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Deanna Jo Sporhase

Advisor at LPL Financial — Elmwood, NE

Updated today

Credentials

Series 63

Experience

39 years

Location

Elmwood, NE

LPL Financial logo

LPL Financial

Institution

Total advisors

22,816

Across 10,466 offices

Clients per advisor

86 Typical

Avg AUM per client

$399,489 Typical

HNW client ratio

34% Very High

About

Deanna Sporhase is a financial advisor with LPL Financial in Elmwood, NE, holding a Series 63 license and bringing 39 years of industry experience. Her prior work includes over three decades with Waddell & Reed and various insurance carriers, as well as serving the Village of Elmwood. She is also active as a non-variable insurance agent. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by extensive resources 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

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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

Elmwood, NE

Elmwood NE

Advisors at this office

1

Most active in

Nebraska

Work history

39 years of industry experience

LPL Financial, LLC

2021 - Present • 5 years

Elmwood, NE

Deanna Sporhase

2017 - Present • 9 years

Elmwood, NE

Sporhase Family Trust

2017 - 2017 • 1 year

Syracuse, NE

Village of Elmwood

2012 - 2019 • 7 years

Elmwood, NE

Various Insurance Carriers for W & R Insurance Agencies

1987 - 2021 • 34 years

Elmwood, NE

Waddell & Reed, INC.

1986 - 2021 • 35 years

Elmwood, 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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William G

Series 66

Louisville, NE

Leibman Financial Servces, Inc.

William Garver is a financial advisor at Leibman Financial Services, Inc. He holds a Series 66 designation and has three years of industry experience. Prior to joining Leibman Financial Services and LPL Financial in 2022, he worked at 228Main.com and Doane University. Leibman Financial Services provides investment advisory and planning services to individuals, trusts, estates, and business entities, focusing on a value-oriented, long-term investment strategy with tactical asset-allocation flexibility and fundamental analysis. The firm offers both discretionary and non-discretionary asset management, portfolio monitoring, and written financial plans, serving a range of clients including high-net-worth individuals and managing donor-advised funds.

Wealth management
user avatar

Gregory L

Series 63, Series 66

Louisville, NE

Leibman Financial Servces, Inc.

Gregory Leibman is a financial advisor at Leibman Financial Services, Inc. in Louisville, Nebraska, with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at LPL Financial since 2010. Leibman Financial Services provides investment advisory and planning services to individuals, trusts, estates, and business entities, focusing on a value-oriented, long-term investment strategy with tactical asset allocation and fundamental analysis. The firm also offers portfolio monitoring, written financial plans, and management of donor-advised funds.

Wealth management
user avatar

Mark L

ChFC®, Series 63

Louisville, NE

Leibman Financial Servces, Inc.

Mark Leibman is a financial advisor with Leibman Financial Services, Inc. in Louisville, NE, holding the ChFC® and Series 63 designations and bringing 41 years of industry experience. He has worked with Linsco/Private Ledger Corp. since 1994 and has been with Leibman Financial Services since 2022. Leibman Financial Services provides investment advisory and planning services to individuals, trusts, estates, and business entities, focusing on value-oriented, long-term strategies with tactical asset allocation and fundamental analysis. The firm offers both discretionary and non-discretionary asset management, portfolio monitoring, and donor-advised fund management.

Wealth management
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Trista J

CFP®, Series 65

Eagle, NE

Keener Financial Planning

Trista Jacobs is a CFP® and holds a Series 65 license with four years of experience in financial advising. She has been with Keener Financial Planning since 2021 and previously worked in a family dentistry practice for over a decade. Keener Financial Planning serves individuals, trusts, small businesses, organizations, and pension plans, offering modular financial planning and portfolio management primarily through hourly or flat-fee arrangements. The firm follows a long-term, mostly passive investment approach with a focus on low-cost index funds, selective active funds, and an emphasis on small-cap and value exposures.

General retirement planning Income planning General tax planning Wealth management ESG / Sustainable investing Retired Founder/Business Owner Approaching retirement
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Whitney E

Series 66

Louisville, NE

Leibman Financial Servces, Inc.

Whitney Engle is an advisor at Leibman Financial Services, Inc. in Louisville, NE, holding a Series 66 designation with one year of industry experience. Her work history includes roles at LPL Financial LLC and Cambridge Investment Research, as well as experience outside the financial industry at 228main.com and in other fields. Leibman Financial Services provides investment advisory and planning services to individuals, trusts, estates, and business entities, emphasizing a value-oriented, long-term strategy with tactical asset allocation and fundamental analysis. The firm serves a range of clients including high-net-worth individuals and manages donor-advised funds while offering household-level management and allowing clients to impose investment restrictions.

Wealth management
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Caitlin L

Series 66

Louisville, NE

Leibman Financial Servces, Inc.

Caitlin Leibman is a financial advisor at Leibman Financial Services, Inc. with three years of industry experience. She holds the Series 66 designation and has worked with LPL Financial since 2018. Prior to her advisory roles, she was employed at Doane University from 2014 to 2020. Leibman Financial Services provides investment advisory and planning services to individuals, trusts, estates, and business entities, including high-net-worth clients. The firm employs a value-oriented, long-term investment strategy with tactical asset allocation and fundamental analysis, offering both discretionary and non-discretionary asset management along with portfolio monitoring and written financial plans.

Wealth management
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