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Cameron David Brei

Advisor at Principal Financial Services — Hastings, NE W 2nd St

Updated today

Credentials

Series 63, Series 65

Experience

10 years

Location

Hastings, NE 68901

Principal Financial Services logo

Principal Financial Services

Enterprise

Total advisors

1,467

Across 577 offices

Clients per advisor

35 Very Low

Avg AUM per client

$324,050 Low

HNW client ratio

5% Low

About

Cameron Brei is a financial advisor with Principal Financial Services in Hastings, NE, holding Series 63 and Series 65 credentials and 10 years of industry experience. He has been with Principal Securities INC and Principal Life Insurance Co since 2016. Outside of his advisory role, Brei serves as a board member for the United Way of South Central Nebraska and works as a substitute referee for the Nebraska State Activities Association. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and active-duty military personnel. The firm offers direct advisory programs, financial planning, and access to third-party money manager solutions through various advisory and promoter arrangements.

Client services

Based on Principal Financial Services

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

Occupation focus

Based on Principal Financial Services

Retired Founder/Business Owner

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Fee options

Percentage

$0 - $149,999: Up to 1.75% $150,000 - $249,999: Up to 1.75% $250,000 - $500,000: Up to 1.75% $500,001 - $999,999: Up to 1.20% $1,000,000 - >$2,000,000: Up to 1.10% to 0.90% (SEI Mutual Fund Model Program tiered beyond $1,000,000)

Project-based
Subscriptions

Location

See office

Hastings, NE W 2nd St

529 W 2nd St

Hastings NE 68901

Advisors at this office

2

Most active in

Nebraska

Work history

10 years of industry experience

Principal Securities INC

2016 - Present • 10 years

Hastings, NE

PRINCIPAL LIFE INSURANCE CO

2016 - Present • 10 years

Hastings, NE

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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Dale A

Series 66

Hastings, NE

Skyline Wealth Management

Dale Arrants is a financial advisor with Skyline Wealth Management in Hastings, NE, holding a Series 66 designation and three years of industry experience. He has previously worked with Principal Life Insurance Company and Principal Securities Inc. Outside of his advisory role, he is the owner of Skyline Capital, LLC, a residential real estate holding entity currently without assets. Skyline Wealth Management provides fee-only wealth management and financial planning to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm’s investment approach combines passive and active strategies based on modern portfolio theory and includes pension consulting and retirement plan management.

Passive / index investing Active portfolio management Founder/Business Owner
user avatar

Tammy H

Series 66

Hastings, NE

Wealth Advisors Network, Inc.

Tammy Hubl is a Series 66 credentialed advisor with 27 years of industry experience. She has been with Wealth Advisors Network, Inc. since 2007 and has also worked at Cambridge Investment Research, Inc. since 2013. Outside of advisory roles, she owns and operates a family farm in Guide Rock, Nebraska. Wealth Advisors Network provides comprehensive wealth-care services to individuals, trusts, charitable organizations, closely held businesses, and retirement plans. The firm emphasizes diversification and active management, utilizing mutual funds, ETFs, individual securities, and fixed-income instruments, while offering a range of advisory programs and investment options tailored to client risk profiles.

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

Series 66, Series 65

Hastings, NE

Wealth Advisors Network, Inc.

Virginia Charron is a financial advisor with Wealth Advisors Network, Inc. in Hastings, NE, holding Series 65 and Series 66 credentials and 19 years of industry experience. She has been affiliated with Wealth Advisors Network since 2006 and with Cambridge Investment Research since 2013. Outside of her advisory role, she is involved with Contryman Associates P.C. in strategic planning and serves as Chief Compliance Officer at related firms; she is also a partner and cook in a local meal service business. Wealth Advisors Network provides comprehensive wealth-care services to individuals, trusts, charitable organizations, closely held businesses, and retirement plans, offering portfolio management and financial planning with an emphasis on diversification and active management. The firm utilizes multiple programs and a risk-focused approach to tailor investments for clients across a range of account sizes.

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

CFP®, Series 63, Series 65

Hastings, NE

Wealth Advisors Network, Inc.

Jeffrey Anderson is a CFP® with over 30 years of experience in financial advisory services. He is affiliated with Wealth Advisors Network, Inc. and has worked with Cambridge Investment Research, Inc. since 2013. Anderson serves as chairman and member of the board of trustees at Mary Lanning Healthcare and owns Archery Solutions LLC, an indoor community archery range. Wealth Advisors Network provides wealth-care services to individuals, trusts, charitable organizations, closely held businesses, and retirement plans. The firm employs a diversified, actively managed investment approach and offers portfolio management and financial planning through discretionary and non-discretionary programs, including the CMAP asset management program and a co-advised WealthPort wrap program.

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

Series 65

Hastings, NE

Independent Financial Partners

Turner Tinant is a Series 65-credentialed financial advisor with two years of industry experience, currently with Independent Financial Partners. His prior experience includes roles at Ridgeline Advisors and Englund and Lindsteadt Financial Advisors. Outside of finance, he serves as a board member for Prairie Loft Center, which focuses on agriculture appreciation and outdoor education, and Hastings American Legion Baseball, promoting youth athletic and personal development. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisers. The firm supports a multi-advisor platform that serves individual, charitable, corporate, and high-net-worth clients with both discretionary and non-discretionary account management options.

Retirement income strategy Tax-loss harvesting Founder/Business Owner Executive Retired
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Brady L

Series 65

Hastings, NE

Independent Financial Partners

Brady Lollman is a Series 65-credentialed financial advisor with two years of industry experience. He is currently with Independent Financial Partners and Ridgeline Advisors, having previously worked at Ellerbrock-Norris and Mary Lanning Healthcare. Outside of finance, he serves as a high school and collegiate basketball referee. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisers. The firm offers a decentralized advisory model with customizable investment strategies, notable retirement-plan advisory and pension consulting capabilities, and supports a broad client base including individual, charitable, corporate, and high-net-worth clients.

Retirement income strategy Tax-loss harvesting Founder/Business Owner Executive Retired
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