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Andrew J Miesbach

Advisor at LPL Financial — Fairbury, NE

Updated today

Credentials

Series 66

Experience

5 years

Location

Fairbury, NE 68352

LPL Financial logo

LPL Financial

Institution

Total advisors

22,816

Across 10,466 offices

Clients per advisor

86 Typical

Avg AUM per client

$399,489 Typical

HNW client ratio

34% Very High

About

Andrew Miesbach is a financial advisor with LPL Financial, holding a Series 66 designation and five years of industry experience. His prior roles include positions at Waddell & Reed, Nolan Rathe, Nathan Rink, and Jason Rolf, each in 2020-2021, as well as service at the Lincoln Airport Authority from 2018 to 2020. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to third-party asset management, with a focus on customized investment strategies and technology-supported research tools.

Client services

Based on LPL Financial

Financial planning Portfolio management Educational seminars or workshops
Consulting and other non-discretionary advisory services

Expertise

Based on LPL Financial

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities

Occupation focus

Based on LPL Financial

Retired Founder/Business Owner Executive

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Fee options

Fixed

Flat fees up to $15,000 for financial planning and consulting services

Project-based

Up to $500 per hour for financial planning and consulting services

Location

See office

Fairbury, NE

803 5th Street

Fairbury NE 68352

Advisors at this office

4

Most active in

Nebraska · Texas

Work history

5 years of industry experience

LPL Financial

2021 - Present • 5 years

Lincoln, NE

Waddell & Reed, Inc

2020 - 2021 • 1 year

Lincoln, NE

Nolan Rathe

2020 - 2021 • 1 year

Lincoln, NE

Nathan Rink

2020 - 2021 • 1 year

Lincoln, NE

Jason Rolf

2020 - 2021 • 1 year

Lincoln, NE

Lincoln Airport Authority

2018 - 2020 • 2 years

Lincoln, NE

Tractor Supply Company

2017 - 2018 • 1 year

Waverly, NE

College Works painting

2017 - 2017 • 1 year

Lincoln, NE

STUDENT

2016 - 2017 • 1 year

Council Bluff, IA

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Jenifer B

Series 66

Fairbury, NE

LPL Financial

Jenifer Busing is a Series 66 licensed financial advisor with five years of industry experience, currently with LPL Financial since 2019. Her prior roles include positions at Holliday Planning LLC and Mumm & Associates PC. She is also a commissioned notary in the state of Nebraska. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers a broad range of advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions, utilizing a variety of investment strategies and technology tools across its large network of advisors.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive

Jay P

Series 63, Series 66

Fairbury, NE

Edward Jones

Jay Peterson is a financial advisor at Edward Jones with 25 years of industry experience. He has been with Edward Jones since 2000 and holds Series 63 and Series 66 designations. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, managing approximately $1.01 trillion in assets with a nationwide network of more than 23,000 advisors.

General retirement planning Retired Founder/Business Owner Executive
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Clayton C

Series 66

Fairbury, NE

LPL Financial

Clayton Cope is a financial advisor with LPL Financial in Fairbury, NE, holding a Series 66 designation and six years of industry experience. His prior roles include positions at RINK & ROLF INC., Waddell & Reed Inc., and Union Bank & Trust. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and portfolio management services, including access to third-party asset managers and institutional platforms.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Michelle H

CFP®, Series 63, Series 66

Fairbury, NE

LPL Financial

Michelle Holliday is a CFP® with over 33 years of experience in the financial services industry. She currently serves as an advisor at LPL Financial, having joined the firm in 2021. Prior to this, she was involved with Holliday Planning LLC and held roles at Waddell & Reed, Inc. and various insurance carriers. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to a wide range of clients, including individuals and institutions. The firm offers a variety of financial planning and investment management solutions, supported by a large network of advisors and advanced operational tools.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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