user avatar

Brett Allen Klein

Advisor at LPL Financial — Grand Island, NE Lexington Circle

Updated today

Credentials

Series 66

Experience

13 years

Location

Grand Island, NE 68803

LPL Financial logo

LPL Financial

Institution

Total advisors

22,817

Across 10,462 offices

Clients per advisor

86 Typical

Avg AUM per client

$399,489 Typical

HNW client ratio

34% Very High

About

Brett Klein is a financial advisor with LPL Financial, holding a Series 66 designation and over 13 years of industry experience. He has previously been associated with firms including Waddell & Reed Inc. and has engaged in business activities such as tax preparation and accounting through Flatwater Associates. 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 financial planning and investment management solutions delivered by a large network of investment adviser representatives using varied portfolio strategies and technology 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

Not sure if this advisor is right for you?

Answer a few questions to see advisors matched to you.

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

Grand Island, NE Lexington Circle

410 Lexington Circle

Grand Island NE 68803

Advisors at this office

7

Most active in

Nebraska · Texas

Work history

13 years of industry experience

LPL Financial

2021 - Present • 5 years

Grand Island, NE

JJB Enterprises, LLC

2020 - 2021 • 1 year

Kearney, NE

Flatwater Wealth, Inc.

2017 - 2021 • 4 years

Grand Island, NE

J2RHBK Inc.

2017 - 2021 • 4 years

Grand Island, NE

Resurrection Church

2016 - 2021 • 5 years

Grand Island, NE

Various Insurance Carriers for W & R Insurance Agencies

2013 - 2021 • 8 years

Grand Island, NE

Waddell & Reed Inc

2013 - 2021 • 8 years

Grand Island, 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

John P

CFP®, Series 66

Grand Island, NE

Plains Advisory LLC

John Posey is a CFP®-designated financial advisor with 20 years of industry experience. He is the sole advisor at Plains Advisory LLC, an independent firm he has led since 2018. Prior to founding Plains Advisory, he worked at Five Points Bank and American Portfolios Financial Services, Inc. from 2015 to 2018. Outside of advising, he holds a real estate salesperson license in Nebraska. Plains Advisory LLC manages approximately $28.9 million in discretionary assets and serves individuals, high-net-worth clients, and trusts. The firm specializes in long-term, value-oriented stock selection combined with tactical and strategic asset allocation, offering tailored portfolios and educational workshops.

General retirement planning Wealth management Passive / index investing
user avatar

Todd H

Series 65

Grand Island, NE

Brokerage Specialists

Todd Hoins is a financial advisor with Brokerage Specialists in Grand Island, NE, holding a Series 65 designation and eight years of industry experience. He has been associated with Brokerage Specialists, Inc. since 1996 and currently manages Brokerage Specialist, LLC, where he also serves as an insurance agent. Brokerage Specialists is a fee-based financial planning and investment management firm offering discretionary and non-discretionary portfolio management, financial planning, and ERISA 3(21) retirement-plan advisory services to individuals, charities, and business entities. The firm customizes strategies based on clients’ goals, time horizons, and risk tolerances, and frequently conducts public educational seminars and workshops at no charge.

Retirement income strategy General estate planning guidance Cash flow / budgeting College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner
user avatar

Mitchell S

Series 63, Series 65

Grand Island, NE

Spiehs Wealth Management, Inc.

Mitchell Spiehs is the principal of SPIEHS Wealth Management, Inc., an independent firm based in Grand Island, Nebraska. He holds Series 63 and Series 65 licenses and has 29 years of industry experience. His prior roles include positions at AE Wealth Management, LLC and Gradient Advisors, LLC. Outside of advisory work, he manages SPIEHS Farm, a family farming operation active since 1984. SPIEHS Wealth Management provides discretionary asset management and financial planning services to individuals, high-net-worth clients, trusts, business owners, and estates. The firm tailors investment programs to client goals, time horizons, and risk tolerances using fundamental and technical analysis and may utilize third-party sub-advisors for portfolio management.

Medicare planning
user avatar

Shawn H

CFP®, Series 63, Series 65

Grand Island, NE

FIT Wealth

Shawn Hanquist is a financial advisor at FIT Wealth with 16 years of industry experience. He holds the CFP® designation along with Series 63 and Series 65 licenses. His career includes roles at WealthPlan Partners, Securities America, and Wells Fargo Clearing. FIT Wealth provides discretionary asset management, financial planning, and retirement-plan fiduciary services, often acting as a co-advisor or investment manager for qualified plans. The firm employs a model-driven investment approach that combines diversified core allocations with an active Dynamic Portfolio Strategy, and it frequently utilizes sub-advisors and third-party model platforms.

Options & derivatives strategies Tax-loss harvesting Roth conversion strategy Retirement income strategy Wealth management Founder/Business Owner
user avatar

Amanda H

Series 63, Series 65

Grand Island, NE

FIT Wealth

Amanda Hanquist is a financial advisor at FIT Wealth with nine years of industry experience. She holds Series 63 and Series 65 licenses. Her professional background includes roles at Farmers Insurance Group and Farmers Financial Solutions, as well as several positions within the FIT Wealth organization and affiliated entities. FIT Wealth offers discretionary asset management, financial planning, and retirement plan fiduciary services, using a model-driven investment approach that incorporates diversified core allocations and an active strategy involving U.S. Treasury holdings and long call options. The firm frequently works with sub-advisors and model marketplaces to implement portfolios and focuses notably on ERISA plan services and co-advisor arrangements.

Options & derivatives strategies Tax-loss harvesting Roth conversion strategy Retirement income strategy Wealth management Founder/Business Owner
user avatar

Hunter H

Series 65

Grand Island, NE

FIT Wealth

Hunter Hanquist is a financial advisor at FIT Wealth with a Series 65 designation and one year of industry experience. Prior to joining FIT Wealth, he worked at Sportsman’s Warehouse for two years and has been a full-time student since 2011. FIT Wealth offers discretionary asset management, financial planning, and retirement-plan fiduciary services, primarily focusing on ERISA-qualified plans and utilizing model-driven investment strategies. The firm employs a combination of diversified core allocation models and an active Dynamic Portfolio Strategy while collaborating with third-party money managers and model marketplaces.

Options & derivatives strategies Tax-loss harvesting Roth conversion strategy Retirement income strategy Wealth management Founder/Business Owner
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")