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88 advisors near
68701
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Out of 400,000+ nationwide
Cameron E
Series 66
Norfolk, NE
OSAIC
Cameron Eisenhauer is a financial advisor at Osaic Wealth, Inc. with two years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones Investments and Insight Financial Planning. Outside of his advisory role, he serves as a football referee for high school and junior high games. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients, offering integrated brokerage and investment advisory services through a large network of affiliated advisors. The firm employs asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to construct portfolios that include stocks, bonds, options, mutual funds, ETFs, and alternative investments.
Cole R
CFP®, Series 63, Series 66
Norfolk, NE
Edward Jones
Cole Roberge is a CFP® professional with 16 years of experience in the financial industry. He has worked at Edward Jones since 2020 and previously spent 11 years with MFS Fund Distributors, Inc. 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, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a network of approximately 23,701 financial advisors nationwide.
Cash C
Series 66
Norfolk, NE
OSAIC
Cash Campbell is a financial advisor at Osaic with two years of industry experience. He holds a Series 66 designation and has held roles at Insight Financial Planning, Securities America Advisors, and Northeast Community College. Prior to entering financial services, he worked with the Norfolk and O'Neill Police Departments. He also has experience in insurance sales through Insight Financial Planning. OSAIC serves a wide range of clients including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, utilizing various investment platforms and tools to construct diversified portfolios tailored to client needs.
Ludwin B
Series 63, Series 65
Norfolk, NE
OSAIC
Ludwin Benitez is a financial advisor with OSAIC Wealth Inc. in Norfolk, Nebraska, holding Series 63 and Series 65 credentials and two years of industry experience. His prior work includes roles at Insight Financial Planning, American Senior Benefits, and Charles Schwab. Benitez is also involved in insurance sales, discussing long-term care needs with clients and identifying suitable policies. OSAIC Wealth Inc. serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of advisers and advisory platforms. The firm offers a broad range of services such as brokerage and investment advisory, financial planning, and access to third-party money managers, utilizing various asset-allocation tools and portfolio management strategies.
Christian F
Series 66
Norfolk, NE
Ameriprise
Christian Frahm is a financial advisor with Ameriprise in Norfolk, NE, holding a Series 66 designation and five years with the firm. Prior to joining Ameriprise in 2021, he worked at Interstates Construction and Target. He is also involved as an associate financial advisor at Bedrock Holdings. Ameriprise offers retirement-income planning services aimed at high-net-worth individuals approaching or in retirement, combining research and modeling with tax-efficient withdrawal strategies. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.
Paula P
Series 63, Series 66
Norfolk, NE
Morgan Stanley
Paula Pflueger is a financial advisor with Morgan Stanley, holding Series 63 and Series 66 designations and bringing 43 years of industry experience. She previously worked for Edward D. Jones & Co., L.P. for 40 years before joining Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC. Morgan Stanley Wealth Management serves individual and institutional clients by providing a range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate agreements.
Carter H
Series 66
Norfolk, NE
LPL Financial
Carter Herbolsheimer is a financial advisor at LPL Financial with a Series 66 designation and one year of industry experience. He has worked at LPL Financial and Elkhorn Valley Bank & Trust since 2024 and was previously a business finance student at Wayne State College. 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 financial planning and various asset management programs delivered through a large network of investment adviser representatives.
Jeffery J
Series 66
Norfolk, NE
Thrivent Investment Management
Jeffery Johnson is a Series 66-licensed financial advisor with Thrivent Investment Management in Norfolk, Nebraska, and has 21 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2004. Outside of his advisory role, he serves as a board member for the Creekwood Business Park Business Owners Association. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based planning across various financial topics without discretionary trading authority and allows clients to combine planning with managed-account services under a consolidated billing option.
Mitchell S
Series 66
Norfolk, NE
Cetera
Mitchell Schultze is a financial advisor with Cetera who holds a Series 66 credential and has 13 years of industry experience. He has worked at Heritage Financial Services and Minnesota Life Insurance Co, among other firms. Outside of his advisory role, Schultze is involved in local community activities including serving as Vice President and finance committee member for NeighborWorks Northeast Nebraska and as Vice President of the Board of Directors for the Northeast Nebraska Youth Sports Association, where he supports efforts to develop a sports complex in Norfolk, NE. He also owns an AAU basketball program and a fixed insurance sales business. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform that enables advisors to implement a range of portfolio management strategies, including model portfolios, third-party managers, and bespoke solutions, with over $256 billion in assets under management and more than 10,000 advisors.
Peggy M
Series 66
Norfolk, NE
Ameriprise
Peggy Miller is a Series 66-licensed financial advisor with Ameriprise in Norfolk, Nebraska, and has nine years of industry experience. She has been with Ameriprise and its affiliate since 2011. Outside of her advisory role, she works as an Associate Financial Advisor at Bedrock Holdings, providing client service and administrative support. Ameriprise offers a retirement-income planning service focused on clients nearing or in retirement who meet specific asset criteria, delivering tailored, non-discretionary recommendations that incorporate research, modeling, and tax-efficient strategies. The firm also provides a broad range of advisory, brokerage, and insurance solutions typical of large institutional firms.
