Morgan Jean Delezene

Advisor at Edward Jones — Ogallala, NE North Spruce

Updated today

Credentials

Series 66

Experience

13 years

Location

Ogallala, NE 69153

Edward Jones logo

Edward Jones

Institution

Total advisors

24,161

Across 14,137 offices

Clients per advisor

167 Very High

Avg AUM per client

$246,728 Low

HNW client ratio

9% Low

About

Morgan Delezene is a Series 66 licensed financial advisor at Edward Jones with 13 years of industry experience. She has been with Edward Jones since 2012. Outside of her advisory role, she co-manages an AirBNB property through an LLC with her husband. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including various household types and corporate entities. The firm offers a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices across the country.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Charitable giving & philanthropy Retirement income strategy General retirement planning Wealth management Business ownership considerations

Occupation focus

Founder/Business Owner

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Fee options

Percentage

$0+: Up to 1.35% annually Program Fee $0+: Up to 0.05% annually Platform Fee $0+: 0.00% to 0.45% annually SMA Manager Fees (if applicable)

Other

Account minimum: $5,000 Fee-only: Annual Program Fee up to 1.35%, Platform Fee up to 0.05%, plus SMA Manager Fees (0.00% to 0.45%); fees are asset-based and paid monthly in arrears.

Location

See office

Ogallala, NE North Spruce

113 North Spruce

Ogallala NE 69153

Advisors at this office

2

Most active in

Nebraska · Texas

Work history

13 years of industry experience

Edward Jones

2012 - Present • 14 years

St. Louis, MO

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

Brett C

Series 66

Ogallala, NE

LPL Financial

Brett Cipperley is a financial advisor with LPL Financial, holding a Series 66 designation and over 26 years of industry experience. His prior work includes positions at JBWC Financial Services and Securities America Advisors. Outside of his advisory role, he is involved in accounting and tax preparation through Johnson, Bergmeier, Wolf & Cipperley, P.C., a firm he has been with since 2002, as well as business ownership in non-investment ventures. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to model portfolios, combining extensive non-advisory financial activities with a large network of advisors.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive

Brett G

Series 66

Ogallala, NE

Edward Jones

Brett Guth is a financial advisor at Edward Jones in Ogallala, NE, holding a Series 66 designation with six years of industry experience. His prior work includes roles at Full Circle Lumber, Platte Valley Bank, and the University of Wyoming. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors, offering a range of investment advisory programs and maintaining a large national network of financial advisors and branch offices.

Business ownership considerations Business exit / sale strategy Business succession planning Retirement income strategy General estate planning guidance Founder/Business Owner
user avatar

Brooke R

CFP®, Series 66

Ogallala, NE

Edward Jones

Brooke Robertson is a CFP® and Series 66 registered financial advisor with six years of industry experience. She is currently with Edward Jones and previously worked at Ameriprise Financial Services and Johnson Publications. Robertson serves on the advisory committee of the Keith County Foundation Fund, which focuses on community support initiatives in Ogallala, NE. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of advisory programs and affiliated investment options. The firm is notable for its extensive advisor network, integrated services including a trust company, and a fiduciary standard of care.

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

Sheila J

Series 66

Ogallala, NE

Thrivent Investment Management

Sheila Johnson is a Series 66-registered financial advisor with Thrivent Investment Management, based in Ogallala, NE, with 12 years of industry experience. She has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2013. Outside of her advisory role, she is active as a musician, participating as a band member in the North Platte Municipal Band, serving as a pit musician for the North Platte Community Playhouse, and acting as a guest judge and clinician for high school music competitions. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm provides holistic, goal-based analyses and written recommendations on a broad range of planning topics, allowing clients to combine planning with managed-account services under a consolidated billing option, while keeping those services separate.

Business ownership considerations
user avatar

Khara M

Series 66

Ogallala, NE

Raymond James Financial

Khara Martinosky is a financial advisor with Raymond James Financial Services Advisors, Inc. She holds a Series 66 designation and has two years of industry experience. Prior to her current role, she worked at ABT Wealth Management and Adams Bank and Trust. Outside of financial advising, she is involved in the health and wellness sector as an independent associate selling dietary supplements and personal care products. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individual, high-net-worth, corporate, and institutional clients. The firm offers tailored, non-discretionary planning and investment consulting using risk profiling and analytical tools to support client goals.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
user avatar

Jacob H

CFP®, Series 66

Ogallala, NE

Raymond James Financial

Jacob Hovendick is a CFP®-designated financial advisor at Raymond James Financial with 12 years of industry experience. He has held roles at Adams Bank & Trust and North Pointe Investments, LLC, where he is a partner and business owner, respectively. Outside of his advisory work, he is involved in managing tax lien investments in Keith County, Nebraska, through KEICO Investments LLC. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base that includes individuals, institutions, and charitable organizations. The firm offers non-discretionary advisory services tailored to client goals, supported by analytical tools and specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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