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110 advisors near
68058
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Eric H
CFP®, Series 66
Papillion, NE
ARC Element Wealth Design
Eric Horne is a CFP® with 20 years of industry experience, currently serving as the sole advisor at ARC Element Wealth Design in Papillion, NE. He previously worked at Charles Schwab and TD Ameritrade, where he spent over 18 years in various roles. ARC Element Wealth Design is an independent, state-registered investment adviser serving individuals, high-net-worth clients, and fiduciary entities. The firm manages approximately $29.5 million across about two dozen client relationships, offering portfolio management, financial planning, and educational communications. Its investment approach emphasizes strategic asset allocation using ETFs, mutual funds, selective individual securities, and option strategies, with periodic rebalancing and active management in certain asset classes.
Daniel T
Series 65, Series 63
Gretna, NE
First Class Wealth Management LLC
Daniel Thompson Jr. is a financial advisor at First Class Wealth Management LLC with eight years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Omega Insurance Group LLC and Farm Bureau Financial Services. Outside of his advisory role, he serves as a high school soccer referee during the spring and owns Isaiah Trucking, Inc. First Class Wealth Management is a small independent advisory firm serving individual and high-net-worth clients with tailored investment policy statements and portfolio management. The firm employs a long-term trading approach that incorporates cyclical, fundamental, technical, and modern portfolio theory analyses, focusing on mutual funds, ETFs, real estate funds, fixed income, and annuities.
Thomas M
CFP®, Series 65
Papillion, NE
WealthMark
Thomas Maher is a CFP®-credentialed financial advisor with 11 years of industry experience. He has been with WealthMark since 2016 and also serves as Director of Implementations at Orion Advisor Services, a portfolio accounting solutions provider. Maher holds the Series 65 license and operates out of Papillion, NE. WealthMark is an independent registered investment adviser offering financial planning and portfolio management to individuals, high-net-worth clients, and small businesses. The firm employs a passive, long-term buy-and-hold investment approach with diversified portfolios primarily consisting of mutual funds, ETFs, and fixed income.
Charles S
Series 65
Papillion, NE
Charles Capital
Charles Stiegemeier is the sole advisor at Charles Capital, an independent firm based in Papillion, NE. He holds a Series 65 designation and has five years of industry experience. Outside of advising, he is a project lead engineer at Aldridge Electric, where he has worked for three years. Charles Capital provides investment advisory services to individual and high-net-worth clients through discretionary SEI-managed accounts and non-discretionary portfolio consulting. The firm uses a factor-based, quantitative investment approach with an emphasis on momentum and manages accounts separately without aggregating trades.
Daniel K
CFP®, ChFC®, Series 63, Series 65
Papillion, NE
Fair Winds Financial Planning
Daniel Kline is a CFP® and ChFC® with seven years of industry experience. He is the principal advisor at Fair Winds Financial Planning in Papillion, NE, and previously worked for ten years at First National Bank of Omaha. Fair Winds Financial Planning provides financial planning services to individuals and high-net-worth clients, focusing on areas such as retirement, risk management, college savings, and estate planning. The firm operates as an advice-only planner, charging hourly or fixed fees, and does not manage client assets or accept commissions.
Grant T
Series 66
Papillon, NE
Miller Financial Services LLC
Grant Tesnohlidek is a Series 66-licensed financial advisor with 15 years of industry experience. He currently works at Miller Financial Services LLC and previously held roles at WealthForge Securities LLC, Burlington Capital, Weitz Securities, Inc., and TD Ameritrade. Miller Financial Services LLC provides discretionary portfolio management, financial planning, pension consulting, and non-securities consulting to individual and institutional clients. The firm is known for its work with public entities, including state and local government and municipal plans, and offers fiduciary services such as formal 3(38) plan management.
Jacquelyn D
CFP®, Series 66
Gretna, NE
Vestia Personal Wealth Advisors
Jacquelyn Denson is a CFP® professional with 11 years of industry experience, currently serving at Vestia Personal Wealth Advisors. She has previously worked at Larson Financial Securities, LLC and Larson Financial Group, LLC. Outside of her advisory role, she is involved in the wine retail and bar business and co-owns a nutrition and supplements enterprise focused on a hangover remedy product. Vestia Personal Wealth Advisors serves individual and high-net-worth clients and provides consulting for retirement plan sponsors. The firm employs an evidence-based investment approach and utilizes a combination of in-house discretionary management, third-party sub-advisors, and technology-enabled solutions, while also offering access to alternative and private investments through affiliated platforms.
