
Malinda Parr is a financial advisor with Wells Fargo Clearing, holding Series 63, 65, and 66 licenses and 28 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2011 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory options. The firm’s approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options in its investment menus.
Ricky N
CFP®, Series 63
Hastings, NE
Raymond James Financial
Ricky Nelson is a CFP® professional with 43 years of industry experience, currently affiliated with Raymond James Financial. He has been with Raymond James Financial Services, Inc. since 1984 and with Raymond James Financial since 2009. Nelson serves as chairperson of the finance and investment committee for The Grand Lodge of Nebraska, a fraternal nonprofit organization. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, charitable organizations, and municipal entities. The firm emphasizes non-discretionary financial planning and investment consulting, collaborating with clients to develop tailored strategies supported by firm research and a broad affiliate network.
Frank M
Series 66
Hastings, NE
Edward Jones
Frank Musalek is a Series 66 licensed financial advisor with Edward Jones in Hastings, Nebraska, where he has worked since 2014. He has 11 years of industry experience. Outside of his advisory role, he serves as Vice President on the governing board of Wellspring Pregnancy and Health Center, a nonprofit organization. Edward Jones is a full-service wealth management firm serving more than four million clients, including both individual and institutional investors. The firm offers a range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices nationwide.
Philip N
Series 66
Hastings, NE
Edward Jones
Philip Nelson is a financial advisor at Edward Jones in Hastings, NE, holding a Series 66 designation with nine years of industry experience. He has been with Edward Jones since 2017 and previously worked for Dutton-Lainson Company from 2013 to 2017. 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 and investment solutions, including discretionary and non-discretionary strategies, separately managed accounts, affiliated mutual funds, and tax-efficient services, operating under a fiduciary standard.
Lathan E
Series 66
Kenesaw, NE
LPL Financial
Lathan Ellis is a financial advisor at LPL Financial with a Series 66 designation and three years of industry experience. He has worked at LPL Financial since 2022 and previously held roles at Adams County Bank and NUtech Ventures, among others. Outside of his advisory work, Ellis is a commissioned notary in Kenesaw, NE. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a wide range of investment solutions supported by an in-house research team and combines advisory services with non-advisory products such as insurance and lending.
Jonathan G
Series 63, Series 65
Hastings, NE
Wells Fargo Clearing
Jonathan Gonifas is a financial advisor at Wells Fargo Clearing with nine years of industry experience. He holds Series 63 and Series 65 designations and has been with Wells Fargo Clearing Services LLC since 2016, following five years at Wells Fargo Bank NA. Outside of his advisory role, he serves as a pastor at Restoration Worship Center Church of God in Grand Island, Nebraska. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broad range of investment options, such as insurance-related vehicles and bank deposit sweep programs.
Judith N
Series 66
Hastings, NE
Edward Jones
Judith Nabower is a Series 66 licensed financial advisor with Edward Jones in Hastings, NE, and has 17 years of industry experience. She has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate clients. The firm manages approximately $1.01 trillion in assets under management through a large nationwide network of advisors and offers a range of discretionary and non-discretionary investment strategies, tax-efficient services, and affiliated investment products.
Neel K
Series 66
Kenesaw, NE
LPL Financial
Neel Keiser is a financial advisor with LPL Financial and holds the Series 66 designation. He has 15 years of industry experience, including prior roles at Securities America Advisors, Inc. and ACB Group LLC. In addition to his advisory work, Keiser serves on the board of the First Kenesaw Company and holds executive and board positions at Adams County Bank. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, and institutions. The firm offers a range of investment solutions supported by an in-house research team and combines advisory operations with non-advisory product activities such as insurance and lending services.
Michael T
ChFC®, Series 63
Hastings, NE
LPL Financial
Michael Theis is a financial advisor with LPL Financial in Hastings, NE, holding the ChFC® designation and Series 63 license. He has 42 years of industry experience, including prior roles at Royal Alliance Associates, Signator Investors, and Transamerica Financial Advisors. Outside of his advisory work, he owns a farm where he manages hay and alfalfa production and maintains a deer food plot. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and charities. The firm offers a range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.
Jaden B
ChFC®, Series 66
Hastings, NE
Cambridge Investment Research Advisors
Jaden Butler is a financial advisor with Cambridge Investment Research Advisors holding the ChFC® designation and Series 66 license. He has eight years of industry experience, including prior roles at LPL Financial and Equitable Bank. Cambridge Investment Research Advisors serves a diverse client base including individual investors, retirement plans, and charitable organizations, offering financial planning, portfolio management, and retirement plan advisory services through a large network of independent Financial Professionals and multiple account platforms.
Brian S
Series 63, Series 66
Hastings, NE
Wells Fargo Clearing
Brian Stock is a financial advisor at Wells Fargo Clearing with 27 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Wells Fargo Advisors LLC and Wells Fargo Clearing since 2011. Outside of advising, he owns and manages a rental property in Lincoln, Nebraska. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable range of investment options including insurance-related products and bank deposit sweep programs.
Michael T
CFP®, Series 66
Hastings, NE
Edward Jones
Michael Tomlin is a CFP® professional with nine years of industry experience. He has been with Edward Jones since 2017 and previously worked at Mutual of Omaha from 2015 to 2017. He holds a Series 66 license and is based in Hastings, NE. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary investment strategies, including separately managed accounts and affiliated mutual funds, operating under a fiduciary standard.
Danyelle B
Series 66
Hastings, NE
Edward Jones
Danyelle Burns is a Series 66 licensed financial advisor at Edward Jones with 13 years of industry experience. She has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a range of assets and account types. The firm manages approximately $1.01 trillion in assets and offers various advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.
Timothy S
Series 66
Hastings, NE
Edward Jones
Timothy Schirmer is a financial advisor at Edward Jones in Hastings, NE, holding a Series 66 designation with 10 years of industry experience. He has been with Edward Jones since 2015. Outside of his financial advisory work, he is involved with The Big Day Videography and has a role at Adams Central Public School. Edward Jones is a full-service wealth management firm serving more than 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, tailored solutions, and affiliated mutual funds.
Patrick H
Series 66
Hastings, NE
Raymond James Financial
Patrick Hermann is a financial advisor at Raymond James Financial with six years of industry experience. He holds a Series 66 designation and has worked at firms including Bank of Doniphan and Bellevue University. Outside of his advisory role, he is Vice President of Nelson Financial Services, Inc., a support company based in Hastings, NE. Raymond James Financial Services Advisors, Inc. serves a diverse client base ranging from individual investors to institutional entities, providing financial planning and non-discretionary investment consulting. The firm emphasizes tailored financial plans developed through client interviews and risk profiling, with a distinctive focus on non-discretionary advisory services.
Michael L
Series 63, Series 65
Hastings, NE
OSAIC
Michael Landgren is a financial advisor with Osaic Wealth, Inc. in Hastings, Nebraska, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. He previously worked for Lincoln Financial Securities Corporation for ten years. Outside of advisory services, he owns a farming business with family members. Osaic Wealth, Inc. serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations, offering a range of advisory and brokerage services supported by technology-driven portfolio management and access to multiple custodial platforms.
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Finding advisors...
29 advisors near 68901
Out of 400,000+ nationwide