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Brooke Robertson

Advisor at Edward Jones

Updated today

Location

Ogallala, NE

Credentials

CFP®, Series 66

Industry experience

6 years

About

Brooke Robertson is a CFP® and Series 66 registered financial advisor with six years of industry experience. She is currently with Edward Jones and previously worked at Ameriprise Financial Services and Johnson Publications. Robertson serves on the advisory committee of the Keith County Foundation Fund, which focuses on community support initiatives in Ogallala, NE. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of advisory programs and affiliated investment options. The firm is notable for its extensive advisor network, integrated services including a trust company, and a fiduciary standard of care.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Based on Edward Jones

Wealth management Tax-loss harvesting Multi-generational wealth transfer

Occupation focus

Based on Edward Jones

Retired Founder/Business Owner Executive

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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

Ogallala, NE

Most active in

Nebraska · Texas

Work history

Edward Jones

2024 - Present (2 years)

Ameriprise Financial Services, LLC (Legacy Financial Partners)

2019 - 2024 (5 years)

Johnson Publications

2013 - 2019 (6 years)

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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Brett C

Series 66

Ogallala, NE

LPL Financial

Brett Cipperley is a financial advisor with LPL Financial, holding a Series 66 designation and 26 years of industry experience. He previously worked at JBWC Financial Services, Inc. and Securities America Advisors, among other firms. Outside of his advisory work, he is involved in accounting and tax preparation through Johnson, Bergmeier, Wolf & Cipperley, P.C. 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 investment solutions supported by an in-house research team and accommodates both advisory and brokerage services tailored to client needs.

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

Brett G

Series 66

Ogallala, NE

Edward Jones

Brett Guth is a financial advisor at Edward Jones with six years of industry experience. He holds the Series 66 designation and has worked at Edward Jones since 2019. Prior to joining Edward Jones, his work experience includes roles at Full Circle Lumber, Platte Valley Bank, Eastern Wyoming College, and the University of Wyoming. 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 services through a nationwide network of more than 23,700 financial advisors.

Business ownership considerations Business exit / sale strategy Business succession planning Retirement income strategy General estate planning guidance Founder/Business Owner
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Sheila J

Series 66

Ogallala, NE

Thrivent Investment Management

Sheila Johnson is a Series 66-registered financial advisor with Thrivent Investment Management, based in Ogallala, NE, with 12 years of industry experience. She has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2013. Outside of her advisory role, she is active as a musician, participating as a band member in the North Platte Municipal Band, serving as a pit musician for the North Platte Community Playhouse, and acting as a guest judge and clinician for high school music competitions. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm provides holistic, goal-based analyses and written recommendations on a broad range of planning topics, allowing clients to combine planning with managed-account services under a consolidated billing option, while keeping those services separate.

Business ownership considerations
user avatar

Khara M

Series 66

Ogallala, NE

Raymond James Financial

Khara Martinosky is a financial advisor at Raymond James Financial with a Series 66 designation and two years of industry experience. Prior to joining Raymond James, she held roles at Adams Bank and Trust, ABT Wealth Management, and Banner Health. Outside of her advisory work, she is involved as an independent associate selling dietary supplements and personal care products through Isagenix. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, institutions, and municipalities. The firm offers financial planning and non-discretionary investment consulting, emphasizing tailored strategies developed through detailed client risk profiling and supported by firm research and various implementation options.

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

Morgan D

Series 66

Ogallala, NE

Edward Jones

Morgan Delezene is a Series 66 licensed financial advisor at Edward Jones with 13 years of industry experience. She has been with Edward Jones since 2012. Outside of her advisory role, she co-manages an AirBNB property through an LLC with her husband. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including various household types and corporate entities. The firm offers a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices across the country.

Retirement income strategy Charitable giving & philanthropy Business ownership considerations Wealth management Founder/Business Owner
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Jacob H

CFP®, Series 66

Ogallala, NE

Raymond James Financial

Jacob Hovendick is a CFP®-designated financial advisor with Raymond James Financial Services Advisors, Inc., based in Ogallala, Nebraska. He has 12 years of industry experience and is also associated with Adams Bank & Trust, where he assists with trust review and administration. Additionally, he is a partner in KEICO Investments LLC, which focuses on purchasing tax liens in Keith County, Nebraska. Raymond James Financial Services Advisors, Inc. serves a wide range of clients including individual investors, high-net-worth clients, pension plans, charitable organizations, and municipal entities. The firm emphasizes non-discretionary financial planning and investment consulting, leveraging asset-allocation analysis and firm research to tailor recommendations while maintaining client decision authority.

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