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Virginia F

Series 63, Series 65

Omaha, NE

LPL Enterprise

Virginia Fallon is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and 14 years of industry experience. She has worked with Prudential Insurance Company of America and Pruco Securities, LLC for over a decade before joining LPL Enterprise. Outside of her advisory role, she serves as president of the local chapter of Women and Insurance Financial Services and leads the accelerators referral group for the Millard Business Association in Omaha, NE. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual investors, retirement plans, and charitable entities. The firm employs a model-driven investment approach, offering financial planning, access to third-party asset managers, and insurance product facilitation through affiliated entities.

Tax-loss harvesting
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Zane Z

Series 66

Omaha, NE

LPL Enterprise

Zane Zentic is a financial advisor with LPL Enterprise holding a Series 66 designation and seven years of industry experience. His prior work includes roles at Prudential Insurance Company of America and Pruco Securities, LLC, as well as early career experience with Northwestern Mutual. Outside of finance, he was involved with Fala's Treasures and Coffeehouse from 2016 to 2018. LPL Enterprise, LLC 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 employs a model-driven investment approach utilizing portfolios developed by its Research Department and third-party strategists, and also offers financial planning, access to third-party asset managers, and affiliated insurance and trust services.

Tax-loss harvesting
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Joseph V

Series 63, Series 65

Omaha, NE

LPL Enterprise

Joseph Vampola is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and nine years of industry experience. His prior roles include positions at Prudential Insurance Company of America and Pruco Securities, LLC, and earlier experience managing small businesses. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and institutional entities. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and a range of affiliated financial services.

Tax-loss harvesting
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Todd H

ChFC®, Series 63, Series 65

Omaha, NE

LPL Enterprise

Todd Holmes is a financial advisor at LPL Enterprise with over 40 years of industry experience. He holds the ChFC® designation and Series 63 and 65 licenses. Prior to joining LPL Enterprise in 2024, he worked at Prudential Insurance Company of America and Pruco Securities, LLC from 1986 to 2024. 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 emphasizes model-driven investment implementation and offers financial planning, access to third-party asset managers, and participation in wrap programs, alongside affiliated insurance and trust services.

Tax-loss harvesting
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Steven K

CFP®, Series 63, Series 66

Omaha, NE

LPL Enterprise

Steven Kimes is a CFP® professional with 28 years of industry experience. He is currently with LPL Enterprise and has previously worked at The Prudential Insurance Company of America, NYLIFE Securities LLC, and LPL Financial among others. Outside of his advisory role, Kimes manages a financial services LLC. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, employer-sponsored retirement plans, banks, and corporate and charitable entities. The firm utilizes model-driven investment implementation and offers access to third-party asset managers, financial planning, and a range of affiliated financial services.

Tax-loss harvesting
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Dusty C

Series 63, Series 65

Omaha, NE

LPL Enterprise

Dusty Cook is a financial advisor at LPL Enterprise with 17 years of industry experience. He holds Series 63 and Series 65 registrations and has previously worked at The Prudential Insurance Company of America, Pruco Securities LLC, and Principal Securities Inc. Dusty is based in Omaha, NE. 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’s investment approach is model-driven, utilizing portfolios developed by internal research, third-party strategists, and TAMP sponsors, with an emphasis on access to third-party managers and affiliated insurance and trust services.

Tax-loss harvesting
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