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Credentials
Series 66
Experience Industry experience
19 years
Location
Friend, NE 68359
Edward Jones
Institution
Preston Meints is a financial advisor at Edward Jones with 18 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2007. Outside of his advisory role, he operates a family farm and coaches high school girls basketball in Friend, Nebraska. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a variety of investment strategies. The firm manages over $1 trillion in assets through a nationwide network of advisors and offers discretionary and non-discretionary advisory services under a fiduciary standard.
Based on Edward Jones
$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)
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.
Friend, NE
511 2nd Street Suite D
Friend NE 68359
Advisors at this office
1
Nebraska
19 years of industry experience
Edward Jones
2007 - Present • 19 years
St. Louis, MO
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Is not active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 65, Series 63
Milford, NE
Integrity Alliance, LLC
Jesse Taylor is a financial advisor at Integrity Alliance, LLC with 13 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at firms including Lion Street Financial and Ameritas Investment Corp. Taylor also has a role at Border States Electric outside the financial industry. Integrity Alliance serves a diverse client base including individual investors, corporations, and qualified retirement plans. The firm operates a large network of independent advisors managing approximately $5.4 billion in assets, offering portfolio management, financial planning, and various investment programs through multiple platforms and approaches.
Series 66
Beaver Crossing, NE
Thrivent Investment Management
Tyler Dolezal is a Series 66-credentialed financial advisor with two years of industry experience, currently with Thrivent Investment Management. Prior to his financial services career, he spent eight years at TreeHouse Foods. Outside of his advisory role, he serves as Co-Chairman of the Bee States Ballroom Restoration Committee, a nonprofit organization focused on community events and historic building upkeep. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, delivering holistic, goal-based financial analyses without discretionary trading authority and offering a consolidated billing option called WealthPlan.
Series 66
Milford, NE
LPL Financial
Matthew Sample is a financial advisor with LPL Financial, holding a Series 66 designation and 14 years of industry experience. He has worked at LPL Financial since 2019 and has previous experience with Waddell & Reed, Heyen Tax & Accounting, and various insurance carriers. Outside of his advisory work, he has been involved with the Milford Wrestling Club, Team Milford LLC, and the Kiwanis Club of Milford. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party research, and various portfolio management technologies.
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