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Michael Timothy Klein

Advisor at Raymond James Financial — Scottsbluff, NE 1110 Circle Drive

Updated today

Credentials

Series 66

Experience

1 year

Location

Scottsbluff, NE 69361

Raymond James Financial logo

Raymond James Financial

Institution

Total advisors

6,484

Across 2,976 offices

Clients per advisor

76 Low

Avg AUM per client

$700,796 Very High

HNW client ratio

19% Typical

About

Michael Klein is a financial advisor with Raymond James Financial Services Advisors, Inc. based in Scottsbluff, NE. He holds the Series 66 designation and has one year of industry experience. His prior work includes various roles at Scottsbluff Public Schools, Platte Valley Bank, and the Department of Health and Human Services. Klein is also an agent offering fixed annuity contracts through two insurance-related businesses. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and consulting using advanced analytical tools and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Client services

Based on Raymond James Financial

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops Hourly & fixed rate consultations

Expertise

Based on Raymond James Financial

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance

Occupation focus

Based on Raymond James Financial

Founder/Business Owner Executive

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Fee options

Fixed

Fixed (flat) dollar fees for planning services offered.

Commissions

Commissions may be charged for transaction-related services through affiliated broker-dealer RJFS; also receive commissions as insurance agent for insurance services.

Project-based

Hourly fees for planning and/or investment consultation services generally up to $400 per hour.

Other

Fee-only: Hourly fees up to $400 per hour; fixed (flat) dollar fees also offered; percentage of assets under advisement fees not to exceed 2.25% annually for investment consulting services; fees negotiable.

Location

See office

Scottsbluff, NE 1110 Circle Drive

1110 Circle Drive

Scottsbluff NE 69361

Advisors at this office

2

Most active in

Nebraska · Texas

Work history

1 year of industry experience

Scottsbluff Public Schools

2025 - Present • 1 year

Scottsbluff, NE

Raymond James Financial Services Advisors, Inc

2025 - Present • 1 year

Scottsbluff, NE

Platte Valley Bank

2025 - Present • 1 year

Scottsbluff, NE

Raymond James Financial Services, Inc.

2025 - Present • 1 year

Scottsbluff, NE

Scottsbluff Public Schools

2024 - 2025 • 1 year

Scottsbluff, NE

Unemployed

2024 - 2024 • 1 year

Scottsbluff, NE

Scottsbluff Public Schools

2023 - 2024 • 1 year

Scottsbluff, NE

Department of Health and Human Services (DHHS)

2023 - Present • 3 years

Scottsbluff, NE

Scottsbluff Public Schools

2021 - 2023 • 2 years

Scottsbluff, NE

Scottsbluff Public Schools

2020 - 2021 • 1 year

Scottsbluff, NE

Platte Valley Bank

2020 - 2021 • 1 year

Scottsbluff, NE

Scottsbluff Public Schools

2018 - 2020 • 2 years

Scottsbluff, NE

Warehouse Fitness Center

2018 - 2018 • 1 year

Scottsbluff, NE

Unemployed

2018 - 2018 • 1 year

Lincoln, NE

Verizon Wireless

2017 - 2017 • 1 year

Lincoln, NE

Unemployed

2017 - 2017 • 1 year

Lincoln, NE

University of Wyoming

2014 - 2017 • 3 years

Laramie, WY

University of Wyoming

2013 - 2017 • 4 years

Laramie, WY

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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Daniel C

CFP®, Series 66

Scottsbluff, NE

Wealth Advisors Network, Inc.

Daniel Charron is a CFP® with 26 years of experience in the financial industry. He is affiliated with Wealth Advisors Network, Inc. and has worked there since 2007, alongside his role at Cambridge Investment Research, Inc. since 2013. Charron is also a partner and president at Contryman Associates P.C., a CPA firm, and serves as treasurer for the Rotary Club of Scottsbluff/Gering. Wealth Advisors Network, Inc. provides comprehensive wealth-care services to individuals, trusts, charitable organizations, closely held businesses, and retirement plans. The firm emphasizes diversification and active management, utilizing various investment vehicles and proprietary risk assessment tools to align portfolios with client risk tolerances.

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

PFS™, Series 63, Series 65

Scottsbluff, NE

MBE Wealth Management, LLC

Troy Hilyard is a financial advisor at MBE Wealth Management, LLC with 24 years of industry experience. He holds the PFS™ designation along with Series 63 and Series 65 licenses. Prior to joining MBE Wealth Management, he worked at E & H Certified Public Accountants & Management Consultants and Fred A. Lockwood & Co., PC. Outside of his advisory role, he is a partner at MBE CPAs, a certified public accounting firm, and is also a licensed insurance agent. MBE Wealth Management serves a diverse client base including individuals, trusts, estates, businesses, retirement plans, and financial institutions. The firm builds diversified, long-term oriented portfolios using low-cost mutual funds and ETFs, individual securities, and independent managers, employing both fundamental and technical analysis while offering comprehensive financial planning and fiduciary services.

Wealth management ESG / Sustainable investing Retirement income strategy Founder/Business Owner Retired
user avatar

Bobby S

Series 66

Scottsbluff, NE

Sanctuary Advisors, LLC

Bobby Schmid is a financial advisor at Sanctuary Advisors, LLC with five years of industry experience. He holds the Series 66 designation and previously worked at D.A. Davidson & Co. and Edward Jones. Outside of advising, he serves as a board member of the Flathead Livestock Sale Organization, supporting 4H and FFA students in livestock sales at the Northwest Montana Fair. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base including individuals, corporations, pension plans, and charitable organizations through over 400 independent investment adviser representatives. The firm employs various portfolio management approaches and acts as a fiduciary when engaged under written agreements.

Retirement plans for business owners (SEP, solo 401k) Cash flow / budgeting General retirement planning
user avatar

Taylor C

Series 65

Scottsbluff, NE

Brookstone Capital Management LLC

Taylor Copas is a financial advisor with Brookstone Capital Management LLC, holding a Series 65 credential and six years of industry experience. Prior to joining Brookstone in 2020, he worked at Plains Insurance Brokers and Farm Bureau Financial Services. He is also active as a licensed real estate agent, dedicating part of his time to that work alongside his advisory role. Brookstone Capital Management provides fee-based asset management and financial planning to a diverse client base, including individuals, retirement plans, corporations, and trusts. The firm utilizes strategic and dynamic asset-allocation models and offers discretionary portfolio management through its BCM Platform and wrap-fee program.

ESG / Sustainable investing Active portfolio management Options & derivatives strategies Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Executive Founder/Business Owner Retired
user avatar

Brandy R

CFP®, Series 66

Scottsbluff, NE

Sanctuary Advisors, LLC

Brandy Reichert is a CFP® professional with 16 years of industry experience, currently serving as an advisor at Sanctuary Advisors, LLC since 2022. Prior to this, she worked at Edward Jones for 12 years. Outside of her advisory role, she is involved as Vice President of Eric Reichert Insulation and Construction Inc and holds ownership interests in several local businesses, including a Wich Which restaurant franchise. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a wide range of clients, including individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm supports more than 400 independent advisers who deliver tailored investment solutions through multiple managed account platforms and employs diverse analytical approaches in its fiduciary services.

Retirement plans for business owners (SEP, solo 401k) Cash flow / budgeting General retirement planning

Joel B

Series 66

Gering, NE

Edward Jones

Joel Barrett is a financial advisor at Edward Jones in Gering, Nebraska, holding a Series 66 designation with two years of industry experience. His prior experience includes roles at SWBC and involvement with Cyclone Enterprises, operating as Kilthau Transports. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large national network of advisors and branches.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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