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Travis Scott Moomey

Advisor at LPL Financial — Lexington, NE N Washington St

Updated today

Credentials

CFP®, Series 63, Series 65

Experience

23 years

Location

Lexington, NE 68850

LPL Financial logo

LPL Financial

Institution

Total advisors

22,923

Across 10,503 offices

Clients per advisor

86 Typical

Avg AUM per client

$399,489 Typical

HNW client ratio

34% Very High

About

Travis Moomey is a CFP® with 23 years of industry experience, currently affiliated with LPL Financial in Lexington, NE. He has worked at LPL Financial since 2010, with prior roles at Securities America Advisors and Ameritas Investment Company. Moomey operates Moomey Financial Management, a DBA for his LPL business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Client services

Based on LPL Financial

Financial planning Portfolio management Educational seminars or workshops
Consulting and other non-discretionary advisory services

Expertise

Based on LPL Financial

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

Occupation focus

Based on LPL Financial

Retired Founder/Business Owner Executive

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Fee options

Fixed

Flat fees up to $15,000 for financial planning and consulting services

Project-based

Up to $500 per hour for financial planning and consulting services

Location

See office

Lexington, NE N Washington St

500 N Washington St

Lexington NE 68850

Advisors at this office

1

Most active in

Nebraska

Work history

23 years of industry experience

LPL Financial LLC

2020 - Present • 6 years

Lexington, NE

Securities America Advisors

2016 - 2020 • 4 years

Lexington, NE

Securities America Inc

2016 - 2020 • 4 years

Lexington, NE

LPL Financial

2010 - 2015 • 5 years

Ameritas Investment Company, LLC

2006 - 2010 • 4 years

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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Marlin J

Series 66

Lexington, NE

Wealth Advisors Network, Inc.

Marlin Johnson is a Series 66-licensed financial advisor with 29 years of industry experience. He is affiliated with Wealth Advisors Network, Inc., where he has been active since 2007. Previously, he worked at Contryman Associates P.C. for 30 years. Wealth Advisors Network provides comprehensive wealth-care services to individuals, trusts, charitable organizations, closely held businesses, and retirement plans. The firm emphasizes diversification and active management, offering both discretionary and non-discretionary portfolio management through various programs and employing model portfolios tailored to client risk profiles.

Income planning Business exit / sale strategy General estate planning guidance Active portfolio management Founder/Business Owner Retired
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Robert S

Series 65

Lexington, NE

Cetera Planning Partners

Robert Speer is a Series 65 licensed financial advisor at Cetera Planning Partners with two years of industry experience. He previously worked at Avantax Planning Partners, Inc. for three years and has been a CPA and director at McChesney Martin Sagehorn, PC since 2008. Speer also serves as treasurer for the Lexington Lions Club, where he manages financial reporting and bill payments. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees by providing investment management, comprehensive financial planning, and retirement-related advice. The firm offers additional services such as tax planning, bookkeeping, payroll support, and estate-planning through a third-party provider, with an investment process centered on diversified mutual fund and ETF allocations tailored to client objectives and risk tolerance.

Retirement income strategy Social Security optimization General retirement planning General tax planning Approaching retirement Retired

Hunter R

Series 66

Cozad, NE

Edward Jones

Hunter Royal is a Series 66 licensed financial advisor with Edward Jones in Cozad, NE, bringing two years of industry experience. Prior to joining Edward Jones, he held positions at Cornerstone Bank and worked in parks and recreation in Kearney. He serves as a board member for the Cozad Chamber of Commerce. Edward Jones is a full-service wealth management firm serving both individual and institutional clients with a wide range of advisory programs and a large national advisor network.

Retirement income strategy General retirement planning Business ownership considerations Wealth management Founder/Business Owner
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Maddux M

Series 66

Cozad, NE

LPL Financial

Maddux Myer is a financial advisor at LPL Financial with three years of industry experience. He holds the Series 66 designation and has prior work history with Waypoint Financial and West Gate Bank. Myer is also involved with Waypoint Financial as a non-variable insurance advisor. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions, providing a wide range of financial planning and investment management solutions.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive

Keenan K

CFP®, Series 66

Lexington, NE

Edward Jones

Keenan Kremke is a CFP® with eight years of industry experience, currently serving as a financial advisor at Edward Jones in Lexington, NE since 2018. His prior work includes roles at Speedway Motors, Midwest Manufacturing, and Town and Country Insurance. Edward Jones is a full-service wealth management firm serving a diverse client base including individual, institutional, and corporate clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Retirement income strategy General retirement planning Wealth management Business ownership considerations Founder/Business Owner

Garth M

CFP®, Series 66

Lexington, NE

Edward Jones

Garth Mins is a CFP® and holds a Series 66 license with 12 years of industry experience, all with Edward Jones since 2014. He serves as a board member for Lexington Public Schools and is a registered football official with the Nebraska Scholastic Activities Association. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, and maintains a large national network of financial advisors and branch offices.

College savings (529s, UTMA, etc.) General estate planning guidance Retirement income strategy General retirement planning Wealth management Retired Founder/Business Owner Executive
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