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Timothy Norman Mc Caslin

Advisor at Edward Jones — Broken Bow, NE

Updated today

Credentials

Series 66

Experience

5 years

Location

Broken Bow, NE 68822

Edward Jones logo

Edward Jones

Institution

Total advisors

24,140

Across 14,132 offices

Clients per advisor

167 Very High

Avg AUM per client

$246,728 Low

HNW client ratio

9% Low

About

Timothy Mc Caslin is a Series 66-licensed advisor with Edward Jones, based in Broken Bow, NE, where he has worked since 2020. He has five years of industry experience and previously served in the Nebraska Army National Guard for over two decades. Outside of his advisory role, he is involved with Purcell Investment Group, a family investment club. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households with varying net worth, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, investment strategies, and affiliated products through a large nationwide network of financial advisors and branch offices.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Based on Edward Jones

Wealth management Tax-loss harvesting Multi-generational wealth transfer

Occupation focus

Based on Edward Jones

Retired Founder/Business Owner Executive

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Fee options

Percentage

$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)

Other

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.

Location

See office

Broken Bow, NE

827 South D Street

Broken Bow NE 68822

Advisors at this office

3

Most active in

Nebraska · Texas

Work history

5 years of industry experience

Edward Jones

2020 - Present • 6 years

St Louis, MO

Unemployed

2020 - 2020 • 1 year

Broken Bow, NE

Nebraska Army National Guard

1999 - 2020 • 21 years

Omaha, 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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James C

Series 65, Series 63

Broken Bow, NE

Eagle Strategies (NY Life)

James Clang is a financial advisor with Eagle Strategies (NY Life) based in Broken Bow, Nebraska. He holds Series 63 and Series 65 licenses and has 18 years of industry experience. Clang is the owner of Clang Financial, through which he sells New York Life products and brokers non-registered insurance products. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers a variety of program types and emphasizes tailored recommendations, working primarily with non-discretionary assets in an integrated New York Life structure.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Retirement income strategy Founder/Business Owner Executive
user avatar

Lindsay C

Series 66

Broken Bow, NE

Edward Jones

Lindsay Cook is a Series 66-licensed financial advisor with Edward Jones in Broken Bow, Nebraska. She has one year of industry experience and previously operated as a self-employed professional for five years. Outside of her advisory role, she assists with her family's cattle and farming operations, handling tasks such as fence repair, livestock care, and managing farm-related financial activities. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of discretionary and non-discretionary investment strategies. The firm manages approximately $1.01 trillion in assets and maintains a nationwide network of over 23,000 financial advisors and 15,000 branch offices.

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

Janet L

Series 63, Series 66

Broken Bow, NE

Edward Jones

Janet Loughran is a financial advisor with Edward Jones who holds Series 63 and Series 66 licenses and has 35 years of industry experience. She has been with Edward Jones since 1986. Edward Jones is a full-service wealth management firm serving more than four million clients, including individual and institutional investors. The firm offers a range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices nationwide.

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

Series 63, Series 66

Broken Bow, NE

Thrivent Investment Management

Scott Harvey is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 66 designations and bringing 11 years of industry experience. He has been with Thrivent and its affiliated entities since 2014. Outside of his advisory role, he serves as a part-time pastor and officiates local basketball games in Broken Bow, Nebraska. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive financial planning without discretionary portfolio management. The firm emphasizes holistic, goal-based analyses through a network of advisors and integrates planning with managed-account services via its WealthPlan program.

Business ownership considerations
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