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Samuel R

Series 63, Series 65

Diberville, MS

Voyage Wealth Management, LLC

Samuel Resultan is a financial advisor at Voyage Wealth Management, LLC with four years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Northwestern Mutual in various capacities from 2021 to 2025. Outside of finance, he has experience in the food service industry, including roles at Downtown Bistro and Two Brothers Smoked Meats. Voyage Wealth Management provides investment management, financial planning, business planning, and retirement plan management services to individuals, small businesses, and employer plan sponsors. The firm uses a core-and-satellite investment approach focused on diversified, low-cost ETFs combined with selective active management, and it offers specialized pension consulting and ERISA 3(38) investment management for retirement plan sponsors.

Retirement withdrawal strategies General retirement planning Social Security optimization Medicare planning General estate planning guidance Retired Approaching retirement Retired

18 advisors near 68632

Out of 400,000+ nationwide

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Jordan M

Series 65

Columbus, NE

Modern Asset Management LLC

Jordan Mueller is a financial advisor with Modern Asset Management LLC in Columbus, Nebraska, holding a Series 65 credential and 11 years of industry experience. He has been associated with Schmeits, Mueller & Martinsen P.C. since 2015 and Samson, LLC since 2010. Outside of advisory services, Mueller is involved in several non-investment businesses, including agricultural consulting, waste water hauling, hotel ownership, and tax and bookkeeping services through his role as President of Schmeits, Mueller & Martinsen, P.C. Modern Asset Management LLC provides investment supervisory services to individuals, high-net-worth clients, qualified retirement plans, charitable organizations, and corporations. The firm employs a Modern Portfolio Theory, asset-allocation approach using diversified, buy-and-hold portfolios primarily composed of no-load mutual funds and investment-grade fixed income, managing accounts on a discretionary basis.

Passive / index investing Retirement plans for business owners (SEP, solo 401k)
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Jan S

Series 65

Columbus, NE

Modern Asset Management LLC

Jan Schmeits is a financial advisor with Modern Asset Management LLC in Columbus, Nebraska, holding a Series 65 license and 26 years of industry experience. He is also president and shareholder of Schmeits, Mueller & Martinsen P.C., a certified public accounting firm specializing in tax planning, preparation, and consulting. Modern Asset Management LLC provides investment supervisory services to individuals, high-net-worth clients, qualified retirement plans, charitable organizations, and corporations. The firm employs a Modern Portfolio Theory, asset-allocation approach using diversified, buy-and-hold portfolios primarily composed of no-load mutual funds and investment-grade fixed income, managing accounts on a discretionary basis.

Passive / index investing Retirement plans for business owners (SEP, solo 401k)
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Roger D

Series 63, Series 65

Columbus, NE

Geneos Wealth Management, Inc.

Roger Deal is a financial advisor with Geneos Wealth Management, Inc. in Omaha, NE, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked with Geneos since 2014 and with Sequoia Wealth Partners, LLC since 2006. Outside of his advisory roles, he owns a mobile app business called Auto Maintenance Assistant LLC and is a notary. Geneos Wealth Management serves a diverse client base including individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, investment advisory, and brokerage services, utilizing a range of analytic approaches and investment strategies with continuous account monitoring and discretionary trading authority for most accounts.

ESG / Sustainable investing Options & derivatives strategies
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Brian K

Series 63, Series 65

Columbus, NE

NWF Advisory Services Inc

Brian Kozak is a financial advisor with NWF Advisory Services Inc in Columbus, Nebraska, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His career includes roles at The Ameriflex Group, OSAIC, Main Street Advisors, LLC, and Independent Financial Group. Outside of advisory services, he is involved with AnyTime Fitness, which he has been associated with since 2010. NWF Advisory Services, Inc. provides portfolio management and financial planning primarily to individual and high-net-worth clients, offering retirement plan consulting, trust, and estate services. The firm employs an open-architecture Wealth Management Platform combining advisor-managed portfolios, third-party model portfolios, and SMA/UMA solutions, focusing on strategic long-term investing alongside tactical strategies.

Wealth management Active portfolio management
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Larry D

Series 63, Series 65

Columbus, NE

Geneos Wealth Management, Inc.

Larry Deal is a financial advisor with Geneos Wealth Management, Inc. in Omaha, NE, holding Series 63 and Series 65 licenses and possessing 17 years of industry experience. He has been with Geneos Wealth Management since 2014 and also has a history with Sequoia Wealth Partners dating back to 2008. Outside of his advisory role, he serves on the boards of the Yorkshire Playhouse and the Yorkshire Playhouse Foundation. Geneos Wealth Management serves a diverse client base including individuals, trusts, estates, pension plans, corporations, and charitable organizations, offering financial planning, investment advisory, and brokerage services. The firm employs a range of investment strategies and analytic approaches, combining continuous account monitoring with discretionary trading authority, and provides access to both in-house managed and third-party model portfolios.

ESG / Sustainable investing Options & derivatives strategies
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Dirk B

Series 66

Columbus, NE

Ameritas Advisory Services, LLC

Dirk Bargen is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 66 designation and 19 years of industry experience. He has worked at several firms including Ameritas Investment Corp and Central Financial Services since 2008 and operates his own firm, Bargen Financial, since 2019. He also teaches basic financial planning classes through HIFE. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans. The firm offers fee-based asset management, retirement-plan advisory, and fiduciary services, utilizing model portfolios, third-party sub-advisers, and custom strategies.

Annuities Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Wealth management Founder/Business Owner Retired
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Todd S

Series 63, Series 65

Columbus, NE

Thrivent Investment Management

Todd Sander is a financial advisor with Thrivent Investment Management in Columbus, Nebraska, holding Series 63 and Series 65 designations and bringing 32 years of industry experience. He has been with Thrivent Investment Management and Thrivent Financial for Lutherans since 2002. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm provides holistic, goal-based planning and allows clients to combine planning with managed-account programs, while keeping these services distinct.

