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Rex Goracke

Advisor at Raymond James Financial

Updated today

Location

Nebraska City, NE 68410

Credentials

Series 63, Series 65

Industry experience

23 years

About

Rex Goracke is a financial advisor with Raymond James Financial in Nebraska City, NE, holding Series 63 and Series 65 designations and bringing 23 years of industry experience. He has been with Raymond James Financial since 2009 and is also involved in several business ventures including Spectrum Medical Equipment Inc, V & G Holdings, and Vanderveen & Goracke, LLC. Raymond James Financial Services Advisors, Inc. serves a diverse client base ranging from individual investors and high-net-worth clients to pension plans and municipal entities. The firm provides financial planning and non-discretionary investment consulting, emphasizing tailored financial plans developed through detailed client interviews and risk profiling.

Client services

Based on Raymond James Financial

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops Hourly & fixed rate consultations

Expertise

Based on Raymond James Financial

General retirement planning Business succession planning Cash flow / budgeting

Occupation focus

Based on Raymond James Financial

Founder/Business Owner Retired

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Fee options

Fixed

Fixed (flat) dollar fees may be charged for planning and/or investment consulting services

Commissions

Commissions are charged in brokerage accounts when implementing financial plans or recommendations; fees and commissions may be offset or discounted for legacy clients.

Project-based

Hourly rates for planning and/or investment consulting services generally up to $400 per hour

Other

Fee-only: Hourly fees generally up to $400 per hour; fees may also be fixed (flat) dollar amounts or a percentage of assets under advisement not to exceed 2.25%

Location

1720 S 11th Street

Nebraska City, NE 68410

Most active in

Nebraska

Work history

Raymond James Financial

2009 - Present (17 years)

Spectrum Medical Equipment Inc

2006 - Present (20 years)

V & G Holdings

2005 - Present (21 years)

Nebr. City Professional Center, LLC

2001 - Present (25 years)

Reporting Entity

2001 - Present (25 years)

RAYMOND JAMES FINANCIAL SERVICE, iNC.

2000 - Present (26 years)

Vanderveen & Goracke, LLC

1999 - Present (27 years)

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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Robert W

Series 65

Nebraska City, NE

Family Financial Planning

Robert Wulf is a financial advisor based in Nebraska City, NE, operating under Family Financial Planning. He holds a Series 65 designation and has four years of experience in the financial industry. Prior to his advisory role, he worked for Nebraska Public Power District for 22 years. Family Financial Planning provides financial planning and coaching services primarily to individuals and families, as well as trusts, estates, and other private clients. The firm offers written comprehensive and special-topic financial plans supplemented by financial coaching and educational materials, operating as an advice-only practice without managing client assets.

General retirement planning Social Security optimization General tax planning Cash flow / budgeting
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Christopher J

Series 63, Series 65

Sidney, IA

Commonwealth Financial Network

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Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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John H

Series 66

Nebraska City, NE

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John Hogeland is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 12 years of industry experience. He previously worked at Waddell & Reed, Inc. for five years before joining Commonwealth in 2017. Hogeland is also the owner of JCH Financial, LLC, a private entity facilitating securities, advisory, and insurance business. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, providing advisory programs, wealth management, and retirement plan consulting. The firm offers a range of investment and operational support services, enabling advisors to construct client portfolios using diverse securities and insurance products.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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David P

Series 66

Nebraska City, NE

Commonwealth Financial Network

David Pease is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and bringing 20 years of industry experience. His career includes 12 years at Waddell & Reed, Inc. and ongoing work with various insurance carriers through W&R Insurance Agencies. He is also a part-owner and managing member of Pathfinder Wealth Advisors, LLC, which operates securities, advisory, and insurance businesses. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, providing a range of advisory programs and back-office support including operations, trading, technology, investment management, and compliance. The firm offers diverse investment programs such as PPS Custom and PPS Select model portfolios, supporting advisors who typically provide client advice under their own brands within Commonwealth’s supervisory framework.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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Michael B

Series 63, Series 65

Nebraska City, NE

LPL Financial

Michael Borns is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He previously worked for Investment Centers Of America, Inc. for 23 years before joining LPL Financial in 2017. Outside of his advisory role, Borns serves as a volunteer firefighter and scholarship committee member with the Nebraska City Volunteer Fire Department. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plans, institutions, charities, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team, combining large-scale advisory operations with insurance and annuity product offerings.

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Adam H

Series 66

Nebraska City, NE

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Adam Howard is a financial advisor with Edward Jones in Nebraska City, NE, holding a Series 66 designation and three years of industry experience. Before joining Edward Jones in 2025, he worked at BLUEPRINT FINANCIAL/Raymond James Financial Services for two years. Outside of advising, he owns A.McKay's Woodworking, a business specializing in fine furniture and projects for homes, businesses, and churches. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a wide range of advisory programs and investment solutions. The firm is notable for its extensive retail advisor and branch network and affiliated capabilities that go beyond traditional advisory services.

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