Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 63, Series 65
Experience Industry experience
14 years
Location
Leigh, NE
OSAIC
Institution
Megan Voelker is a financial advisor at OSAIC with 14 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at LPL Financial, First Nebraska Bank, and Securities America. Outside of her advisory role, Megan is involved in several non-investment activities, including serving on the board of The Good Life Stock Dog Series, co-owning a stockdog photography business, and breeding and training working Border Collies through her own enterprise. OSAIC serves a diverse range of retail and institutional clients, offering brokerage and advisory services, financial planning, retirement consulting, and access to multiple investment platforms and third-party managers. The firm employs asset-allocation tools and automated rebalancing to build portfolios and supports both discretionary and non-discretionary account management.
Based on OSAIC
Based on OSAIC
Fixed or flat fees for financial planning and consulting services generally range up to $25,000, fixed fees for Non-Discretionary Investment Advisory Services range from $500 - $15,000.
Advisory Representatives also receive commissions for brokerage and insurance products sold through Osaic Wealth as a broker-dealer.
Hourly fees generally range from $0 - $750 per hour for financial planning and consulting, and $50 - $750 per hour for Non-Discretionary Investment Advisory Services.
Account minimum: $5,500 Fee-only: Hourly fees for financial planning or consulting services generally range from $0 - $750 per hour, not exceeding $25,000 total fees. Fixed or flat fees for financial planning and consulting generally range up to $25,000, and fixed fees for Non-Discretionary Investment Advisory Services range from $500 - $15,000, hourly fees $50 - $750 per hour.
Leigh, NE
Leigh NE
Advisors at this office
1
Nebraska · Texas
14 years of industry experience
OSAIC
2025 - Present • 1 year
Columbus, NE
LPL Financial
2020 - 2025 • 5 years
Columbus, NE
First Nebraska Bank
2018 - 2025 • 7 years
Columbus, NE
Securities America Advisors
2017 - 2019 • 2 years
Columbus, NE
SECURITIES AMERICA, inc.
2012 - 2020 • 8 years
Columbus, NE
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Series 65
Howells, NE
Your Everyday ROI
Brian Jones is the principal of Your Everyday ROI, an independent advisory firm. He holds a Series 65 credential and has recently started his career in financial advising after a long tenure with Howells-Dodge Consolidated Schools, where he has worked since 2007. Your Everyday ROI offers discretionary investment management and financial planning services for individuals and employer plan sponsors. The firm’s investment approach is primarily passive, focusing on index mutual funds and ETFs guided by Modern Portfolio Theory, with financial planning delivered through ongoing or project-based engagements.
Series 63, Series 66
Creston, NE
D.A. Davidson & Co.
Theresa Wiemer is a financial advisor at D.A. Davidson & Co. with 13 years of industry experience. She has been with D.A. Davidson since 2016 and holds the Series 63 and Series 66 designations. Outside of her advisory role, she serves as a committee member for the Creston Women's Club, a local nonprofit organization. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, individuals, charitable organizations, and corporate clients. The firm offers comprehensive financial planning and specialized programs such as the Davidson Private Wealth program for high-net-worth clients, operating under fiduciary standards with both qualitative and quantitative investment analysis.
Series 63, Series 66
Clarkson, NE
Empower Advisory Group
Bradley Bunner is an advisor at Empower Advisory Group with Series 63 and Series 66 licenses and four years of industry experience. His work history includes roles at Northwestern Mutual Wealth Management Company and Northwestern Mutual Life Insurance Company before joining Empower Advisory Group. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, utilizing an integrated model tied to Empower’s recordkeeping and administrative platforms. The firm focuses on long-term portfolio returns and annual rebalancing, serving a large participant base with a high client-to-advisor workload.
Series 63, Series 66
Howells, NE
Ameritas Advisory Services, LLC
Daniel Martin is a financial advisor at Ameritas Advisory Services, LLC with 15 years of industry experience. He holds the Series 63 and Series 66 licenses and has worked in various roles at Ameritas and his own firm, Dan Martin Financial Services, since 2011. Outside of advising, he is involved in purchasing tax liens through Thunder-9. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm offers a range of asset management and financial planning services using a variety of model portfolios, mutual funds, ETFs, and individual securities, and leverages multiple program platforms and third-party managers.
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