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3 advisors near 69162
Out of 400,000+ nationwide
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.
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.
William B
Series 63, Series 66
Sidney, NE
Edward Jones
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.
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3 advisors near 69162
Out of 400,000+ nationwide