William G
Series 66
Louisville, NE
Leibman Financial Servces, Inc.
William Garver is a financial advisor at Leibman Financial Services, Inc. He holds a Series 66 designation and has three years of industry experience. Prior to joining Leibman Financial Services and LPL Financial in 2022, he worked at 228Main.com and Doane University. Leibman Financial Services provides investment advisory and planning services to individuals, trusts, estates, and business entities, focusing on a value-oriented, long-term investment strategy with tactical asset-allocation flexibility and fundamental analysis. The firm offers both discretionary and non-discretionary asset management, portfolio monitoring, and written financial plans, serving a range of clients including high-net-worth individuals and managing donor-advised funds.
Gregory L
Series 63, Series 66
Louisville, NE
Leibman Financial Servces, Inc.
Gregory Leibman is a financial advisor at Leibman Financial Services, Inc. in Louisville, Nebraska, with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at LPL Financial since 2010. Leibman Financial Services provides investment advisory and planning services to individuals, trusts, estates, and business entities, focusing on a value-oriented, long-term investment strategy with tactical asset allocation and fundamental analysis. The firm also offers portfolio monitoring, written financial plans, and management of donor-advised funds.
Mark L
ChFC®, Series 63
Louisville, NE
Leibman Financial Servces, Inc.
Mark Leibman is a financial advisor with Leibman Financial Services, Inc. in Louisville, NE, holding the ChFC® and Series 63 designations and bringing 41 years of industry experience. He has worked with Linsco/Private Ledger Corp. since 1994 and has been with Leibman Financial Services since 2022. Leibman Financial Services provides investment advisory and planning services to individuals, trusts, estates, and business entities, focusing on value-oriented, long-term strategies with tactical asset allocation and fundamental analysis. The firm offers both discretionary and non-discretionary asset management, portfolio monitoring, and donor-advised fund management.
Whitney E
Series 66
Louisville, NE
Leibman Financial Servces, Inc.
Whitney Engle is an advisor at Leibman Financial Services, Inc. in Louisville, NE, holding a Series 66 designation with one year of industry experience. Her work history includes roles at LPL Financial LLC and Cambridge Investment Research, as well as experience outside the financial industry at 228main.com and in other fields. Leibman Financial Services provides investment advisory and planning services to individuals, trusts, estates, and business entities, emphasizing a value-oriented, long-term strategy with tactical asset allocation and fundamental analysis. The firm serves a range of clients including high-net-worth individuals and manages donor-advised funds while offering household-level management and allowing clients to impose investment restrictions.
Caitlin L
Series 66
Louisville, NE
Leibman Financial Servces, Inc.
Caitlin Leibman is a financial advisor at Leibman Financial Services, Inc. with three years of industry experience. She holds the Series 66 designation and has worked with LPL Financial since 2018. Prior to her advisory roles, she was employed at Doane University from 2014 to 2020. Leibman Financial Services provides investment advisory and planning services to individuals, trusts, estates, and business entities, including high-net-worth clients. The firm employs a value-oriented, long-term investment strategy with tactical asset allocation and fundamental analysis, offering both discretionary and non-discretionary asset management along with portfolio monitoring and written financial plans.
James C
Series 63, Series 65
Gretna, NE
CreativeOne Securities, LLC
James Clements is a financial advisor with CreativeOne Securities, LLC, holding Series 63 and Series 65 licenses and 29 years of industry experience. His prior roles include positions at Carson Group, CWM, LLC, Ameritas Investment Corp, and Securities America Inc. CreativeOne Securities, LLC is a multi-advisor registered investment adviser serving individuals, retirement plans, trusts, charitable organizations, and business entities through a network of 127 advisors. The firm offers financial planning, portfolio management, retirement-plan fiduciary services, and access to third-party manager programs, combining project-based planning with ongoing asset management using a proprietary platform.
