Colin J Murray
Advisor at Novem Group — Grand Island, NE
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 66
Experience Industry experience
4 years
Location
Grand Island, NE 68801
Novem Group
Multi-team
Colin Murray is a financial advisor with Novem Group, holding a Series 66 designation and four years of industry experience. His prior roles include positions at American Portfolios Financial Services, Inc. and Five Points Financial. Outside of his advisory work, he serves as an assistant basketball coach for Kearney Public Schools. Novem Group provides portfolio management and financial planning services to a diverse client base, including individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and government entities. The firm employs a range of investment strategies and offers discretionary management, with additional services such as wrap fee programs and referrals to third-party money managers.
Based on Novem Group
Flat fee (dollar amount or percentage of assets) available for financial planning; specific amounts not stated
$0 - $250,000: 2.50% $250,001 - $500,000: 2.25% $500,001 - $1,000,000: 2.00% $1,000,001 - $5,000,000: 1.75% Over $5,000,000+: 1.50%
Accepts compensation for sale of securities/products including commissions and asset-based sales charges
Hourly rates available for financial planning; specific amounts not stated
Fee-only: Flat fees or hourly rates available for financial planning
Grand Island, NE
2032 Brentwood Blvd
Grand Island NE 68801
Advisors at this office
2
Kansas · Massachusetts · Nebraska · Ohio
4 years of industry experience
OSAIC
2024 - Present • 2 years
Grand Island, NE
Novem Group
2021 - Present • 5 years
Rochester, NY
American Portfolios Financial Services, Inc
2021 - 2024 • 3 years
Holbrook, NY
University of Nebraska at Kearney
2020 - 2024 • 4 years
Kearney, NE
Five Points Financial
2020 - 2024 • 4 years
Kearney, NE
Kearney High School
2016 - 2020 • 4 years
Kearney, NE
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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