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Brandy Reichert

Advisor at Sanctuary Advisors, LLC

Updated today

Location

Scottsbluff, NE 69361

Credentials

CFP®, Series 66

Industry experience

16 years

About

Brandy Reichert is a CFP® professional with 15 years of industry experience, currently serving with Sanctuary Advisors, LLC. Prior to joining Sanctuary Advisors in 2022, she spent 12 years with Edward Jones. Outside of financial advising, she holds ownership and leadership roles in several local businesses, including a construction company and a restaurant franchise. Sanctuary Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, charitable organizations, and retirement plans. The firm offers customized investment programs through various account types and utilizes both discretionary and non-discretionary strategies, supported by a broad network of independent advisors and affiliated entities.

Client services

Based on Sanctuary Advisors, LLC

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

Based on Sanctuary Advisors, LLC

Retirement income strategy Business exit / sale strategy Active portfolio management Private / alternative investments

Occupation focus

Based on Sanctuary Advisors, LLC

Founder/Business Owner Self-Employed Retired

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Fee options

Fixed

Fixed fees negotiated individually for financial planning services

Percentage

$10,000+: Up to 2.75% $50,000+: Up to 2.75% $100,000+: Up to 2.75% $250,000+: Up to 2.75%

Project-based

Hourly fees negotiated individually for financial planning services

Performance-based

Performance-based fees charged only to Qualified Institutional Buyers with at least $100 million in securities

Other

Account minimum: $10,000

Location

1802 Broadway, Suite 1

Scottsbluff, NE 69361

Most active in

Nebraska · Texas

Work history

Sanctuary Advisors

2022 - Present (4 years)

Sanctuary Securities, Inc.

2022 - Present (4 years)

Edward Jones

2010 - 2022 (12 years)

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

Daniel C

CFP®, Series 66

Scottsbluff, NE

Wealth Advisors Network, Inc.

Daniel Charron is a CFP® with 26 years of experience in the financial industry. He is affiliated with Wealth Advisors Network, Inc. and has worked there since 2007, alongside his role at Cambridge Investment Research, Inc. since 2013. Charron is also a partner and president at Contryman Associates P.C., a CPA firm, and serves as treasurer for the Rotary Club of Scottsbluff/Gering. Wealth Advisors Network, Inc. provides comprehensive wealth-care services to individuals, trusts, charitable organizations, closely held businesses, and retirement plans. The firm emphasizes diversification and active management, utilizing various investment vehicles and proprietary risk assessment tools to align portfolios with client risk tolerances.

Income planning Business exit / sale strategy General estate planning guidance Active portfolio management Founder/Business Owner Retired
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Troy H

PFS™, Series 63, Series 65

Scottsbluff, NE

MBE Wealth Management, LLC

Troy Hilyard is a financial advisor at MBE Wealth Management, LLC with 24 years of industry experience. He holds the PFS™ designation along with Series 63 and Series 65 licenses. Prior to joining MBE Wealth Management, he worked at E & H Certified Public Accountants & Management Consultants and Fred A. Lockwood & Co., PC. Outside of his advisory role, he is a partner at MBE CPAs, a certified public accounting firm, and is also a licensed insurance agent. MBE Wealth Management serves a diverse client base including individuals, trusts, estates, businesses, retirement plans, and financial institutions. The firm builds diversified, long-term oriented portfolios using low-cost mutual funds and ETFs, individual securities, and independent managers, employing both fundamental and technical analysis while offering comprehensive financial planning and fiduciary services.

Wealth management ESG / Sustainable investing Retirement income strategy Founder/Business Owner Retired
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Joel B

Series 66

Gering, NE

Edward Jones

Joel Barrett is a financial advisor at Edward Jones with one year of industry experience. He previously worked at SWBC from 2015 to 2024 and was involved with Cyclone Enterprises dba Kilthau Transports from 2020 to 2022. He holds a Series 66 designation. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of over 23,700 financial advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

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

Series 63, Series 65

Scottsbluff, NE

Raymond James Financial

Jodi Rupp is a financial advisor with Raymond James Financial in Scottsbluff, NE, holding Series 63 and Series 65 credentials and three years of industry experience. She has worked in various roles at Raymond James Financial Services and Platte Valley Bank Trust Services since 2005. Outside of advising, she serves on the audit committee for Zion Evangelical Church. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm provides financial planning and non-discretionary investment consulting, emphasizing client collaboration through tailored financial plans and a range of implementation options.

General retirement planning Business succession planning Cash flow / budgeting Founder/Business Owner Retired
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Jonathan K

Series 63

Scottsbluff, NE

LPL Financial

Jonathan Kleager is a financial advisor with LPL Financial in Scottsbluff, NE, holding a Series 63 designation and 32 years of industry experience. He has been associated with Linsco/Private Ledger Corp. since 1997. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a variety of investment delivery options supported by an in-house research team and combines large-scale advisory operations with non-advisory product activities such as insurance and annuity sales.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
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Talya S

Series 66

Scottsbluff, NE

Cambridge Investment Research Advisors

Talya Shellito is a financial advisor at LPL Financial with one year of industry experience. She holds a Series 66 designation and has worked at Finken Financial and Tim Lecher - State Farm. Prior to her financial services career, she worked in wireless communications and salon services. 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 range of financial planning and investment management options supported by an in-house research team and a large network of investment adviser representatives.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Annuities Retired Founder/Business Owner Executive
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