Business ownership considerations
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Theresa W

Series 63, Series 66

Columbus, NE

Thrivent Investment Management

Theresa Wenske is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 66 credentials and 17 years of industry experience. She previously worked at Raymond James Financial Services and First National Bank. Outside of her advisory role, she serves as Director of Religious Education at her church and holds board positions with several community organizations focused on youth development, crisis pregnancy support, and Catholic education. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based planning across various financial topics without discretionary trading authority, combining planning with managed accounts under a consolidated billing option while maintaining separate service delivery.

Business ownership considerations
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Samuel H

Series 63

Columbus, NE

Ameriprise

Samuel Hogeland is a financial advisor at Ameriprise with 30 years of industry experience. He has been with Ameriprise and its affiliated entities since 1995. Outside of his advisory role, he serves on the Board of Directors for the Columbus Cactus Club and holds a position with the Elks Lodge 1195 in Columbus, NE. Ameriprise is an institutional firm that offers retirement-income planning services primarily for individuals with significant investable assets. The firm combines research-driven modeling and tax-efficiency analysis to provide tailored retirement recommendations, supported by a centralized consulting team and a range of advisory, brokerage, and insurance solutions.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Tara S

Series 66

Columbus, NE

Thrivent Investment Management

Tara Svatora is a financial advisor with Thrivent Investment Management in Columbus, NE, holding a Series 66 license and having two years of industry experience. Prior to joining Thrivent, she was co-owner of BackRoom Boutique, a custom T-shirt business, and currently coaches for the Lakeview Lightning volleyball club. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, offering comprehensive planning across a broad range of topics through a network of financial advisors without discretionary trading authority.

Business ownership considerations
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Kurt K

Series 63, Series 65, Series 66

Columbus, NE

Edward Jones

Kurt Kuhlman is a financial advisor at Edward Jones in Columbus, NE, holding Series 63, 65, and 66 licenses with 28 years of industry experience. He has been with Edward Jones since 2001. Outside of his advisory role, he is a partner in Four Wide Racing, a horse racing partnership based in David City, NE. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment strategies and affiliated services, supported by a nationwide network of over 23,700 advisors.

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

Series 66

Columbus, NE

Thrivent Investment Management

Melanie Knoepfle is a financial advisor at Thrivent Investment Management with 11 years of industry experience. She holds a Series 66 designation and has been with Thrivent Financial and Thrivent Investment Management since 2014. Knoepfle serves on the board of Prairie Village Retirement Center, a retirement community associated with her church. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive, goal-based planning across various financial topics without discretionary trading authority. The firm allows clients to integrate planning with managed-account services through a consolidated billing option called WealthPlan.

Business ownership considerations
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Mitchell K

Series 66

Columbus, NE

Edward Jones

Mitchell Kuhlman is a financial advisor at Edward Jones with a Series 66 credential and one year of industry experience. His prior work includes roles at Kuhlman & Kratochvil, P.C., Spreetail, and Ameritas. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies supported by a large nationwide network of financial advisors.

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

Series 66

Columbus, NE

Edward Jones

Renee Ostrander Miller is a financial advisor with Edward Jones in Columbus, NE, holding the Series 66 designation and possessing 19 years of industry experience. She has been with Edward Jones since 2003. Edward Jones is a full-service wealth management firm that serves more than four million individual and institutional clients, offering a wide 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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Dillon R

Series 66

Columbus, NE

Thrivent Investment Management

Dillon Reinitz is a financial advisor at Thrivent Investment Management with two years of industry experience. He holds a Series 66 designation and has prior work experience at Columbus Bank and Trust Company, Farmers Pride Cooperative, Corteva Agriscience, and the University of Missouri. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering one-time or ongoing financial planning engagements. The firm delivers holistic, goal-based analyses without discretionary trading authority and allows clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan.”

Business ownership considerations
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Ryan R

Series 66

Columbus, NE

Raymond James Financial

Ryan Ruth is a Series 66-licensed financial advisor with 18 years of industry experience, currently affiliated with Raymond James Financial in Columbus, Nebraska. He previously worked at Securities America and Questar Asset Management before joining Raymond James and First National Bank of Omaha. Outside of his advisory role, he is also employed as an associate at First Investment and Planning. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm emphasizes non-discretionary financial planning and investment consulting, utilizing asset allocation analysis and firm research to tailor recommendations that clients implement through various account types or outside managers.

General retirement planning Business succession planning Cash flow / budgeting Founder/Business Owner Retired
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Kory K

Series 63, Series 66

David City, NE

Edward Jones

Kory Kuhlman is a financial advisor with Edward Jones in David City, Nebraska, holding Series 63 and Series 66 credentials and 26 years of industry experience. He has been with Edward Jones since 2005. Outside of his advisory role, Kuhlman is involved in horseracing as a partner in Kuhlman Racing and serves as president of the David City Ball Association, overseeing the local summer ball complex. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

General retirement planning Retirement income strategy Income planning Social Security optimization Retired Founder/Business Owner Executive
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Madelyn H

Series 63, Series 65

Columbus, NE

Ameriprise

Madelyn Hogeland is a financial advisor at Ameriprise with Series 63 and Series 65 credentials and several years of experience spanning roles at firms including JP Morgan Chase & Co., Pacific Life, and EverSource Wealth Advisors. She has also worked in diverse fields such as education and entertainment, including a position at Comedy Works. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement who meet certain asset criteria, combining research and modeling with tax-efficient strategies to deliver non-discretionary recommendations. The firm also provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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