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Carter H
Series 66
Norfolk, NE
LPL Financial
Carter Herbolsheimer is a financial advisor at LPL Financial with a Series 66 designation and one year of industry experience. He has worked at LPL Financial and Elkhorn Valley Bank & Trust since 2024 and was previously a business finance student at Wayne State College. 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 financial planning and various asset management programs delivered through a large network of investment adviser representatives.
Casey H
CFP®, Series 66, Series 63
Norfolk, NE
LPL Financial
Casey Herbolsheimer is a financial advisor with LPL Financial in Norfolk, Nebraska, holding the CFP® designation and Series 66 and 63 licenses. He has 21 years of industry experience, having started his career at Linsco/Private Ledger Corp. in 2005. Outside of his advisory role, he is involved in selling non-variable insurance products and serves as a writing agent for Blue Cross Blue Shield of Nebraska, offering health and Medicare-related plans. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides a broad range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm supports customized investment strategies and integrates multiple platforms and tools to assist its network of over 22,800 advisors.
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