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Justin G
Series 66
Omaha, NE
Gladstone Wealth Partners
Justin Gibson is a financial advisor at Gladstone Wealth Partners with 22 years of industry experience. He holds a Series 66 designation and has previously worked with Silverleaf Advisor Group and LPL Financial. Gibson is also the president and owner of Roxie LLC, an outside business activity he has maintained since 2013. Gladstone Wealth Partners serves individuals, corporations, pension plans, and charitable organizations through a network of nearly 100 advisers. The firm offers discretionary portfolio management and retirement plan consulting, employing diverse investment strategies including individual securities, mutual funds, alternative investments, and tax-managed approaches.
Timothy K
Series 66
Omaha, NE
Gladstone Wealth Partners
Timothy Kelly is a financial advisor with Gladstone Wealth Partners in Omaha, NE, holding a Series 66 license and 25 years of industry experience. He has worked at firms including LPL Financial, Silverleaf Advisor Group, Wells Fargo Clearing, and Wells Fargo Advisors. Gladstone Wealth Partners serves individuals, corporations, pension and profit-sharing plans, and charitable organizations through a network of nearly 100 investment adviser representatives. The firm offers discretionary portfolio management, financial planning, retirement plan consulting, and access to various investment programs, with an emphasis on integrating retirement-plan services and institutional manager relationships.
Timothy V
Series 66
Omaha, NE
Gladstone Wealth Partners
Timothy Vanderloo is a financial advisor at Gladstone Wealth Partners with 26 years of industry experience. He holds a Series 66 designation and previously worked at firms including Wells Fargo Advisors and LPL Financial. Vanderloo also provides investment advisory services through independent firms he founded. Gladstone Wealth Partners serves individuals, corporations, pension and profit-sharing plans, and charitable organizations through a network of nearly 100 advisers, offering discretionary portfolio management, financial planning, and retirement plan consulting with a range of investment approaches tailored at the representative level.
Renee W
Series 63, Series 66
Omaha, NE
Gladstone Wealth Partners
Renee Welch is a financial advisor with Gladstone Wealth Partners in Omaha, NE, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. Prior to joining Gladstone in 2022, she worked at Silverleaf Advisor Group and LPL Financial. Welch is involved in investment advisory services through multiple entities, including her role at Gladstone Institutional Advisory. Gladstone Wealth Partners serves individuals, corporations, pension and profit-sharing plans, and charitable organizations through a network of nearly 100 investment adviser representatives. The firm offers discretionary portfolio management, financial planning, retirement plan consulting, and access to various investment solutions, with an investment approach implemented at the representative level and supported by platform-level due diligence by its Investment Committee.
Calla C
CFP®
Omaha, NE
Gladstone Wealth Partners
Calla Cornett is a CFP® professional with eight years of industry experience, currently with Gladstone Wealth Partners. She has previously worked at Capital City Wealth Management, HighTower Advisors LLC, WealthTrust Fairport, LLC, and Spero-Smith Investment Advisers, Inc. Gladstone Wealth Partners serves individuals, corporations, pension and profit-sharing plans, and charitable organizations through a network of nearly 100 investment adviser representatives. The firm offers discretionary portfolio management, financial planning, and retirement plan consulting, implementing investment approaches that include equities, mutual funds, alternative investments, and tax-managed strategies.
La Tonya B
Series 63, Series 66
Omaha, NE
Gladstone Wealth Partners
La Tonya Bousquet is a financial advisor at Gladstone Wealth Partners with 26 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Edward Jones, LPL Financial, and Silverleaf Advisor Group. She also manages investment advisory services through an independent firm affiliated with Gladstone. Gladstone Wealth Partners serves individuals, corporations, pension and profit-sharing plans, and charitable organizations, providing discretionary portfolio management, financial planning, and retirement plan consulting through a network of nearly 100 advisors. The firm’s investment approach includes a range of strategies from individual securities to tax-managed portfolios and integrates retirement-plan services with institutional manager relationships.
Patricia S
Series 63, Series 65
Omaha, NE
Gladstone Wealth Partners
Patricia Sacco Krueger is a financial advisor at Gladstone Wealth Partners in Omaha, NE, with 31 years of industry experience. She holds Series 63 and Series 65 designations and has worked previously with Silverleaf Advisor Group, LLC, LPL Financial, LLC, and WealthPLAN Partners. She provides investment advisory services through Gladstone Institutional Advisory, an independent registered investment advisor. Gladstone Wealth Partners serves individuals, corporations, pension and profit-sharing plans, and charitable organizations through a network of nearly 100 investment adviser representatives. The firm offers discretionary portfolio management, financial planning, retirement plan consulting, and access to wrap programs and third-party manager solutions, with investment approaches tailored at the representative level and supported by platform-level due diligence.
Peter D
Series 63, Series 66
Omaha, NE
Gladstone Wealth Partners
Peter Daiker is a financial advisor at Gladstone Wealth Partners with 35 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at LPL Financial, Silverleaf Advisor Group, and Wells Fargo Advisors. Daiker is involved in other business activities including non-variable insurance sales and managing APD3, Inc., a business entity for tax and investment purposes. Gladstone Wealth Partners serves individuals, corporations, pension and profit-sharing plans, and charitable organizations through a network of nearly 100 advisors. The firm offers discretionary portfolio management, financial planning, and retirement plan consulting, with investment approaches implemented at the representative level and supported by platform-level due diligence.
