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Aaron H
Series 63, Series 65
Omaha, NE
Prairie Wealth Advisors, Inc.
Aaron Homan is a financial advisor at Prairie Wealth Advisors, Inc. in Omaha, NE, with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Northwestern Mutual Investment Services LLC and FBL Financial Group. Prairie Wealth Advisors serves individual clients, including high-net-worth households, as well as pension plan sponsors, trusts, charitable organizations, and pooled investment vehicles. The firm offers portfolio and asset management, financial planning, pension consulting, and investment management for privately offered pooled vehicles, using a range of investment strategies and periodic account reviews.
James B
Series 65
Omaha, NE
Cornerstone Financial Group, LLC
James Brauer is a financial advisor at Cornerstone Financial Group, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at Comcast Corporation for eleven years. Cornerstone Financial Group, LLC provides financial planning and investment advisory services to individuals, families, high net worth clients, and institutions. The firm manages diversified portfolios using mutual funds, ETFs, individual equities, bonds, and other securities, employing both fundamental and technical analysis with asset allocation as the primary portfolio construction method.
Justin S
CFP®, Series 66, Series 65
Omaha, NE
Keystone Financial Services, LLC
Justin Sholin is a CFP® professional with 15 years of industry experience, currently practicing at Keystone Financial Services, LLC. He has held roles at Private Client Services and CETERA Advisor Networks, and has been with Keystone Financial since 2010. Outside of advising, he is a partial owner of Aspiring Eagles, a local office rental business. Keystone Financial Services is an SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm offers customized, primarily long-term investment management and financial planning, utilizing ETFs, mutual funds, and individual securities while providing ongoing client contact and discretionary portfolio management.
Joshua C
Series 63, Series 65
Omaha, NE
SMART Wealth, LLC
Joshua Cheatle is a financial advisor at SMART Wealth, LLC in Omaha, NE, holding Series 63 and Series 65 credentials with 15 years of industry experience. He has worked at firms including Retire SMART LLC, LPL Enterprise, Pruco Securities, LLC, and Prudential Insurance Company of America. SMART Wealth serves individual and high-net-worth households with retirement income strategies, portfolio management, and financial planning. The firm manages discretionary portfolios using in-house models and sub-advisers, and operates a Private Wealth Partners division focused on affluent clients with $5 million or more in investable assets.
Jason W
Series 66
Omaha, NE
Stevens Capital Partners
Jason Wintersteen is a financial advisor at Stevens Capital Partners with 12 years of industry experience. He holds the Series 66 designation and has worked at Td Ameritrade, Inc., FBL Financial Group, and FBL Marketing Services before joining Stevens Capital Partners in 2021. Stevens Capital Partners is an SEC-registered advisory firm that serves individuals, charitable organizations, and businesses, managing approximately $810 million in assets. The firm provides personalized investment management, collaborates with outside managers, and offers project-based financial planning, utilizing fundamental analysis and modern portfolio theory to guide portfolio construction.
Myles A
Series 65
Omaha, NE
The Patriot Financial Group, LLC
Myles Anderson is a financial advisor with The Patriot Financial Group, LLC in Omaha, NE, holding a Series 65 credential and two years of industry experience. He has worked at Unified Legacy Advisors and The Patriot Financial Group Insurance Agency and has prior experience in hospitality and retail. Anderson is also an insurance producer involved in selling annuity and life insurance products suitable to clients' situations. The Patriot Financial Group provides investment advisory and financial planning services to individuals, small businesses, trusts, estates, and retirement plans. The firm customizes portfolios based on client goals and risk tolerance, employing various analytical methods and a range of investment options including mutual funds, ETFs, private equity, and advisory annuities.
Noah H
Series 63, Series 65
Omaha, NE
Mutual Of Omaha Investor Services, Inc.
Noah Hennessey is a financial advisor at Mutual of Omaha Investor Services, Inc. He holds Series 63 and Series 65 licenses and has two years of industry experience. Prior to joining Mutual of Omaha Investor Services in 2023, he worked at Pinnacle Bank from 2020 to 2023. Noah also works as a Mutual of Omaha Insurance Agent, focusing on life, health, and annuities. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, managed account programs, and retirement plan consulting. The firm operates through platforms such as Envestnet and Pershing and integrates advisory, broker-dealer, and insurance services within the Mutual of Omaha group.
