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Derik R

Series 66

Lincoln, NE

LPL Financial

Derik Reikofski is a financial advisor with LPL Financial, holding a Series 66 designation and 11 years of industry experience. His prior roles include work with Waddell & Reed Inc, various insurance carriers, and entrepreneurial activities through Step By Step, LLC. He is also a commissioned Notary Public in Nebraska. LPL Financial serves a diverse client base including individuals, retirement plans, banks, and charitable organizations, offering financial planning, advisory programs, and brokerage services supported by research and technology-driven solutions.

College savings (529s, UTMA, etc.)
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Nicholas E

Series 66

Lincoln, NE

LPL Financial

Nicholas Ehmcke is a financial advisor with LPL Financial in Lincoln, NE, holding a Series 66 designation and five years of industry experience. He previously worked at KJ Partners and Culvers before joining LPL Financial and Waddell & Reed, Inc. in 2018. 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 a range of advisory programs, financial planning, and retirement consulting services, utilizing model portfolios, third-party subadvisors, and research from LPL Research.

College savings (529s, UTMA, etc.)
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Troy V

Series 66

Lincoln, NE

LPL Financial

Troy Van Dyke is a financial advisor with LPL Financial, holding a Series 66 designation and 13 years of industry experience. His prior roles include positions at Bni Of The Heartland, Uber Technologies Inc, Phyllis E Webb, Step by Step LLC, various insurance carriers for W&R Insurance Agencies, and Waddell & Reed, Inc. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm provides a wide range of financial planning, advisory programs, and brokerage services, utilizing model portfolios and research from multiple sources.

College savings (529s, UTMA, etc.)
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Jason R

CFP®, Series 63, Series 65

Lincoln, NE

LPL Financial

Jason Rolf is a Certified Financial Planner (CFP®) with 23 years of industry experience. He is currently with LPL Financial, where he has worked since 2019. Prior to joining LPL, he was involved with Rink & Rolf, Inc. and various insurance agencies over nearly two decades. Jason has also operated a personal business entity, Rolf's Den LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients including individuals, retirement plans, banks, and charitable organizations through a national network of investment adviser representatives. The firm offers various advisory programs, financial planning services, and utilizes both discretionary and non-discretionary management strategies supported by in-house and third-party research.

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

CFP®, ChFC®, Series 63, Series 65

Lincoln, NE

LPL Financial

Phyllis Webb is a financial advisor with LPL Financial in Lincoln, NE, holding CFP® and ChFC® designations and over 30 years of industry experience. Her prior career includes 25 years with Waddell & Reed, Inc. and various insurance carriers, as well as ownership of Step By Step, LLC. Webb also maintains an active role as a licensed agent selling life, health, long-term care insurance, and Medicare supplement products. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of advisory programs and financial planning services, utilizing model portfolios, third-party research, and technology-driven strategies.

College savings (529s, UTMA, etc.)
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Jack L

Series 66

Lincoln, NE

LPL Financial

Jack Lubischer is a financial advisor at LPL Financial based in Lincoln, NE, holding a Series 66 designation. He has one year of industry experience, including time at Union Bank & Trust and NJN Financial Group. Prior to entering the financial advisory field, he held various roles in hospitality and education. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, and institutions. The firm offers diverse advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management strategies supported by extensive research and technology.

College savings (529s, UTMA, etc.)
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Andres L

Series 66

Lincoln, NE

LPL Financial

Andres Lovato Needham is a financial advisor with LPL Financial, holding a Series 66 designation and beginning his advisory career in 2025. Prior to joining LPL Financial, he worked at Northwestern Mutual and has been involved with community activities including Habitat for Humanity Omaha and Campus Ministry at Creighton University. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, combining discretionary and non-discretionary management with access to model portfolios and research from multiple sources.

