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Austin K

Series 66

Omaha, NE

LPL Enterprise

Austin Kneifl is a financial advisor with LPL Enterprise and holds a Series 66 designation. He has six years of industry experience, including roles at Prudential Insurance Company of America and Pruco Securities, LLC. He also worked in library services at Wayne State College and in retail at Hy-Vee. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm’s investment approach is model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, and offers financial planning, consulting, and access to third-party asset managers.

Tax-loss harvesting
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Travis C

Series 66

Omaha, NE

LPL Enterprise

Travis Clark is a Series 66-credentialed advisor at LPL Enterprise with nine years of industry experience. He has previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. Clark is based in Omaha, NE. LPL Enterprise, LLC provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities through a large network of investment adviser representatives. The firm uses model-driven investment approaches, third-party asset managers, and offers financial planning and consulting services.

Tax-loss harvesting
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Paul S

Series 63, Series 65

Omaha, NE

LPL Enterprise

Paul Schlieker is a financial advisor at LPL Enterprise with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Prudential Insurance Company of America and Pruco Securities, LLC for over three decades. He is also the owner of Nebraska Financial Advisors, a DBA for his LPL business. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm primarily employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and affiliated insurance and trust services.

Tax-loss harvesting
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Alexander A

Series 63, Series 65

Omaha, NE

LPL Enterprise

Alexander Anderson is a financial advisor with LPL Enterprise in Omaha, NE, holding Series 63 and Series 65 licenses and eight years of industry experience. His prior roles include positions at Wells Fargo Clearing, TD Ameritrade, and Modern Woodmen of America. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and corporate and charitable entities. The firm emphasizes model-driven investment implementation and offers access to third-party asset managers, financial planning, and insurance products through affiliated entities.

Tax-loss harvesting
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