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Michael Fox

Advisor at Cetera

Updated today

Location

Seward, NE 68434

Credentials

Series 66

Industry experience

3 years

About

Michael Fox is a financial advisor with Cetera, holding a Series 66 designation and three years of industry experience. His work history includes roles at Cetera Investment Services LLC, Cattle Bank & Trust, Thrivent Financial, and Lincoln Public Schools. Cetera Investment Advisers serves individual, high-net-worth, institutional, and retirement-plan clients through a network of over 6,800 independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary solutions, combining advisor-managed accounts, firm-sponsored model portfolios, and third-party managed options.

Client services

Based on Cetera

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

Based on Cetera

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy

Occupation focus

Based on Cetera

Founder/Business Owner Executive Retired

Demographic focus

Based on Cetera

HENRY (High Earners, Not Rich Yet) Approaching retirement

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Fee options

Fixed

Flat fees for financial planning and consulting negotiated with client

Percentage

$0 - $250,000: Up to 2.75% $250,001 - $500,000: Up to 2.50% $500,001 - $750,000: Up to 2.00% $750,001 - $1,000,000: Up to 1.75% $1,000,001 - $2,000,000: Up to 1.50% $2,000,001 - $5,000,000: Up to 1.25% $5,000,001+: As low as 0.75% (varies by program)

Project-based

Hourly consulting and financial planning rates negotiated with client

Other

Account minimum: $5,000 Minimum fee: Minimum program fees ranging from $99 to $199 annually depending on program Fee-only: Flat or hourly fees for financial planning and consulting services, negotiated case-by-case

Location

104 S 5 Th St

Seward, NE 68434

Most active in

Nebraska · Texas

Work history

Cetera Investment Services LLC

2023 - Present (3 years)

Cetera

2023 - Present (3 years)

Cattle Bank & Trust

2023 - Present (3 years)

Thrivent Financial

2023 - Present (3 years)

Thrivent Financial

2022 - 2023 (1 year)

Thrivent Investment Management Inc

2022 - Present (4 years)

Lincoln Public Schools

2013 - 2022 (9 years)

Disclosures

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

Business activities & affiliations

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Andrew M

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Annuities Retirement plans for business owners (SEP, solo 401k) Wealth management Cash flow / budgeting
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Mitch K

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Mitch Klintworth is a financial advisor with Thrivent Advisor Network, LLC, holding a Series 66 designation and 19 years of industry experience. His prior roles include positions at Thrivent Investment Management Inc. and Purshe Kaplan Sterling Investments, Inc. He serves on the Seward Kiwanis Club Ag Banquet Committee, which supports a local food assistance program. Thrivent Advisor Network, LLC provides investment advisory services to individuals, families, trusts, estates, businesses, retirement plans, and charitable organizations. The firm’s investment approach focuses on long-term strategies with customized asset allocations using primarily low-cost mutual funds, ETFs, fixed-income securities, and alternative investments, supported by a network integrated within the broader Thrivent group.

Annuities College savings (529s, UTMA, etc.) Private / alternative investments
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Series 66

Seward, NE

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Kara Kenny is a financial advisor at Ameritas Advisory Services, LLC with six years of industry experience. She holds a Series 66 designation and has worked at Ameritas Investment Company, LLC since 2017, following nine years at Ameritas Life Insurance Corp. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans. The firm offers fee-based asset management, retirement-plan advisory, and fiduciary services, utilizing model portfolios, third-party sub-advisers, and custom strategies.

Annuities Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Wealth management Founder/Business Owner Retired
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Issiah B

Series 66

Seward, NE

OSAIC

Issiah Burks is a financial advisor at Osaic Wealth, Inc. with a Series 66 designation and no prior industry experience. He also serves as a Wealth Management Officer at Jones Bank, where he provides financial advisory services to individuals and businesses. Osaic Wealth, Inc. is a large SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base, including individual investors, pension plans, corporations, and charitable organizations. The firm offers a range of advisory and brokerage services, utilizing advanced portfolio optimization tools and access to multiple custodial platforms.

Annuities Founder/Business Owner Executive Retired
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CFP®, Series 63, Series 65

Seward, NE

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