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8 advisors near 68949
Out of 400,000+ nationwide
Terry B
CFP®, Series 63
Holdrege, NE
Strategic blueprint, LLC
Terry Buskirk is a CFP® professional with 40 years of experience in the financial services industry. He is currently affiliated with Strategic Blueprint, LLC and has prior experience with firms including USAdvisors Wealth Management and Securities America, Inc. Outside of his financial advisory work, Buskirk is a partner in First Nebraska Solar, LLC, a business that sells solar arrays to commercial and residential clients. Strategic Blueprint, LLC is an SEC-registered adviser serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers customized, goal-based investment strategies and a range of services including portfolio management, financial planning, retirement consulting, family office services, and an uncommon subscription advisory program focused on ongoing, flat-fee planning and client education.
Grant E
Series 63, Series 65
Holdrege, NE
Principal Financial Services
Grant Ericksen is a financial advisor with Principal Financial Services, holding Series 63 and Series 65 registrations and 17 years of industry experience. He has been with Principal Securities Inc. since 2016 and with Principal Life Insurance Company since 2011. Ericksen serves as President of the Holdrege Area Early Childhood Partnership, a nonprofit focused on partnerships between businesses and early childhood providers, and is also President of the Rotary Club of Holdrege, NE. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individuals, retirement plans, trusts, and corporations. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions under various adviser and promoter arrangements.
Joshua M
Series 63, Series 65
Holdrege, NE
Principal Financial Services
Joshua Murdoch is a financial advisor with Principal Financial Services based in Holdrege, NE, holding Series 63 and Series 65 credentials and 14 years of industry experience. He has worked with Principal Life Insurance Company since 2012 and Principal Securities Inc. since 2016. Outside of advising, Murdoch serves as the president of the Faith Christian School Board and is involved in several business ventures, including ownership roles in entities related to real estate, farm equipment rental, and office management. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, and military personnel. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions, with a focus on ongoing client reviews and a range of promoter and referral arrangements.
Benjamin L
Series 66
Holdrege, NE
LPL Financial
Benjamin Loberg is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 10 years of industry experience. Prior to joining LPL Financial in 2020, he worked at Securities America Advisors and Securities America Inc from 2016 to 2020. Outside of his advisory role, he is an exercise leader for the YMCA of the Prairie in Holdrege, Nebraska. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of financial planning and investment management options supported by an in-house research team, combining large-scale advisory operations with non-advisory product activities such as insurance and lending services.
Kayla R
CFP®, Series 66
Holdrege, NE
Edward Jones
Kayla Rehnberg is a CFP®-credentialed financial advisor with Edward Jones, where she has worked since 2016. She has nine years of industry experience, including ten years at Dana F. Cole & Company, LLP. She serves as a board member for the Don Sjogren YMCA in Holdrege, NE. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs. The firm manages approximately $1.01 trillion in assets through a nationwide network of financial advisors and offers both discretionary and non-discretionary investment solutions under a fiduciary standard.
Matthew S
Series 66
Holdrege, NE
Edward Jones
Matthew Simpson is a financial advisor at Edward Jones with a Series 66 credential and seven years of industry experience. He has worked at Edward Jones since 2018 and previously held positions at Great Western Bank and Sylvan Learning Center. He serves as a board member of the Holdrege Development Corporation. 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 and investment strategies supported by a nationwide network of more than 23,700 financial advisors.
Heather G
Series 66
Holdrege, NE
Edward Jones
Heather Gray is a financial advisor with Edward Jones in Holdrege, NE. She holds a Series 66 designation and has worked in the financial industry since 2022. Prior to joining Edward Jones, she spent eight years at Phelps Memorial Hospital. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment options. The firm manages approximately $1.01 trillion in assets and operates through a nationwide network of more than 23,700 financial advisors.
Holli R
CFP®, ChFC®, Series 66
Holdrege, NE
Edward Jones
Holli Rich is a financial advisor with Edward Jones, holding CFP®, ChFC®, and Series 66 designations and seven years of industry experience. She has been with Edward Jones since 2010, including her current role beginning in 2019. 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, managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices nationwide.
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8 advisors near 68949
Out of 400,000+ nationwide