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Misty Dawn Robertson

Advisor at Raymond James Financial — North Platte, NE

Updated today

Credentials

Series 66

Experience

6 years

Location

North Platte, NE 69103

Raymond James Financial logo

Raymond James Financial

Institution

Total advisors

6,484

Across 2,974 offices

Clients per advisor

76 Low

Avg AUM per client

$700,796 Very High

HNW client ratio

19% Typical

About

Misty Robertson is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and six years of industry experience. Her background includes roles at Wells Fargo Bank and First National Bank, where she has been associated since 2019. Outside of financial advising, she operates a farming business as a sole proprietor. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual, high-net-worth, institutional, and corporate clients. The firm uses analytical tools for tailored, non-discretionary planning and supports a broad network of advisors with specialized programs and consulting services.

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

North Platte, NE

201 N Dewey

North Platte NE 69103

Advisors at this office

1

Most active in

Nebraska

Work history

6 years of industry experience

Raymond James Financial Services Advisors, Inc.

2021 - Present • 5 years

North Platte, NE

Raymond James Financial Services

2021 - Present • 5 years

North Platte, NE

First National Nebraska, Inc.; FNNI

2019 - Present • 7 years

North Platte, NE

First National Bank

2019 - Present • 7 years

North Platte, NE

Wells Fargo Bank

1997 - 2019 • 22 years

North Platte, NE

Disclosures

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

Business activities & affiliations

Echo P

ChFC®, Series 63, Series 66, CLU®, RICP®

North Platte, NE

ECHO Financial LLC

My Goal is to help my clients live the best life possible with the money and resources they have, helping them pass those assets on to their loved ones or business colleagues with the values and goals that are of the utmost importance to them. Since financial decisions reveal the condition of the heart, I choose to use my gifts to serve others. Including debt management were needed to help clients start growing assets. To serve and to educate clients on financial principles. I know from experience that those who manage their finances according to financial wisdom and principles will experience contentment under all economic conditions. Over the years, I have discovered that all people have values; they generally care about the world and the people in it. Desire to make it a better place and through their own plans can be generous to others. Our home office is in Arnold Nebraska with a satellite office in North Platte Nebraska.

Business succession planning Retirement income strategy Debt management Long-term care insurance Multi-generational wealth transfer Retired Self-Employed Educators, Teachers, and Academics Union Employee Government Employee Mid-Career Professionals Approaching retirement Retired Behavioral coaching / decision support
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Darrel S

Series 63, Series 65

North Platte, NE

First Nebraska Financial Services

Darrel Smith is a financial advisor at First Nebraska Financial Services with 44 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at First Nebraska Advisory LLC since 2019, following nineteen years at Royal Alliance Associates, Inc. Smith serves as a board member of the Nebraska Golf Association, participating in quarterly meetings and volunteering at golf tournaments. First Nebraska Advisory LLC provides investment management, financial planning, and ERISA plan advisory services to individuals, trusts, estates, business entities, charitable organizations, and retirement plans. The firm employs a strategic, risk-based asset allocation approach primarily through mutual funds and model portfolios, managing client accounts mostly on a non-discretionary basis with regular reviews and rebalancing.

Wealth management Retirement income strategy
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John S

Series 63

North Platte, NE

First Nebraska Financial Services

John Smith is a financial advisor with First Nebraska Financial Services, holding a Series 63 designation and 44 years of industry experience. He has worked at First Nebraska Advisory LLC since 2019 and previously spent 19 years with Royal Alliance Associates, Inc. Smith also serves as Chairman and President of First Nebraska Financial Services, Inc. and holds a Notary Public license. First Nebraska Advisory LLC provides investment management, financial planning, and ERISA plan advisory services to individuals, trusts, estates, business entities, charitable organizations, and retirement plans. The firm employs a strategic, risk-based asset allocation approach using mutual funds and model portfolios, generally managing client accounts on a non-discretionary basis.

Wealth management Retirement income strategy
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Mitchell S

Series 63, Series 66

North Platte, NE

First Nebraska Financial Services

Mitchell Smith is a financial advisor at First Nebraska Financial Services with 15 years of industry experience. He holds Series 63 and Series 66 designations. His prior experience includes eight years at OppenheimerFunds Distributor, Inc. and ongoing roles at First Nebraska Advisory LLC and OSAIC. First Nebraska Advisory LLC provides investment management, financial planning, and ERISA plan advisory services to a range of clients including individuals, trusts, estates, business entities, charitable organizations, and retirement plans. The firm employs a strategic, risk-based asset allocation approach primarily using mutual funds and model portfolios, managing client accounts mostly on a non-discretionary basis.

Wealth management Retirement income strategy
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Troy F

Series 63, Series 66

North Platte, NE

Professional Financial Advisors, LLC

Troy Fry is a financial advisor with Professional Financial Advisors, LLC, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. He previously worked at Wells Fargo Investments and Wells Fargo Bank, with tenures of 10 and 21 years respectively. Outside of finance, he assists with event setup and teardown for weddings in Hastings, Nebraska. Professional Financial Advisors, LLC serves individuals, pension and profit-sharing plans, trusts, estates, foundations, and other entities through discretionary portfolio management, financial planning, and retirement consulting. The firm integrates investment management with accounting and specialized retirement consulting, operating across seven offices and managing approximately $614 million in assets for over 2,000 clients.

Annuities Retirement income strategy General retirement planning Founder/Business Owner Retired Approaching retirement Mid-Career Professionals
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Mark M

CFP®, Series 66

North Platte, NE

Professional Financial Advisors, LLC

Mark Mayfield is a CFP® professional with eight years of industry experience, currently serving as an advisor at Professional Financial Advisors, LLC since 2020. His previous roles include positions at LPL Financial LLC, Securities America Advisors, Securities America Inc., and Tomorrow's Money. In addition to his advisory work, Mayfield is an independent insurance agent licensed in life and annuities, sickness/accident and health, and variable contracts. Professional Financial Advisors, LLC is an SEC-registered firm that offers discretionary portfolio management, financial planning, and retirement plan consulting to a diverse client base including individuals, institutions, and government entities. The firm employs a combination of fundamental, technical, and cyclical analysis to create tailored asset allocation strategies and manages approximately $770 million across more than 3,300 clients.

Annuities Retirement income strategy General retirement planning Founder/Business Owner Retired Approaching retirement Mid-Career Professionals
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