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Kristina M Hoelting

Advisor at Ameritas Advisory Services, LLC — Hastings, NE

Updated today

Credentials

CFP®, Series 66

Experience

11 years

Location

Hastings, NE 68901

Ameritas Advisory Services, LLC logo

Ameritas Advisory Services, LLC

Enterprise

Total advisors

550

Across 274 offices

Clients per advisor

53 Typical

Avg AUM per client

$448,118 Typical

HNW client ratio

3% Low

About

Kristina Hoelting is a financial advisor with Ameritas Advisory Services, LLC, holding CFP® and Series 66 credentials and bringing 11 years of industry experience. She has worked with several firms including Barth Financial Wealth Management Group and Central Financial Services. Additionally, she is involved in business management and tax activities through her ownership of Hark Financial Group, LLC. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to a broad client base, including individuals, retirement plans, charitable organizations, and corporate clients. The firm offers a variety of managed account programs and fee-based management of variable products, supported by a team and technology partners to align portfolios with client objectives.

Client services

Based on Ameritas Advisory Services, LLC

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

Expertise

Based on Ameritas Advisory Services, LLC

Annuities Retirement plans for business owners (SEP, solo 401k) Retirement income strategy

Occupation focus

Based on Ameritas Advisory Services, LLC

Founder/Business Owner Retired

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Fee options

Fixed

Flat fees for financial planning and consulting services negotiated or fixed; portfolio advisor program also may charge flat or asset-based fees

Percentage

$0 - $250,000: Up to 2.30% total Advisory Fee (including program and IAR fee depending on program) $250,001 - $500,000: Up to 2.10% total Advisory Fee $500,001 - $750,000: Up to ~1.85% total Advisory Fee $750,001 - $1,000,000: Up to ~1.55% total Advisory Fee $1,000,001 - $3,000,000: Between 1.00% to 1.30% depending on program $3,000,001 - $5,000,000: Between 0.75% to 1.00% depending on program $5,000,001+: Between negotiable and 0.75% program fee plus IAR fee

Commissions

Commission-based variable insurance products sold by IARs registered with affiliated broker dealer AIC; commissions received create conflicts of interest

Project-based

Hourly financial planning and consulting fees up to $500 per hour

Other

Account minimum: Varies by program, see detailed tiers below Minimum fee: Various minimum fees e.g., $40 minimum annual fee in some programs, $50 minimum annual program fee billed monthly prorata, $350 minimum program fee for Ameritas Wealth Platform Fee-only: Financial planning and consulting charged as hourly (up to $500/hour) or flat fees, negotiated or fixed fee schedules; may be one-time or ongoing fees

Location

See office

Hastings, NE

707 N Marian Rd

Hastings NE 68901

Advisors at this office

1

Most active in

Nebraska · Texas

Work history

11 years of industry experience

Envision Wealth Network

2024 - Present • 2 years

Lincoln, NE

Hark Financial Group, LLC

2023 - Present • 3 years

Kearney, NE

Barth Financial

2023 - 2026 • 3 years

Kearney, NE

Ameritas Advisory Services, LLC

2021 - Present • 5 years

Lincoln, NE

Central Financial Services

2021 - Present • 5 years

Lincoln, NE

Barth Financial Wealth Management Group

2016 - 2026 • 10 years

Kearney, NE

Ameritas Investment Corp

2015 - Present • 11 years

Lincoln, NE

Ameritas Life insurance Corp

2014 - Present • 12 years

Lincoln, NE

Ameritas Financial Center

2014 - Present • 12 years

Lincoln, 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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Dale A

Series 66

Hastings, NE

Skyline Wealth Management

Dale Arrants is a financial advisor with Skyline Wealth Management in Hastings, NE, holding a Series 66 designation and three years of industry experience. He has previously worked with Principal Life Insurance Company and Principal Securities Inc. Outside of his advisory role, he is the owner of Skyline Capital, LLC, a residential real estate holding entity currently without assets. Skyline Wealth Management provides fee-only wealth management and financial planning to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm’s investment approach combines passive and active strategies based on modern portfolio theory and includes pension consulting and retirement plan management.

