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John William Posey

Advisor at Plains Advisory LLC — Grand Island, NE

Updated today

Credentials

CFP®, Series 66

Experience

20 years

Location

Grand Island, NE 68803

Plains Advisory LLC logo

Plains Advisory LLC

Independent

Total advisors

1

Clients per advisor

52 High

Avg AUM per client

$555,357 Typical

HNW client ratio

15% Typical

About

John Posey is a CFP®-designated financial advisor with 20 years of industry experience. He is the sole advisor at Plains Advisory LLC, an independent firm he has led since 2018. Prior to founding Plains Advisory, he worked at Five Points Bank and American Portfolios Financial Services, Inc. from 2015 to 2018. Outside of advising, he holds a real estate salesperson license in Nebraska. Plains Advisory LLC manages approximately $28.9 million in discretionary assets and serves individuals, high-net-worth clients, and trusts. The firm specializes in long-term, value-oriented stock selection combined with tactical and strategic asset allocation, offering tailored portfolios and educational workshops.

Client services

Based on Plains Advisory LLC

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

Expertise

Based on Plains Advisory LLC

General retirement planning Wealth management Passive / index investing

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Fee options

Fixed

Fixed fees for financial planning and consulting services generally $500 to $10,000

Percentage

$0 - $500,000: 1.500% $500,001 - $1,000,000: 1.250% $1,000,001 - $2,000,000: 0.900% $2,000,001 - $5,000,000: 0.750% $5,000,001+: 0.500%

Project-based

Financial planning and consulting services at $300 per hour

Other

Account minimum: $250,000 Minimum fee: Minimum fees generally $500 for financial planning and consulting services Fee-only: Financial planning and consulting services charged hourly ($300/hour) or fixed fee ($500 - $10,000)

Location

Grand Island, NE

1004 N. Diers Ave, Ste 316

Grand Island NE 68803

Advisors at this office

1

Most active in

Nebraska

Work history

20 years of industry experience

Plains Advisory LLC

2018 - Present • 8 years

Grand Island, NE

Five Points Bank

2015 - 2018 • 3 years

Grand Island, NE

American Portfolios Financial Services, Inc.

2015 - 2018 • 3 years

Hoolbrook, NY

APFS Wealth Management, Inc.

2015 - 2018 • 3 years

Grand Island, NE

Wealth Advisors Network, Inc.

2008 - 2015 • 7 years

Hastings, NE

Thrivent Investment Management

2006 - 2007 • 1 year

NE

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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Todd H

Series 65

Grand Island, NE

Brokerage Specialists

Todd Hoins is a financial advisor with Brokerage Specialists in Grand Island, NE, holding a Series 65 designation and eight years of industry experience. He has been associated with Brokerage Specialists, Inc. since 1996 and currently manages Brokerage Specialist, LLC, where he also serves as an insurance agent. Brokerage Specialists is a fee-based financial planning and investment management firm offering discretionary and non-discretionary portfolio management, financial planning, and ERISA 3(21) retirement-plan advisory services to individuals, charities, and business entities. The firm customizes strategies based on clients’ goals, time horizons, and risk tolerances, and frequently conducts public educational seminars and workshops at no charge.

Retirement income strategy General estate planning guidance Cash flow / budgeting College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner
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Mitchell S

Series 63, Series 65

Grand Island, NE

Spiehs Wealth Management, Inc.

Mitchell Spiehs is the principal of SPIEHS Wealth Management, Inc., an independent firm based in Grand Island, Nebraska. He holds Series 63 and Series 65 licenses and has 29 years of industry experience. His prior roles include positions at AE Wealth Management, LLC and Gradient Advisors, LLC. Outside of advisory work, he manages SPIEHS Farm, a family farming operation active since 1984. SPIEHS Wealth Management provides discretionary asset management and financial planning services to individuals, high-net-worth clients, trusts, business owners, and estates. The firm tailors investment programs to client goals, time horizons, and risk tolerances using fundamental and technical analysis and may utilize third-party sub-advisors for portfolio management.

Medicare planning
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Shawn H

CFP®, Series 63, Series 65

Grand Island, NE

FIT Wealth

Shawn Hanquist is a financial advisor with FIT Wealth in Grand Island, Nebraska, holding the CFP® designation along with Series 63 and Series 65 licenses. He has 16 years of industry experience and has worked at firms including Wells Fargo Clearing and Securities America. Hanquist is also involved with Hanquist Holdings, LLC. FIT Wealth offers discretionary asset management, financial planning, and retirement-plan fiduciary services to individuals, high-net-worth clients, and business entities. The firm employs a strategic, model-based investment approach that incorporates global asset allocation and a defined risk Dynamic Portfolio Strategy.

Options & derivatives strategies Tax-loss harvesting Roth conversion strategy Retirement withdrawal strategies Founder/Business Owner
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Amanda H

Series 63, Series 65

Grand Island, NE

FIT Wealth

Amanda Hanquist is a financial advisor at FIT Wealth with credentials including Series 63 and Series 65 licenses and nine years of industry experience. Her prior roles include positions at State Farm Investment Management Corp and Farmers Insurance Group. She has also been involved with Envision Nutrition and Fit CFO, LLC. FIT Wealth provides discretionary asset management, financial planning, and retirement-plan fiduciary services to individuals, high-net-worth clients, and business entities. The firm utilizes strategic, model-based portfolio management combined with a Dynamic Portfolio Strategy and often engages third-party managers and co-advisors to implement client portfolios.

Options & derivatives strategies Tax-loss harvesting Roth conversion strategy Retirement withdrawal strategies Founder/Business Owner
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Hunter H

Series 65

Grand Island, NE

FIT Wealth

Hunter Hanquist is a financial advisor at FIT Wealth with a Series 65 credential and one year of industry experience. Prior to joining FIT Wealth, he worked at Sportsman’s Warehouse for two years and has been a full-time student for an extended period. FIT Wealth provides discretionary asset management, financial planning, and retirement-plan fiduciary services for individuals, high-net-worth individuals, and business entities. The firm uses a combination of strategic, model-based portfolio management and a Dynamic Portfolio Strategy, often employing third-party managers and co-advisors to implement client portfolios.

Options & derivatives strategies Tax-loss harvesting Roth conversion strategy Retirement withdrawal strategies Founder/Business Owner
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Chad S

Series 65

Grand Island, NE

Allen Capital Group, LLC

Chad Sheffield is a financial advisor at Allen Capital Group, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at Five Points Bank for 21 years. Allen Capital Group, LLC provides advisory services to individuals, retirement plans, trusts, corporations, charitable organizations, and private funds. The firm emphasizes individualized, generally long-term investment strategies implemented on a discretionary basis and manages approximately $1.22 billion in discretionary assets.

Retirement income strategy Life insurance needs analysis Long-term care insurance Founder/Business Owner
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