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117 advisors near
68037
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Grant G
Series 66
Papillion, NE
First Command Advisory Services
Grant Gotschall is a financial advisor at First Command Advisory Services with nine years of industry experience. He holds a Series 66 designation and has worked at various firms, including Mutual of Omaha and Raymond James Financial Services. Outside of advisory work, he owns a single-family rental property. First Command Advisory Services is an SEC-registered investment adviser that serves individuals, corporate, and charitable clients, focusing on active-duty service members and their families. The firm provides financial planning and multiple wrap-fee asset management programs managed by a centralized Investment Management Team and Wealth Portfolio Managers.
Joyce S
Series 66
Bellevue, NE
VOYA Financial Advisors, Inc.
Joyce Sobczyk is a Series 66 licensed financial advisor with 23 years of industry experience, currently with Voya Financial Advisors, Inc. since 2023 and previously with the firm and other financial institutions dating back to 2009. She serves as Vice President of Nebraska Trailblazers, a community walking club. Voya Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial that offers financial planning, portfolio management, and retirement advisory services to individuals, plans, nonprofits, and corporate clients. The firm employs a combination of in-house and external strategists alongside technology-enabled tools to implement both discretionary and non-discretionary investment solutions through a large network of advisors.
Rachel W
Series 63, Series 65
Papillion, NE
First Command Advisory Services
Rachel Witt is a financial advisor with First Command Advisory Services and holds Series 63 and Series 65 licenses. She has six years of industry experience, with previous roles at Principal Financial Services, Charles Schwab, TD Ameritrade, and Fidelity National Title Insurance. Witt also worked at the Omaha School of Music and Dance for two years. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs that utilize model portfolios managed by an internal Investment Management Team.
Kevyn S
Series 63, Series 65
Papillion, NE
Commonwealth Financial Network
Kevyn Sopinski is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked at Commonwealth since 2017 and previously spent 12 years at Waddell & Reed, Inc. Sopinski is also involved in several business ventures, including serving as co-owner and president of SWP RE Holdings, LLC, and managing member of Pathfinder Wealth Advisors, LLC. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their clients. The firm offers a range of advisory programs and services, providing operational, trading, technology, and compliance support while allowing advisors discretion in portfolio construction.
Kevin S
Series 66
Papillion, NE
First Command Advisory Services
Kevin Schmidt is a Series 66-licensed financial advisor with nine years of experience at First Command Advisory Services in Papillion, NE. Prior to his advisory career, he served eight years in the US Navy. Outside of his financial work, he is involved as a soccer referee with the Nebraska Referee Development Program, a nonprofit organization. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm offers financial planning and various wrap-fee asset management programs managed by a centralized Investment Management Team and Wealth Portfolio Managers.
Cynthia O
Series 63, Series 66
Ashland, NE
Principal Financial Services
Cynthia Ortlieb is a financial advisor with Principal Financial Services in Ashland, NE, holding Series 63 and Series 66 credentials and 17 years of industry experience. She has previously worked at Securities America Advisors and Securities America Inc. since 2008 and has been with Principal Securities and Principal Life Insurance since 2018. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and active-duty U.S. military personnel overseas. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.
Nathan R
Series 63, Series 65
Papillion, NE
First Command Advisory Services
Nathan Rachwitz is a financial advisor at First Command Advisory Services with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has been with First Command since 2009. Outside of his advisory work, he is involved with the Bellevue Swim Club and Immanuel Lutheran Church. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs, utilizing a centralized Investment Management Team to design and manage model portfolios.
Scott C
Series 66
Papilllion, NE
First Command Advisory Services
Scott Carlson is a financial advisor at First Command Advisory Services with five years of industry experience. He holds a Series 66 designation and has worked across multiple related entities within First Command since 2020. Prior to joining First Command, he spent four years employed by the State of Nebraska. First Command Advisory Services is an SEC-registered investment adviser that serves individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs managed through a centralized Investment Management Team that selects portfolios and third-party managers from approved lists.
David L
CFP®, ChFC®, Series 66
Papillion, NE
First Command Advisory Services
David Lammert is a CFP®, ChFC®, and Series 66-registered financial advisor with nine years of industry experience. He has worked with First Command Advisory Services, First Command Insurance Services, and First Command Financial Planning since 2016. Prior to his financial career, he served seven years in the United States Army. Outside of his primary advisory role, he is the president of Live Free Financial Planning LLC. First Command Advisory Services, Inc. is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs, utilizing a centralized Investment Management Team and Wealth Portfolio Managers to design and manage model portfolios with discretionary authority.
John S
CFP®, Series 63, Series 65
Papillion, NE
Commonwealth Financial Network
John Schutzius is a CFP® professional with three years of industry experience, currently affiliated with Commonwealth Financial Network in Papillion, Nebraska. Prior to joining Commonwealth and CalmWater Financial Group, he worked at Foster Group, Inc. and Innovest Portfolio Solutions among other firms. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and their individual and institutional clients. The firm provides a broad platform including discretionary and nondiscretionary managed account programs, access to third-party asset managers, retirement and plan consulting, and custody/clearing services.