Passive / index investing Active portfolio management Founder/Business Owner
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Tammy H

Series 66

Hastings, NE

Wealth Advisors Network, Inc.

Tammy Hubl is a Series 66 credentialed advisor with 27 years of industry experience. She has been with Wealth Advisors Network, Inc. since 2007 and has also worked at Cambridge Investment Research, Inc. since 2013. Outside of advisory roles, she owns and operates a family farm in Guide Rock, Nebraska. Wealth Advisors Network provides comprehensive wealth-care services to individuals, trusts, charitable organizations, closely held businesses, and retirement plans. The firm emphasizes diversification and active management, utilizing mutual funds, ETFs, individual securities, and fixed-income instruments, while offering a range of advisory programs and investment options tailored to client risk profiles.

Income planning Business exit / sale strategy General estate planning guidance Active portfolio management Founder/Business Owner Retired
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Virginia C

Series 66, Series 65

Hastings, NE

Wealth Advisors Network, Inc.

Virginia Charron is a financial advisor with Wealth Advisors Network, Inc. in Hastings, NE, holding Series 65 and Series 66 credentials and 19 years of industry experience. She has been affiliated with Wealth Advisors Network since 2006 and with Cambridge Investment Research since 2013. Outside of her advisory role, she is involved with Contryman Associates P.C. in strategic planning and serves as Chief Compliance Officer at related firms; she is also a partner and cook in a local meal service business. Wealth Advisors Network provides comprehensive wealth-care services to individuals, trusts, charitable organizations, closely held businesses, and retirement plans, offering portfolio management and financial planning with an emphasis on diversification and active management. The firm utilizes multiple programs and a risk-focused approach to tailor investments for clients across a range of account sizes.

Income planning Business exit / sale strategy General estate planning guidance Active portfolio management Founder/Business Owner Retired
user avatar

Jeffrey A

CFP®, Series 63, Series 65

Hastings, NE

Wealth Advisors Network, Inc.

Jeffrey Anderson is a CFP® with over 30 years of experience in financial advisory services. He is affiliated with Wealth Advisors Network, Inc. and has worked with Cambridge Investment Research, Inc. since 2013. Anderson serves as chairman and member of the board of trustees at Mary Lanning Healthcare and owns Archery Solutions LLC, an indoor community archery range. Wealth Advisors Network provides wealth-care services to individuals, trusts, charitable organizations, closely held businesses, and retirement plans. The firm employs a diversified, actively managed investment approach and offers portfolio management and financial planning through discretionary and non-discretionary programs, including the CMAP asset management program and a co-advised WealthPort wrap program.

Income planning Business exit / sale strategy General estate planning guidance Active portfolio management Founder/Business Owner Retired
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Turner T

Series 65

Hastings, NE

Independent Financial Partners

Turner Tinant is a Series 65-credentialed financial advisor with two years of industry experience, currently with Independent Financial Partners. His prior experience includes roles at Ridgeline Advisors and Englund and Lindsteadt Financial Advisors. Outside of finance, he serves as a board member for Prairie Loft Center, which focuses on agriculture appreciation and outdoor education, and Hastings American Legion Baseball, promoting youth athletic and personal development. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisers. The firm supports a multi-advisor platform that serves individual, charitable, corporate, and high-net-worth clients with both discretionary and non-discretionary account management options.

Retirement income strategy Tax-loss harvesting Founder/Business Owner Executive Retired
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Brady L

Series 65

Hastings, NE

Independent Financial Partners

Brady Lollman is a Series 65-credentialed financial advisor with two years of industry experience. He is currently with Independent Financial Partners and Ridgeline Advisors, having previously worked at Ellerbrock-Norris and Mary Lanning Healthcare. Outside of finance, he serves as a high school and collegiate basketball referee. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisers. The firm offers a decentralized advisory model with customizable investment strategies, notable retirement-plan advisory and pension consulting capabilities, and supports a broad client base including individual, charitable, corporate, and high-net-worth clients.

Retirement income strategy Tax-loss harvesting Founder/Business Owner Executive Retired
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