John Posey
Advisor at Plains Advisory LLC
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Plains Advisory LLC
Location
Grand Island, NE 68803
Credentials
CFP®, Series 66
Industry experience
19 years
Fee options
Fixed fees for financial planning and consulting services generally $500 to $10,000
$0 - $500,000: 1.500% $500,001 - $1,000,000: 1.250% $1,000,001 - $2,000,000: 0.900% $2,000,001 - $5,000,000: 0.750% $5,000,001+: 0.500%
Financial planning and consulting services at $300 per hour
Account minimum: $250,000 Minimum fee: Minimum fees generally $500 for financial planning and consulting services Fee-only: Financial planning and consulting services charged hourly ($300/hour) or fixed fee ($500 - $10,000)
Work history
Plains Advisory LLC
2018 - Present (8 years)
Five Points Bank
2015 - 2018 (3 years)
American Portfolios Financial Services, Inc.
2015 - 2018 (3 years)
APFS Wealth Management, Inc.
2015 - 2018 (3 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Michael H
Series 66
Grand Island, NE
Edward Jones
Todd O
ChFC®, Series 66
Grand Island, NE
Edward Jones
Matthew A
Series 63, Series 66
Grand Island, NE
Edward Jones
Terry P
Series 63, Series 66
Grand Island, NE
Edward Jones
Rosanne R
Series 66
Grand Island, NE
Edward Jones
Mitchell S
Series 63, Series 65
Grand Island, NE
SPIEHS Wealth Management, Inc.
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