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Jonah W
Series 65
Omaha, NE
Bridges Investment Management Inc
Jonah Wilson is a financial advisor at Bridges Investment Management Inc in Omaha, NE, holding a Series 65 designation with one year of industry experience. His prior work includes roles at Charles Schwab & Co., the Department of Economic Development, the Department of Health and Human Services, and academic positions at the University of Nebraska and the University of Washington. Bridges Investment Management, Inc. is a multi-team registered investment adviser managing approximately $11.3 billion, offering investment management, financial planning, pension consulting, and related services to a diverse clientele including individuals, families, foundations, corporations, and retirement plans. The firm employs a client-driven, long-term approach based on fundamental analysis and provides a variety of specialized services including adviser selection, educational workshops, philanthropic support, and management of proprietary investment vehicles.
Michael A
ChFC®, Series 63, Series 65
Omaha, NE
Principal Advised Services
Michael Adelman is a financial advisor with Principal Advised Services in Omaha, NE, holding the ChFC® designation and Series 63 and 65 licenses. He has 13 years of industry experience, including roles at Principal Financial Services and Principal Life Insurance Company. In addition to his advisory work, he serves as a retirement consultant providing one-on-one investment advice to retirement plan participants on distribution options. Principal Advised Services offers investment advice and related services primarily to retirement plan participants and retail IRA clients, combining third-party methodologies and proprietary models with discretionary and non-discretionary options. The firm is part of Principal Financial Group and leverages its affiliated entities to provide access to proprietary products and integrated operational support.
Mark S
ChFC®, Series 63
Omaha, NE
Ameritas Advisory Services, LLC
Mark Saferstein is a financial advisor with Ameritas Advisory Services, LLC, holding the ChFC® designation and Series 63 license, and has 42 years of industry experience. He has worked at Ameritas Advisory Services since 2021 and has longstanding roles with Ameritas Life Insurance Corp and Central Financial Services dating back to 2002. Saferstein is also licensed as an independent insurance agent to sell fixed insurance products. 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 annuity and universal life subaccounts, supported by an Investment Committee and third-party partners.
Tyler G
CFP®, Series 65
Omaha, NE
Mariner
Tyler Grubb is a CFP® and Series 65-registered advisor with Mariner Wealth Advisors, based in Omaha, NE, and has two years of industry experience. Prior to joining Mariner, he worked for Conagra Brands for seven years and attended the University of Nebraska–Lincoln as a full-time student. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm implements discretionary, customized portfolios supported by in-house research and third-party managers, and provides specialized offerings such as ERISA 3(38) retirement plan solutions and integrated tax and accounting services.
Vernon W
Series 66
Omaha, NE
CWM, LLC
Vernon Wheeler is a financial advisor with CWM, LLC in Omaha, NE, holding a Series 66 designation and bringing nine years of industry experience. He has previously worked with firms including BancWest Investment Services, Securities America Advisors, and Bank of the West. Outside of finance, Wheeler teaches college-level theatre classes at Metropolitan Community College and has worked as a professional actor in theatre, film, and commercials. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through its network of over 600 advisors. The firm offers portfolio management, financial planning, and retirement-plan services, utilizing discretionary account management with model portfolios overseen by an Investment Committee that integrates fundamental and technical analysis and access to alternative investments.
Barry G
Series 66
Omaha, NE
CWM, LLC
Barry Gilbert is a financial advisor at CWM, LLC with 13 years of industry experience. He holds a Series 66 designation and has previously worked at LPL Financial. Gilbert serves as Vice President and Asset Allocation Strategist, focusing on portfolio construction and investment decision support. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutions through a network of partner offices and over 600 advisors. The firm manages discretionary accounts using model portfolios and a combination of fundamental and technical analysis, offering portfolio management, financial planning, and retirement-plan services.
Shane D
Series 66
Omaha, NE
CWM, LLC
Shane Denton is a financial advisor with CWM, LLC based in Omaha, NE, holding a Series 66 credential and five years of industry experience. His prior roles include positions at Cetera Wealth Services, LPL Financial, and NJN Financial Group. Denton is involved in investment research and portfolio analysis, contributing to the firm's model portfolio strategies. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of over 600 advisors. The firm manages accounts primarily on a discretionary basis using model portfolios and offers a range of services including portfolio management, financial planning, and retirement-plan solutions.
