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540 advisors near
68510
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Brian T
Series 63, Series 65
Lincoln, NE
Tlg Advisors, Inc.
Brian Thomas is an investment advisor at TLG Advisors, Inc. with six years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at The Leaders Group Inc. and Clarity Financial LLC. Outside of his advisory work, he serves as a worship leader at Horizons Community Church and performs live music at various venues. TLG Advisors, Inc. serves a diverse client base including individuals, high-net-worth clients, trusts, corporations, and institutional investors. The firm emphasizes manager selection and ongoing monitoring using fundamental analysis and Modern Portfolio Theory, and offers services ranging from portfolio management to financial planning and investment fiduciary services for ERISA-qualified retirement plans.
Peggy B
Series 63, Series 66
Lincoln, NE
Ameritas Advisory Services, LLC
Peggy Beckenhauer is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 66 designations and possessing 22 years of industry experience. She has worked at firms including Edward Jones and Ameritas Life Insurance and has been associated with Ameritas Advisory Services since 2021. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to a diverse client base, including individual investors, retirement plans, charitable organizations, and corporate clients. The firm offers a variety of managed account programs and integrates multiple custodial and execution platforms, supporting both discretionary and non-discretionary advisory relationships.
Brayton C
Series 66
Lincoln, NE
Ameritas Advisory Services, LLC
Brayton Christensen is a financial advisor at Ameritas Advisory Services, LLC with one year of industry experience. He holds the Series 66 designation and has previously worked at Ameritas Investment Company, LLC and Ameritas Life Insurance Corp. Outside of the financial industry, he worked at Firethorn Golf Club for two years. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to a diverse client base, including individual investors, retirement plans, charitable organizations, and corporate clients. The firm offers a variety of managed account programs and fee-based management of variable annuity and universal life subaccounts, supporting both discretionary and non-discretionary advisory relationships.
Matthew K
CFP®, Series 66
Lincoln, NE
D.A. Davidson & Co.
Matthew Kleager is a CFP® professional with 25 years of industry experience, currently serving as a financial advisor at D.A. Davidson & Co. He previously worked at Smith Hayes Advisers Inc. for 11 years before joining D.A. Davidson, where he has been employed since 2016. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers a range of services such as ERISA retirement plan advisory, comprehensive financial planning, and a specialized Private Wealth program for clients with substantial net worth.
Todd P
Series 63, Series 65
Lincoln, NE
D.A. Davidson & Co.
Todd Peterson is a financial advisor with D.A. Davidson & Co. in Lincoln, NE, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with D.A. Davidson & Co. since 2016. Outside of his advisory role, he is president of Friends of Woods Tennis, a nonprofit organization, and is involved with new product development at THINK, Inc. D.A. Davidson & Co. provides investment advisory and brokerage services to a broad client base, including employer-sponsored retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers comprehensive financial planning, ERISA retirement plan advisory services, and specialized wealth management programs, operating under fiduciary standards and employing both qualitative and quantitative analysis.
Maria L
Series 66
Lincoln, NE
Ameritas Advisory Services, LLC
Maria Langan is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 66 designation and with 24 years of industry experience. She has been with Ameritas Investment Corp since 2002 and with Ameritas Advisory Services since 2021. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, retirement plans, charitable organizations, and corporate clients. The firm offers a variety of managed account programs, utilizes multiple custodial platforms, and supports portfolio management through an Investment Committee and third-party partners.
Scott R
Series 63, Series 65, Series 66
Lincoln, NE
Independent Financial Group, LLC
Scott Roetzel is a financial advisor with Independent Financial Group, LLC in Lincoln, Nebraska, holding Series 63, 65, and 66 credentials and having 33 years of industry experience. He has been with Independent Financial Group since 2010. Roetzel is also the owner of Roetzel Company, Inc., which offers life, annuities, accident, and health insurance products. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, corporations, pension plans, and charitable organizations. The firm utilizes both firm- and third-party models to develop client strategies, combining strategic asset allocation with multi-manager portfolios across active and passive exposures.
