Teckmeyer Financial Services, L.L.C.

Grant Teckmeyer is a financial advisor with Teckmeyer Financial Services, L.L.C., holding a Series 66 designation. He has no prior experience in the financial industry but has worked in outside sales for Voss Lighting since 2021. Teckmeyer Financial Services provides investment advisory and financial planning services to individuals, retirement plans, and other entities. The firm manages client accounts on a non-discretionary basis, using an asset-allocation approach supported by third-party research and quarterly reviews.

Thomas Teckmeyer is a financial advisor with Teckmeyer Financial Services, L.L.C. in Omaha, NE, holding Series 63 and Series 65 credentials and bringing 42 years of industry experience. He has been with Teckmeyer Financial Services since 1995. Teckmeyer Financial Services provides investment advisory and financial planning services to individuals, including high-net-worth clients, retirement plans, and other entities. The firm uses a primarily asset-allocation approach, manages client accounts on a non-discretionary basis, and delivers advisory services through the RBC Advisor/Unified Portfolio wrap platform.

Michael Krause is a CFP®-certified financial advisor with 13 years of industry experience. He is currently with Teckmeyer Financial Services, L.L.C., where he has worked since 2023. His prior experience includes roles at Private Client Services, LLC, Plan A Wealth, LLC, and Wells Fargo Advisors Financial Network. Outside of his advisory work, Krause is a public speaker for nonprofit organizations and serves as a board member of The Cross Connecting Network, a nonprofit assisting people affected by disasters. He also works as a fitness consultant and trainer. Teckmeyer Financial Services provides investment advisory and financial planning services to individuals, including high-net-worth clients, retirement plans, and other entities. The firm manages client accounts on a non-discretionary basis, focusing on asset allocation and tailored recommendations supported by third-party research and quarterly reviews.

Joel Hietbrink is a financial advisor with Teckmeyer Financial Services, L.L.C. in Omaha, NE, holding Series 65 and Series 66 credentials and bringing 26 years of industry experience. He has been with Teckmeyer Financial Services since 2002. Outside of his advisory role, he is involved in farming as a sole proprietor and partner in agricultural ventures in Nebraska and Iowa. Teckmeyer Financial Services provides investment advisory and financial planning services to individuals, including high-net-worth clients, retirement plans, and other entities. The firm manages client accounts on a non-discretionary basis, primarily using an asset-allocation approach supported by third-party research tools, and delivers advisory services through the RBC Advisor/Unified Portfolio wrap platform.

Scott Taylor is a financial advisor at Teckmeyer Financial Services, L.L.C. in Omaha, NE, holding the ChFC® designation and Series 63 license with 43 years of industry experience. He has been with Teckmeyer Financial Services since 2000. Outside of his advisory role, he is a minority owner in a small internet company through a passive investment. Teckmeyer Financial Services provides investment advisory and financial planning services to individuals, retirement plans, and other entities, primarily using an asset-allocation approach with tailored recommendations and regular portfolio reviews.