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548 advisors near
68528
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Austin J
Series 66
Lincoln, NE
Ameriprise
Austin Jablonski is a financial advisor at Ameriprise with a Series 66 designation and experience beginning in 2024. His prior work includes roles at Lutz, Concordia University Nebraska, and Gabriel, Burger & Else, CPA. He is also involved in managing an advisory business outside of his main employment. Ameriprise offers retirement-income planning services focused on individuals nearing or in retirement with significant investable assets, providing customized, non-discretionary recommendation reports. The firm combines research, modeling, and tax-efficiency analysis to support clients’ retirement planning needs.
Thomas B
CFP®, Series 63, Series 66
Lincoln, NE
OSAIC
Thomas Buescher is a financial advisor at OSAIC with 13 years of industry experience. He holds the CFP® designation as well as Series 63 and Series 66 licenses. His prior firms include Sagepoint Financial, Woodbury Financial, and Modern Woodmen Of America. Outside of advisory work, he operates as an insurance agent and owns a corporation involved with fixed annuities and life insurance. OSAIC serves a broad range of retail and institutional clients through a large network of financial advisors, offering integrated brokerage and advisory services alongside financial planning, retirement consulting, and access to third-party money managers and wrap programs. The firm utilizes various asset-allocation and portfolio construction tools, and supports both discretionary and non-discretionary account management.
Amy F
Series 63, Series 66
Lincoln, NE
RBC Capital Markets
Amy Fitzpatrick is a financial advisor with RBC Capital Markets in Lincoln, NE, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. She has been with RBC Capital Markets LLC since 2008. Outside of her advisory role, she co-leads the Palmyra Youth Group, a Christian-based community organization. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers multiple advisory programs with tailored portfolio management and financial planning services, leveraging both in-house and third-party investment managers.
Juliann R
Series 66, Series 65
Lincoln, NE
LPL Financial
Juliann Riley is a financial advisor at LPL Financial with 25 years of industry experience. She holds Series 66 and Series 65 licenses and has previously worked at Mutual Advisors LLC, Mutual Securities, Inc., Ameritas Investment Corp, Alfs, Inc., and Allstate Insurance Company. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement plan consulting, utilizing discretionary and non-discretionary management alongside research and model portfolios from internal and external sources.
Tracy R
Series 63, Series 66
Lincoln, NE
LPL Financial
Tracy Refior is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and over 33 years of industry experience. Prior to joining LPL Financial in 2021, Refior worked at Waddell and Reed, Inc. for 11 years and operated several business entities, including Always Safe Storage LLC and Y.C. Art LLC. Refior has also been involved in local community activities, including a candidacy for the Lincoln Airport Authority and a campaign for Lancaster County Treasurer. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a broad range of financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios and research from multiple sources to support diversified investment strategies.
Andrew W
Series 66
Lincoln, NE
Edward Jones
Andrew Westphalen is a Series 66-credentialed financial advisor at Edward Jones in Lincoln, NE, with 10 years of industry experience. He has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, operated under a fiduciary standard, and manages approximately $1.01 trillion in assets with a nationwide network of more than 23,700 advisors.
Lauryn J
Series 66
Lincoln, NE
Ameriprise
Lauryn Johnson is a financial advisor at Ameriprise with a Series 66 credential and two years of industry experience. Her prior work includes roles at Little Movements Apparel and Gallup, among others. 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 recommendations and ongoing planning advice focused on dependable income sources and tax-aware withdrawal strategies.
James M
Series 66
Lincoln, NE
Ameriprise
James Moore is a financial advisor at Ameriprise with four years of industry experience. He holds a Series 66 designation and previously worked at Ideal Images for five years. Outside of his advisory role, Moore co-hosts the Big Red Wrap Up on Nebraska Public Media during the football season. Ameriprise Financial Services is a large 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.
Jeffrey K
Series 63, Series 66
Lincoln, NE
OSAIC
Jeffrey Kraft is a financial advisor with OSAIC based in Lincoln, Nebraska. He holds Series 63 and Series 66 licenses and has 22 years of industry experience. Prior to joining OSAIC in 2024, he worked with Securities America Advisors and Questar Asset Management. Outside of advising, he is involved in insurance sales and operates a business that connects clients with tax professionals. OSAIC serves a diverse client base including retail, institutional, and high-net-worth investors through a wide network of affiliated advisors. The firm offers integrated brokerage and advisory services, using asset-allocation tools and third-party platforms to manage portfolios that include a broad range of investment products.
Bradley M
Series 66
Lincoln, NE
LPL Financial
Bradley Miller is a financial advisor with LPL Financial, holding a Series 66 designation and one year of industry experience. He also has a background in the tent manufacturing business, having worked at Lincoln Tent Inc for 19 years prior to his financial career. Miller operates through Ferris Financial Group, a DBA related to his LPL business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base that includes individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management along with model portfolios and research from various sources.
