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Credentials
Series 63, Series 66
Experience Industry experience
32 years
Location
Eustis, NE 69028
LPL Financial
Institution
Jeffrey Cornelius is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and possessing 32 years of industry experience. His career includes over a decade at Securities America Advisors, Inc. and long-term involvement with Waypoint Financial, where he has managed non-variable insurance and financial services since 1997. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a variety of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supporting over 22,800 advisors and managing more than $819 billion in discretionary assets.
Based on LPL Financial
Based on LPL Financial
Flat fees up to $15,000 for financial planning and consulting services
Up to $500 per hour for financial planning and consulting services
Eustis, NE
100 S Main Street
Eustis NE 69028
Advisors at this office
1
Nebraska
32 years of industry experience
LPL Financial
2020 - Present • 6 years
Cozad, NE
Securities America Advisors, Inc
2007 - 2020 • 13 years
Cozad, NE
Waypoint Financial/Insurance
2004 - Present • 22 years
Cozad, NE
Securities America, Inc
2002 - 2020 • 18 years
Cozad, NE
Waypoint Financial
1997 - Present • 29 years
Cozad, NE
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
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