user avatar

Roger Lyle Gamble

Advisor at CreativeOne Securities, LLC — Seward, NE

Updated today

Credentials

Series 63, Series 65

Experience

37 years

Location

Seward, NE 68434

CreativeOne Securities, LLC logo

CreativeOne Securities, LLC

Multi-team

Total advisors

127

Across 66 offices

Clients per advisor

97 Very High

Avg AUM per client

$183,544 Very Low

HNW client ratio

3% Very Low

About

Roger Gamble is a financial advisor with CreativeOne Securities, LLC, holding Series 63 and Series 65 credentials and 37 years of industry experience. He previously worked at Berthel Fisher & Company Planning, Inc. and Berthel Fisher & Company Financial Services, Inc. from 2016 to 2017. Outside of his advisory role, Mr. Gamble serves as president of Mighty Fortress Evangelical Lutheran Church in Seward, Nebraska. CreativeOne Securities, LLC is a multi-advisor registered investment adviser serving individuals, retirement plans, trusts, charitable organizations, and business entities through a network of 127 advisors. The firm provides financial planning, consulting, portfolio management, and retirement-plan fiduciary services using fundamental and cyclical security analysis alongside model asset allocations and third-party manager programs.

Client services

Based on CreativeOne Securities, LLC

Financial planning Portfolio management Selection of other advisers

Expertise

Based on CreativeOne Securities, LLC

Retirement income strategy Annuities Wealth management General estate planning guidance

Occupation focus

Based on CreativeOne Securities, LLC

Founder/Business Owner Retired

Not sure if this advisor is right for you?

Answer a few questions to see advisors matched to you.

Fee options

Fixed

Consulting and Financial Planning fixed fees from $300 to $10,000 depending on complexity and scope.

Percentage

$0 - $19,999: $25,000 - $149,999: varies by program and negotiation $150,000+: for CreativeOne Wealth, LLC Alpha UMA minimum $0+: Retirement Plan Services: 1.8% to 2.0% for Section 3(21) services; 1.5% to 3% for Section 3(38) services; fees negotiable $0+: CreativeOne Wealth, LLC Platform Fees: 0.55% to 2.5% annually; negotiated $0+: Client Choice Investment Management fees: up to 2.0% annually, negotiable

Commissions

C1S and its Representatives are also licensed as brokers and insurance agents and receive commissions for sale of securities and insurance products.

Project-based

Consulting and Financial Planning hourly rates from $100 to $250 per hour, negotiable.

Subscriptions

Consulting Services ongoing monthly retainer fees from $50 to $100 per month.

Other

Account minimum: $25,000 for all management programs except $150,000 for CreativeOne Wealth, LLC Alpha UMA Minimum fee: $300 minimum fee for Consulting and Financial Planning services Fee-only: Consulting and Financial Planning services charged on fixed-fee, hourly rate ($100-$250/hour), or monthly retainer ($50-$100 per month). Fees negotiable.

Location

See office

Seward, NE

222 South 5th Street

Seward NE 68434

Advisors at this office

1

Most active in

Nebraska

Work history

37 years of industry experience

CreativeOne Securities, LLC

2017 - Present • 9 years

Overland Park, KS

CreativeOne Securities, LLC

2017 - Present • 9 years

Overland Park, KS

Berthel Fisher & Company Planning, Inc.

2016 - 2017 • 1 year

Seward, NE

Berthel Fisher & Company Financial Services, Inc.

2016 - 2017 • 1 year

Seward, NE

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

user avatar

Andrew M

Series 66

Seward, NE

Maxus Wealth Management LLC

Andrew Mc Gill is a financial advisor with Maxus Wealth Management LLC, holding a Series 66 license and two years of industry experience. Prior to joining Maxus, he worked at Creative One Securities, LLC and RG Investments Inc., and spent over a decade at Bunge North America. Outside of advisory work, he is involved in several non-investment businesses, including owning a coffee shop and a farming operation. Maxus Wealth Management provides discretionary asset management and investment advisement primarily to individual and high-net-worth clients. The firm’s investment approach blends fundamental and technical analysis with value-oriented long-term investing and tactical asset allocation, managing portfolios on a discretionary basis.

Income planning Retirement income strategy Options & derivatives strategies Active portfolio management Founder/Business Owner
user avatar

Mitch K

Series 66

Seward, NE

Thrivent Advisor Network, LLC

Mitch Klintworth is a financial advisor with Thrivent Advisor Network, LLC, holding a Series 66 designation and 19 years of industry experience. His prior roles include positions at Thrivent Investment Management Inc. and Purshe Kaplan Sterling Investments, Inc. He serves on the Seward Kiwanis Club Ag Banquet Committee, which supports a local food assistance program. Thrivent Advisor Network, LLC provides investment advisory services to individuals, families, trusts, estates, businesses, retirement plans, and charitable organizations. The firm’s investment approach focuses on long-term strategies with customized asset allocations using primarily low-cost mutual funds, ETFs, fixed-income securities, and alternative investments, supported by a network integrated within the broader Thrivent group.

Annuities College savings (529s, UTMA, etc.) Private / alternative investments
user avatar

Kara K

Series 66

Seward, NE

Ameritas Advisory Services, LLC

Kara Kenny is a financial advisor at Ameritas Advisory Services, LLC with six years of industry experience. She holds a Series 66 designation and has worked at Ameritas Investment Company, LLC since 2017, following nine years at Ameritas Life Insurance Corp. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans. The firm offers fee-based asset management, retirement-plan advisory, and fiduciary services, utilizing model portfolios, third-party sub-advisers, and custom strategies.

Annuities Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Wealth management Founder/Business Owner Retired
user avatar

Jesse T

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.

Annuities ESG / Sustainable investing
user avatar

Preston S

Series 66

Seward, NE

Ameriprise

Preston Stuhr is a financial advisor at Ameriprise with one year of industry experience. He previously worked at Jones Group for three years and has a background that includes roles at the University of Nebraska–Lincoln and its Athletic Department. He holds a Series 66 designation. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement-income planning through written recommendation reports and ongoing advice. The firm’s approach integrates investment research, third-party data, and algorithmic tools within a defined investment universe influenced by its affiliated product ecosystem.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
user avatar

Nathan S

Series 66

Seward, NE

Edward Jones

Nathan Stepp is a financial advisor at Edward Jones in Seward, Nebraska, with one year of industry experience. He holds a Series 66 designation and previously worked in education for over a decade at Seward Public Schools and Educational Service Unit 6. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a wide range of advisory strategies and affiliated investment products, operating under a fiduciary standard with approximately $1.01 trillion in assets under management.

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

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")