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

Series 66

Lincoln, NE

LPL Financial

Tyler Wellman is a Series 66-registered financial advisor with LPL Financial, based in Lincoln, Nebraska, and has 11 years of industry experience. Prior to joining LPL Financial in 2021, he held roles at Waddell & Reed, Inc., various insurance agencies, and managed Wellman Farms, Inc. He has also been a commissioned notary since 2013. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

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

Series 66

Lincoln, NE

LPL Financial

Willis Scofield is a financial advisor with LPL Financial, holding a Series 66 designation and 28 years of industry experience. His prior career includes roles at multiple firms such as Waddell & Reed, Inc., various insurance carriers within W&R Insurance Agencies, and 37 Wealth. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services through a national network of investment adviser representatives.

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

Series 66

Lincoln, NE

LPL Financial

Randall Tvrdik is a financial advisor with LPL Financial in Lincoln, NE, holding a Series 66 designation and 17 years of industry experience. He previously worked at Rink & Rolf Inc. and Waddell And Reed, Inc. from 2009 to 2021. Outside of his advisory work, he serves as a spinal cord injury instructor for a nonprofit through Quality Living Inc. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by research, model portfolios, and alternative strategies.

College savings (529s, UTMA, etc.)
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Chet B

Series 63, Series 65

Lincoln, NE

LPL Financial

Chet Bigley is a financial advisor with LPL Financial based in Lincoln, NE, holding Series 63 and Series 65 credentials and bringing 19 years of industry experience. Prior to joining LPL Financial in 2021, he was associated with Rink & Rolf Inc., Jason Rolf, Nathan Rink, Jerry Haertel, and Waddell & Reed Inc. His work history also includes involvement with various insurance carriers. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, with both discretionary and non-discretionary management supported by model portfolios and research from multiple sources.

College savings (529s, UTMA, etc.)
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Joshua R

Series 66

Lincoln, NE

LPL Financial

Joshua Robertson is a financial advisor with LPL Financial, holding a Series 66 designation and one year of industry experience. His prior roles include positions at NJN Financial Group, Exchange Bank, and AVE Wealth Management. He is also affiliated with the University of Nebraska at Kearney. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers financial planning, various advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by LPL Research and third-party subadvisors.

College savings (529s, UTMA, etc.)
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Nathan R

CFP®, Series 63, Series 65

Lincoln, NE

LPL Financial

Nathan Rink is a financial advisor with LPL Financial in Lincoln, NE, holding the CFP® designation and Series 63 and 65 licenses. He has 26 years of industry experience, including roles at Waddell & Reed, Inc. and Rink & Rolf, Inc., as well as community involvement with the Lincoln East Rotary Club. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

College savings (529s, UTMA, etc.)
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Rebekah P

Series 63, Series 65

Lincoln, NE

LPL Financial

Rebekah Petersen is a financial advisor with LPL Financial in Lincoln, NE, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. Her prior roles include positions at Waddell & Reed Inc. and Step by Step, LLC. She is also an insurance agent for various carriers associated with W & R Insurance Agencies. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, institutions, and charitable organizations. The firm offers diverse advisory programs and utilizes model portfolios, research, and technology to support its investment management services.

College savings (529s, UTMA, etc.)
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Nolan R

Series 66

Lincoln, NE

LPL Financial

Nolan Rathe is a financial advisor at LPL Financial with 15 years of industry experience. He holds a Series 66 designation and previously worked at Waddell & Reed, Inc., among other business ventures, including ownership roles in Rink & Rolf, Inc. and Malcolm Clipper and Car Wash, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network. The firm offers various advisory programs, financial planning, and retirement plan consulting supported by in-house and third-party research and technology solutions.

College savings (529s, UTMA, etc.)
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Lynn F

Series 66

Lincoln, NE

LPL Financial

Lynn Friesen is a financial advisor with LPL Financial in Lincoln, NE, holding a Series 66 credential and 11 years of industry experience. Prior to joining LPL Financial in 2019, Friesen has worked with various firms including Waddell & Reed Inc. and has experience in multiple roles across insurance and management organizations. Outside of advisory work, Friesen has been involved in a catering business operating at local venues. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, 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, providing both discretionary and non-discretionary management with access to model portfolios, third-party research, and various investment strategies.

College savings (529s, UTMA, etc.)
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