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Jodi R

Series 65, Series 63

Scottsbluff, NE

Raymond James Financial

Jodi Rupp is a financial advisor with Raymond James Financial, holding Series 65 and Series 63 licenses and four years of industry experience. She has worked at Raymond James Financial since 2025 and is also associated with Platte Valley Investment Center and Platte Valley Bank. Outside of her advisory role, she serves on the audit committee for Zion Evangelical Church. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, institutions, and charitable organizations. The firm uses analytical tools and risk profiling to tailor non-discretionary planning and encourages implementation through its advisory programs or other providers.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Michael K

Series 66

Scottsbluff, NE

Raymond James Financial

Michael Klein is a financial advisor with Raymond James Financial Services Advisors, Inc. based in Scottsbluff, NE. He holds the Series 66 designation and has one year of industry experience. His prior work includes various roles at Scottsbluff Public Schools, Platte Valley Bank, and the Department of Health and Human Services. Klein is also an agent offering fixed annuity contracts through two insurance-related businesses. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and consulting using advanced analytical tools and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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