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Out of 400,000+ nationwide
Ronald S
Series 63, Series 65
Lincoln, NE
Cetera
Ronald Stortz is a financial advisor at Cetera with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Cetera and Cetera Wealth Services since 2021. Prior to that, he spent seven years at Voya Financial Advisors and has operated Stortz Financial Group since 2008. Outside of his advisory work, he is involved with youth sports organizations, serving as a managing member and coach for the Midwest Sports Association and as president of Nebraska Venom, a girls' fast pitch softball association. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual investors, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors and operates a multi-manager platform with various program options and custodial relationships.
Paul P
Series 63, Series 65
Lincoln, NE
Cetera
Paul Potadle is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with Cetera and its related entities since 2013. Outside of his advisory work, he operates several financial services businesses and is also an independent insurance agent specializing in dental and group disability income, life, accident, health, and long-term care insurance. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm provides a multi-manager platform offering discretionary and non-discretionary portfolio management, financial planning, and access to a range of third-party money managers.
Amanda M
Series 63, Series 65
Lincoln, NE
Primerica Advisors
Amanda Meier is a financial advisor with Primerica Advisors in Lincoln, NE, holding Series 63 and Series 65 licenses and 12 years of industry experience. Her prior work includes roles at USPS, Ted Benard Auction, Napa Auto Parts, and Nelnet. She has been affiliated with both PFS Investments Inc. and Primerica Financial Services since 2012. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable clients. The firm employs model-driven strategies managed by third-party asset managers and supports accounts through BNY Mellon Advisors and Pershing.
Chaden R
Series 66
Lincoln, NE
Ameriprise
Chaden Roth is a financial advisor at Ameriprise in Lincoln, NE, holding a Series 66 designation. He began his advisory career in 2023 at Compass Financial Resources before joining Ameriprise in 2024. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning, tax-aware withdrawal strategies, and Social Security claiming options.
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Finding advisors...
224 advisors near
68428
within the area shown on the map
Out of 400,000+ nationwide