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Mc Kenzie Bivins

Advisor at Edward Jones

Updated today

Location

Mc Cook, NE 69001

Credentials

Series 66

Industry experience

2 years

About

Mc Kenzie Bivins is a financial advisor with Edward Jones in Mc Cook, Nebraska, holding a Series 66 designation and bringing two years of industry experience. Prior to joining Edward Jones in 2023, Bivins worked at the City of Cozad and Cozad Community Schools, among other roles. Edward Jones is a full-service wealth management firm serving millions of individual and institutional clients with a broad range of investment strategies and advisory services, supported by a nationwide network of over 23,000 financial advisors.

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

310 W D St

Mc Cook, NE 69001

Most active in

Nebraska · Texas

Work history

Edward Jones

2023 - Present (3 years)

City of Cozad

2021 - 2023 (2 years)

Cozad Community Schools

2019 - 2023 (4 years)

Yuma Conservation District

2019 - 2019 (1 year)

Yuma Chiropractic

2018 - 2019 (1 year)

Unemployed

2017 - 2018 (1 year)

Bartlett Grain Company

2017 - 2017 (1 year)

Unemployed

2016 - 2017 (1 year)

Durante's Dance Studio

2014 - 2016 (2 years)

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 estate planning guidance Wealth management Retirement plans for business owners (SEP, solo 401k) 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® professional with 22 years of industry experience, currently serving as a financial advisor at LPL Financial since 2020. He previously worked at Securities America Advisors, Inc. for 15 years and has been affiliated with McCook National Bank since 2005. Outside of his advisory role, Broz serves as a board member for several for-profit organizations in Hayes Center, NE. 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 and delivers services through a large network of investment adviser representatives.

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

Sharleen R

Series 63, Series 66

Mc Cook, NE

Edward Jones

Sharleen Riemenschneider is a financial advisor with Edward Jones in McCook, Nebraska, holding Series 63 and Series 66 credentials and possessing 27 years of industry experience. She has been with Edward Jones since 2004. Outside of her advisory work, she maintains ownership of an office building in McCook. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including various households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets with a large nationwide network of advisors and offers a range of advisory programs and investment products under a fiduciary standard.

Wealth management Tax-loss harvesting Multi-generational wealth transfer 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 over 30 years of industry experience. He has worked at LPL Financial since 2020 and previously held roles at Everbank and Securities America. Outside of advising, he is involved in farming and operates a solar energy business focused on consumer solar array development. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, and institutions. The firm offers a range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

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