Kayla Rehnberg

Advisor at Edward Jones

Updated today

Location

Holdrege, NE 68949

Credentials

CFP®, Series 66

Industry experience

9 years

About

Kayla Rehnberg is a CFP®-credentialed financial advisor with Edward Jones, where she has worked since 2016. She has nine years of industry experience, including ten years at Dana F. Cole & Company, LLP. She serves as a board member for the Don Sjogren YMCA in Holdrege, NE. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs. The firm manages approximately $1.01 trillion in assets through a nationwide network of financial advisors and offers both discretionary and non-discretionary investment solutions 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

Not sure if this advisor is right for you?

Answer a few questions to see advisors matched to you.

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

608 4 Th Ave

Holdrege, NE 68949

Most active in

Nebraska · Texas

Work history

Edward Jones

2016 - Present (10 years)

Dana F. Cole & Company, LLP

2006 - 2016 (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

Terry B

CFP®, Series 63

Holdrege, NE

Strategic blueprint, LLC

Terry Buskirk is a CFP® professional with 40 years of experience in the financial services industry. He is currently affiliated with Strategic Blueprint, LLC and has prior experience with firms including USAdvisors Wealth Management and Securities America, Inc. Outside of his financial advisory work, Buskirk is 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 adviser serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers customized, goal-based investment strategies and a range of services including portfolio management, financial planning, retirement consulting, family office services, and an uncommon subscription advisory program focused on ongoing, flat-fee planning and client education.

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 registrations and 17 years of industry experience. He has been with Principal Securities Inc. since 2016 and with Principal Life Insurance Company since 2011. Ericksen serves as President of the Holdrege Area Early Childhood Partnership, a nonprofit focused on partnerships between businesses and early childhood providers, and is also President of the Rotary Club of Holdrege, NE. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individuals, retirement plans, trusts, and corporations. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions under various adviser and promoter arrangements.

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 based in Holdrege, NE, holding Series 63 and Series 65 credentials and 14 years of industry experience. He has worked with Principal Life Insurance Company since 2012 and Principal Securities Inc. since 2016. Outside of advising, Murdoch serves as the president of the Faith Christian School Board and is involved in several business ventures, including ownership roles in entities related to real estate, farm equipment rental, and office management. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, and military personnel. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions, with a focus on ongoing client reviews and a range of promoter and referral 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 designation and bringing 10 years of industry experience. Prior to joining LPL Financial in 2020, he worked at Securities America Advisors and Securities America Inc from 2016 to 2020. Outside of his advisory role, he is an exercise leader for the YMCA of the Prairie in Holdrege, 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 range of financial planning and investment management options supported by an in-house research team, combining large-scale advisory operations with non-advisory product activities such as insurance and lending services.

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

Matthew S

Series 66

Holdrege, NE

Edward Jones

Matthew Simpson is a financial advisor at Edward Jones with a Series 66 credential and seven years of industry experience. He has worked at Edward Jones since 2018 and previously held positions at Great Western Bank and Sylvan Learning Center. 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 and investment strategies supported by a nationwide network of more than 23,700 financial advisors.

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 with Edward Jones in Holdrege, NE. She holds a Series 66 designation and has worked in the financial industry since 2022. Prior to joining Edward Jones, she spent eight years at Phelps Memorial Hospital. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment options. The firm manages approximately $1.01 trillion in assets and operates through a nationwide network of more than 23,700 financial advisors.

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

Not sure where to start?

We'll help you think it through — whether you ultimately need an advisor or not.

Warmer helps you compare advisors clearly — so you can choose with confidence.

Find your advisor

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")