Jeremy S
Series 66
Omaha, NE
Mutual Advisors, LLC
Jeremy Stalcup is a financial advisor with Mutual Advisors, LLC in Omaha, NE, holding a Series 66 designation and 14 years of industry experience. His work history includes roles at Mutual Securities, Inc., Sowell Management Services, MSI Financial Services, Inc., and Pacific West Financial Consultants Inc. Outside of advisory work, he serves as a board member, coach, and mentor for the CrossOver Basketball league under STEP Ministries, a nonprofit organization. Mutual Advisors, LLC serves a diverse client base including individual investors, trusts, retirement plans, and institutional clients. The firm manages portfolios through a mix of active and passive strategies and employs multiple analytical approaches to tailor investment solutions across various account types.
Justin G
Series 66
Omaha, NE
Gladstone Wealth Partners
Justin Gibson is a financial advisor at Gladstone Wealth Partners with 22 years of industry experience. He holds a Series 66 designation and has previously worked with Silverleaf Advisor Group and LPL Financial. Gibson is also the president and owner of Roxie LLC, an outside business activity he has maintained since 2013. Gladstone Wealth Partners serves individuals, corporations, pension plans, and charitable organizations through a network of nearly 100 advisers. The firm offers discretionary portfolio management and retirement plan consulting, employing diverse investment strategies including individual securities, mutual funds, alternative investments, and tax-managed approaches.
Cameron K
Series 65, Series 63
Omaha, NE
Thrivent Advisor Network, LLC
Cameron Kozol is an investment advisor representative with Thrivent Advisor Network, LLC and a registered representative with Thrivent Investment Management, Inc., holding Series 63 and Series 65 licenses. He has one year of industry experience, including roles at Orion Advisory Technology and Charles Schwab. Prior to entering the financial industry, he worked in lawn care and landscaping. Thrivent Advisor Network provides discretionary and non-discretionary investment advisory services to individuals, families, trusts, businesses, and retirement plans, offering portfolio management, financial planning, and access to independent managers and model portfolios. The firm employs diversified, long-term investment strategies using low-cost mutual funds, ETFs, and other investment vehicles.
Matthew E
CFP®, Series 63, Series 66
Omaha, NE
Bridges Investment Management Inc
Matthew Eglseder is a CFP® with eight years of industry experience, currently serving as an advisor at Bridges Investment Management, Inc. in Omaha, NE. His prior experience includes roles at RBC Capital Markets, TD Ameritrade, and Tributary Capital Management. He is also a director of the Financial Planning Association of Nebraska. Bridges Investment Management is a multi-team registered investment adviser managing approximately $11.3 billion. The firm provides investment management, financial planning, pension consulting, and related services to a wide range of clients, employing a client-driven process with a long-term, fundamental analysis approach.
Nicholas B
Series 65
Omaha, NE
Avior Wealth Management, LLC
Nicholas Biever is a financial advisor at Avior Wealth Management, LLC in Omaha, NE, holding a Series 65 designation with four years of industry experience. His prior roles include positions at Nelson Van Denburg & Campbell Wealth Management Group, LLC and Everest Group, LLC, as well as four years at Creighton University. Avior Wealth Management is an SEC-registered enterprise adviser managing approximately $5.08 billion in client assets through about 120 financial professionals. The firm serves individuals, pension and retirement plans, charitable and corporate entities, and banking institutions, offering investment management, financial planning, and business consulting with a focus on fundamental analysis and both long- and short-term strategies.
Timothy K
Series 66
Omaha, NE
Gladstone Wealth Partners
Timothy Kelly is a financial advisor with Gladstone Wealth Partners in Omaha, NE, holding a Series 66 license and 25 years of industry experience. He has worked at firms including LPL Financial, Silverleaf Advisor Group, Wells Fargo Clearing, and Wells Fargo Advisors. Gladstone Wealth Partners serves individuals, corporations, pension and profit-sharing plans, and charitable organizations through a network of nearly 100 investment adviser representatives. The firm offers discretionary portfolio management, financial planning, retirement plan consulting, and access to various investment programs, with an emphasis on integrating retirement-plan services and institutional manager relationships.
