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52 advisors near
68872
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Out of 400,000+ nationwide
Heather A
Series 63, Series 66
Grand Island, NE
LPL Financial
Heather Axford is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and over 26 years of industry experience. Prior to joining LPL Financial in 2024, she worked for Cambridge Investment Research, Inc. and Wealth Advisor Network, Inc. from 2013 to 2024. She is involved in senior marketing and non-variable insurance activities through Axford Senior Marketing and Premier Companies. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolios, third-party asset management, and institutional platforms, combining advisory services with non-advisory financial products and partnerships.
Thomas N
Series 63, Series 66
Grand Island, NE
Edward Jones
Thomas Noble is a financial advisor with Edward Jones in Grand Island, NE, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He has been with Edward Jones since 1993. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients through a network of approximately 23,701 advisors and 15,121 branches. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
Joshua M
Series 63, Series 66
Grand Island, NE
Thrivent Investment Management
Joshua Meier is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 66 credentials and bringing 18 years of industry experience. He has worked with Thrivent Financial for Lutherans and Thrivent Investment Management since 2008. He serves as treasurer on the board of the Central Nebraska Lutheran School, where he oversees financial activities and budgeting. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without discretionary trading authority. The firm offers planning combined with managed-account programs under a consolidated billing approach, primarily delivered through a large network of financial advisors.
Kimberly M
Series 66
Grand Island, NE
Edward Jones
Kimberly Miller is a financial advisor at Edward Jones in Grand Island, NE, holding a Series 66 designation with seven years of industry experience. Prior to joining Edward Jones in 2023, she worked at Principal Securities, Inc. and Principal Life Insurance Company. Outside of finance, she is involved with Upper Crust Pizza & Wings. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a wide range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and is notable for its extensive advisor network and affiliated financial capabilities.
Jennifer C
Series 65
Grand Island, NE
LPL Financial
Jennifer Cook is a financial advisor with LPL Financial, holding a Series 65 credential and eight years of industry experience. She previously worked at Allen Capital Group and Meier & Kaspar, LLC, and she is also involved with VPG, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a network of over 22,800 advisors.
Jeff H
Series 63, Series 65
Grand Island, NE
LPL Financial
Jeff Halloran is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 20 years of industry experience. Prior to joining LPL Financial in 2021, he worked with Waddell & Reed, Inc. for 15 years and has been involved with various business ventures including Flatwater Wealth, Inc. and JTH Enterprises. He is also a partner at Flatwater Associates, a tax preparation and accounting firm. 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 services including financial planning, model portfolio programs, and institutional platforms, supported by extensive operational and research resources.
Timothy O
Series 63, Series 65
Grand Island, NE
LPL Financial
Timothy Oconnor is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with LPL Financial since 2018 and previously worked at SII Investments, Inc. for 22 years. He is also president of O'Connor & Associates Inc, an insurance agency he has led since 1989. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, asset management, and institutional platforms, supported by technology tools and oversight of more than $819 billion in discretionary assets.
Dan G
Series 63
Grand Island, NE
Wells Fargo Clearing
Dan Govier is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and bringing 40 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. 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 advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.
Rosanne R
Series 66
Grand Island, NE
Edward Jones
Rosanne Rish is a financial advisor at Edward Jones in Grand Island, NE, holding a Series 66 designation with four years of industry experience. She has been with Edward Jones for 26 years in total, beginning her career there in 2000. Outside of her advisory role, she coordinates events at Prairie Creek Barn, an event venue in Cairo, NE. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory programs and investment solutions supported by a large national network of financial advisors and branch offices.
Anna S
Series 66
Grand Island, NE
Wells Fargo Clearing
Anna Sandall is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and nine years of industry experience. She has worked at Wells Fargo Clearing since 2017 and previously at U.S. Trust, Bank of America, N.A. from 2014 to 2017. Sandall holds active law licenses with the Kansas Bar Association and Nebraska Supreme Court and serves on the finance committee at St. Cecilia's Catholic Church in Hastings, NE. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, retirement plan consulting, and wrap-fee programs to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets, operates with more than 14,000 advisors, and provides a range of brokerage and advisory solutions.
Jeremy J
Series 63, Series 66
Grand Island, NE
Wells Fargo Clearing
Jeremy Jensen is a financial advisor with Wells Fargo Clearing in Grand Island, NE, holding Series 63 and Series 66 designations and with 29 years of industry experience. His prior roles include positions at Helix Benefits Group, HELIX Wealth Advisors, Principal Securities INC, and Helix Financial. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and brokerage solutions. The firm manages approximately $671 billion in assets and uses research and analytics to evaluate investment options, while offering a range of financial products through its bank and insurance affiliates.
Kyle U
Series 66
Grand Island, NE
LPL Financial
Kyle Upp is a financial advisor at LPL Financial with a Series 66 credential and three years of industry experience. His background includes service in the US Air Force and a term in the Nebraska Legislature. He is also involved in tax preparation and accounting through Flatwater Associates. 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, model portfolios, and institutional platforms, supported by advanced operational and research tools.
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Finding advisors...
52 advisors near
68872
within the area shown on the map
Out of 400,000+ nationwide