Sean S
CFP®, Series 63, Series 65
Omaha, NE
Gladstone Wealth Partners
Sean Song is a financial advisor with Gladstone Wealth Partners in Omaha, NE, holding the CFP® designation and Series 63 and 65 licenses. He has five years of industry experience and has previously worked at LPL Financial, Hightower, TD Ameritrade, and The Prudential Insurance Company of America. Outside of his advisory role, he is involved with Gladstone Institutional Advisory, an independent investment advisor firm. Gladstone Wealth Partners serves individuals, corporations, pension and profit-sharing plans, and charitable organizations through a network of nearly 100 investment advisers. The firm offers a range of services including discretionary portfolio management and retirement plan consulting, utilizing diverse investment approaches such as individual securities, mutual funds, ETFs, and tax-managed strategies.
Joshua S
Series 63, Series 65
Omaha, NE
Gladstone Wealth Partners
Joshua Swanson is a financial advisor at Gladstone Wealth Partners with 19 years of industry experience. He holds the Series 63 and Series 65 licenses and has previously worked at firms including LPL Financial, Private Client Services, and The Baker Group. Gladstone Wealth Partners serves individuals, corporations, pension and profit-sharing plans, and charitable organizations through a network of nearly 100 advisors. The firm offers a range of investment management and consulting services with diverse investment approaches implemented at the representative level, supported by platform-level due diligence and integration of retirement-plan services.
Steven F
Series 63, Series 66
Omaha, NE
Gladstone Wealth Partners
Steven Friedman is a financial advisor at Gladstone Wealth Partners with 57 years of industry experience. He holds Series 63 and Series 66 licenses and has held roles at LPL Financial, Raymond James & Associates, and Wells Fargo Advisors. Friedman also provides administrative support to Gladstone Institutional Advisory, an independent investment advisor firm. Gladstone Wealth Partners serves individuals, corporations, pension and profit-sharing plans, and charitable organizations through a network of nearly 100 investment adviser representatives. The firm offers discretionary portfolio management, financial planning, retirement plan consulting, and access to wrap programs and third-party manager solutions.
Randall K
Series 66
Omaha, NE
Gladstone Wealth Partners
Randall Karl is a financial advisor at Gladstone Wealth Partners with 14 years of industry experience. He holds a Series 66 designation and has previously worked at Arete Wealth Management, Axxcess Wealth Management, TCFG Investment Advisors, TCFG Wealth Management, Comprehensive Asset Management & Servicing, and Platinum Wealth Partners. Outside of his advisory role, he teaches baseball at the Milwaukee Brewers Fantasy Camp and the MLB Youth Clinic. Gladstone Wealth Partners serves individuals, corporations, pension and profit-sharing plans, and charitable organizations through a network of nearly 100 investment adviser representatives. The firm offers discretionary portfolio management, financial planning, retirement plan consulting, and access to various investment strategies, with a focus on integrating retirement-plan services and institutional manager relationships.
Jeremy F
Series 66
Omaha, NE
Gladstone Wealth Partners
Jeremy Friedman is a financial advisor at Gladstone Wealth Partners with 16 years of industry experience. He holds a Series 66 credential and has previously worked at Raymond James & Associates, Wells Fargo Clearing, and Wells Fargo Advisors LLC. Additionally, he is involved with ANOBO, a plane share group structured as an S Corporation. Gladstone Wealth Partners serves individuals, corporations, pension and profit-sharing plans, and charitable organizations through a network of nearly 100 investment adviser representatives. The firm offers a range of services including discretionary portfolio management, financial planning, and retirement plan consulting, with investment approaches tailored at the representative level and supported by platform-level due diligence.
James S
Series 66
Omaha, NE
Gladstone Wealth Partners
James Stanek is a financial advisor with Gladstone Wealth Partners in Omaha, NE. He holds a Series 66 designation and has 18 years of industry experience, including roles at LPL Financial and Silverleaf Advisor Group. Stanek also operates J&K Management LLC. Gladstone Wealth Partners serves individuals, corporations, pension and profit-sharing plans, and charitable organizations through a network of nearly 100 advisors, offering discretionary portfolio management, financial planning, and retirement plan consulting with investment approaches tailored at the representative level.
Abraham G
Series 66
Omaha, NE
Gladstone Wealth Partners
Abraham Glaser is a financial advisor at Gladstone Wealth Partners with 23 years of industry experience. He holds the Series 66 designation and has worked at firms including LPL Financial, RBC Capital Markets, and Silverleaf Advisor Group. Glaser has involvement with multiple investment advisory businesses, including Silverleaf Advisor Group and Gladstone Institutional Advisory. Gladstone Wealth Partners serves individuals, corporations, pension and profit-sharing plans, and charitable organizations through a network of nearly 100 advisors. The firm offers discretionary portfolio management, financial planning, retirement plan consulting, and access to various third-party manager solutions.
Curtis K
Series 63, Series 65
Omaha, NE
Gladstone Wealth Partners
Curtis Krueger is a financial advisor at Gladstone Wealth Partners with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Silverleaf Advisor Group and LPL Financial. Krueger also manages an independent investment advisory business through Gladstone Institutional Advisory. Gladstone Wealth Partners serves individuals, corporations, pension and profit-sharing plans, and charitable organizations through a network of nearly 100 investment adviser representatives. The firm offers discretionary portfolio management, financial planning, and retirement plan consulting, with investment approaches that include individual equities and bonds, mutual funds, alternative investments, and tax-managed strategies.
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