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104 advisors near
68048
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Out of 400,000+ nationwide
John S
Series 66
Papillion, NE
First Command Advisory Services
John Shafer is a financial advisor at First Command Advisory Services with one year of industry experience. He holds a Series 66 designation and has worked at multiple First Command entities since 2026. Prior to that, he was employed at LPL Enterprise and National Indemnity Company. 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 provides financial planning and wrap-fee asset management programs managed by a centralized Investment Management Team and Wealth Portfolio Managers who select and monitor model portfolios from approved investment options.
Paul G
Series 66
Papillion, NE
Raymond James Financial
Paul Ganow is a financial advisor with Raymond James Financial in Papillion, NE, holding a Series 66 designation and eight years of industry experience. His prior roles include positions at Cetera Advisor Networks, Carson Group, Edward Jones, and First National Bank of Omaha. Ganow is also involved with Omaha Sports Academy, where he has been active since 2019. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse clientele, including individuals, high-net-worth clients, pension plans, and institutional clients. The firm provides tailored, non-discretionary planning and emphasizes analytical tools such as risk profiling and probability modeling.
Gary P
Series 63, Series 66
Papillion, NE
Edward Jones
Gary Porfert is a financial advisor at Edward Jones with 22 years of industry experience. He holds the Series 63 and Series 66 designations. Prior to joining Edward Jones, he worked at Thrivent Investment Management, Allstate Insurance Company, LPL Financial, and Wells Fargo Advisors. 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, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
John J
Series 63, Series 65
Bellevue, NE
Cambridge Investment Research Advisors
John James is a financial advisor with Cambridge Investment Research Advisors in Bellevue, NE, holding Series 63 and Series 65 credentials and 30 years of industry experience. He has worked at Cambridge Investment Research Advisors since 2017 and previously at National Planning Corporation. Outside of his advisory role, he serves as president of James Financial Services, Inc., and is president of the Forest Hills Home Owners Association. Cambridge Investment Research Advisors is a large SEC-registered firm serving a wide range of clients, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals, utilizing various platform arrangements and both discretionary and non-discretionary strategies tailored to client objectives.
Brandi M
Series 66
Bellevue, NE
Edward Jones
Brandi Madsen is a financial advisor at Edward Jones in Bellevue, NE, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones in 2024, she worked at Fusion Medical Staffing from 2022 to 2024 and QLI from 2008 to 2022. 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 provides a range of advisory programs and investment options, operating under a fiduciary standard with a large nationwide network of advisors and branch offices.
Joshua S
CFP®, Series 66, Series 63
Papillion, NE
Edward Jones
Joshua Sapp is a CFP® with 12 years of experience in the financial services industry, all of which have been with Edward Jones since 2014. He holds Series 66 and Series 63 licenses and is based in Papillion, NE. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.
Penny K
Series 66
Omaha, NE
Cambridge Investment Research Advisors
Penny Kreikemeier is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 credential and two years of industry experience. She has previously worked at Edward Jones for ten years and has been affiliated with Soar Wealth Strategies and Commonwealth Financial Network. Outside of financial advising, she is involved in a retail sales business. Cambridge Investment Research Advisors serves a broad client base including individuals, pension plans, charitable organizations, and trusts by providing financial planning, investment management, and retirement plan advisory services. The firm offers a variety of investment implementation options, including proprietary and third-party model strategies, through a large network of independent Financial Professionals.
John C
CFP®, Series 63
Omaha, NE
LPL Financial
John Connealy is a CFP® with 38 years of industry experience, currently affiliated with LPL Financial and First Nebraska Bank. His prior experience includes nearly two decades at Securities America Advisors, Inc., and Jfc Financial Services. Outside of his advisory roles, he is involved in real estate rental activities through ownership of two entities in Lincoln, NE. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning, portfolio management, and institutional platforms, utilizing both proprietary research and third-party strategies.
Michael C
Series 63, Series 65
Omaha, NE
Raymond James Financial
Michael Croker is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. His prior work includes roles at Lincoln Investment, Capital Analysts, and Horace Mann Insurance. He owns Croker & Associates, a support company used to run his wealth management practice. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and institutional clients, employing tailored, non-discretionary planning strategies supported by analytical tools and risk profiling. The firm serves a broad client base and offers specialized programs including municipal advisory and SIMPLE IRA Employer Advisory & Consulting Services.
Mark M
Series 63, Series 66
Bellevue, NE
Edward Jones
Mark Moore is a financial advisor with Edward Jones in Bellevue, NE, holding Series 63 and Series 66 designations and 21 years of industry experience. He has been with Edward Jones since 2004. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices across the United States.
