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Renee S

Series 66

Grand Island, NE

LPL Financial

Renee Summers is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 22 years of industry experience. Prior to joining LPL Financial in 2021, she worked with various firms including Jeremy Ringlein and Waddell & Reed, Inc. from 2011 to 2021. She is involved with Flatwater Associates, which offers tax preparation and accounting services. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services utilizing model portfolios, third-party subadvisors, and customized strategies.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Brett K

Series 66

Grand Island, NE

LPL Financial

Brett Klein is a financial advisor with LPL Financial, holding a Series 66 designation and over 13 years of industry experience. He has previously been associated with firms including Waddell & Reed Inc. and has engaged in business activities such as tax preparation and accounting through Flatwater Associates. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions delivered by a large network of investment adviser representatives using varied portfolio strategies and technology tools.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Michael S

Series 63, Series 65

Grand Island, NE

LPL Financial

Michael Strong is a financial advisor with LPL Financial in Grand Island, Nebraska, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. His prior roles include positions at Waddell and Reed, Inc., the Strong Downey Group, Inc., and serving on the Village of Elm Creek board. He is also a nonprofit board member for the Village of Elm Creek. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions through a large network of advisors utilizing a variety of portfolios and strategies.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Deborah L

Series 66

Grand Island, NE

LPL Financial

Deborah Lovejoy is a financial advisor at LPL Financial with a Series 66 designation and two years of industry experience. Her prior work includes roles at Timberlake Ranch Camp and Nebraska Christian Schools. She is also a commissioned notary in Central City, NE. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a wide range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Jeremy R

Series 66

Grand Island, NE

LPL Financial

Jeremy Ringlein is a financial advisor with LPL Financial in Grand Island, NE, holding a Series 66 designation and 26 years of industry experience. Prior to joining LPL in 2021, he held roles at Flatwater Wealth, Inc., Ringlein Tax Planning and Preparation, and Waddell & Reed, Inc., among others. He is also active as a general notary and a tax preparer. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of investment adviser representatives. The firm serves individuals, retirement plan participants, banks, trust companies, and institutions with a range of financial planning and investment management solutions.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Jeff H

Series 63, Series 65

Grand Island, NE

LPL Financial

Jeff Halloran is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 20 years of industry experience. Prior to joining LPL Financial in 2021, he worked with Waddell & Reed, Inc. for 15 years and has been involved with various business ventures including Flatwater Wealth, Inc. and JTH Enterprises. He is also a partner at Flatwater Associates, a tax preparation and accounting firm. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory services including financial planning, model portfolio programs, and institutional platforms, supported by extensive operational and research resources.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Kyle U

Series 66

Grand Island, NE

LPL Financial

Kyle Upp is a financial advisor at LPL Financial with a Series 66 credential and three years of industry experience. His background includes service in the US Air Force and a term in the Nebraska Legislature. He is also involved in tax preparation and accounting through Flatwater Associates. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by advanced operational and research tools.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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