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Trinity N Hawthorne

Advisor at Independent Advisor Alliance, LLC — Central City, NE

Updated today

Credentials

Series 65, Series 63

Experience

2 years

Location

Central City, NE

Independent Advisor Alliance, LLC logo

Independent Advisor Alliance, LLC

Enterprise

Total advisors

303

Across 167 offices

Clients per advisor

139 Very High

Avg AUM per client

$386,491 Typical

HNW client ratio

37% High

About

Trinity Hawthorne is a financial advisor with Independent Advisor Alliance, LLC, holding Series 65 and Series 63 licenses and bringing two years of industry experience. Prior to joining Independent Advisor Alliance and LPL Financial in 2026, Trinity has held positions at several firms including LPL Financial LLC, KPMG, Ameritas, and Lutz. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans, offering asset management, financial planning, and retirement consulting. The firm utilizes a network model with numerous advisory representatives and integrates various portfolio management strategies supported by technology platforms.

Client services

Based on Independent Advisor Alliance, LLC

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

Expertise

Based on Independent Advisor Alliance, LLC

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Tax strategies for small businesses

Occupation focus

Based on Independent Advisor Alliance, LLC

Founder/Business Owner Retired

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Fee options

Fixed

Financial planning flat fees typically range from $0 to $15,000; Wealth coaching fixed fees range from $250 to $10,000 per quarter; Retirement Plan Consulting Services may include one-time flat rate fees for project specific work

Percentage

$0+: up to 2.00% annually (maximum) $0+: typical maximum of 1% annually for Retirement Plan Consulting Services fees based on percentage of plan assets

Project-based

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

Subscriptions

Wealth.com Estate Planning fees charged monthly or quarterly, negotiable; Wealth coaching charged quarterly in advance, fixed fee

Location

See office

Central City, NE

Central City NE

Advisors at this office

1

Most active in

California · Nebraska

Work history

2 years of industry experience

Independent Advisor Alliance

2026 - Present • 1 year

Charlotte, NC

LPL Financial

2026 - Present • 1 year

Irvine, CA

LPL Financial LLC

2023 - 2026 • 3 years

Grand Island, NE

Unemployed

2023 - 2023 • 1 year

Central City, NE

Kpmg

2023 - 2023 • 1 year

Omaha, NE

Ameritas

2022 - 2022 • 1 year

Lincoln, NE

Lutz

2022 - 2022 • 1 year

Lincoln, NE

Andrew Simmons CPA PC

2021 - 2022 • 1 year

Central City, NE

Lutz

2021 - 2021 • 1 year

Grand Island, NE

FireWork's Restaurant

2019 - 2020 • 1 year

Lincoln, NE

University of Nebraska Lincoln

2019 - 2023 • 4 years

Lincoln, NE

Prairie Creek Winery

2019 - 2021 • 2 years

Central City, NE

Sun Tan City

2018 - 2019 • 1 year

Grand Island, NE

Buckle

2017 - 2018 • 1 year

Grand Island, NE

Maurices

2016 - 2017 • 1 year

Grand Island, NE

Heartland Lutheran High School

2015 - 2019 • 4 years

Grand Island, 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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