Hunter Royal

Advisor at Edward Jones

Updated today

Location

Cozad, NE 69130-1756

Credentials

Series 66

Industry experience

1 year

About

Hunter Royal is a financial advisor at Edward Jones in Cozad, Nebraska, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked at Kearney Parks and Recreation and Cornerstone Bank. He serves as a board member of the Cozad Chamber of Commerce. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a nationwide network of over 23,000 advisors and $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment strategies, including discretionary and non-discretionary wrap fee options, separately managed accounts, and affiliated mutual funds.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Retirement income strategy General retirement planning Business ownership considerations Wealth management

Occupation focus

Founder/Business Owner

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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

905 Meridian Ave

Cozad, NE 69130-1756

Most active in

Nebraska · Texas

Work history

Edward Jones

2024 - Present (2 years)

Unemployed

2024 - 2024 (1 year)

Kearney Parks and Recreation

2022 - 2024 (2 years)

Cornerstone Bank

2022 - 2022 (1 year)

Cornerstone Bank

2021 - 2021 (1 year)

College

2020 - 2024 (4 years)

Student

2013 - 2020 (7 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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Marlin J

Series 66

Lexington, NE

Wealth Advisors Network, Inc.

Marlin Johnson is a financial advisor with Wealth Advisors Network, Inc. in Lexington, NE. He holds a Series 66 designation and has 28 years of industry experience. His work history includes roles at Cambridge Investment Research, Inc., Wealth Advisors Network, Inc., and Contryman Associates P.C. He is also a member of Willow Creek Partners, LLC, an LLC that owns vacation property for its members. Wealth Advisors Network provides comprehensive wealth-care services to individuals, trusts, charitable organizations, closely held businesses, and retirement plans. The firm employs a diversified and actively managed investment approach, offering portfolio management and financial planning through various programs, including the CMAP asset management program and a co-advised WealthPort wrap program.

Income planning Business exit / sale strategy General estate planning guidance Active portfolio management Founder/Business Owner Retired
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Robert S

Series 65

Lexington, NE

Avantax Planning Partners, Inc.

Robert Speer is an investment advisor representative at Avantax Planning Partners, Inc. with two years of industry experience. He also serves as treasurer for the Lexington Lions Club and has worked as a CPA and director at McChesney Martin Sagehorn, PC since 2008, where he prepares tax returns and manages office activities. Avantax Planning Partners provides investment advice and planning primarily to individuals, pension and profit-sharing plans, charitable organizations, and businesses, using model-based allocation strategies and discretionary portfolio management overseen by an Investment Advisory Committee.

Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Wealth management Founder/Business Owner Retired
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Herbert M

Series 65, Series 66

Gothenburg, NE

Ameritas Advisory Services, LLC

Herbert Messersmith is a financial advisor with Ameritas Advisory Services, LLC, holding Series 65 and Series 66 credentials and 24 years of industry experience. He has worked with Ameritas and its affiliated entities since 2002 and is based in Gothenburg, Nebraska. Outside of his advisory role, he is a partner in a small real estate venture. Ameritas Advisory Services provides investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans. The firm offers fee-based asset management, financial planning, and retirement plan consulting through a range of discretionary and non-discretionary strategies.

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

CFP®, Series 63, Series 65

Lexington, NE

LPL Financial

Travis Moomey is a CFP® professional with 23 years of industry experience, currently affiliated with LPL Financial since 2020. He previously worked at Securities America Advisors and Securities America Inc from 2016 to 2020. Moomey operates a financial management business under a DBA related to his LPL activities. 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 investment solutions supported by an in-house research team, combining large-scale advisory operations with additional product offerings such as insurance and credit services.

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

Matthew O

ChFC®, Series 66

Gothenburg, NE

Edward Jones

Matthew Olsen is a financial advisor at Edward Jones in Gothenburg, NE, holding the ChFC® designation and Series 66 license with 15 years of industry experience. He has been with Edward Jones since 2010. Outside of his advisory role, Olsen manages a rental property in Gothenburg. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Retirement income strategy Business ownership considerations Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General estate planning guidance Founder/Business Owner
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William R

Series 66

Gothenburg, NE

LPL Financial

William Rahjes is a financial advisor with LPL Financial based in Gothenburg, NE, holding a Series 66 designation and 11 years of industry experience. His prior roles include nearly a decade at Securities America Advisors and Securities America Inc. Outside of his advisory work, he serves as the mayor of the City of Gothenburg. 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 investment solutions supported by an in-house research team and combines advisory services with insurance, annuity products, and credit options 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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