Austin Reed Havranek

Advisor at Edward Jones — West Point, NE E Grove Street

Updated today

Credentials

Series 66

Experience

8 years

Location

West Point, NE 68788

Edward Jones logo

Edward Jones

Institution

Total advisors

24,161

Across 14,149 offices

Clients per advisor

167 Very High

Avg AUM per client

$246,728 Low

HNW client ratio

9% Low

About

Austin Havranek is a financial advisor with Edward Jones in West Point, NE, holding a Series 66 designation and eight years of industry experience. Prior to joining Edward Jones in 2018, he worked for Union Bank and Trust from 2016 to 2018. He is president of Hav 4 LLC, a holding company. 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 and investment strategies, operating under a fiduciary standard with a network of more than 23,000 financial advisors and approximately $1.01 trillion in assets under management.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Business ownership considerations General estate planning guidance Wealth management

Occupation focus

Founder/Business Owner

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Fee options

Percentage

$0+: Up to 1.35% annually Program Fee $0+: Up to 0.05% annually Platform Fee $0+: 0.00% to 0.45% annually SMA Manager Fees (if applicable)

Other

Account minimum: $5,000 Fee-only: Annual Program Fee up to 1.35%, Platform Fee up to 0.05%, plus SMA Manager Fees (0.00% to 0.45%); fees are asset-based and paid monthly in arrears.

Location

See office

West Point, NE E Grove Street

122 E Grove Street

West Point NE 68788

Advisors at this office

1

Most active in

Nebraska · Texas

Work history

8 years of industry experience

Edward Jones

2018 - Present • 8 years

St Louis, MO

Union Bank and Trust

2016 - 2018 • 2 years

Lincoln, NE

Disclosures

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

Business activities & affiliations

user avatar

Beth B

Series 63, Series 65

Scribner, NE

Thrivent Advisor Network, LLC

Beth Boyle is a financial advisor with Thrivent Advisor Network, LLC, holding Series 63 and Series 65 licenses and 20 years of industry experience. Her prior work includes positions at Purshe Kaplan Sterling Investments, Thrivent Financial for Lutherans, and Waddell & Reed. Outside of advising, she serves as chairperson of the Scrivner Sports Complex Board, participates in Scrivner Economic Development activities, and is a board member of Low Income Ministry of Dodge County. Thrivent Advisor Network, LLC provides discretionary and non-discretionary investment advisory services to individuals, families, trusts, estates, businesses, and retirement plans. The firm typically constructs diversified, long-term portfolios using low-cost mutual funds and ETFs, while offering access to independent managers and model portfolios.

Private / alternative investments College savings (529s, UTMA, etc.) Annuities Wealth management
user avatar

Natalie S

Series 66

West Point, NE

Edward Jones

Natalie Stratman is a Series 66 licensed financial advisor with Edward Jones, based in West Point, Nebraska. She has two years of industry experience, all with Edward Jones. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, access to separately managed accounts, and affiliated mutual funds.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
user avatar

Jeffry P

CFP®, Series 63

West Point, NE

LPL Financial

Jeffry Phillips is a CFP® professional with 37 years of industry experience, currently affiliated with LPL Financial since 1995. Based in West Point, NE, he holds the Series 63 designation and has served as a member of the Midwest Bank NA 401(k) committee. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions through a broad network of investment adviser representatives. The firm offers a range of financial planning and asset management solutions, supporting customized investment strategies with extensive operational and research resources.

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

Shawn M

Series 66

West Point, NE

LPL Financial

Shawn Macken is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 23 years of industry experience. Prior to joining LPL Financial in 2021, he worked with firms including Expanse Holdings, LLC and Waddell & Reed, Inc. Outside of his advisory work, he is the owner and managing member of West Point Brewing Co., LLC, which operates a tap room and event space. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services through a large network of investment adviser representatives, utilizing model portfolios, third-party management, and customized strategies.

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

Alicia M

Series 66

Beemer, NE

Thrivent Investment Management

Alicia Moyer is a Series 66-licensed financial advisor with eight years of industry experience, currently with Thrivent Investment Management. She has been with Thrivent and its related entities since 2018 and previously worked in hospitality and travel. Outside of her advisory role, Alicia serves as an organist for St. Paul Lutheran Church. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, offering comprehensive goal-based financial planning without discretionary trading authority. The firm integrates planning with managed-account services under a consolidated billing option called “WealthPlan” while maintaining separate service functions.

Business ownership considerations
user avatar

Marcus W

Series 66

West Point, NE

LPL Financial

Marcus Walton is a financial advisor with LPL Financial, holding a Series 66 designation and seven years of industry experience. He has worked at LPL Financial since 2019 and has prior experience with Waddell & Reed and State Farm. Walton is also involved with Expanse Risk Management and Kardinal Real Estate Solutions, LLC. LPL Financial is a national broker‑dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, with an emphasis on both discretionary and non-discretionary investment strategies supported by 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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