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Josephine Shelmadine

Advisor at Edward Jones

Updated today

Location

Alliance, NE 69301

Credentials

Series 66

Industry experience

2 years

About

Josephine Shelmadine is a Series 66-licensed financial advisor with Edward Jones, bringing two years of industry experience. Her prior work includes roles at Boys Town and Creighton University, as well as operating a cleaning services business. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, with over $1 trillion in assets under management and a nationwide network of more than 23,700 advisors. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, and operates under a fiduciary standard.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Based on Edward Jones

Wealth management Tax-loss harvesting Multi-generational wealth transfer

Occupation focus

Based on Edward Jones

Retired Founder/Business Owner Executive

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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

423 Box Butte Ave

Alliance, NE 69301

Most active in

Missouri · Nebraska · Texas

Work history

Boys Town

2021 - 2021 (1 year)

Edward Jones

2019 - Present (7 years)

Creighton University

2018 - 2023 (5 years)

Box Butte General Hospital

2018 - 2018 (1 year)

Alliance High School

2014 - 2018 (4 years)

Jao Cleaning Services

2009 - 2019 (10 years)

Disclosures

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

Business activities & affiliations

user avatar

Maverick C

Series 66

Alliance, NE

LPL Financial

Maverick Churchill is a financial advisor with LPL Financial, holding a Series 66 designation and three years of industry experience. His prior work includes six years at Sandhills State Bank and four years at First National Bank Omaha. Outside of finance, he is involved in the livestock and meat retail business through Churchill Livestock, LLC and Braska Beef. LPL Financial serves a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of advisory and brokerage services supported by an in-house research team and a broad platform that includes model portfolios, third-party managers, and various investment vehicles.

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

Morgan W

Series 66

Alliance, NE

Edward Jones

Morgan Wills is a financial advisor at Edward Jones with a Series 66 designation. He has one year of industry experience, including ten years at FNIC prior to joining Edward Jones. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a variety of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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

Richard O

CFP®, Series 63, Series 66

Alliance, NE

Edward Jones

Richard Otto is a CFP® with over 32 years of experience at Edward Jones, where he has worked since 1992. He is based in Alliance, Nebraska, and holds Series 63 and Series 66 licenses. Outside of his advisory role, Otto serves on the board of directors for Immuntrix Therapeutics Inc. and has held leadership positions on the finance committee of Holy Rosary Church and as president of the St. Agnes School Board in Alliance. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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

Gregory P

CFP®, Series 63, Series 66

Alliance, NE

LPL Financial

Gregory Powell is a CFP®-certified financial advisor with LPL Financial, where he has worked since 2000. He has 25 years of industry experience and holds Series 63 and Series 66 licenses. Outside of his advisory role, he owns and operates farming businesses in Nebraska. 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, combining large-scale advisory operations with various non-advisory financial products.

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

Charles O

Series 66

Alliance, NE

Edward Jones

Charles Otto is a financial advisor with Edward Jones in Alliance, Nebraska. He holds a Series 66 designation and has one year of industry experience. Prior to joining Edward Jones, his background includes roles in construction and various business activities. Outside of his advisory work, Otto owns and operates a local mowing and yard work service. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a broad range of wealth levels. The firm offers diverse investment strategies and operates under a fiduciary standard, supported by an extensive network of advisors and branch offices nationwide.

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

Cyndi R

Series 66

Alliance, NE

Cetera

Cyndi Richardson is a financial advisor with Cetera, holding a Series 66 designation and 22 years of industry experience. She has been with Cetera since 2004 and also serves as president and owner of JAG Professional Services, Inc., an accounting practice. In addition to her advisory role, she is involved in selling supplemental health insurance through multiple providers. 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, financial planning, and fiduciary services, utilizing a combination of advisor-managed accounts, model portfolios, and third-party solutions.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Retired HENRY (High Earners, Not Rich Yet) Approaching retirement
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