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Cassandra Lavon Hergott

Advisor at LPL Financial — Bruning, NE

Updated today

Credentials

Series 66

Experience

1 year

Location

Bruning, NE 68322

LPL Financial logo

LPL Financial

Institution

Total advisors

22,817

Across 10,466 offices

Clients per advisor

86 Typical

Avg AUM per client

$399,489 Typical

HNW client ratio

34% Very High

About

Cassandra Hergott is a financial advisor with LPL Financial based in Bruning, Nebraska. She holds the Series 66 designation and has one year of industry experience, previously working at Bruning Bank and Home Instead. Cassandra operates under the Bruning Wealth Management DBA for her LPL business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

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

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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

Bruning, NE

104 E. Main Street

Bruning NE 68322

Advisors at this office

2

Most active in

Nebraska

Work history

1 year of industry experience

Bruning Bank

2025 - Present • 1 year

Bruning, NE

LPL Financial

2025 - Present • 1 year

Bruning, NE

Home Instead

2024 - 2025 • 1 year

Maryville, MO

Bruning Bank

2024 - 2024 • 1 year

Hebron, NE

Home Instead

2023 - 2024 • 1 year

Maryville, MO

Bruning Bank

2023 - 2023 • 1 year

Hebron, NE

Home Instead

2023 - 2023 • 1 year

Maryville, MO

Student

2022 - 2023 • 1 year

Maryville, MO

Hebron Sports & Rec Complex

2022 - 2022 • 1 year

Hebron, NE

Bruning Bank

2022 - 2022 • 1 year

Hebron, NE

Student

2021 - 2022 • 1 year

Hebron, NE

Hebron Sports & Rec Complex

2021 - 2021 • 1 year

Hebron, NE

Student

2015 - 2021 • 6 years

Hebron, NE

Disclosures

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Business activities & affiliations

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