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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

22,823

Across 10,503 offices

Clients per advisor

86 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 43 years of industry experience. He holds the ChFC® and Series 63 designations. His prior roles include positions at Royal Alliance Associates, Signator Investors, and Transamerica Financial Advisors. Outside of advising, he owns a farm in Nuckolls County where he manages hay and alfalfa harvesting. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning and institutional platforms, supported by a large network of advisors and advanced research tools.

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 income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities

Occupation focus

Based on LPL Financial

Retired Founder/Business Owner Executive

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Fee options

Fixed

Flat fees up to $15,000 for financial planning and consulting services

Project-based

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

Transamerica Financial Advisors

2010 - 2016 • 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

user avatar

Dale A

Series 66

Hastings, NE

Skyline Wealth Management

Dale Arrants is a financial advisor at Skyline Wealth Management with a Series 66 designation and three years of industry experience. Prior to joining Skyline Wealth Management, he held roles at Principal Life Insurance Company, Principal Securities Inc, and various positions in banking and automotive sales. Outside of advisory work, he is the owner of Skyline Capital, LLC, an entity formed for holding residential real estate, though it currently holds no assets. Skyline Wealth Management provides fee-only wealth management and financial planning services to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm employs a modern portfolio theory-based investment approach that combines passive and active strategies and emphasizes 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 Series 66 credentialed advisor with 27 years of industry experience. She has been with Wealth Advisors Network, Inc. since 2007 and has also worked at Cambridge Investment Research, Inc. since 2013. Outside of advisory roles, she owns and operates a family farm in Guide Rock, Nebraska. Wealth Advisors Network provides comprehensive wealth-care services to individuals, trusts, charitable organizations, closely held businesses, and retirement plans. The firm emphasizes diversification and active management, utilizing mutual funds, ETFs, individual securities, and fixed-income instruments, while offering a range of advisory programs and investment options tailored to client risk profiles.

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

Virginia C

Series 65, Series 66

Hastings, NE

Wealth Advisors Network, Inc.

Virginia Charron is a financial advisor at Wealth Advisors Network, Inc. with 19 years of industry experience. She holds the Series 65 and Series 66 licenses and has worked with firms including Cambridge Investment Research and Contryman Wealth Advisors. Outside of her advisory work, she is involved as a partner and cook in a freezer meal business. Wealth Advisors Network provides comprehensive wealth-care services to individuals, trusts, charitable organizations, closely held businesses, and retirement plans. The firm employs a diversified and actively managed investment approach, offering discretionary and non-discretionary portfolio management through programs such as CMAP 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

Jeffrey A

CFP®, Series 63, Series 65

Hastings, NE

Wealth Advisors Network, Inc.

Jeffrey Anderson is a CFP® professional with 30 years of industry experience, currently serving at Wealth Advisors Network, Inc. since 2007. He has also worked at Cambridge Investment Research, Inc. since 2013 and previously spent two decades with Contryman Associates, P.C. Outside of his advisory role, Anderson is the owner of an indoor community archery range and serves as chairman of the board of trustees for Mary Lanning Healthcare. 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 a focus on diversification and active management. The firm blends advisory services with brokerage, insurance, and accounting affiliations, operating multiple offices and utilizing programs such as CMAP and WealthPort to accommodate a range of client needs.

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-credentialed financial advisor with two years of industry experience, currently with Independent Financial Partners. His prior experience includes roles at Ridgeline Advisors and Englund and Lindsteadt Financial Advisors. Outside of finance, he serves as a board member for Prairie Loft Center, which focuses on agriculture appreciation and outdoor education, and Hastings American Legion Baseball, promoting youth athletic and personal development. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisers. The firm supports a multi-advisor platform that serves individual, charitable, corporate, and high-net-worth clients with both discretionary and non-discretionary account management options.

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-credentialed 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 finance, 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 advisers. The firm offers a decentralized advisory model with customizable investment strategies, notable retirement-plan advisory and pension consulting capabilities, and supports a broad client base including individual, charitable, corporate, and high-net-worth clients.

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