Dennis W
Series 63
Seward, NE
Ameriprise
Dennis Wullenwaber is a financial advisor at Ameriprise with 10 years of industry experience. He holds a Series 63 designation and has worked at several firms, including Jones Insurance Agency, Union Financial, and Principal Life Insurance Company. He also maintains a real estate license and is employed part-time in group benefits at Jones Financial Services. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service, which provides written recommendations and ongoing advice focused on dependable income and tax-aware withdrawal strategies.
Zachary P
CFP®, Series 66
Lincoln, NE
OSAIC
Zachary Parker is a CFP® professional with 25 years of industry experience, currently affiliated with Osaic. He previously worked with Securities America Advisors, Inc. for 18 years and has operated his own consulting business since 2010. Parker also instructs CFP courses at Oakland University and participates in competitive bowling tournaments. Osaic Wealth, Inc. serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services with portfolio construction tools and access to multiple investment platforms, managing accounts on both discretionary and non-discretionary bases.
Johnathon L
Series 63, Series 65
Lincoln, NE
Primerica Advisors
Johnathon Larreau is a financial advisor with Primerica Advisors in Lincoln, NE, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has been with Primerica Advisors since 2003 and Primerica Financial Services since 2002. Outside of advisory work, he is involved in the sale of home security and automation products through affiliated companies and operates Larreau, Inc., a legal entity formed for Primerica business purposes. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed account options. The firm emphasizes a tiered wrap-fee structure and curates third-party asset managers while delegating trading responsibilities to BNY Mellon Advisors.
Nicholas L
Series 66
Lincoln, NE
Wells Fargo Clearing
Nicholas Loriaux is a financial advisor at Wells Fargo Clearing with a Series 66 designation and one year of industry experience. Prior to joining Wells Fargo, he has held positions at the University of Nebraska-Lincoln and operated a lawn care business. Wells Fargo Advisors is a national securities firm that offers investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions, relying on research from Wells Fargo Investment Institute and third-party sources.
William M
Series 63, Series 66
Lincoln, NE
LPL Financial
William Misko is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. Prior to joining LPL Financial in 2022, he held positions at WealthPlan Partners, Securities America, and Summit Brokerage Services among others. He is also involved with Summit Development Company, a business entity focused on tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a diverse client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers various advisory programs, financial planning, and investment management supported by in-house and third-party research, providing both discretionary and non-discretionary services.
Jon M
Series 63, Series 65
Lincoln, NE
Wells Fargo Clearing
Jon Miller is a financial advisor with Wells Fargo Clearing in Lincoln, NE, holding Series 63 and Series 65 credentials and over 31 years of industry experience. He has been with Wells Fargo Clearing since 2016, following two years at Wells Fargo Advisors LLC. Outside of his advisory role, Miller co-owns a farm and a private aviation company, and serves as a trustee for a family trust. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven advisory process incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.
Hannah O
Series 66
Lincoln, NE
UBS Financial Services
Hannah Oliver is a Series 66-licensed financial advisor at UBS Financial Services with one year of industry experience. Prior to joining UBS, she worked in various roles including positions at Crescent Electric Supply Company, West Gate Bank, and Turpin Meadow Ranch. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, combining proprietary research and model-based asset allocations to tailor financial plans according to client goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management, offering access to capital markets services alongside traditional advisory offerings.
John O
Series 63, Series 66
Seward, NE
Edward Jones
John Owens is a financial advisor with Edward Jones in Seward, Nebraska, holding Series 63 and Series 66 licenses and having 22 years of industry experience. He has been with Edward Jones since 2003. Outside of his advisory role, Owens participates in the Seward Municipal Band and serves on the Seward Police Pension Board, the LB840 Sales Tax Application Review Board, and the advisory committee for a donor advised fund. Edward Jones is a full-service wealth management firm serving individual and institutional clients through a nationwide network of over 23,000 advisors. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
Tamara U
CFP®, Series 63, Series 65
Lincoln, NE
Edward Jones
Tamara Uribe is a financial advisor at Edward Jones in Lincoln, NE, with 28 years of industry experience. She holds the CFP® designation along with Series 63 and Series 65 licenses. Outside of her advisory role, she teaches a kickboxing class at Farrell's Extreme Body Shaping. 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 range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices nationwide.
Andrew W
Series 66
Lincoln, NE
Edward Jones
Andrew Wolf is a financial advisor with Edward Jones in Lincoln, NE, holding a Series 66 designation and 12 years of industry experience. He has been with Edward Jones since 2013. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
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Finding advisors...
548 advisors near
68528
within the area shown on the map
Out of 400,000+ nationwide