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Maddux John Myer

Advisor at LPL Financial — Cozad, NE 741 Meridian Avenue

Updated today

Credentials

Series 66

Experience

3 years

Location

Cozad, NE 69130

LPL Financial logo

LPL Financial

Institution

Total advisors

22,823

Across 10,503 offices

Clients per advisor

86 Typical

Avg AUM per client

$399,489 Typical

HNW client ratio

34% Very High

About

Maddux Myer is a financial advisor at LPL Financial with three years of industry experience. He holds the Series 66 designation and has prior work history with Waypoint Financial and West Gate Bank. Myer is also involved with Waypoint Financial as a non-variable insurance advisor. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions, providing a wide range of financial planning and investment management solutions.

Client services

Based on LPL Financial

Financial planning Portfolio management Educational seminars or workshops
Consulting and other non-discretionary advisory services

Expertise

Based on LPL Financial

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities

Occupation focus

Based on LPL Financial

Retired Founder/Business Owner Executive

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Fee options

Fixed

Flat fees up to $15,000 for financial planning and consulting services

Project-based

Up to $500 per hour for financial planning and consulting services

Location

See office

Cozad, NE 741 Meridian Avenue

741 Meridian Avenue

Cozad NE 69130-1782

Advisors at this office

1

Most active in

Nebraska

Work history

3 years of industry experience

LPL Financial

2022 - Present • 4 years

Cozad, NE

Waypoint Financial

2022 - Present • 4 years

Cozad, NE

West Gate Bank

2021 - 2023 • 2 years

Lincoln, NE

Sigma Alpha Epsilon

2020 - 2021 • 1 year

Lincoln, NE

University of Nebraska Lincoln

2019 - 2023 • 4 years

Lincoln, NE

CIty of Cozad Street Department

2019 - 2019 • 1 year

Cozad, NE

Cozad High School

2015 - 2019 • 4 years

Cozad, 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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Marlin J

Series 66

Lexington, NE

Wealth Advisors Network, Inc.

Marlin Johnson is a Series 66-licensed financial advisor with 29 years of industry experience. He is affiliated with Wealth Advisors Network, Inc., where he has been active since 2007. Previously, he worked at Contryman Associates P.C. for 30 years. 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, offering both discretionary and non-discretionary portfolio management through various programs and employing model portfolios tailored to client risk profiles.

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

Robert S

Series 65

Lexington, NE

Cetera Planning Partners

Robert Speer is a Series 65 licensed financial advisor at Cetera Planning Partners with two years of industry experience. He previously worked at Avantax Planning Partners, Inc. for three years and has been a CPA and director at McChesney Martin Sagehorn, PC since 2008. Speer also serves as treasurer for the Lexington Lions Club, where he manages financial reporting and bill payments. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees by providing investment management, comprehensive financial planning, and retirement-related advice. The firm offers additional services such as tax planning, bookkeeping, payroll support, and estate-planning through a third-party provider, with an investment process centered on diversified mutual fund and ETF allocations tailored to client objectives and risk tolerance.

Retirement income strategy Social Security optimization General retirement planning General tax planning Approaching retirement Retired
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Travis M

CFP®, Series 63, Series 65

Lexington, NE

LPL Financial

Travis Moomey is a CFP® with 23 years of industry experience, currently affiliated with LPL Financial in Lexington, NE. He has worked at LPL Financial since 2010, with prior roles at Securities America Advisors and Ameritas Investment Company. Moomey operates Moomey Financial Management, a DBA for his LPL business. 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 provides a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

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

Hunter R

Series 66

Cozad, NE

Edward Jones

Hunter Royal is a Series 66 licensed financial advisor with Edward Jones in Cozad, NE, bringing two years of industry experience. Prior to joining Edward Jones, he held positions at Cornerstone Bank and worked in parks and recreation in Kearney. He serves as a board member for the Cozad Chamber of Commerce. Edward Jones is a full-service wealth management firm serving both individual and institutional clients with a wide range of advisory programs and a large national advisor network.

Retirement income strategy General retirement planning Business ownership considerations Wealth management Founder/Business Owner

Matthew O

ChFC®, Series 66

Gothenburg, NE

Edward Jones

Matthew Olsen is a financial advisor at Edward Jones in Gothenburg, NE, holding the ChFC® designation and Series 66 license with 15 years of industry experience. He has been with Edward Jones since 2010. Outside of his advisory role, Olsen manages a rental property in Gothenburg. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Retirement income strategy Business ownership considerations Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General estate planning guidance Founder/Business Owner
user avatar

William R

Series 66

Gothenburg, NE

LPL Financial

William Rahjes is a financial advisor with LPL Financial, holding a Series 66 designation and 11 years of industry experience. He has previously worked at Securities America Advisors and Securities America Inc. Outside of his advisory role, Rahjes serves as the mayor of Gothenburg, Nebraska. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with various investment strategies and operational tools.

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