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Maverick Churchill

Advisor at LPL Financial

Updated today

Location

Alliance, NE 69301

Credentials

Series 66

Industry experience

3 years

About

Maverick Churchill is a financial advisor with LPL Financial, holding a Series 66 designation and three years of industry experience. His prior work includes six years at Sandhills State Bank and four years at First National Bank Omaha. Outside of finance, he is involved in the livestock and meat retail business through Churchill Livestock, LLC and Braska Beef. LPL Financial serves a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of advisory and brokerage services supported by an in-house research team and a broad platform that includes model portfolios, third-party managers, and various investment vehicles.

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

314 Box Butte Avenue

Alliance, NE 69301

Most active in

Nebraska · Texas

Work history

LPL Financial LLC

2022 - Present (4 years)

Independent Plan Investments

2022 - Present (4 years)

Sandhills State Bank

2016 - 2022 (6 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Morgan W

Series 66

Alliance, NE

Edward Jones

Morgan Wills is a financial advisor at Edward Jones with a Series 66 designation. He has one year of industry experience, including ten years at FNIC prior to joining Edward Jones. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a variety of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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

Richard O

CFP®, Series 63, Series 66

Alliance, NE

Edward Jones

Richard Otto is a CFP® with over 32 years of experience at Edward Jones, where he has worked since 1992. He is based in Alliance, Nebraska, and holds Series 63 and Series 66 licenses. Outside of his advisory role, Otto serves on the board of directors for Immuntrix Therapeutics Inc. and has held leadership positions on the finance committee of Holy Rosary Church and as president of the St. Agnes School Board in Alliance. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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

Gregory P

CFP®, Series 63, Series 66

Alliance, NE

LPL Financial

Gregory Powell is a CFP®-certified financial advisor with LPL Financial, where he has worked since 2000. He has 25 years of industry experience and holds Series 63 and Series 66 licenses. Outside of his advisory role, he owns and operates farming businesses in 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 wide range of investment solutions supported by an in-house research team, combining large-scale advisory operations with various non-advisory financial products.

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

Charles O

Series 66

Alliance, NE

Edward Jones

Charles Otto is a financial advisor with Edward Jones in Alliance, Nebraska. He holds a Series 66 designation and has one year of industry experience. Prior to joining Edward Jones, his background includes roles in construction and various business activities. Outside of his advisory work, Otto owns and operates a local mowing and yard work service. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a broad range of wealth levels. The firm offers diverse investment strategies and operates under a fiduciary standard, supported by an extensive network of advisors and branch offices nationwide.

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

Cyndi R

Series 66

Alliance, NE

Cetera

Cyndi Richardson is a financial advisor with Cetera, holding a Series 66 designation and 22 years of industry experience. She has been with Cetera since 2004 and also serves as president and owner of JAG Professional Services, Inc., an accounting practice. In addition to her advisory role, she is involved in selling supplemental health insurance through multiple providers. Cetera Investment Advisers serves a diverse client base including individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary services, utilizing a combination of advisor-managed accounts, model portfolios, and third-party solutions.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Retired HENRY (High Earners, Not Rich Yet) Approaching retirement
user avatar

Jessica M

Series 63, Series 66

Alliance, NE

Raymond James Financial

Jessica Manion is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 credentials and 15 years of industry experience. She has worked with First Investments and Planning since 2019 and has experience at First National Bank Omaha and Raymond James Financial Services Advisors, Inc. She is also involved in agricultural activities through a family-owned sole proprietorship. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and charitable organizations. The firm provides financial planning and non-discretionary investment consulting, emphasizing tailored financial plans developed through detailed client interviews and risk profiling.

General retirement planning Business succession planning Cash flow / budgeting Founder/Business Owner Retired
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