Jacob K
Series 66
Lincoln, NE
Empower Advisory Group
Jacob Kramer is a financial advisor at Empower Advisory Group with a Series 66 credential and less than one year of industry experience. His prior roles include positions at Fidelity Investments, Dana F Cole and Co, ITC Federal, Walmart, and Amigos. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and their participants, as well as certain retail brokerage clients. The firm emphasizes long-term portfolio returns and integrates its services with affiliated Empower entities’ platforms.
Michael S
Series 63
Lincoln, NE
Ameritas Advisory Services, LLC
Michael Stuchlik is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 63 designation and possessing 33 years of industry experience. His career includes roles at Ameritas Investment Corp. and operating Stuchlik & Associates Insurance and Financial Services Inc., where he sells fixed insurance products. He is also involved in a family life insurance agency. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individual investors, retirement plans, charitable organizations, and corporate clients through a network of Investment Adviser Representatives. The firm offers a variety of managed account programs and fee-based management of variable annuity and universal life subaccounts, supported by an Investment Committee and third-party partners.
Darcy Y
Series 63, Series 66
Lincoln, NE
Ameritas Advisory Services, LLC
Darcy Yocum is a financial advisor at Ameritas Advisory Services, LLC with 25 years of industry experience. She holds Series 63 and Series 66 licenses and has held roles at multiple Ameritas entities and other firms including Wells Fargo Investments and Yocum & Associates. Aside from her advisory work, she authors financial planning books and develops a related financial app through her publishing company, Bourne Purple Publishing, LLC. She is also involved in designing western equine attire as a partner in Push Button Jeans. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individual investors, retirement plans, charitable organizations, and corporate clients. The firm offers various managed account programs and consulting services, utilizing a combination of discretionary and non-discretionary advisory relationships supported by an Investment Committee and third-party partners.
Scott F
Series 66
Lincoln, NE
Ameritas Advisory Services, LLC
Scott Farmen is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 66 designation and 20 years of industry experience. His career includes roles at Ameritas Investment Corp and Ameritas Life Insurance Corp since 2008, as well as Securities America Advisors, Inc. from 2006 to 2008. Ameritas Advisory Services, LLC offers investment advisory and financial planning services to individual investors, retirement plans, charitable organizations, and corporate clients. The firm provides various managed account programs and fee-based management of variable annuity and variable universal life subaccounts, utilizing multiple custodial platforms and third-party tools to support portfolio construction and management.
Jacob W
Series 66, Series 63
Lincoln, NE
Ameritas Advisory Services, LLC
Jacob Welch is a financial advisor with Ameritas Advisory Services, LLC, holding Series 66 and Series 63 designations and bringing 13 years of industry experience. His prior roles include positions at Charles Schwab and TD Ameritrade. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to a diverse client base including individual investors, retirement plans, charitable organizations, and corporate clients. The firm offers a variety of managed account programs and fee-based management of variable annuity and variable universal life subaccounts, supported by a network of Investment Adviser Representatives and affiliated entities.
Kenneth T
Series 66
Lincoln, NE
Ameritas Advisory Services, LLC
Kenneth Torczon III is a financial advisor at Ameritas Advisory Services, LLC with 18 years of industry experience. He holds the Series 66 designation and has worked at Ameritas in various capacities since 2008, including roles at Ameritas Investment Corp. and Ameritas Life Insurance. Prior to joining Ameritas Advisory Services, he spent nine years at Wilderness Ridge. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, retirement plans, charitable organizations, and corporate clients. The firm offers a variety of managed account programs and fee-based management of variable annuity and universal life subaccounts, supported by a network of Investment Adviser Representatives and third-party partners.
Tyler S
Series 66
Lincoln, NE
Ameritas Advisory Services, LLC
Tyler Schubauer is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 66 credential and 10 years of industry experience. His career includes roles at Ameritas Investment Company, Ameritas Life Insurance Corp, and Securities America Advisors. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individual investors, retirement plans, charitable organizations, and corporate clients. The firm offers managed account programs, fee-based management of variable annuity and universal life subaccounts, and integrates multiple custodial and execution platforms to support portfolio construction and ongoing client reviews.
