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Michael Eugene Theis

Advisor at LPL Financial — Hastings, NE

Updated today

Credentials

ChFC®, Series 63

Experience

43 years

Location

Hastings, NE 68901

LPL Financial logo

LPL Financial

Institution

Total advisors

22,678

Across 10,420 offices

Clients per advisor

87 Typical

Avg AUM per client

$399,489 Typical

HNW client ratio

34% Very High

About

Michael Theis is a financial advisor at LPL Financial with over 43 years of industry experience. He holds the ChFC® designation and a Series 63 license. His prior roles include positions at Royal Alliance Associates, Signator Investors, and Heartland Bank. Outside of his advisory work, he is a business owner involved in agricultural activities, managing a farm that produces hay, alfalfa, and operates a deer food plot. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing model portfolios, third-party subadvisors, and advanced technologies in portfolio management.

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

College savings (529s, UTMA, etc.)

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Fee options

Fixed

Flat fees negotiated between IAR and client for financial planning and consulting services.

Commissions

Commissions and trail fees on brokerage product sales and for insurance products sold by IARs.

Project-based

Hourly fees up to $500 per hour for financial planning and consulting services.

Other

Fee-only: Negotiated flat or hourly fees ranging from $0 to $15,000 or up to $500 per hour for financial planning and consulting services.

Location

See office

Hastings, NE

3701 Osborne Dr West

Hastings NE 68901

Advisors at this office

1

Most active in

Nebraska

Work history

43 years of industry experience

LPL Financial LLC

2021 - Present • 5 years

Hastings, NE

Heartland Bank

2021 - Present • 5 years

Hastings, NE

Royal Alliance Associates, INC.

2018 - 2021 • 3 years

Hastings, NE

Signator Investors, inc.

2016 - 2018 • 2 years

Nashville, TN

AJT LLC

2015 - 2017 • 2 years

Hastings, NE

TRE Enterprises, Inc

2015 - 2017 • 2 years

Hastings, NE

St. Cecilia Church

2011 - 2018 • 7 years

Hastings, NE

Disclosures

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

Business activities & affiliations

user avatar

Dale A

Series 66

Hastings, NE

Skyline Wealth Management

Dale Arrants is a financial advisor with Skyline Wealth Management in Hastings, NE, holding a Series 66 designation and three years of industry experience. He has previously worked with Principal Life Insurance Company and Principal Securities Inc. Outside of his advisory role, he is the owner of Skyline Capital, LLC, a residential real estate holding entity currently without assets. Skyline Wealth Management provides fee-only wealth management and financial planning to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm’s investment approach combines passive and active strategies based on modern portfolio theory and includes pension consulting and retirement plan management.

Passive / index investing Active portfolio management Founder/Business Owner
user avatar

Tammy H

Series 66

Hastings, NE

Wealth Advisors Network, Inc.

Tammy Hubl is a financial advisor with Wealth Advisors Network, Inc. in Hastings, Nebraska, holding a Series 66 designation and 26 years of industry experience. She has been with Wealth Advisors Network since 2007 and has also worked with Cambridge Investment Research, Inc. since 2013. Outside of her advisory role, she is involved in managing a family farm. Wealth Advisors Network provides comprehensive wealth-care services to individuals, trusts, charitable organizations, closely held businesses, and retirement plans. The firm offers portfolio management and financial planning through various programs, emphasizing diversification and active management while utilizing multiple investment vehicles and risk profiling tools.

Income planning Business exit / sale strategy General estate planning guidance Active portfolio management Founder/Business Owner Retired
user avatar

Virginia C

Series 66, Series 65

Hastings, NE

Wealth Advisors Network, Inc.

Virginia Charron is a financial advisor with Wealth Advisors Network, Inc. in Hastings, NE, holding Series 65 and Series 66 credentials and 19 years of industry experience. She has been affiliated with Wealth Advisors Network since 2006 and with Cambridge Investment Research since 2013. Outside of her advisory role, she is involved with Contryman Associates P.C. in strategic planning and serves as Chief Compliance Officer at related firms; she is also a partner and cook in a local meal service business. Wealth Advisors Network provides comprehensive wealth-care services to individuals, trusts, charitable organizations, closely held businesses, and retirement plans, offering portfolio management and financial planning with an emphasis on diversification and active management. The firm utilizes multiple programs and a risk-focused approach to tailor investments for clients across a range of account sizes.

Income planning Business exit / sale strategy General estate planning guidance Active portfolio management Founder/Business Owner Retired
user avatar

Jeffrey A

CFP®, Series 63, Series 65

Hastings, NE

Wealth Advisors Network, Inc.

Jeffrey Anderson is a CFP® with over 30 years of experience in financial advisory services. He is affiliated with Wealth Advisors Network, Inc. and has worked with Cambridge Investment Research, Inc. since 2013. Anderson serves as chairman and member of the board of trustees at Mary Lanning Healthcare and owns Archery Solutions LLC, an indoor community archery range. Wealth Advisors Network provides wealth-care services to individuals, trusts, charitable organizations, closely held businesses, and retirement plans. The firm employs a diversified, actively managed investment approach and offers portfolio management and financial planning through discretionary and non-discretionary programs, including the CMAP asset management program and a co-advised WealthPort wrap program.

Income planning Business exit / sale strategy General estate planning guidance Active portfolio management Founder/Business Owner Retired
user avatar

Turner T

Series 65

Hastings, NE

Independent Financial partners

Turner Tinant is a Series 65-licensed financial advisor with two years of industry experience, currently associated with Independent Financial Partners in Hastings, NE. His prior roles include positions at Ridgeline Advisors and Englund and Lindsteadt Financial Advisors. Outside of his advisory work, he serves as a board member for Prairie Loft Center, focusing on agricultural education, and Hastings American Legion Baseball, supporting youth athletic development. Independent Financial Partners is a nationwide enterprise with over 260 advisors, offering investment advisory, financial planning, trust, and retirement-plan services. The firm supports a decentralized advisory model and is noted for its formal retirement-plan advisory and pension consulting capabilities.

Retirement income strategy Tax-loss harvesting Founder/Business Owner Executive Retired
user avatar

Brady L

Series 65

Hastings, NE

Independent Financial partners

Brady Lollman is a Series 65 licensed financial advisor with two years of industry experience. He is currently with Independent Financial Partners and Ridgeline Advisors, having previously worked at Ellerbrock-Norris and Mary Lanning Healthcare. Outside of his advisory role, he serves as a high school and collegiate basketball referee. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent Investment Adviser Representatives. The firm offers a decentralized advisory model that includes both discretionary and non-discretionary account management, with notable expertise in retirement-plan advisory and pension consulting.

Retirement income strategy Tax-loss harvesting Founder/Business Owner Executive Retired
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