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.
Credentials
Series 63, Series 65
Experience Industry experience
32 years
Location
Lincoln, NE 68508
Eagle Strategies (NY Life)
Enterprise
Bradley Brodersen is a financial advisor with Eagle Strategies (NY Life) in Lincoln, NE, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has been with Eagle Strategies and affiliated New York Life entities since 2013 and previously operated Brodersen Wealth Strategies from 2018 to 2020. Outside of his financial advisory work, he serves as a trustee and board member for the Wyuka Historical Foundation and Wyuka Cemetery, and owns a local professional networking group, Network Titans, LLC. Eagle Strategies serves a diverse client base, including individuals and institutions, offering financial planning, investment management, and retirement-plan advisory services primarily through non-discretionary asset management. The firm focuses on customized solutions tailored to client and plan sponsor needs and operates within the integrated structure of New York Life.
Based on Eagle Strategies (NY Life)
Based on Eagle Strategies (NY Life)
One-time seminar fees generally range from $35 to $200 per attendee
$0+: 0% to 1.25% (for Co-Advisory Program, fees to Eagle are negotiable and range from 0% to 1.25%) 0+: Up to 0.80% of plan assets or up to $100,000 flat amount (for Eagle Retirement Plan Consulting Program; fees are negotiable and may be tiered) 0+: 0.05% to 0.80% of plan assets or up to $100,000 flat amount (for ERISA Investment Manager Program; fees are negotiable and may be tiered) $0+: 0% to 1% of Accumulation Value (for New York Life Premier Advisory Variable Annuity; advisory fee payable to Eagle)
Fee-based hourly advice ranges from $100 to $400 per hour
Ongoing Subscription Agreement for financial plans with fees agreed for five years, payable annually, monthly or quarterly
Account minimum: $25,000 (for New York Life Premier Advisory Variable Annuity) with no minimums clearly stated for other programs; some third-party managers and co-advisers may have minimums, which can be waived or charged additional fees if below minimums Minimum fee: Financial planning fees generally range from $500 to $45,000 per plan Fee-only: Financial planning fees ranging from $500 to $45,000 and fee-based hourly advice generally $100 to $400 per hour
Lincoln, NE
1221 N Street, Suite 800
Lincoln NE 68508
Advisors at this office
4
Nebraska
32 years of industry experience
Brodersen Wealth Strategies
2018 - 2020 • 2 years
Lincoln, NE
Eagle Strategies (NY Life)
2013 - Present • 13 years
Omaha, NE
NYLIFE Securities LLc
2013 - Present • 13 years
Lincoln, NE
New York Life Insurance co
2013 - Present • 13 years
Lincoln, NE
Cetera Investment Services Llc
2011 - 2012 • 1 year
Lincoln, NE
Ameritas Investment Company, LLC
2006 - 2011 • 5 years
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65
Lincoln, NE
TRJ Wealth Management, Inc.
Joseph Reeves is the sole advisor at TRJ Wealth Management, Inc., an independent firm based in Lincoln, Nebraska. He holds Series 63 and Series 65 licenses and has 37 years of experience in the industry. Since founding TRJ Wealth Management in 2001, he has focused on providing investment advisory services. Outside of advisory work, he assists with a family-owned relaxation therapy wellness facility, Q-Wellness LLC, contributing around 25 hours per month. TRJ Wealth Management serves individuals, trusts, estates, pension and profit-sharing plans, and corporate clients, emphasizing customized investment policy development, strategic asset allocation, and oversight of third-party money managers through managed account programs. The firm manages a small client base and primarily acts as an overseer rather than a primary discretionary manager.
CFP®, Series 65
Lincoln, NE
MJB Financial Planning
Matthew Buckwalter is a CFP® and Series 65-licensed advisor with 20 years of experience. He has been the sole advisor at MJB Financial Planning since 2006, based in Lincoln, Nebraska. MJB Financial Planning serves individuals and families, typically those with at least $1 million in billable assets, providing integrated wealth management through financial planning and ongoing investment management. The firm operates as a fee-only fiduciary, using long-term, Modern Portfolio Theory–based portfolios with low-cost mutual funds and ETFs, and incorporates held-away accounts into clients’ overall financial assessments.
Series 63, Series 65
Lincoln, NE
Liberty Advisers Inc.
Connie Reha is a financial advisor at Liberty Advisers Inc. in Lincoln, NE, with 22 years of industry experience. She holds Series 63 and Series 65 licenses and has worked with various Liberty-affiliated firms since 2012. She is also president and chief compliance officer of Liberty Wealth Management Inc. and Reha Inc., insurance agencies offering life, health, long-term care insurance, and annuities. Liberty Advisers Inc. provides discretionary and non-discretionary portfolio management, financial planning, and advisory services to business owners, families, individuals, and high-net-worth clients. The firm manages approximately $19.9 million across about 61 client relationships, tailoring investment programs to client objectives and risk tolerance with ongoing monitoring and at least quarterly reviews.
CFP®, Series 65, Series 66
Lincoln, NE
P23 Financial, Inc
Bradley Ewerth is a financial advisor with P23 Financial, Inc in Lincoln, NE, holding CFP® certification and Series 65 and 66 registrations. He has 20 years of industry experience and also serves as president of Ewerth & Associates CPA, a certified public accounting firm specializing in tax consulting and planning. In addition, he is an insurance agent and has long-standing involvement in managing commercial real estate through Esquire Plaza, Inc. P23 Financial provides financial planning and consulting to individual clients and facilitates investment management by referring clients to third-party managers. The firm offers fixed-fee financial plans, educational seminars, and serves as a liaison between clients and recommended managers without directly managing client assets.
Series 63, Series 65
Lincoln, NE
Foy Financial Services, Inc.
Cindy Hunter is an advisor at Foy Financial Services, Inc. in Lincoln, NE, holding Series 63 and Series 65 registrations with three years of industry experience. She has been with Foy Financial Services since 2001. Foy Financial Services, Inc. provides discretionary portfolio management and financial planning primarily for individual clients, including high-net-worth and retirement accounts, as well as corporate and trust accounts. The firm employs a trend-following, asset-allocation approach emphasizing diversification and systematic adjustments, and offers multiple pre-defined management styles alongside planning services.
CFP®, Series 65
Lincoln, NE
AlphaOmega Wealth Management, LLC
John Dannenbring is a CFP® professional with six years of experience in financial advising. He is the principal of AlphaOmega Wealth Management, LLC in Lincoln, Nebraska, and has prior experience at Pittenger & Anderson, Inc. and Ameritas Investment Partners. Outside of his advisory work, he serves as a lecturer in personal finance at the University of Nebraska-Lincoln. AlphaOmega Wealth Management is an independent advisory firm serving individuals, corporations, and employer plan sponsors with investment management and financial planning services. The firm offers continuous discretionary portfolio supervision tailored to client objectives and provides employee benefit plan services to employer plan sponsors.
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