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538 advisors near
68508
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Matthew F
Series 63, Series 65
Lincoln, NE
LPL Financial
Matthew Ferris is a financial advisor with LPL Financial in Lincoln, Nebraska, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has been associated with Linsco Private Ledger since 2006. Ferris also operates a separate business under the name Ferris Financial Group. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios, third-party research, and various investment strategies.
Benjamin F
Series 66
Lincoln, NE
Cetera
Benjamin Frodyma is a financial advisor at Cetera with three years of industry experience. He holds a Series 66 designation and has worked at several firms including Renaissance Financial Corp and Minnesota Life Insurance Company. Outside of his advisory role, Frodyma volunteers as a business consultant for SCORE, a nonprofit organization supporting entrepreneurs. Cetera Investment Advisers LLC distributes services through a large nationwide network of independent advisors, serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.
Bradley S
Series 66
Lincoln, NE
LPL Financial
Bradley Slaughter is a financial advisor at LPL Financial with 20 years of industry experience. He holds the Series 66 designation and has previously worked at firms including Northland Securities, First National Capital Markets, Piper Jaffray & Co., and Ameritas Investment Corp. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.
Philip R
Series 63, Series 66
Lincoln, NE
Edward Jones
Philip Rihanek is a financial advisor with Edward Jones in Lincoln, Nebraska, holding Series 63 and Series 66 licenses and over 35 years of industry experience. He has been with Edward Jones since 1990. Outside of his advisory role, he is involved with Flying Giese Farms in Wayne, Nebraska. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a wide range of advisory programs and investment strategies, supported by a large network of advisors and branch offices, and operates under a fiduciary standard.
Joel W
Series 66
Lincoln, NE
Edward Jones
Joel Weyand is a financial advisor at Edward Jones with six years of industry experience. He holds the Series 66 designation and has worked at Edward Jones since 2019. Prior to that, he was employed at Aspire Strategic Advising and Doane University. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages over $1 trillion in assets through a nationwide network of financial advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.
Sharon K
Series 63, Series 65
Lincoln, NE
Ameriprise
Sharon Kresse is a financial advisor with Ameriprise in Omaha, NE, holding Series 63 and Series 65 credentials and bringing 45 years of industry experience. She has worked with Ameriprise and its predecessor firms since 1980. Outside of Ameriprise, she owns and manages the business Kralvey and serves as a financial advisor at Cirksena, Knight, Jacobsen, Sieps and Kresse LLC. Ameriprise offers retirement-income planning services targeting individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations through a centralized consulting team.
Robert S
Series 63, Series 65
Lincoln, NE
Ameriprise
Robert Sieps is a financial advisor with Ameriprise, holding Series 63 and Series 65 credentials and over 36 years of industry experience. He has worked with Ameriprise and its affiliated entities since 2005. Outside of advising, Sieps serves as COO and CFO for Cirksena, Knight, Jacobsen, Sieps & Kresse, LLC, where he manages business operations. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on income sources and tax-aware withdrawal strategies.
Brian L
Series 63, Series 65
Lincoln, NE
LPL Financial
Brian Luther is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. His prior roles include positions at Compass Financial Resources and Securities America Advisors, among others. He is also involved with Ameritime, LLC, an independent investment advisor firm where he provides administrative support. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.
Gary S
Series 63, Series 66
Lincoln, NE
Edward Jones
Gary Schleppenbach is a financial advisor with Edward Jones in Lincoln, NE, holding the Series 63 and Series 66 designations and bringing 35 years of industry experience. He has been with Edward Jones since 1990. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.
Richard M
Series 63, Series 65
Lincoln, NE
OSAIC
Richard Morris is a financial advisor at OSAIC with 28 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at SagePoint Financial, Inc. for 12 years. In addition to his advisory role, he is a partner in Liberty Tax Service, a tax preparation business. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services with access to multiple platforms and third-party money managers, using a range of portfolio construction tools and investment options.
Erin G
Series 66
Lincoln, NE
Raymond James Financial
Erin Greve is a financial advisor with Raymond James Financial Services Advisors, Inc. She holds a Series 66 designation and has seven years of industry experience. Prior to joining Raymond James in 2022, she worked at RBC Capital Markets LLC and Byrd & Greve Law, L.L.C. Erin is a partner in Canopy Dreams and Retreats, a business that rents out party supplies and sets up for birthday parties. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and institutional clients. The firm offers tailored, non-discretionary consulting using analytical tools and supports municipal and public finance work through a unique municipal advisor affiliation.
