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Jeremy K
CFP®, Series 63, Series 65
Lincoln, NE
LPL Financial
Jeremy Kester is a financial advisor with LPL Financial in Lincoln, NE, holding the CFP® designation and Series 63 and 65 licenses. He has 24 years of industry experience, including roles at Waddell & Reed, INC. and various insurance carriers. Outside of financial services, he has been involved with the Capital Soccer Association and operated non-investment businesses such as I'd Rather Be Surfing, LLC and KJ Partners LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services with both discretionary and non-discretionary management options.
Tracy R
Series 63, Series 66
Lincoln, NE
LPL Financial
Tracy Refior is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and over 33 years of industry experience. Prior to joining LPL Financial in 2021, Refior worked at Waddell and Reed, Inc. for 11 years and operated several business entities, including Always Safe Storage LLC and Y.C. Art LLC. Refior has also been involved in local community activities, including a candidacy for the Lincoln Airport Authority and a campaign for Lancaster County Treasurer. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a broad range of financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios and research from multiple sources to support diversified investment strategies.
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