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Echo Pelster

Advisor at ECHO Financial LLC

Updated today

Location

North Platte, NE 69101

Credentials

ChFC®, Series 63, Series 66

Industry experience

11 years

About

Echo Pelster is a financial advisor at ECHO Financial LLC in North Platte, NE, holding the ChFC® designation with 11 years of industry experience. Pelster has worked at several firms including Thrivent Financial, New York Life Insurance Co, and Eagle Strategies LLC. Outside of advisory work, Pelster operates an insurance business under Echo Pelster Insurance LLC. ECHO Financial provides discretionary asset management, financial planning, and consulting services to individuals and high-net-worth clients. The firm offers trust implementation support and educational seminars, utilizing a combination of fundamental, technical, charting, and cyclical analysis in portfolio management.

Client services

Based on ECHO Financial LLC

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

Expertise

Based on ECHO Financial LLC

General retirement planning Life insurance needs analysis Tax strategies for small businesses General estate planning guidance Trust structures (GRAT, IDGT, revocable)

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Fee options

Fixed

Up to $1,800 per area of planning topic for financial planning services.

Percentage

$0 - $500,000: 2.00% total annual fee (0.50% Frontier Asset Management + 1.50% ECHO Financial) $500,000.01 - $1,000,000: 1.80% total annual fee (0.30% Frontier Asset Management + 1.50% ECHO Financial) $1,000,000.01 - $5,000,000: 1.75% total annual fee (0.25% Frontier Asset Management + 1.50% ECHO Financial) $5,000,000.01+: 1.70% total annual fee (0.20% Frontier Asset Management + 1.50% ECHO Financial)

Commissions

Investment Advisor Representatives receive external commissions from sales of investment-related products such as insurance.

Project-based

Up to $350 per hour for financial planning and consulting services.

Other

Account minimum: ECHO Financial does not require a minimum to open an account. However, third-party money managers that ECHO Financial works with may have minimum account requirements. For example, Frontier Asset Management has a $100,000 minimum account size for mutual fund strategies and a $20,000 minimum for ETF strategies, which may be lowered or waived in some instances. Minimum fee: $150 minimum fee for accounts closed within 90 days of opening. Fee-only: ECHO Financial charges an annual advisory fee for asset management services based on a tiered schedule as above. Fees are negotiable. Financial planning and consulting fees are charged hourly or per planning topic.

Location

111 Halligan Drive

North Platte, NE 69101

Most active in

Nebraska

Work history

Amway Global

2025 - Present (1 year)

Integrated Trust Systems

2025 - Present (1 year)

ECHO Financial LLC

2023 - Present (3 years)

Optavia

2022 - 2023 (1 year)

Ennercourse, LLC

2022 - 2024 (2 years)

Eagle Strategies (NY Life)

2021 - 2022 (1 year)

NYLIFE Securities L.L.C.

2021 - 2022 (1 year)

Echo Financial, LLC

2020 - Present (6 years)

New York Life Insurance Co

2020 - 2022 (2 years)

Principal Life Insurance Company

2020 - 2020 (1 year)

Principal Securities Inc

2020 - 2020 (1 year)

THRIVENT Financial

2014 - 2020 (6 years)

Thrivent investment Management Inc

2014 - 2020 (6 years)

Echo Pelster Insurance LLC

2013 - Present (13 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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Darrel S

Series 63, Series 65

North Platte, NE

First Nebraska Financial Services

Darrel Smith is a financial advisor at First Nebraska Financial Services with 44 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at First Nebraska Advisory LLC since 2019, following nineteen years at Royal Alliance Associates, Inc. Smith serves as a board member of the Nebraska Golf Association, participating in quarterly meetings and volunteering at golf tournaments. First Nebraska Advisory LLC provides investment management, financial planning, and ERISA plan advisory services to individuals, trusts, estates, business entities, charitable organizations, and retirement plans. The firm employs a strategic, risk-based asset allocation approach primarily through mutual funds and model portfolios, managing client accounts mostly on a non-discretionary basis with regular reviews and rebalancing.

