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10 advisors near 77975
Out of 400,000+ nationwide
Jay R
CFP®, CFA®, Series 63
Nickel, TX
Inspire Advisors, LLC
Jay Richardson is a CFP® and CFA® with 10 years of industry experience. He has worked at Inspire Advisors, LLC since 2019 and previously held positions at Mutual Advisors, LLC and Wilmington Trust. Outside of his advisory role, he is involved as an owner and rancher at Kunkel Circle K Ranch, LLC. Inspire Advisors, LLC is a multi-advisor registered investment adviser managing over $1 billion for approximately 3,800 clients, including individuals, institutions, and charitable organizations. The firm incorporates Biblically Responsible Investing through proprietary tools and employs a variety of quantitative and fundamental strategies, often implementing portfolios via model allocations and affiliated ETFs.
Mark H
Series 63
Schulenburg, TX
Nfsg Corporation
Mark Hudec is a financial advisor with NFSG Corporation and holds a Series 63 designation. He has 38 years of industry experience, including previous roles at United Planners' Financial Services, Trilogy Wealth Management, and Trilogy Wealth Partners. Outside of his advisory work, he is also an independent insurance agent specializing in life and health insurance. NFSG Corporation is an SEC-registered investment adviser that provides asset management and financial planning services to individuals, pension plans, trusts, charitable organizations, and businesses. The firm customizes portfolios based on client objectives and risk tolerance, employing a mix of fundamental, technical, and cyclical analysis, and frequently uses third-party managers to deliver discretionary and non-discretionary investment solutions.
Eric B
Series 63, Series 65
Hallettsville, TX
AE Wealth Management, LLC
Eric Bludau is a financial advisor with AE Wealth Management, LLC, holding Series 63 and Series 65 licenses and 15 years of industry experience. His work history includes roles at TEAM Wealth Management LLC and Institutional Securities Corp. Outside of advisory work, he is involved in ranching operations and serves as a trustee for family trusts. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base, including individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers a platform-centered approach combining model portfolios, discretionary asset management, financial planning, and consulting services.
Gary Z
Series 63, Series 65
Schulenburg, TX
Principal Financial Services
Gary Zweschper is a financial advisor with Principal Financial Services, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has worked with Principal Life Insurance Company and Principal Securities Inc. since 2013 and 2016, respectively, and is currently associated with Middle Creek Financial. Outside of his advisory role, Zweschper is a partner in a commercial beef cattle ranch and serves as a board member of the Schulenburg Chamber of Commerce. 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 consulting, and access to third-party money manager asset allocation and separately managed account solutions.
Freeman J
Series 66
Moulton, TX
LPL Financial
Freeman James is a financial advisor with LPL Financial, holding a Series 66 designation and four years of industry experience. His prior work includes roles at ICA Group Wealth Management, LLC, Crossroads Bank, BWI Companies, and Cal-Maine Foods. He is also a commissioned notary public. 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 supports its advisors with in-house research, model portfolios, and a variety of investment and service options tailored to client needs.
Gary K
Series 63, Series 65
Shiner, TX
Cetera
Gary Kusak is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and 29 years of industry experience. He has worked at Cetera and its affiliates since 2025 and previously spent 13 years with Concourse Financial Group Securities Inc. Outside of advising, Kusak manages Kusak Farms, which involves farming and livestock production, and performs as a musician at social events. Cetera Investment Advisers serves a diverse client base including individuals, high-net-worth clients, institutions, and retirement plans through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary services, utilizing both advisor-managed accounts and firm-sponsored model portfolios.
Robert L
Series 63, Series 66
Hallettsville, TX
Edward Jones
Robert Lundy is a financial advisor with Edward Jones in Hallettsville, TX, holding Series 63 and Series 66 credentials and 22 years of industry experience. He has been with Edward Jones since 2003. Outside of his advisory role, Lundy serves as Vice President of the Turtleback Corporation, a family-owned oil and natural gas production business, and is Vice President of the Hallettsville I.S.D. Board of Trustees. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management supported by a nationwide network of over 23,700 financial advisors. The firm offers a range of advisory programs and investment solutions, operating under a fiduciary standard.
Christopher H
Series 63, Series 66
Schulenburg, TX
Edward Jones
Christopher Hooper is a financial advisor with Edward Jones in Schulenburg, TX, holding Series 63 and Series 66 licenses and 25 years of industry experience. He has been with Edward Jones since 2000. Outside of his advisory role, he is involved in hay production and serves as Vice Chairman of the Blinn College Schulenburg Campus Advisory Committee. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment strategies and advisory services. The firm manages over $1 trillion in assets and operates a nationwide network of more than 23,000 financial advisors.
Nathan M
Series 66
Hallettsville, TX
LPL Financial
Nathan Matusek is a financial advisor at LPL Financial in Hallettsville, TX, holding a Series 66 designation with two years of experience. His work history includes positions at Crossroads Bank and a period as a student prior to entering the financial industry. LPL Financial provides advisory and brokerage services to individual investors, retirement plan sponsors, and institutions through a nationwide network of over 21,800 investment adviser representatives. The firm offers a wide range of investment programs and solutions while managing over $819 billion in advisory assets.
Tommy P
Series 63, Series 65
Shiner, TX
LPL Financial
Tommy Pietsch is a financial advisor with LPL Financial in Shiner, Texas, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. He has been with LPL Financial since 2011. Outside of his advisory role, he is the owner of Nechanitz Cattle Company and The Eclectic Pietsch, both non-investment related businesses. 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 a large network of investment adviser representatives.
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Finding advisors...
10 advisors near 77975
Out of 400,000+ nationwide