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13 advisors near 69130
Out of 400,000+ nationwide
Marlin J
Series 66
Lexington, NE
Wealth Advisors Network, Inc.
Marlin Johnson is a financial advisor with Wealth Advisors Network, Inc. in Lexington, NE. He holds a Series 66 designation and has 28 years of industry experience. His work history includes roles at Cambridge Investment Research, Inc., Wealth Advisors Network, Inc., and Contryman Associates P.C. He is also a member of Willow Creek Partners, LLC, an LLC that owns vacation property for its members. Wealth Advisors Network provides comprehensive wealth-care services to individuals, trusts, charitable organizations, closely held businesses, and retirement plans. The firm employs a diversified and actively managed investment approach, offering portfolio management and financial planning through various programs, including the CMAP asset management program and a co-advised WealthPort wrap program.
Robert S
Series 65
Lexington, NE
Avantax Planning Partners, Inc.
Robert Speer is an investment advisor representative at Avantax Planning Partners, Inc. with two years of industry experience. He also serves as treasurer for the Lexington Lions Club and has worked as a CPA and director at McChesney Martin Sagehorn, PC since 2008, where he prepares tax returns and manages office activities. Avantax Planning Partners provides investment advice and planning primarily to individuals, pension and profit-sharing plans, charitable organizations, and businesses, using model-based allocation strategies and discretionary portfolio management overseen by an Investment Advisory Committee.
Herbert M
Series 65, Series 66
Gothenburg, NE
Ameritas Advisory Services, LLC
Herbert Messersmith is a financial advisor with Ameritas Advisory Services, LLC, holding Series 65 and Series 66 credentials and 24 years of industry experience. He has worked with Ameritas and its affiliated entities since 2002 and is based in Gothenburg, Nebraska. Outside of his advisory role, he is a partner in a small real estate venture. Ameritas Advisory Services provides investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans. The firm offers fee-based asset management, financial planning, and retirement plan consulting through a range of discretionary and non-discretionary strategies.
Travis M
CFP®, Series 63, Series 65
Lexington, NE
LPL Financial
Travis Moomey is a CFP® professional with 23 years of industry experience, currently affiliated with LPL Financial since 2020. He previously worked at Securities America Advisors and Securities America Inc from 2016 to 2020. Moomey operates a financial management business under a DBA related to his LPL activities. 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, combining large-scale advisory operations with additional product offerings such as insurance and credit services.
Hunter R
Series 66
Cozad, NE
Edward Jones
Hunter Royal is a financial advisor at Edward Jones in Cozad, Nebraska, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked at Kearney Parks and Recreation and Cornerstone Bank. He serves as a board member of the Cozad Chamber of Commerce. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a nationwide network of over 23,000 advisors and $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment strategies, including discretionary and non-discretionary wrap fee options, separately managed accounts, and affiliated mutual funds.
Matthew O
ChFC®, Series 66
Gothenburg, NE
Edward Jones
Matthew Olsen is a financial advisor at Edward Jones in Gothenburg, NE, holding the ChFC® designation and Series 66 license with 15 years of industry experience. He has been with Edward Jones since 2010. Outside of his advisory role, Olsen manages a rental property in Gothenburg. 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 strategies, supported by a large network of financial advisors and branch offices nationwide.
William R
Series 66
Gothenburg, NE
LPL Financial
William Rahjes is a financial advisor with LPL Financial based in Gothenburg, NE, holding a Series 66 designation and 11 years of industry experience. His prior roles include nearly a decade at Securities America Advisors and Securities America Inc. Outside of his advisory work, he serves as the mayor of the City of Gothenburg. 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 and combines advisory services with insurance, annuity products, and credit options through its extensive network of investment adviser representatives.
Rodney B
Series 66
Gothenburg, NE
LPL Financial
Rodney Baker is a financial advisor at LPL Financial with seven years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones and Amazon.com. Outside of his advisory role, he is employed by Cozad Community Schools in a non-investment-related position. 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 variety of investment delivery options supported by an in-house Research team and combines large-scale advisory operations with non-advisory product activities.
Maddux M
Series 66
Cozad, NE
LPL Financial
Maddux Myer is a financial advisor with LPL Financial and holds a Series 66 designation. He has two years of industry experience and has previously worked at Waypoint Financial, West Gate Bank, and held various roles including at the University of Nebraska Lincoln. LPL Financial provides advisory and brokerage services to a broad range of clients, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers diverse delivery options such as financial planning, model-portfolio advisory programs, and third-party asset management, supported by an in-house research team that develops strategic and tactical model portfolios.
Keenan K
CFP®, Series 66
Lexington, NE
Edward Jones
Keenan Kremke is a financial advisor at Edward Jones in Lexington, NE, holding CFP® and Series 66 credentials with seven years of industry experience. His prior work includes roles at Speedway Motors, Midwest Manufacturing, Town and Country Insurance, and managing a family ranch. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs, asset management strategies, and affiliated financial products through a large nationwide network of advisors and branch offices.
Garth M
CFP®, Series 66
Lexington, NE
Edward Jones
Garth Mins is a CFP® and Series 66-credentialed financial advisor with Edward Jones, where he has worked since 2014. He has 11 years of industry experience. Outside of his advisory role, Mins is a registered football official through the Nebraska Scholastic Activities Association and serves as a board member for Lexington Public Schools. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including managed solutions and separately managed accounts. The firm manages over $1 trillion in assets and operates a large nationwide network of financial advisors and branch offices.
Nathan W
CFP®, Series 66
Gothenburg, NE
LPL Financial
Nathan Wyatt is a CFP® professional with 25 years of experience in the financial services industry. He is currently affiliated with LPL Financial and serves as CFO and EVP at Flatwater Bank. Wyatt has held roles at Securities America Advisors and has been involved with the Gothenburg Improvement Company and Gothenburg Public Schools. He also serves as a board member for Flatwater Bank. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, institutions, and retirement plan participants. The firm offers a range of financial planning and investment management solutions supported by an in-house research team and a broad platform that integrates advisory and brokerage services.
Daniel C
Series 63, Series 66
Lexington, NE
Edward Jones
Daniel Clark is a financial advisor at Edward Jones with 38 years of industry experience. He has held Series 63 and Series 66 credentials and has worked at Edward Jones since 1986. Outside of his advisory role, he co-owns Syracuse Lumber Company, a business involved in office building rental and maintenance. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory strategies and related services, supported by a nationwide network of over 23,000 financial advisors.
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13 advisors near 69130
Out of 400,000+ nationwide