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3 advisors near 68359
Out of 400,000+ nationwide
Preston M
Series 66
Friend, NE
Edward Jones
Preston Meints is a financial advisor at Edward Jones with 18 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2007. Outside of his advisory role, he operates a family farm and coaches high school girls basketball in Friend, Nebraska. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a variety of investment strategies. The firm manages over $1 trillion in assets through a nationwide network of advisors and offers discretionary and non-discretionary advisory services under a fiduciary standard.
Tyler D
Series 66
Beaver Crossing, NE
Thrivent Investment Management
Tyler Dolezal is a financial advisor with Thrivent Investment Management and holds a Series 66 designation. He has two years of experience at Thrivent and previously worked at TreeHouse Foods for eight years. Outside of his advisory role, he serves as co-chairman of the Bee States Ballroom Restoration Committee, a nonprofit focused on community events and historic building upkeep. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers goal-based, holistic planning on a range of financial topics without discretionary trading authority and allows clients to combine planning with managed-account programs under a consolidated billing option called “WealthPlan.”
Matthew S
Series 66
Milford, NE
LPL Financial
Matthew Sample is a financial advisor with LPL Financial, holding a Series 66 designation and 13 years of industry experience. His background includes roles at Waddell & Reed, various insurance carriers, and Heyen Tax & Accounting, where he was involved in tax preparation and accounting. Outside of finance, he has been active in community organizations such as the Kiwanis Club of Milford and the Milford Wrestling Club. LPL Financial serves a diverse client base including individual investors, retirement plan sponsors, banks, institutions, charities, and high-net-worth households. The firm offers a wide range of advisory and brokerage services supported by an in-house research team and a large network of investment adviser representatives.
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3 advisors near 68359
Out of 400,000+ nationwide