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Preston J Englund

Advisor at Independent Financial Partners — Hastings, NE N. Hastings Ave.

Updated today

Credentials

Series 66

Experience

16 years

Location

Hastings, NE 68901

Independent Financial Partners logo

Independent Financial Partners

Enterprise

Total advisors

315

Across 166 offices

Clients per advisor

167 Very High

Avg AUM per client

$225,569 Low

HNW client ratio

35% High

About

Preston Englund is a financial advisor at Independent Financial Partners with 16 years of industry experience. He holds a Series 66 designation and has worked at firms including LPL Financial and Resources Investment Advisors. Englund is a part owner of Ridgeline CPAs, LLC, a local CPA practice, and serves on the Finance Committee of the Hastings Chamber of Commerce. Independent Financial Partners offers investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm supports a multi-advisor platform and provides both centralized and individual investment management options, with a notable focus on retirement-plan advisory and pension consulting services.

Client services

Based on Independent Financial Partners

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops Non-discretionary investment advice

Expertise

Based on Independent Financial Partners

Retirement income strategy Tax-loss harvesting

Occupation focus

Based on Independent Financial Partners

Founder/Business Owner Executive Retired

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Fee options

Fixed

Financial planning services often charged as flat fees, negotiated based on service scope and complexity

Percentage

$0+: Negotiated; may be tiered with breakpoints set by individual IARs up to 2.0% max $0+: Up to 2.5% max with Third Party Asset Managers (TPAMs) included

Commissions

Offered through affiliated broker-dealer; commissions charged on brokerage transactions separate from advisory fees

Project-based

Financial planning and consulting services may be charged on an hourly basis, fees negotiated per engagement

Other

Minimum fee: Minimum fees vary by IAR; some IARs may charge flat fees regardless of account size Fee-only: Financial planning fees charged as flat fees, negotiated per client and service complexity

Location

See office

Hastings, NE N. Hastings Ave.

109 N. Hastings Ave.

Hastings NE 68901

Advisors at this office

5

Most active in

Nebraska

Work history

16 years of industry experience

IFP Securities, LLC

2019 - Present • 7 years

Hastings, NE

Independent Financial Partners

2017 - Present • 9 years

Hastings, NE

Englund & Lindsteadt Financial Advisors

2015 - Present • 11 years

Hastings, NE

LPL Financial, LLC

2015 - 2019 • 4 years

Hastings, NE

Resources Investment Advisors, Inc.

2015 - 2017 • 2 years

Leawood, KS

Waddell & Reed

2010 - 2015 • 5 years

Savage, MN

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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Dale A

Series 66

Hastings, NE

Skyline Wealth Management

Dale Arrants is a financial advisor with Skyline Wealth Management in Hastings, NE, holding a Series 66 designation and three years of industry experience. He has previously worked with Principal Life Insurance Company and Principal Securities Inc. Outside of his advisory role, he is the owner of Skyline Capital, LLC, a residential real estate holding entity currently without assets. Skyline Wealth Management provides fee-only wealth management and financial planning to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm’s investment approach combines passive and active strategies based on modern portfolio theory and includes pension consulting and retirement plan management.

Passive / index investing Active portfolio management Founder/Business Owner
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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 66, Series 65

Hastings, NE

Wealth Advisors Network, Inc.

Virginia Charron is a financial advisor with Wealth Advisors Network, Inc. in Hastings, NE, holding Series 65 and Series 66 credentials and 19 years of industry experience. She has been affiliated with Wealth Advisors Network since 2006 and with Cambridge Investment Research since 2013. Outside of her advisory role, she is involved with Contryman Associates P.C. in strategic planning and serves as Chief Compliance Officer at related firms; she is also a partner and cook in a local meal service business. 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 an emphasis on diversification and active management. The firm utilizes multiple programs and a risk-focused approach to tailor investments for clients across a range of account sizes.

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

CFP®, Series 63, Series 65

Hastings, NE

Wealth Advisors Network, Inc.

Jeffrey Anderson is a CFP® with over 30 years of experience in financial advisory services. He is affiliated with Wealth Advisors Network, Inc. and has worked with Cambridge Investment Research, Inc. since 2013. Anderson serves as chairman and member of the board of trustees at Mary Lanning Healthcare and owns Archery Solutions LLC, an indoor community archery range. Wealth Advisors Network provides wealth-care services to individuals, trusts, charitable organizations, closely held businesses, and retirement plans. The firm employs a diversified, actively managed investment approach and offers portfolio management and financial planning through discretionary and non-discretionary programs, including the CMAP asset management program and a co-advised WealthPort wrap program.

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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