Advisor at Ameritas Advisory Services, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Kearney, NE 68847
Credentials
Series 66
Industry experience
2 years
Regina Robles Marquez is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 66 credential and two years of industry experience. She has been associated with Ameritas-affiliated firms since 2021 and has prior experience at First National Bank of Omaha. Outside of finance, she owns and operates a private housekeeping business and provides at-home disability care for a family member. Ameritas Advisory Services, LLC offers investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans. The firm delivers a range of fee-based asset management and retirement plan advisory services through affiliated representatives, utilizing model portfolios, third-party sub-advisers, and custom strategies.
Based on Ameritas Advisory Services, LLC
Based on Ameritas Advisory Services, LLC
Flat fees for financial planning and consulting services, typically collected 50% in advance and 50% upon delivery
$0 - $250,000: Up to 2.00% $250,001 - $500,000: Up to 1.75% $500,001 - $750,000: Up to 1.50% $750,001 - $1,000,000: Up to 1.25% $1,000,001 - $3,000,000: Up to 1.00% $3,000,001+: Negotiable or as low as 0.75% depending on program
Commission-based compensation may apply for variable insurance products sold through affiliated broker-dealer AIC
Hourly financial planning fees up to $500/hour
Account minimum: Varies by program; see specific program minimums below Minimum fee: Minimum annual program fees such as $40 or $50 depending on program Fee-only: Financial planning and consulting fees charged as hourly fees up to $500/hour or flat fees; one-time or ongoing basis
2202 Central Ave Ste 8
Kearney, NE 68847
Nebraska
Ameritas Advisory Services, LLC
2024 - Present (2 years)
Ameritas Investment Company, LLC
2023 - Present (3 years)
Ameritas Financial Center/Barth Financial
2021 - Present (5 years)
University of Nebraska at Kearney
2021 - Present (5 years)
First National Bank of Omaha
2020 - 2021 (1 year)
University of Nebraska at Kearney
2019 - Present (7 years)
USave Pharmacy
2017 - 2021 (4 years)
STUDENT
2013 - 2017 (4 years)
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.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
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.
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.
Series 65
Kearney, NE
Stonebridge Wealth Systems LLC
Aliisa Criffield is a financial advisor at Stonebridge Wealth Systems LLC in Kearney, NE, holding a Series 65 designation with one year of industry experience. Prior to joining Stonebridge in 2024, she worked at the University of Nebraska - Kearney and PHYND. Outside of her advisory role, she is involved in insurance sales through Stonebridge Insurance and Wealth Management. Stonebridge Wealth Systems LLC is an SEC-registered advisory firm serving individuals, high net worth clients, trusts, and retirement plans. The firm provides discretionary asset management, financial planning, and ERISA 3(21) plan services, managing approximately $276 million for around 927 clients with a team of nine advisors.
Series 66
Kearney, NE
Stonebridge Wealth Systems LLC
Timothy Kulhanek is a financial advisor with Stonebridge Wealth Systems LLC, holding a Series 66 designation and 14 years of industry experience. His prior roles include positions at Brookstone Wealth Advisors, Taylor Capital Management, and World Equity Group. Outside of advisory work, he is involved as a partner and insurance agent with Stonebridge Insurance & Wealth Management. Stonebridge Wealth Systems LLC is an SEC-registered advisory firm serving individuals, high net worth clients, trusts, and retirement plans. The firm offers discretionary asset management, financial planning, and ERISA 3(21) plan services, managing approximately $276 million for nearly 927 clients through a team of nine advisors.
Series 65
Kearney, NE
Stonebridge Wealth Systems LLC
Zachary Vancas is a financial advisor at Stonebridge Wealth Systems LLC with one year of industry experience. He holds a Series 65 designation and has prior work experience at JumpCrew LLC, Windstream Communications, and Niteyes, LLC. Outside of advisory services, he is also involved in life and health insurance sales as a producer with Stonebridge Insurance and Wealth Management. Stonebridge Wealth Systems LLC is an SEC-registered advisory firm that provides discretionary asset management, financial planning, and ERISA 3(21) plan services to individuals, high net worth clients, trusts, and retirement plans. The firm manages approximately $276 million across about 927 clients and employs a team of nine advisors.
CFP®, Series 66
Kearney, NE
Oldfather Financial Services
Tristan Crook is a CFP® with five years of industry experience, currently serving at Oldfather Financial Services in Kearney, NE. His prior experience includes roles at Ameriprise, 308 Financial, LLC, and Barney Financial Services. Oldfather Financial Services works with individual and high-net-worth clients, as well as retirement plans, trusts, foundations, and businesses, providing investment management, financial planning, and retirement-plan consulting. The firm employs a modern portfolio theory-based approach, using diversified portfolios managed through model allocations and a core-and-satellite framework.
Series 65
Kearney, NE
Stonebridge Wealth Systems LLC
Gavin Harsh is the principal and sole advisor at Harsh Wealth Management LLC, holding a Series 65 credential with nine years of industry experience. Prior to founding his firm, he studied Animal Science at the University of Nebraska Lincoln. Outside of his advisory role, he is a co-owner and operator of an agricultural business in Bartley, Nebraska. Harsh Wealth Management LLC is a state-registered investment advisory firm that provides discretionary asset management, financial planning, and consulting services. The firm develops client-specific investment programs using both fundamental and technical analysis and offers tiered service packages with quarterly account reviews.
Series 63, Series 65
Kearney, NE
Stonebridge Wealth Systems LLC
Daniel Oleson is a financial advisor with Stonebridge Wealth Systems LLC in Kearney, NE. He holds Series 63 and Series 65 licenses and has one year of industry experience. Prior to joining Stonebridge Wealth Systems, he held various positions outside the financial industry. Oleson also works as an insurance producer at Stonebridge Insurance and Wealth Management, focusing on client reviews and insurance sales. Stonebridge Wealth Systems LLC is an SEC-registered advisory firm serving individuals, high net worth clients, trusts, and retirement plans. The firm provides discretionary asset management, financial planning, and ERISA 3(21) plan services, managing approximately $276 million across about 927 clients with a team of nine advisors.
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