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Eric Thornburg

Advisor at Edward Jones

Updated today

Location

Crete, NE 68333

Credentials

Series 66

Industry experience

9 years

About

Eric Thornburg is a financial advisor at Edward Jones in Crete, Nebraska, holding a Series 66 designation with nine years of industry experience. He has been with Edward Jones since 2016. Thornburg serves as a board member of the Crete Chamber of Commerce, where he participates in board meetings and assists with community events. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and affiliated investment products supported by a large network of advisors and branch offices nationwide.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Based on Edward Jones

Wealth management Tax-loss harvesting Multi-generational wealth transfer

Occupation focus

Based on Edward Jones

Retired Founder/Business Owner Executive

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Fee options

Percentage

$0+: Up to 1.35% annually Program Fee $0+: Up to 0.05% annually Platform Fee $0+: 0.00% to 0.45% annually SMA Manager Fees (if applicable)

Other

Account minimum: $5,000 Fee-only: Annual Program Fee up to 1.35%, Platform Fee up to 0.05%, plus SMA Manager Fees (0.00% to 0.45%); fees are asset-based and paid monthly in arrears.

Location

1344 Main Ave

Crete, NE 68333

Most active in

Nebraska · Texas

Work history

Edward Jones

2016 - Present (10 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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Dave B

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Active portfolio management ESG / Sustainable investing Concentrated stock management Options & derivatives strategies Private / alternative investments Executive Founder/Business Owner
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Tanner S

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Lincoln, NE

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Annuities Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Wealth management Founder/Business Owner Retired
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Adam N

Series 66

Lincoln, NE

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General retirement planning Business succession planning Cash flow / budgeting Founder/Business Owner Retired
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Derik R

Series 66

Lincoln, NE

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Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
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Kyle W

Series 63, Series 66

Lincoln, NE

Ameriprise

Kyle Warday is a financial advisor with Ameriprise in Lincoln, NE, holding Series 63 and Series 66 credentials and nine years of industry experience. He has worked at several firms including Bank of The West, TD Ameritrade, Ameritas, and Wells Fargo. Outside of Ameriprise, he is also a financial advisor with Cirksena, Knight, Jacobsen, Sieps & Kresse, LLC in Omaha. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver tailored recommendations. As a large institutional firm, Ameriprise provides a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Wayne B

Series 63, Series 65

Lincoln, NE

STIFEL

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General retirement planning Income planning
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