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Mc Kenzie Bivins

Advisor at Edward Jones — Mc Cook, NE

Updated today

Credentials

Series 66

Experience

2 years

Location

McCook, NE 69001

Edward Jones logo

Edward Jones

Institution

Total advisors

24,161

Across 14,149 offices

Clients per advisor

167 Very High

Avg AUM per client

$246,728 Low

HNW client ratio

9% Low

About

Mc Kenzie Bivins is a Series 66 licensed financial advisor with Edward Jones in McCook, Nebraska, with two years of industry experience. Prior to joining Edward Jones, Bivins worked in public service roles including positions with the City of Cozad and Cozad Community Schools. Edward Jones is a full-service wealth management firm serving a diverse client base including individual and institutional investors, offering a range of advisory services supported by a nationwide network of financial advisors and branch offices.

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

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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

See office

Mc Cook, NE

310 W D St

Mc Cook NE 69001

Advisors at this office

2

Most active in

Nebraska · Texas

Work history

2 years of industry experience

Edward Jones

2023 - Present • 3 years

St Louis, MO

City of Cozad

2021 - 2023 • 2 years

Cozad, NE

Cozad Community Schools

2019 - 2023 • 4 years

Cozad, NE

Yuma Conservation District

2019 - 2019 • 1 year

Yuma, CO

Yuma Chiropractic

2018 - 2019 • 1 year

Yuma, CO

Unemployed

2017 - 2018 • 1 year

Yuma, CO

Bartlett Grain Company

2017 - 2017 • 1 year

Yuma, CO

Unemployed

2016 - 2017 • 1 year

Sterling, CO

Disclosures

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

Business activities & affiliations

Stacy P

CFP®, Series 63

McCook, NE

Edward Jones

Stacy Priebe is a CFP® with 26 years of industry experience. She has worked at Edward Jones since 2017 and previously held roles at LPL Financial, Amfirst Investment Services, and Amfirst Bank. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of discretionary and non-discretionary investment strategies and operates under a fiduciary standard.

Retirement income strategy General retirement planning Retirement plans for business owners (SEP, solo 401k) Business succession planning General estate planning guidance Retired Founder/Business Owner Executive

Garrett R

Series 66

McCook, NE

Edward Jones

Garrett Rippen is a Series 66-licensed financial advisor with Edward Jones, based in McCook, NE. He has 12 years of industry experience, all with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions supported by a nationwide network of advisors and branch offices.

Retirement income strategy General retirement planning Wealth management General estate planning guidance Retired Founder/Business Owner Executive
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Daniel S

Series 63

McCook, NE

Ameriprise

Daniel Stramel is a financial advisor with Ameriprise in McCook, Nebraska, holding a Series 63 designation and 30 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Outside of his advisory role, Stramel serves on the Board of Directors for the McCook Senior Center, is active in several veterans’ organizations including the American Legion and the Nebraska Department of Veterans Affairs Advisory Board, and participates on the Civil Service Board for the City of McCook. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficient strategies to provide written, non-discretionary recommendations. As a large institutional firm, it also delivers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Aaron B

CFP®, Series 66

McCook, NE

LPL Financial

Aaron Broz is a CFP® with 22 years of industry experience, currently affiliated with LPL Financial since 2020. He previously worked at McCook National Bank and Securities America Advisors, Inc., among other firms. Broz serves as a board member for several for-profit entities including McCook Optimist and Wilburg Farms, Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, including access to model portfolios, third-party subadvisors, and institutional platforms.

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

Sharleen R

Series 63, Series 66

McCook, NE

Edward Jones

Sharleen Riemenschneider is a financial advisor at Edward Jones with 28 years of industry experience, including 22 years at Edward Jones. She holds the Series 63 and Series 66 designations. In addition to her advisory role, she is involved in managing an office building in McCook, Nebraska. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices nationwide.

General retirement planning Retired Founder/Business Owner Executive
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Randy R

Series 63

McCook, NE

LPL Financial

Randy Richter is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 31 years of industry experience. His career includes roles at Everbank, Securities America Advisors, and Securities America, alongside owning Richter Financial Inc. since 2006. Outside of finance, he is involved in farming and operates a business developing consumer solar arrays. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services with a variety of investment strategies supported by research and technology, managing over $800 billion in discretionary assets through a large network of advisors.

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