Tia B
CFP®, Series 66, Series 63
Papillion, NE
LPL Financial
Tia Berend is a CFP®-certified financial advisor with LPL Financial, based in Papillion, NE, and has 11 years of industry experience. She has been with LPL Financial since 2015. Berend is involved with Berend Wealth Management, LLC, an entity used for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to various portfolio programs, utilizing both proprietary and third-party strategies.
Montie P
Series 63, Series 65
Papillion, NE
OSAIC
Montie Piccininno is a financial advisor with Osaic Wealth, Inc. and holds Series 63 and Series 65 credentials. He has 24 years of industry experience and has worked at firms including Cetera Advisors LLC and First Allied Advisory Services. He also serves as a Financial Planning Operations Manager and Planning Associate at Vitucci Integrated Planning. Osaic Wealth, Inc. serves a broad range of clients including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations through a large network of advisers and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services, financial planning, retirement consulting, and access to third-party money managers and wrap programs.
Jonathan D
Series 66
Papillion, NE
Edward Jones
Jonathan De Rocha is a financial advisor at Edward Jones in Papillion, NE, with one year of industry experience. He holds a Series 66 designation and previously worked in the automotive and logistics industries. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of more than 23,000 advisors, offering a range of advisory programs, separately managed accounts, and affiliated mutual funds under a fiduciary standard.
Kellie D
Series 66
Bellevue, NE
Cambridge Investment Research Advisors
Kellie Duffy is a financial advisor at Cambridge Investment Research Advisors with 28 years of industry experience. She holds a Series 66 designation and has previously worked with firms including CWM, LLC, Cetera Advisor Networks, Carson Group Partners, Arbor Point Advisors, and Securities America. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, pension and profit-sharing plans, charitable organizations, trusts, estates, and retirement-plan sponsors. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent financial professionals, utilizing a variety of portfolio management strategies and custody arrangements tailored to client objectives.
Matthew B
CFP®, Series 66
Bellevue, NE
Edward Jones
Matthew Burton is a CFP® with 17 years of industry experience and has been with Edward Jones in Bellevue, NE since 2008. He holds the Series 66 designation. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies, access to separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and manages approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.
Christopher A
Series 63, Series 65
Omaha, NE
LPL Financial
Christopher Allred is a financial advisor with LPL Financial in Omaha, NE, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has worked at LPL Financial since 2020 and previously spent nine years at JFC Financial and Securities America Advisors. LPL Financial is a national broker‑dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, asset management programs, and institutional platforms, supported by a large network of advisors and a variety of investment strategies.
Jon S
CFP®, Series 66
Omaha, NE
Cambridge Investment Research Advisors
Jon Schuetz is a CFP®-designated financial advisor with 16 years of industry experience. He is currently affiliated with Cambridge Investment Research Advisors and also leads Soar Wealth Strategies as president and owner. His prior experience includes roles at Commonwealth Financial Network and Edward Jones. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers a range of financial planning and investment management services through independent financial professionals, utilizing multiple custody platforms and a variety of proprietary and third-party strategies.
Stephanie C
Series 63, Series 65
Papillion, NE
LPL Financial
Stephanie Chapman is a financial advisor at LPL Financial with 11 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at LPL Financial since 2018, following prior roles at BBVA Wealth Solutions Inc., BBVA Compass Insurance Agency Inc., BBVA Securities Inc., Compass Bank, and ProEquities Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management programs, utilizing both proprietary and third-party strategies across discretionary and non-discretionary accounts.
Michelle L
Series 66
Papillion, NE
Cetera
Michelle Liabraaten is a financial advisor with Cetera, holding a Series 66 designation and 17 years of industry experience. She has worked at Cetera Wealth Services, LLC since 2023 and at VOYA Financial Advisors from 2014 to 2023. Outside of her advisory career, she serves as a board member of the Paul Andrew Clapper Foundation, which focuses on fundraising and awareness related to blood cancers and bone marrow screening. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers various portfolio management and financial planning services and operates a multi-manager platform with access to affiliated and third-party managers.
Cecilia L
Series 63, Series 65
Bellevue, NE
LPL Enterprise
Cecilia Losee is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and 16 years of industry experience. She has worked with Prudential Insurance Company of America since 2010 and joined LPL Enterprise in 2024. LPL Enterprise, LLC offers investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and corporate and charitable entities. The firm primarily uses model-driven investment implementation and provides access to third-party asset managers and other financial services through a large network of investment adviser representatives.
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Finding advisors...
104 advisors near
68048
within the area shown on the map
Out of 400,000+ nationwide