Wealth management Retirement income strategy
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John S

Series 63

North Platte, NE

First Nebraska Financial Services

John Smith is a financial advisor with First Nebraska Financial Services, holding a Series 63 designation and 44 years of industry experience. He has worked at First Nebraska Advisory LLC since 2019 and previously spent 19 years with Royal Alliance Associates, Inc. Smith also serves as Chairman and President of First Nebraska Financial Services, Inc. and holds a Notary Public license. First Nebraska Advisory LLC provides investment management, financial planning, and ERISA plan advisory services to individuals, trusts, estates, business entities, charitable organizations, and retirement plans. The firm employs a strategic, risk-based asset allocation approach using mutual funds and model portfolios, generally managing client accounts on a non-discretionary basis.

Wealth management Retirement income strategy
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Mitchell S

Series 63, Series 66

North Platte, NE

First Nebraska Financial Services

Mitchell Smith is a financial advisor at First Nebraska Financial Services with 15 years of industry experience. He holds Series 63 and Series 66 designations. His prior experience includes eight years at OppenheimerFunds Distributor, Inc. and ongoing roles at First Nebraska Advisory LLC and OSAIC. First Nebraska Advisory LLC provides investment management, financial planning, and ERISA plan advisory services to a range of clients including individuals, trusts, estates, business entities, charitable organizations, and retirement plans. The firm employs a strategic, risk-based asset allocation approach primarily using mutual funds and model portfolios, managing client accounts mostly on a non-discretionary basis.

Wealth management Retirement income strategy
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Troy F

Series 63, Series 66

North Platte, NE

Professional Financial Advisors, LLC

Troy Fry is a financial advisor with Professional Financial Advisors, LLC, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. He previously worked at Wells Fargo Investments and Wells Fargo Bank, with tenures of 10 and 21 years respectively. Outside of finance, he assists with event setup and teardown for weddings in Hastings, Nebraska. Professional Financial Advisors, LLC serves individuals, pension and profit-sharing plans, trusts, estates, foundations, and other entities through discretionary portfolio management, financial planning, and retirement consulting. The firm integrates investment management with accounting and specialized retirement consulting, operating across seven offices and managing approximately $614 million in assets for over 2,000 clients.

Annuities Retirement income strategy General retirement planning Founder/Business Owner Retired Approaching retirement Mid-Career Professionals
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Mark M

CFP®, Series 66

North Platte, NE

Professional Financial Advisors, LLC

Mark Mayfield is a CFP® and holds a Series 66 license with seven years of industry experience. He has worked at Professional Financial Advisors, LLC since 2020 and previously held roles at LPL Financial LLC, Securities America Advisors, Tomorrow's Money, and Nebraskaland National Bank. Mayfield is also an independent insurance agent licensed in life and annuities, sickness/accident and health, and variable contracts. Professional Financial Advisors, LLC provides discretionary portfolio management, financial planning, and retirement plan consulting for individuals, pension plans, trusts, estates, foundations, and other entities. The firm manages approximately $614 million in assets across more than 2,000 clients, offering customized investment management and maintaining affiliations with accounting and retirement consulting firms.

Annuities Retirement income strategy General retirement planning Founder/Business Owner Retired Approaching retirement Mid-Career Professionals
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Douglas P

CFP®, ChFC®, Series 63, Series 65

North Platte, NE

Professional Financial Advisors, LLC

Douglas Peterson is a CFP® and ChFC® with 41 years of experience in the financial industry. He is a managing member of Professional Financial Advisors, LLC and has worked at the firm since 2003, with prior experience at Sagepoint Financial, Inc. Peterson also teaches adult education classes through the Priority Adult Learning Institute and serves as secretary for Donna's Office Services, LLC, a consulting firm for railroad retirees. Professional Financial Advisors, LLC provides discretionary portfolio management, financial planning, and retirement plan consulting for individuals, trusts, foundations, and business entities. The firm uses a combination of mutual funds, third-party models, and direct securities and is affiliated with accounting and specialized retirement consulting firms, serving over 2,000 clients with approximately $614 million in assets under management.

Annuities Retirement income strategy General retirement planning Founder/Business Owner Retired Approaching retirement Mid-Career Professionals
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