Curren W
Series 63, Series 65
Omaha, NE
Osaic Advisory Services, LLC
Curren Webb is a financial advisor at Osaic Advisory Services, LLC with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Arbor Point Advisors and Securities America Inc. Webb is co-owner of Fortress Wealth Advisors, an LLC used to manage expenses and provide financial planning and securities-related services. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base including individuals, pension and profit-sharing plans, corporations, trusts, and charitable organizations. The firm offers comprehensive investment management and financial planning services through multiple program models, leveraging both proprietary and third-party platforms.
Christina M
Series 66
Omaha, NE
Hightower Advisors
Christina Muska is a financial advisor at Hightower Advisors in Omaha, NE, holding the Series 66 designation with three years of industry experience. She has worked at Hightower Advisors since 2022 and was previously employed at Physicians Mutual. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, offering multi-manager solutions and access to both affiliated and third-party managers. The firm’s approach includes discretionary and non-discretionary portfolio management, with expertise in managing cross-border exposures and institutional mandates.
David M
Series 63, Series 66
Omaha, NE
CWM, LLC
David Matzko is a financial advisor with CWM, LLC in Omaha, NE, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. His prior roles include positions at LPL Financial and Morgan Stanley Smith Barney. He serves as a senior analyst in investment research within CWM’s affiliated entities. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of over 600 advisors. The firm employs discretionary management using model portfolios overseen by an internal Investment Committee and offers services including portfolio management, financial planning, and retirement-plan solutions.
Lance J
CFP®, Series 63, Series 66
Omaha, NE
SPC
Lance Jones is a CFP® professional with 24 years of experience, currently affiliated with SPC and Parkland Securities. He has served at SPC since 2004 and Parkland Securities since 2014. Jones is a past Chair of the Archbishops Committee on Development for the Archdiocese of Omaha and serves as President and board member of Police Athletics for Community Engagement (PACE) in Omaha, an organization providing free sports programming to at-risk youth. SPC serves a diverse client base including individuals, charitable organizations, corporations, and employer-sponsored retirement plans, managing approximately $5.66 billion in assets through a network of over 460 advisers. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services, delivering discretionary and nondiscretionary investment strategies tailored to client needs.
Joel M
Series 63, Series 65
Omaha, NE
Private Advisor Group, LLC
Joel Miller is a financial advisor with Private Advisor Group, LLC in Omaha, NE, holding Series 63 and Series 65 licenses and 19 years of industry experience. He previously worked at Ameriprise from 2007 to 2012 and has been with Private Advisor Group and LPL Financial since 2012. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans through discretionary and non-discretionary portfolio management, financial planning, and retirement consulting. The firm employs a fiduciary-based advisory model, utilizing technology platforms and a range of investment strategies, and offers access to proprietary and third-party managed account solutions.
Ashley B
Series 66
La Vista, NE
Sanctuary Advisors, LLC
Ashley Buchanan is a financial advisor at Sanctuary Advisors, LLC with nine years of industry experience and holds a Series 66 designation. Prior to joining Sanctuary Advisors in 2026, Buchanan worked at CWM, LLC DBA Carson Partners and Cetera Wealth Services, among other firms. Outside of advising, Buchanan serves as a youth softball coach for the Elkhorn Athletic Association/Nebraska Quakes Softball team. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base including individuals, corporations, pension plans, trusts, and charitable organizations. The firm supports a network of over 400 independent adviser representatives who employ a variety of investment strategies through discretionary and non-discretionary account management.
Todd D
Series 63, Series 66
Omaha, NE
Osaic Advisory Services, LLC
Todd Darnold is a financial advisor with Osaic Advisory Services, LLC, holding Series 63 and Series 66 licenses and bringing seven years of industry experience. He has worked at Securities America, Inc. prior to joining Osaic Advisory Services in 2024. In addition to his advisory role, he has been a faculty member at Creighton University since 2008, where he teaches and conducts academic research in management and entrepreneurship. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base, including individuals, pension plans, corporations, trusts, and charitable organizations. The firm provides investment management, financial planning, retirement plan consulting, and related services through multiple program models, utilizing proprietary guidance and third-party platforms.
