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Gregory Jahnke

Advisor at Cetera

Updated today

Location

Sutton, NE

Credentials

Series 63

Industry experience

34 years

About

Gregory Jahnke is a financial advisor at Cetera with 34 years of industry experience. He holds a Series 63 designation and has been with Cetera and its affiliates since 2013. Outside of his advisory role, he is also an insurance agent specializing in fixed life and long-term care insurance. Cetera Investment Advisers serves a diverse client base including individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers a range of portfolio management and financial planning services, combining discretionary and non-discretionary approaches with access to multiple program structures and fiduciary solutions.

Client services

Based on Cetera

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

Expertise

Based on Cetera

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy

Occupation focus

Based on Cetera

Founder/Business Owner Executive Retired

Demographic focus

Based on Cetera

HENRY (High Earners, Not Rich Yet) Approaching retirement

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Fee options

Fixed

Flat fees for financial planning and consulting negotiated with client

Percentage

$0 - $250,000: Up to 2.75% $250,001 - $500,000: Up to 2.50% $500,001 - $750,000: Up to 2.00% $750,001 - $1,000,000: Up to 1.75% $1,000,001 - $2,000,000: Up to 1.50% $2,000,001 - $5,000,000: Up to 1.25% $5,000,001+: As low as 0.75% (varies by program)

Project-based

Hourly consulting and financial planning rates negotiated with client

Other

Account minimum: $5,000 Minimum fee: Minimum program fees ranging from $99 to $199 annually depending on program Fee-only: Flat or hourly fees for financial planning and consulting services, negotiated case-by-case

Location

Sutton, NE

Most active in

Nebraska · Texas

Work history

Cetera

2023 - Present (3 years)

Cetera Wealth Services, 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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Henderson, NE

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Charles Trauger is a financial advisor with LPL Financial, holding a Series 66 designation and eight years of industry experience. He has worked at LPL Financial since 2020 and previously served at Securities America Advisors and Global View. Trauger is also Vice President at Cornerstone Bank in Aurora, NE. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

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Laurie S

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Henderson, NE

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Laurie Stuhr is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 34 years of industry experience. Prior to joining LPL Financial in 2020, she worked at Securities America Advisors and Securities America, Inc., and she has been involved with Cornerstone Bank since 2003. Outside of finance, she serves as secretary of Stuhrville Farms, Inc., a farming corporation. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a broad range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

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Michael L

Series 63, Series 65

Geneva, NE

LPL Financial

Michael Lynch II is a financial advisor at LPL Financial with 23 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at SagePoint Financial. Lynch also operates a non-variable insurance business through Creative One. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a wide range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

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Tyler W

Series 63, Series 66

Geneva, NE

LPL Financial

Tyler Williams is a financial advisor with LPL Financial in Geneva, Nebraska, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He has served on the Fillmore County Hospital Board since 2019 and is involved with local business and community organizations including the Geneva Chamber of Commerce. In addition to his advisory work, he owns non-investment related businesses such as TMW Group LLC and 3554R, LLC. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plans, institutions, and high-net-worth households. The firm offers a range of financial planning and investment management options supported by an in-house research team and accommodates both advisory and brokerage needs through its extensive network of investment adviser representatives.

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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