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Todd Hoins

Advisor at Brokerage Specialists

Updated today

Location

Grand Island, NE 68803

Credentials

Series 65

Industry experience

8 years

About

Todd Hoins is a financial advisor with Brokerage Specialists in Grand Island, NE, holding a Series 65 designation and eight years of industry experience. He has been associated with Brokerage Specialists, Inc. since 1996 and currently manages Brokerage Specialist, LLC, where he also serves as an insurance agent. Brokerage Specialists is a fee-based financial planning and investment management firm offering discretionary and non-discretionary portfolio management, financial planning, and ERISA 3(21) retirement-plan advisory services to individuals, charities, and business entities. The firm customizes strategies based on clients’ goals, time horizons, and risk tolerances, and frequently conducts public educational seminars and workshops at no charge.

Client services

Based on Brokerage Specialists

Financial planning Portfolio management Selection of other advisers Newsletters or periodicals Educational seminars or workshops

Expertise

Based on Brokerage Specialists

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting

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Fee options

Percentage

$0+: 1.25% annually for discretionary accounts $0+: 1.00% annually for non-discretionary accounts

Project-based

$185 per hour for financial planning

Location

1828 N. Webb Road, Suite #2

Grand Island, NE 68803

Most active in

Nebraska

Work history

Brokerage Specialist, LLC

2022 - Present (4 years)

Brokerage Specialists, Inc.

2017 - Present (9 years)

Brokerage Specialists, Inc.

1996 - Present (30 years)

Brokerage Specialists, Inc.

1996 - 2022 (26 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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John P

CFP®, Series 66

Grand Island, NE

Plains Advisory LLC

John Posey is a CFP® and Series 66 credentialed financial advisor with 19 years of industry experience. He has been with Plains Advisory LLC since 2018 and previously worked at Five Points Bank and American Portfolios Financial Services, Inc. Outside of advisory work, Posey holds a Nebraska real estate salesperson license and offers real estate services independently. Plains Advisory LLC is a Nebraska-registered, single-advisor independent investment adviser serving individuals, high-net-worth clients, and trusts. The firm provides discretionary asset management, financial planning, consulting, and public education workshops, emphasizing long-term, value-oriented stock selection combined with tactical and strategic asset allocation tailored to client objectives and risk tolerance.

General retirement planning Wealth management Passive / index investing
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Mitchell S

Series 63, Series 65

Grand Island, NE

SPIEHS Wealth Management, Inc.

Mitchell Spiehs is the principal of SPIEHS Wealth Management, Inc., an independent firm based in Grand Island, Nebraska. He holds Series 63 and Series 65 licenses and has 29 years of industry experience. His prior roles include positions at AE Wealth Management, LLC and Gradient Advisors, LLC. Outside of advisory work, he manages SPIEHS Farm, a family farming operation active since 1984. SPIEHS Wealth Management provides discretionary asset management and financial planning services to individuals, high-net-worth clients, trusts, business owners, and estates. The firm tailors investment programs to client goals, time horizons, and risk tolerances using fundamental and technical analysis and may utilize third-party sub-advisors for portfolio management.

Medicare planning
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Chad S

Series 65

Grand Island, NE

Allen Capital Group, LLC

Chad Sheffield is a financial advisor at Allen Capital Group, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at Five Points Bank for 21 years. Allen Capital Group, LLC provides advisory services to individuals, retirement plans, trusts, corporations, charitable organizations, and private funds. The firm emphasizes individualized, generally long-term investment strategies implemented on a discretionary basis and manages approximately $1.22 billion in discretionary assets.

Retirement income strategy Life insurance needs analysis Long-term care insurance Founder/Business Owner
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Trevor S

Series 65

Grand Island, NE

Allen Capital Group, LLC

Trevor Stevens is a financial advisor at Allen Capital Group, LLC in Grand Island, Nebraska, holding a Series 65 designation with two years of industry experience. Prior to joining Allen Capital Group, he was a student for 18 years. Allen Capital Group, LLC provides advisory services to individuals, retirement plans, trusts, corporations, charitable organizations, and private funds. The firm employs a generally long-term investment approach based on fundamental analysis, using a combination of active and passive mutual funds, ETFs, options strategies, and third-party bond management.

Retirement income strategy Life insurance needs analysis Long-term care insurance Founder/Business Owner
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Brian H

CFP®, Series 63

Grand Island, NE

Allen Capital Group, LLC

Brian Harmon is a CFP® with six years of industry experience, currently serving as a financial advisor at Allen Capital Group, LLC. His prior roles include positions at Cor Clearing LLC and OppenheimerFunds Distributor, Inc. He holds the Series 63 designation. Allen Capital Group, LLC provides advisory services to individuals, retirement plans, trusts, corporations, charitable organizations, and private funds. The firm employs a discretionary investment management approach with an emphasis on individualized, long-term strategies using fundamental equity analysis alongside a mix of active and passive funds, options, and bond management.

Retirement income strategy Life insurance needs analysis Long-term care insurance Founder/Business Owner
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Philip M

CFP®, Series 66

Grand Island, NE

Allen Capital Group, LLC

Philip McBride is a CFP® and holds a Series 66 license with 18 years of industry experience. He has been with Allen Capital Group, LLC since 2014. Allen Capital Group, LLC provides advisory services to individuals, retirement plans, trusts, corporations, charitable organizations, and private funds. The firm manages approximately $1.22 billion in discretionary assets using individualized, generally long-term investment strategies that combine fundamental equity analysis with active and passive funds, options, and third-party bond management.

Retirement income strategy Life insurance needs analysis Long-term care insurance Founder/Business Owner
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