Erin L
Series 66
Papillion, NE
First Command Advisory Services
Erin Lammert is a financial advisor with First Command Advisory Services in Papillion, NE, holding a Series 66 designation and nine years of industry experience. Prior to her advisory roles, she served seven years in the United States Army. She is also treasurer and co-owner of Live Free Financial Planning LLC, a non-investment-related business. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and wrap-fee asset management programs managed by a centralized Investment Management Team and Wealth Portfolio Managers, emphasizing in-person financial coaching and employee ownership.
Kyle R
Series 63, Series 66
Papillion, NE
AE Wealth Management, LLC
Kyle Reznicek is a financial advisor with AE Wealth Management, LLC, holding Series 63 and Series 66 credentials and 18 years of industry experience. He has worked at AE Wealth Management and AE Financial Services since 2022 and previously spent 11 years at Securities America Advisors and Securities America Inc. He serves as a Supervisory Controls Specialist within his firm. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base, including individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers a platform-centered approach with model portfolio solutions, discretionary management, financial planning, and plan services, supporting advisors with an internal Investment Consulting Group and programs licensing models to other RIAs.
Kathryn J
Series 63, Series 65
Papillion, NE
First Command Advisory Services
Kathryn Jensen is a financial advisor with First Command Advisory Services, holding Series 63 and Series 65 licenses and bringing one year of industry experience. Prior to joining First Command, she served in the U.S. Army and worked at Sanford Health. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty military and their families. The firm offers financial planning and multiple wrap-fee asset management programs, utilizing a centralized investment management team that selects model portfolios and third-party managers.
Eric A
Series 66
Papillion, NE
Kestra Advisory
Eric Allen is a financial advisor with Kestra Advisory in Papillion, NE, holding a Series 66 designation and 15 years of industry experience. His prior work includes ten years with Securities America Advisors and 17 years with Securities America Inc. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a broad mix of institutional and individual clients, offering services such as fiduciary consulting, plan design, and employee education. The firm serves large institutional investors, including sovereign wealth funds, and supports multiple management platforms and third-party solutions.
Omar N
Series 66
Papillion, NE
First Command Advisory Services
Omar Nurse is a financial advisor at First Command Advisory Services with six years of industry experience. He holds the Series 66 designation and served 24 years in the United States Air Force before joining First Command in 2020. He is also the owner of Squared Away Financial LLC. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm provides financial planning and multiple wrap-fee asset management programs managed by a centralized Investment Management Team and Wealth Portfolio Managers.
Joel D
Series 63, Series 65
Papillion, NE
First Command Advisory Services
Joel Dighans is a financial advisor with First Command Advisory Services in Papillion, NE, holding Series 63 and Series 65 licenses and 16 years of industry experience. He has been with First Command Advisory Services since 2015 and associated with related First Command entities since 2011. He is also the owner of Joel Dighans, LLC, a separate business he has operated since 2023. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs managed centrally through an Investment Management Team and Wealth Portfolio Managers using a predefined selection of mutual funds, ETFs, and third-party managers.
John K
Series 63, Series 65
Papillion, NE
Commonwealth Financial Network
John Kelly is a financial advisor at Commonwealth Financial Network with 26 years of industry experience. He holds the Series 63 and Series 65 designations. His prior experience includes roles at Pathfinder Wealth Advisors, Great Western Investments & Insurance, Great Western Bank, Raymond James Financial Services, and Cetera Investment Services. In addition to advisory work, he owns John Kelly Financial Services, LLC. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports a national network of approximately 2,900 advisors. The firm offers a range of managed account programs, third-party asset manager access, retirement consulting, and custody services, managing over $212 billion in client assets.
Tylar T
Series 63, Series 65
Papillion, NE
Commonwealth Financial Network
Tylar Tierney is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and four years of industry experience. He has worked at Pathfinder Wealth Advisors and Commonwealth Financial Network since 2021 and has served as a sergeant in the Nebraska Army National Guard. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing over $212 billion in client assets. The firm offers a broad platform of managed-account programs, access to third-party asset managers, and custody and clearing services.
Wyatt W
Series 66
Papillion, NE
Commonwealth Financial Network
Wyatt Webster is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and beginning his advisory career in 2025. Prior to his work in financial services, he has held various roles including employment at DoubleTree by Hilton and ownership of WW, LLC, a company managing real estate in Omaha, Nebraska. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors with a range of advisory programs and services. The firm provides comprehensive operational, trading, technology, investment management, compliance, and practice-management support while enabling advisors to offer personalized investment solutions.
Shannon T
Series 66
Papillion, NE
First Command Advisory Services
Shannon Tabor is a Series 66–licensed financial advisor with First Command Advisory Services, based in Papillion, NE. He has three years of industry experience and served 25 years in the United States Air Force prior to his current role. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs managed through a centralized Investment Management Team and Wealth Portfolio Managers who select and monitor model portfolios using approved third-party managers.
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Finding advisors...
117 advisors near
68037
within the area shown on the map
Out of 400,000+ nationwide