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James Lowell Brackett

Advisor at LPL Financial — Colby, KS W. 3rd Street

Updated today

Credentials

Series 66

Experience

17 years

Location

Colby, KS 67701

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

James Brackett is a financial advisor with LPL Financial, holding a Series 66 designation and 17 years of industry experience. He has been with LPL Financial since 2010, following a year at Waddell & Reed. He is also involved with Oliver & Associates in Colby, KS. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions with a range of advisory and brokerage services through a large network of investment adviser representatives.

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

Colby, KS W. 3rd Street

155 W. 3rd Street

Colby KS 67701

Advisors at this office

1

Most active in

Kansas

Work history

17 years of industry experience

LPL FINANCIAL

2010 - Present • 16 years

Colby, KS

Waddell & Reed

2009 - 2010 • 1 year

KS

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Kaleb B

CFP®, Series 66

Colby, KS

Edward Jones

Kaleb Brzon is a CFP® professional with 11 years of industry experience, currently serving as a financial advisor at Edward Jones since 2014. He holds the Series 66 designation and is based in Colby, KS. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers comprehensive advisory programs, including discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors.

Retirement income strategy College savings (529s, UTMA, etc.) General estate planning guidance General retirement planning Wealth management Retired Founder/Business Owner Executive
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Brett W

Series 63, Series 65

Colby, KS

LPL Financial

Brett Wilson is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and possessing 14 years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments, Thrivent Advisor Network, Thrivent Financial, Ameriprise Financial Services, and Morgan Stanley. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, and institutions through a broad platform offering financial planning, model portfolios, third-party asset management, and institutional services. The firm supports its advisors with research-driven tools and a wide range of strategic and tactical investment options.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Brent W

Series 66

Colby, KS

Ameriprise

Brent Wiedeman is a financial advisor with Ameriprise in Colby, Kansas, holding a Series 66 designation and over 26 years of industry experience. His career includes roles at Investment Professionals, Inc., Farmers & Merchants Bank, and Ameriprise Financial Services. Wiedeman serves on multiple bank boards, including Security Bancshares and Farmers & Merchants Bank of Colby, where he is also President and CEO. Ameriprise provides retirement-income planning services primarily for clients nearing or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver customized, non-discretionary recommendations through a centralized consulting team.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Sara J

Series 66

Colby, KS

Edward Jones

Sara Jamison is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. She has also served as an assistant equestrian team coach at Colby Community College, where she coaches Hunt Seat practice and teaches an online class on the discipline. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management, offering a range of advisory programs and investment solutions through a large nationwide network of financial advisors.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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