Gregory E
Series 63, Series 65
Lincoln, NE
RBC Capital Markets
Gregory Ernst is a financial advisor at RBC Capital Markets with 39 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at UBS Financial Services Inc. for 13 years before joining RBC in 2021. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients through a variety of advisory programs that offer portfolio management, financial planning, custody, and brokerage services. The firm customizes investment strategies based on client risk profiles and leverages both in-house and third-party managers, with access to alternative investments and integrated capital markets capabilities.
Bradley S
Series 66
Lincoln, NE
RBC Capital Markets
Bradley Schindler is a financial advisor with RBC Capital Markets in Lincoln, NE, holding a Series 66 designation and 10 years of industry experience. His previous roles include positions at UBS Financial Services and City National Bank. Outside of his advisory work, he is the owner of Valdelay Real Estate, LLC, a real estate investing business. RBC Wealth Management serves a diverse client base ranging from individual investors to institutions and offers a variety of advisory programs that combine in-house and third-party investment management, tailored to clients’ risk profiles and investment preferences.
Braedon N
Series 66
Lincoln, NE
LPL Financial
Braedon Nielsen is a financial advisor at LPL Financial with nine years of industry experience. He holds a Series 66 designation and has worked with several firms, including Thomas Dolan Jr., Marc Cohen, and Waddell & Reed Inc. Nielsen is also an insurance agent. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base, including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of financial planning and advisory programs, providing both discretionary and non-discretionary management supported by model portfolios and research.
Alastair H
Series 63, Series 65
Lincoln, NE
LPL Financial
Alastair Horne is a financial advisor at LPL Financial with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked with firms including TCFG Wealth Management and JPMorgan Chase Bank. His work history includes roles outside of finance, such as with Snooze and Chapter One. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by LPL Research and third-party subadvisors.
Jamie F
Series 66
Lincoln, NE
RBC Capital Markets
Jamie Friendt is a financial advisor with RBC Capital Markets, LLC, holding a Series 66 designation and 18 years of industry experience. He has been with RBC Capital Markets since 2016. Outside of his advisory role, he is the owner and bookkeeper of a plumbing company, Gabe's Plumbing LLC, based in Lincoln, Nebraska. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers multiple advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers, supported by RBC’s capital-markets capabilities.
Matthew M
Series 63, Series 66
Lincoln, NE
Edward Jones
Matthew Mullendore is a financial advisor with Edward Jones in Lincoln, NE, holding Series 63 and Series 66 designations and with 27 years of industry experience. He has been with Edward Jones since 1998. Outside of his advisory role, he manages farm operations in Nebraska, including collecting cash and pasture rents and performing farm maintenance. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a broad range of advisory strategies and affiliated investment products through a large network of financial advisors and branch offices nationwide.
Micah D
Series 66
Lincoln, NE
UBS Financial Services
Micah Dworak is a financial advisor at UBS Financial Services with seven years of industry experience. He previously worked at ICONIQ Capital and BlackRock Investments LLC. Outside of his advisory work, he serves as an assistant coach for the high school golf team at Lincoln Christian School. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary research and model-based asset allocations to tailor investment plans aligned with clients’ goals and risk tolerances.
Holly B
CFP®, Series 63, Series 65
Lincoln, NE
Raymond James & Associates
Holly Boucher is a CFP® professional with 25 years of industry experience, currently serving at Raymond James & Associates since 2015. She holds Series 63 and Series 65 licenses and is based in Lincoln, NE. Outside of her advisory role, she is the CEO of Vagabond Ventures, a personal investment LLC. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning and consulting through various advisory programs and a broad range of portfolio management styles.
Debra C
CFP®, ChFC®, Series 63
Lincoln, NE
Ameriprise
Debra Cirksena is a financial advisor with Ameriprise, holding the CFP® and ChFC® designations and possessing 38 years of industry experience. She has worked with Ameriprise and its affiliates since 1987. Outside of her advisory role, she serves as Treasurer on the Board of Directors for the Lincoln Symphony Orchestra. Ameriprise offers a retirement-income planning service targeting clients with significant investable assets, providing written recommendations that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary advice through a centralized consulting team.
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Finding advisors...
538 advisors near
68508
within the area shown on the map
Out of 400,000+ nationwide