Timothy V
Series 66
Omaha, NE
Gladstone Wealth Partners
Timothy Vanderloo is a financial advisor at Gladstone Wealth Partners with 26 years of industry experience. He holds a Series 66 designation and previously worked at firms including Wells Fargo Advisors and LPL Financial. Vanderloo also provides investment advisory services through independent firms he founded. Gladstone Wealth Partners serves individuals, corporations, pension and profit-sharing plans, and charitable organizations through a network of nearly 100 advisers, offering discretionary portfolio management, financial planning, and retirement plan consulting with a range of investment approaches tailored at the representative level.
Kimberly H
Series 65
Omaha, NE
Bridges Investment Management Inc
Kimberly Hanson is a financial advisor at Bridges Investment Management Inc with one year of industry experience. She previously worked at Artisan Partners for eight years and spent four years at Marquette University. Hanson also serves as a Client Service Associate at Bridges Trust Company, assisting with account opening and documentation. Bridges Investment Management, Inc. is a multi-team registered investment adviser managing approximately $11.3 billion, offering investment management, financial planning, pension consulting, and related services to a diverse client base including individuals, families, trusts, and institutions. The firm employs a client-driven process focused on long-term fundamental analysis and provides a range of portfolio strategies along with fiduciary services for retirement plans.
Jared B
Series 63, Series 65
Omaha, NE
Sequent Planning, LLC
Jared Baker is a financial advisor with Sequent Planning, LLC and holds Series 63 and Series 65 licenses. He has three years of industry experience and also works as a marketing consultant and insurance agent at Senior Market Sales. Jared is based in Omaha, NE. Sequent Planning, LLC (doing business as Futurity First Wealth Management) serves individuals, retirement plan sponsors, businesses, endowments, and nonprofit organizations, offering asset management, financial planning, and retirement-plan services through a network of independent advisers using diversified investment models and tax-aware strategies.
Selah R
Series 65
Omaha, NE
Sagespring Wealth Partners
Selah Ray is a financial advisor at SageSpring Wealth Partners with a Series 65 designation and one year of industry experience. Prior to joining SageSpring, Selah worked at First National Bank of Omaha, Beardmore Chevrolet, and Bellevue Public Schools. SageSpring Wealth Partners is an SEC-registered advisory firm managing approximately $6.5 billion across 75 advisors. The firm serves a diverse client base including high-net-worth individuals, charitable organizations, corporations, and retirement plans, providing discretionary, goals-based portfolio management combined with integrated financial planning and consulting services.
Madelyn P
Series 65
Omaha, NE
Avior Wealth Management, LLC
Madelyn Peters is a financial advisor at Avior Wealth Management, LLC in Omaha, NE, with one year of industry experience. She holds a Series 65 designation and has previously worked in various roles at Creighton University and Ascensus Government Savings. Avior Wealth Management serves a broad mix of individual and institutional clients with discretionary and non-discretionary investment management, financial planning, pension consulting, and business consulting services. The firm employs a fundamental analysis approach and uses a combination of direct portfolio management and separately managed account models.
James S
Series 66
Omaha, NE
Thrivent Advisor Network, LLC
James Sweeden is a financial advisor with Thrivent Advisor Network, LLC, holding a Series 66 designation and nine years of industry experience. His career includes roles at Thrivent Investment Management Inc. and The Water's Edge, where he served as a music director. He also serves as a board member for For Elephants, Inc., an organization focused on African elephant conservation through research and education. Thrivent Advisor Network, LLC provides investment advisory services to individuals, families, trusts, businesses, and retirement plans, combining portfolio management, financial planning, and access to independent managers. The firm emphasizes long-term, diversified portfolios using a range of investment options and supports continuous account monitoring and combined household reviews.
Thomas W
CFP®, Series 63, Series 65
Omaha, NE
First National Advisers, LLC
Thomas Woodward is a CFP® professional with 17 years of experience in the financial services industry. He is currently with First National Advisers, LLC and previously worked at UMB Financial Services Inc, RBC Capital Markets, LLC, and held roles in school districts in Missouri. First National Advisers, LLC is a subsidiary of First National Bank of Omaha that provides discretionary investment management to individuals and institutions, offering diversified equity and fixed-income models, managed strategies, and team-based wealth services. The firm is notable for its integration within a banking and trust complex and its role as sub-advisor to affiliated mutual funds.
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1,921 advisors near
68022
within the area shown on the map
Out of 400,000+ nationwide