Alexander B
Series 66
Omaha, NE
Osaic Advisory Services, LLC
Alexander Brinkman is a financial advisor at Osaic Advisory Services, LLC with nine years of industry experience. He holds a Series 66 designation and has previously worked at firms including Fidelity Investments, Bank of America, Merrill, and Securities America. In addition to his advisory role, he serves as a Senior Operations Leader at Kerins Hendrickson Wealth Management. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving individuals, pension plans, corporations, trusts, charitable organizations, and governmental entities. The firm provides a range of services including investment management, financial planning, retirement plan consulting, and third-party manager oversight, delivering advisory programs through multiple models and utilizing both proprietary and third-party platforms.
John L
Series 66
Omaha, NE
Ameritas Advisory Services, LLC
John Loudon is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 66 designation and two years of industry experience. He previously worked at Ball, Loudon, Ebert & Brostrom LLC and has held roles at Ameritas Investment Company, LLC, Investment Advisors Inc., and inSOURCE Financial Advisors. Outside of advising, Loudon has experience in the hospitality industry, including positions at Firethorn Golf Club and Culver's Fast Food Restaurant Company. 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 various managed account programs and fee-based management of variable annuity and universal life subaccounts, with portfolio construction supported by an Investment Committee and third-party partners.
Trevor J
Series 66
Omaha, NE
J. W. Cole Advisors, Inc.
Trevor Johnson is a financial advisor at J.W. Cole Advisors, Inc. in Omaha, NE, with 16 years of industry experience. He holds a Series 66 designation and has been with J.W. Cole Advisors and J.W. Cole Financial since 2015. Outside of his advisory role, he is involved in introducing a new sports equipment product, a light football helmet, to athletes. J.W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, retirement plans, and other entities through a national network of over 400 independent investment adviser representatives. The firm offers portfolio management, fee-based financial planning, access to third-party investment managers, and various managed account solutions, with investment decisions implemented on discretionary or non-discretionary bases.
Casey W
Series 66, Series 63
Council Bluffs, IA
Transamerica Retirement Advisors, LLC
Casey Walters is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 66 and Series 63 credentials and 10 years of industry experience. His prior work includes roles at TDAmeritrade, Charles Schwab, Claraphi Advisory Network LLC, and Transamerica Investors Securities Corporation. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners, offering managed and non-discretionary advice focused on asset allocation, contribution rates, and retirement timing. The firm utilizes Morningstar Investment Management’s technology and portfolio oversight to support its advice programs and serves a large client base primarily through non-discretionary asset management.
Kyle R
Series 65, Series 63
Papillion, NE
Commonwealth Financial Network
Kyle Ryan is a financial advisor at Commonwealth Financial Network with 12 years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Pacific Life Insurance and Dort's. Outside of his advisory role, he serves as an auditor for the South Omaha Eagles Club #154. Commonwealth Financial Network serves a national network of approximately 2,900 advisors and manages roughly $212.7 billion in client assets. The firm offers a broad range of managed-account programs, access to third-party asset managers, and custody services, providing both discretionary and nondiscretionary investment solutions.
Jeffrey Z
Series 66
Omaha, NE
D.A. Davidson & Co.
Jeffrey Ziemba is a financial advisor at D.A. Davidson & Co. in Omaha, NE, holding a Series 66 designation with 18 years of industry experience. He has been with D.A. Davidson & Co. since 2016. Outside of his advisory role, he serves as secretary for the Lamp of Learning Educational Foundation and is on the board of directors for the Fire Ridge Homeowners Association. D.A. Davidson & Co. provides a range of investment advisory and brokerage services to individual investors, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm offers ERISA retirement plan advisory, equity research, financial planning, and a Private Wealth program for high-net-worth clients, operating under fiduciary standards with both qualitative and quantitative investment analysis.
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1,693 advisors near
68005
within the area shown on the map
Out of 400,000+ nationwide