Kayla Rehnberg

Advisor at Edward Jones — Holdrege, NE 4th Ave

Updated today

Credentials

CFP®, Series 66

Experience

10 years

Location

Holdrege, NE 68949

Edward Jones logo

Edward Jones

Institution

Total advisors

24,161

Across 14,149 offices

Clients per advisor

167 Very High

Avg AUM per client

$246,728 Low

HNW client ratio

9% Low

About

Kayla Rehnberg is a CFP® with ten years of industry experience, currently serving as a financial advisor at Edward Jones since 2016. She is a board member of the Don Sjogren YMCA in Holdrege, NE, where she participates in monthly meetings and assists with the annual capital campaign. Edward Jones is a full-service wealth management firm that serves both individual and institutional clients, offering a wide range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

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

See office

Holdrege, NE 4th Ave

608 4th Ave

Holdrege NE 68949

Advisors at this office

1

Most active in

Nebraska · Texas

Work history

10 years of industry experience

Edward Jones

2016 - Present • 10 years

St Louis, MO

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

Terry B

CFP®, Series 63

Holdrege, NE

Strategic Blueprint, LLC

Terry Buskirk is a CFP® with 41 years of industry experience, currently affiliated with Strategic Blueprint, LLC. He has held positions at The Strategic Financial Alliance, Inc., USAdvisors Wealth Management, and Securities America, Inc. Buskirk is also a partner in First Nebraska Solar, LLC, a business that sells solar arrays to commercial and residential clients. Strategic Blueprint, LLC is an SEC-registered investment adviser serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers customized, goal-based investment strategies and financial planning services, including a notable subscription advisory program that provides ongoing flat-fee planning alongside traditional asset-based management.

Annuities Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy
user avatar

Grant E

Series 63, Series 65

Holdrege, NE

Principal Financial Services

Grant Ericksen is a financial advisor with Principal Financial Services, holding Series 63 and Series 65 credentials and bringing 18 years of industry experience. He has worked with Principal Securities since 2016 and Principal Life Insurance Company since 2011. Ericksen serves as president of the Rotary Club of Holdrege and the Holdrege Area Early Childhood Partnership, and he holds board positions with the Holdrege Public Schools Foundation and the Phelps County Development Corporation. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, and access to third-party money manager asset allocation and separately managed account solutions.

Retired Founder/Business Owner
user avatar

Joshua M

Series 63, Series 65

Holdrege, NE

Principal Financial Services

Joshua Murdoch is a financial advisor with Principal Financial Services, holding Series 63 and Series 65 licenses and 14 years of industry experience. He has been with Principal Securities Inc. since 2016 and Principal Life Insurance Company since 2012. Outside of his advisory work, Murdoch serves as president of the Faith Christian School Board and is involved in several family and business ventures, including an equipment rental company and real estate investment activities. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, and charitable organizations. The firm offers direct advisory programs, financial planning, and access to third-party money managers through various advisory and promoter arrangements.

Retired Founder/Business Owner
user avatar

Benjamin L

Series 66

Holdrege, NE

LPL Financial

Benjamin Loberg is a financial advisor with LPL Financial, holding a Series 66 registration and 10 years of industry experience. He previously worked at Securities America Advisors and Securities America Inc from 2016 to 2020 and has been affiliated with The First State Bank since 2015. Outside of his advisory work, he serves as an exercise leader for the YMCA of the Prairie in Holdrege, Nebraska. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning and institutional platforms, with access to various investment strategies and operational support tools.

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

Matthew S

Series 66

Holdrege, NE

Edward Jones

Matthew Simpson is a financial advisor at Edward Jones with seven years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2018. Prior to that, he was self-employed and also worked at Great Western Bank from 2016 to 2018. He serves as a board member of the Holdrege Development Corporation. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, and provides affiliated mutual funds, tax-efficient services, and securities-based lending through a nationwide network of financial advisors and branch offices.

Retirement income strategy General retirement planning Wealth management Retired Founder/Business Owner Executive
user avatar

Heather G

Series 66

Holdrege, NE

Edward Jones

Heather Gray is a financial advisor at Edward Jones with Series 66 credentials and one year of industry experience. Prior to joining Edward Jones, she worked for eight years at Phelps Memorial Hospital. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory programs and investment strategies, operating under a fiduciary standard and supporting its services with a large national network of advisors and branch offices.

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