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Nathan S

CFP®, Series 63, Series 66

Lincoln, NE

LPL Financial

Nathan Schmidt is a CFP® professional with 25 years of industry experience, currently an advisor at LPL Financial since 2024. Prior to LPL, he worked at Purshe Kaplan Sterling Investments and Thrivent Financial, with nearly two decades at Thrivent Advisor Network and Thrivent Investment Management. Outside of advisory work, he is involved in a farm construction and farming business and provides operational assistance to a basement finishing company. LPL Financial serves a diverse client base including individuals, retirement plans, banks, and charitable organizations through a national network of investment adviser representatives. The firm offers a variety of advisory programs and financial planning services, utilizing model portfolios, research, and technology-driven strategies.

College savings (529s, UTMA, etc.)
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Tanner W

CFP®, Series 63, Series 65

Lincoln, NE

LPL Financial

Tanner Wachal is a financial advisor at LPL Financial in Lincoln, NE, holding the CFP® designation with seven years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments and Thrivent Financial. Outside of his advisory work, he is involved with 5498, LLC, a non-variable insurance business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting through a national network of investment adviser representatives.

College savings (529s, UTMA, etc.)
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Alastair H

Series 63, Series 65

Lincoln, NE

LPL Financial

Alastair Horne is a financial advisor at LPL Financial with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked with firms including TCFG Wealth Management and JPMorgan Chase Bank. His work history includes roles outside of finance, such as with Snooze and Chapter One. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by LPL Research and third-party subadvisors.

College savings (529s, UTMA, etc.)
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Michelle S

Series 65

Lincoln, NE

LPL Financial

Michelle St.Clair is a Series 65 licensed financial advisor with five years of industry experience. She currently works at LPL Financial and previously held roles at Thrivent Advisor Network, LLC, and First National Bank of Omaha. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting through a national network of investment adviser representatives.

College savings (529s, UTMA, etc.)
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Carl T

CFP®, Series 66, Series 63

Lincoln, NE

LPL Financial

Carl Teply is a financial advisor with LPL Financial, holding the CFP® designation and Series 66 and 63 licenses. He has 13 years of industry experience, including prior roles at Purshe Kaplan Sterling Investments and Thrivent Financial-related entities. Teply is also a co-owner of a business entity used for tax and investment purposes. LPL Financial serves a diverse client base including individuals, retirement plans, banks, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, utilizing both discretionary and non-discretionary management supported by various model portfolios and research.

College savings (529s, UTMA, etc.)
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