David G
Series 63, Series 65
Lincoln, NE
Ameritas Advisory Services, LLC
David Guttery is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has worked with firms including inSOURCE Financial Advisors, Keystone Financial Group, and Ameritas Life Insurance Corp. Guttery is also the owner of an independent insurance agency focused on fixed insurance products and serves as CEO and General Agent of inSOURCE Financial Advisors. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to a diverse client base that includes individual investors, retirement plans, charitable organizations, and corporate clients. The firm offers a variety of managed account programs and fee-based management of variable annuity subaccounts, supported by both discretionary and non-discretionary advisory relationships and multiple custodial platforms.
Bret K
Series 66
Lincoln, NE
Ameritas Advisory Services, LLC
Bret Klabunde is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 66 designation and seven years of industry experience. He has worked with several related firms including Investment Advisors, Inc., Insource Financial Advisors, and Ameritas Life Insurance Corp. Klabunde is also involved as an owner in Investment Advisors, Inc., offering financial products and services. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to a diverse client base including individuals, retirement plans, charitable organizations, and corporations. The firm offers various managed account programs and fee-based management for variable annuity and universal life subaccounts, supported by a network of Investment Adviser Representatives and third-party partners.
Truc N
Series 63, Series 65
Lincoln, NE
Ameritas Advisory Services, LLC
Truc Nguyen is a financial advisor with Ameritas Advisory Services, LLC based in Lincoln, NE. Holding Series 63 and Series 65 licenses, Nguyen has six years of industry experience, including prior roles at Wells Fargo and GWFS Equities. Ameritas Advisory Services, LLC provides investment advisory and financial planning to individual investors, retirement plans, charitable organizations, and corporate clients. The firm offers managed account programs and fee-based management of variable annuity and universal life subaccounts, utilizing a combination of discretionary and non-discretionary advisory relationships supported by an Investment Committee and third-party partners.
Emily M
Series 66
Lincoln, NE
Ameritas Advisory Services, LLC
Emily Maxwell is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 66 designation and two years of industry experience. She has worked with Ameritas entities since 2015, including Ameritas Life Insurance Corp and Ameritas Investment Company, LLC. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individual investors, retirement plans, charitable organizations, and corporate clients. The firm offers a variety of managed account programs and fee-based management of variable product subaccounts, supported by comprehensive portfolio construction and monitoring through internal and third-party resources.
Aaron R
Series 66
Lincoln, NE
Ameritas Advisory Services, LLC
Aaron Roberts is a financial advisor at Ameritas Advisory Services, LLC with four years of industry experience. He holds the Series 66 designation and has worked at several firms including Cetera Advisor Networks and Securities America Inc. Outside of finance, Roberts owns and operates Great Tux, a business offering tuxedo rentals, DJ services, and wedding officiant services. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to a diverse client base, including individual investors, retirement plans, charitable organizations, and corporate clients. The firm offers a variety of managed account programs and utilizes multiple custodial platforms and third-party tools to support portfolio construction and account management.
Jamison J
Series 63, Series 66
Lincoln, NE
Ameritas Advisory Services, LLC
Jamison Jones is a financial advisor with Ameritas Advisory Services, LLC based in Lincoln, NE. He holds Series 63 and Series 66 licenses and has 17 years of industry experience. His prior roles include positions at Cetera Advisor Networks, Securities America Inc, and Ameritas Life Insurance Corp. Ameritas Advisory Services, LLC provides investment advisory and financial planning to individual investors, retirement plans, charitable organizations, and corporate clients. The firm offers various managed account programs and integrates multiple custodial platforms, supported by an investment committee and third-party partners to assist in portfolio construction and management.
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540 advisors near
68510
within the area shown on the map
Out of 400,000+ nationwide