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Ricky Eugene Nelson

Advisor at Raymond James Financial — Hastings, NE

Updated today

Credentials

CFP®, Series 63

Experience

44 years

Location

Hastings, NE 68901

Raymond James Financial logo

Raymond James Financial

Institution

Total advisors

6,448

Across 2,954 offices

Clients per advisor

77 Low

Avg AUM per client

$700,796 Very High

HNW client ratio

19% Typical

About

Ricky Nelson is a CFP® professional with 44 years of experience in the financial services industry, currently affiliated with Raymond James Financial. He has been with Raymond James Financial Services, Inc. since 1984 and the broader Raymond James Financial firm since 2009. Outside of his advisory role, he serves as chairperson of the finance and investment committee for The Grand Lodge of Nebraska A.F. & A.M., a nonprofit organization. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, institutions, and charitable organizations. The firm uses tailored, non-discretionary planning and consulting supported by analytical tools and maintains unique affiliations that complement its advisory offerings.

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

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance

Occupation focus

Based on Raymond James Financial

Founder/Business Owner Executive

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Fee options

Fixed

Fixed (flat) dollar fees for planning services offered.

Commissions

Commissions may be charged for transaction-related services through affiliated broker-dealer RJFS; also receive commissions as insurance agent for insurance services.

Project-based

Hourly fees for planning and/or investment consultation services generally up to $400 per hour.

Other

Fee-only: Hourly fees up to $400 per hour; fixed (flat) dollar fees also offered; percentage of assets under advisement fees not to exceed 2.25% annually for investment consulting services; fees negotiable.

Location

See office

Hastings, NE

747 N Burlington Ave, Suite 307

Hastings NE 68901

Advisors at this office

2

Most active in

Nebraska · Texas

Work history

44 years of industry experience

Raymond James Financial

2009 - Present • 17 years

Hastings, NE

Raymond James Financial Services, Inc.

1984 - Present • 42 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

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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 financial advisor with Wealth Advisors Network, Inc. in Hastings, Nebraska, holding a Series 66 designation and 26 years of industry experience. She has been with Wealth Advisors Network since 2007 and has also worked with Cambridge Investment Research, Inc. since 2013. Outside of her advisory role, she is involved in managing a family farm. Wealth Advisors Network provides comprehensive wealth-care services to individuals, trusts, charitable organizations, closely held businesses, and retirement plans. The firm offers portfolio management and financial planning through various programs, emphasizing diversification and active management while utilizing multiple investment vehicles and risk profiling tools.

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-licensed financial advisor with two years of industry experience, currently associated with Independent Financial Partners in Hastings, NE. His prior roles include positions at Ridgeline Advisors and Englund and Lindsteadt Financial Advisors. Outside of his advisory work, he serves as a board member for Prairie Loft Center, focusing on agricultural education, and Hastings American Legion Baseball, supporting youth athletic development. Independent Financial Partners is a nationwide enterprise with over 260 advisors, offering investment advisory, financial planning, trust, and retirement-plan services. The firm supports a decentralized advisory model and is noted for its formal retirement-plan advisory and pension consulting capabilities.

Retirement income strategy Tax-loss harvesting Founder/Business Owner Executive Retired
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Brady L

Series 65

Hastings, NE

Independent Financial partners

Brady Lollman is a Series 65 licensed 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 his advisory role, 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 Investment Adviser Representatives. The firm offers a decentralized advisory model that includes both discretionary and non-discretionary account management, with notable expertise in retirement-plan advisory and pension consulting.

Retirement income strategy Tax-loss harvesting Founder/Business Owner Executive Retired
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