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Brett Alan Bayer

Advisor at LPL Financial — Schuyler, NE

Updated today

Credentials

Series 63

Experience

32 years

Location

Schuyler, NE 68661

LPL Financial logo

LPL Financial

Institution

Total advisors

22,678

Across 10,418 offices

Clients per advisor

87 Typical

Avg AUM per client

$399,489 Typical

HNW client ratio

34% Very High

About

Brett Bayer is a financial advisor with LPL Financial, holding a Series 63 designation and 32 years of industry experience. He previously worked at Cetera Advisor Networks LLC for nine years before joining LPL Financial in 2020. LPL Financial is a national investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting services with both discretionary and non-discretionary management supported by research and model portfolios.

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

College savings (529s, UTMA, etc.)

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Fee options

Fixed

Flat fees negotiated between IAR and client for financial planning and consulting services.

Commissions

Commissions and trail fees on brokerage product sales and for insurance products sold by IARs.

Project-based

Hourly fees up to $500 per hour for financial planning and consulting services.

Other

Fee-only: Negotiated flat or hourly fees ranging from $0 to $15,000 or up to $500 per hour for financial planning and consulting services.

Location

See office

Schuyler, NE

216 E 12th St

Schuyler NE 68661

Advisors at this office

1

Most active in

Nebraska · Texas

Work history

32 years of industry experience

Lpl Financial

2020 - Present • 6 years

Schuyler, NE

Cetera Advisor Networks LLC

2011 - 2020 • 9 years

El Segundo, CA

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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Jessica Y

Series 63, Series 65

Schuyler, NE

J. W. Cole Advisors, Inc.

Jessica Yost is a financial advisor with J. W. Cole Advisors, Inc., holding Series 63 and Series 65 licenses and with eight years of industry experience. She has worked at J.W. Cole Advisors and J.W. Cole Financial since 2020, previously spending two years at Securities America, Inc. Outside of her advisory role, she is actively involved in her community, serving as President of the Schuyler Class of 2003 and holding volunteer leadership positions in the Schuyler Seratoma Club and P.E.O., an organization focused on educational opportunities for women. J.W. Cole Advisors operates with a large network of independent investment adviser representatives and offers fee-based portfolio management, financial planning, retirement plan services, and digital advice. The firm serves individuals, high-net-worth clients, and institutional accounts using a variety of investment strategies and custodial platforms.

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Retired Founder/Business Owner

Kory K

Series 63, Series 66

David City, NE

Edward Jones

Kory Kuhlman is a financial advisor with Edward Jones in David City, Nebraska, holding Series 63 and Series 66 credentials and 26 years of industry experience. He has been with Edward Jones since 2005. Outside of his advisory role, Kuhlman is involved in horseracing as a partner in Kuhlman Racing and serves as president of the David City Ball Association, overseeing the local summer ball complex. 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, supported by a large network of financial advisors and branch offices nationwide.

General retirement planning Retirement income strategy Income planning Social Security optimization Retired Founder/Business Owner Executive
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