Carmen M
Series 63, Series 66
Papillion, NE
Stonex Advisors Inc.
Carmen Mitchell is a financial advisor at StoneX Advisors Inc. with 23 years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously at Edward D. Jones & Co., L.P. and Securities America Advisors, Inc. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing portfolio management, financial planning, and ERISA plan consulting services. The firm utilizes advisor-managed portfolios, proprietary models, and third-party money managers to implement investment strategies across multiple account structures.
Karla E
Series 63, Series 66
Papillion, NE
Private Client Services, LLC
Karla Elliott is a financial advisor at Private Client Services, LLC with 23 years of industry experience. She holds the Series 63 and Series 66 designations and has previously worked at Securities America Advisors and Securities America Inc. Outside of her advisory role, she participates in market research activities involving online surveys and focus groups. Private Client Services is an SEC-registered, multi-team advisory firm serving individuals, families, high-net-worth clients, trusts, estates, charitable organizations, pension plan sponsors, and businesses. The firm employs a structured discovery and risk-profiling process to develop investment strategies and offers multiple implementation platforms, managing approximately $1.05 billion across more than 3,200 client accounts.
Jeffrey H
Series 65
Gretna, NE
Soltis Investment Advisors, LLC
Jeffrey Harris is a financial advisor at Soltis Investment Advisors, LLC with 10 years of industry experience. He holds a Series 65 designation and has worked at several firms, including CWM, LLC, Carson Institutional Alliance, and Northwest Wealth Management LLC. Outside of his advisory role, he is a co-owner of a Ziggi's Coffee franchise. Soltis Investment Advisors serves individual investors, institutions, corporations, charitable organizations, and pension/401(k) plans. The firm uses a manager selection and portfolio construction process that combines Modern Portfolio Theory, quantitative screening, and qualitative due diligence, offering discretionary portfolio management, financial planning, and consulting services.
Nathan D
Series 65
Gretna, NE
Advisory Services Network
Nathan Despain is a Series 65-licensed financial advisor with two years of industry experience. He is currently with Advisory Services Network and previously worked at Arkfeld Wealth Strategies and Point Guard Management. Outside of advising, he owns and operates Omaha 3 LLC, a real estate business in Sequim, Washington. Advisory Services Network provides investment advisory and planning services to individuals, families, corporations, and employer-sponsored retirement plans through a large network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing diversified investment strategies tailored to clients’ objectives and risk tolerances.
Ashley B
Series 66
La Vista, NE
Sanctuary Advisors, LLC
Ashley Buchanan is a financial advisor at Sanctuary Advisors, LLC with nine years of industry experience and holds a Series 66 designation. Prior to joining Sanctuary Advisors in 2026, Buchanan worked at CWM, LLC DBA Carson Partners and Cetera Wealth Services, among other firms. Outside of advising, Buchanan serves as a youth softball coach for the Elkhorn Athletic Association/Nebraska Quakes Softball team. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base including individuals, corporations, pension plans, trusts, and charitable organizations. The firm supports a network of over 400 independent adviser representatives who employ a variety of investment strategies through discretionary and non-discretionary account management.
Kyle R
Series 65, Series 63
Papillion, NE
Commonwealth Financial Network
Kyle Ryan is a financial advisor at Commonwealth Financial Network with 12 years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Pacific Life Insurance and Dort's. Outside of his advisory role, he serves as an auditor for the South Omaha Eagles Club #154. Commonwealth Financial Network serves a national network of approximately 2,900 advisors and manages roughly $212.7 billion in client assets. The firm offers a broad range of managed-account programs, access to third-party asset managers, and custody services, providing both discretionary and nondiscretionary investment solutions.
Grant G
Series 66
Papillion, NE
First Command Advisory Services
Grant Gotschall is a financial advisor with First Command Advisory Services and holds a Series 66 designation. He has eight years of industry experience with previous roles at firms including Mutual of Omaha, Raymond James, and Ameriprise. Outside of his advisory work, he is the owner of a single-family rental home in Omaha, Nebraska. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs, utilizing a centralized Investment Management Team to select and monitor portfolios from preapproved managers.
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110 advisors near
68058
within the area shown on the map
Out of 400,000+ nationwide