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Philip Byron Nelson

Advisor at Edward Jones — Hastings, NE North St Joseph Ave

Updated today

Credentials

Series 66

Experience

9 years

Location

Hastings, NE 68901

Edward Jones logo

Edward Jones

Institution

Total advisors

24,266

Across 14,129 offices

Clients per advisor

166 Very High

Avg AUM per client

$246,728 Low

HNW client ratio

9% Low

About

Philip Nelson is a financial advisor at Edward Jones in Hastings, NE, holding a Series 66 designation with nine years of industry experience. He has been with Edward Jones since 2017 and previously worked for Dutton-Lainson Company from 2013 to 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory and investment solutions, including discretionary and non-discretionary strategies, separately managed accounts, affiliated mutual funds, and tax-efficient services, operating under a fiduciary standard.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Based on Edward Jones

Wealth management Tax-loss harvesting Multi-generational wealth transfer

Occupation focus

Based on Edward Jones

Retired Founder/Business Owner Executive

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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

Hastings, NE North St Joseph Ave

620 North St Joseph Ave, Suite 1

Hastings NE 68901

Advisors at this office

1

Most active in

Nebraska · Texas

Work history

9 years of industry experience

Edward Jones

2017 - Present • 9 years

St Louis, MO

Dutton-Lainson Company

2013 - 2017 • 4 years

Hastings, NE

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
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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
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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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