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Matthew Sample

Advisor at LPL Financial

Updated today

Location

Milford, NE 68405

Credentials

Series 66

Industry experience

13 years

About

Matthew Sample is a financial advisor with LPL Financial, holding a Series 66 designation and 13 years of industry experience. His background includes roles at Waddell & Reed, various insurance carriers, and Heyen Tax & Accounting, where he was involved in tax preparation and accounting. Outside of finance, he has been active in community organizations such as the Kiwanis Club of Milford and the Milford Wrestling Club. LPL Financial serves a diverse client base including individual investors, retirement plan sponsors, banks, institutions, charities, and high-net-worth households. The firm offers a wide range of advisory and brokerage services supported by an in-house research team and a large network of investment adviser representatives.

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 plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting

Occupation focus

Based on LPL Financial

Founder/Business Owner Retired

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Fee options

Fixed

Financial planning and consulting services may be charged a flat fee as negotiated.

Commissions

Brokerage services include commissions, markups, markdowns, and transaction charges; commissions may apply to mutual funds, variable annuities, and other products.

Project-based

Financial planning hourly fees up to $500 per hour.

Other

Fee-only: Financial planning fees typically range up to $15,000, or up to $500 per hour; fees are negotiated and may be flat or hourly.

Location

516 First Street

Milford, NE 68405

Most active in

California · Colorado · Florida · Iowa · Minnesota · Missouri · Nebraska · Nevada · New Mexico · North Carolina · Texas

Work history

LPL Financial

2021 - Present (5 years)

Milford Wrestling Club

2017 - 2021 (4 years)

Team Milford LLC

2017 - 2021 (4 years)

Kiwanis Club of Milford

2013 - 2021 (8 years)

Various Insurance Carriers For W&R Insurance Agencies

2012 - 2021 (9 years)

Waddell & Reed, INC.

2012 - 2021 (9 years)

Heyen Tax & Accounting

2005 - 2021 (16 years)

Matthew Sample-General Notary Public

2004 - 2021 (17 years)

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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Andrew M

Series 66

Seward, NE

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Andrew Mc Gill is a financial advisor with Maxus Wealth Management LLC, holding a Series 66 license and two years of industry experience. Prior to joining Maxus, he worked at Creative One Securities, LLC and RG Investments Inc., and spent over a decade at Bunge North America. Outside of advisory work, he is involved in several non-investment businesses, including owning a coffee shop and a farming operation. Maxus Wealth Management provides discretionary asset management and investment advisement primarily to individual and high-net-worth clients. The firm’s investment approach blends fundamental and technical analysis with value-oriented long-term investing and tactical asset allocation, managing portfolios on a discretionary basis.

Income planning Retirement income strategy Options & derivatives strategies Active portfolio management Founder/Business Owner
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Roger G

Series 63, Series 65

Seward, NE

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Roger Gamble is a financial advisor with CreativeOne Securities, LLC, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. His prior work includes roles at Berthel Fisher & Company and VSR Financial Services. Outside of his advisory work, he serves as president of Mighty Fortress Evangelical Lutheran Church in Seward, Nebraska. CreativeOne Securities, LLC provides financial planning, consulting, and investment management services to a diverse client base, including individuals, businesses, and retirement plans. The firm utilizes fundamental and cyclical analysis along with model rebalancing and periodic reviews to manage portfolios, offering both discretionary and non-discretionary solutions.

Annuities Retirement plans for business owners (SEP, solo 401k) Wealth management Cash flow / budgeting
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Mitch K

Series 66

Seward, NE

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Mitch Klintworth is a financial advisor with Thrivent Advisor Network, LLC, holding a Series 66 designation and 19 years of industry experience. His prior roles include positions at Thrivent Investment Management Inc. and Purshe Kaplan Sterling Investments, Inc. He serves on the Seward Kiwanis Club Ag Banquet Committee, which supports a local food assistance program. Thrivent Advisor Network, LLC provides investment advisory services to individuals, families, trusts, estates, businesses, retirement plans, and charitable organizations. The firm’s investment approach focuses on long-term strategies with customized asset allocations using primarily low-cost mutual funds, ETFs, fixed-income securities, and alternative investments, supported by a network integrated within the broader Thrivent group.

Annuities College savings (529s, UTMA, etc.) Private / alternative investments
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Kara K

Series 66

Seward, NE

Ameritas Advisory Services, LLC

Kara Kenny is a financial advisor at Ameritas Advisory Services, LLC with six years of industry experience. She holds a Series 66 designation and has worked at Ameritas Investment Company, LLC since 2017, following nine years at Ameritas Life Insurance Corp. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans. The firm offers fee-based asset management, retirement-plan advisory, and fiduciary services, utilizing model portfolios, third-party sub-advisers, and custom strategies.

Annuities Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Wealth management Founder/Business Owner Retired
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Roger J

Series 66

Raymond, NE

Ameritas Advisory Services, LLC

Roger Johnson is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 66 designation and bringing 27 years of industry experience. He has been with Ameritas Advisory Services since 2021 and also serves as an educator at the Heartland Institute of Financial Education. Outside of finance, Johnson builds and sells custom drums through his business, Johnson Custom Drums, and manages a performing band called Breakaway Band. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans. The firm offers fee-based asset management, retirement-plan advisory, and fiduciary services, utilizing model portfolios, third-party sub-advisers, and custom strategies, with an emphasis on plan sponsors and participants.

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Preston M

Series 66

Friend, NE

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Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) General estate planning guidance General retirement planning Retired Founder/Business Owner Executive
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