Jill O
Series 66
Norfolk, NE
Thrivent Investment Management
Jill Olsen is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and 14 years of industry experience. She has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2011. Outside of her advisory role, she serves as President of the Creekwood Business Park Owner's Association and Treasurer of the Battle Creek Community Development nonprofit. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers holistic, goal-based financial planning without discretionary trading authority, focusing on a broad range of topics and allowing clients to combine planning with managed-account options under a consolidated billing approach.
Jorge O
Series 66
Norfolk, NE
OSAIC
Jorge Osorio is a financial advisor at OSAIC with one year of industry experience. He holds a Series 66 designation and has previously worked at First National Bank of Omaha and Insight Financial Planning. Osorio is a core member of the Hispanic Business Council, where he helps plan local holiday and networking events. OSAIC Wealth, Inc. serves a broad mix of retail and institutional clients, offering brokerage and investment advisory services, financial planning, and access to third-party money managers. The firm employs asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to construct diversified portfolios across various asset classes.
Timothy B
Series 63, Series 65
Norfolk, NE
Cetera
Timothy Brungardt is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. His career includes long tenures at Hughes/Wilkinson Agency and Minnesota Life Insurance Company, alongside his current roles at Cetera and Heritage Financial Services. Outside of advisory work, he serves as president of the board of directors for the Norfolk Family YMCA and is a board member and licensed pyrotechnician for Big Bang Boom, Inc. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory firm that serves individual, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a range of portfolio management, retirement plan services, and financial planning options, utilizing a multi-manager platform with access to both affiliated and third-party investment strategies.
Kent F
Series 63, Series 65
Norfolk, NE
Edward Jones
Kent Friedrich is a financial advisor with Edward Jones in Norfolk, Nebraska, holding Series 63 and Series 65 licenses and 25 years of industry experience. He has been with Edward Jones since 2002. Outside of advising, Friedrich owns and manages a farming operation in Norfolk. Edward Jones is a full-service wealth management firm serving over four million clients, offering a range of investment advisory programs and strategies supported by a large national network of financial advisors and branch offices.
Dillon R
Series 66
Norfolk, NE
Ameriprise
Dillon Ronspies is a financial advisor at Ameriprise with six years of industry experience. He previously worked at Elkhorn Valley Bank and Wayne State College. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.
Benjamin C
Series 66
Norfolk, NE
Cetera
Benjamin Conover is a financial advisor at Cetera with 18 years of industry experience. He holds the Series 66 designation and has worked at Heritage Financial Services and Minnesota Life Insurance Company. Outside of his advisory work, he is involved in several business ventures including ownership interests in a car wash company and an LLC that operates a hotel and wedding venue. Cetera Investment Advisers LLC is a large SEC-registered firm that serves individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of over 10,000 advisors. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, supporting various investment strategies and program structures.
Mark Z
Series 66
Norfolk, NE
Raymond James Financial
Mark Zimmerer is a financial advisor at Raymond James Financial with eight years of industry experience. He holds the Series 66 credential and previously worked at Edward Jones and the Norfolk Area Chamber of Commerce. He is also associated with First Investments and Planning and First National Bank of Omaha as a financial advisor. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning using analytical tools and supports various advisory and consulting programs, including municipal and public-finance services.
Darrin D
Series 63
Norfolk, NE
Ameriprise
Darrin Deichmann is a financial advisor with Ameriprise in Norfolk, Nebraska, holding a Series 63 designation and 36 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Deichmann serves as vice president on the board of directors for Rejoice Ministries and is managing partner of Bedrock Holdings LLC, which supports the operations of his Ameriprise practice. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, combining research-driven modeling and tax-efficient strategies to provide tailored, written recommendations delivered through a centralized consulting team.
Michelle K
Series 66
Norfolk, NE
Ameriprise
Michelle Kroeger is a financial advisor with Ameriprise in Norfolk, NE, holding a Series 66 designation and three years of industry experience. She has been with Foundation Wealth Advisors at Ameriprise since 2021. Outside of her advisory role, she manages an advisory business under Bedrock Holdings, providing client service and investment guidance. Ameriprise offers retirement-income planning services primarily for individuals with substantial investable assets, combining research, modeling, and tax-efficiency analysis to generate tailored recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.
Daniel G
CFP®, ChFC®, Series 63
Norfolk, NE
OSAIC
Daniel Goeken is a financial advisor with OSAIC, holding CFP® and ChFC® designations and over 39 years of industry experience. He has worked at Olsen Goeken & Associates, LLC since 2004 and was affiliated with Securities America for 20 years. Outside of his advisory work, he operates a financial planning and insurance services business and is a commissioned notary. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and nonprofit clients. The firm combines integrated financial planning, advisory services, and multiple investment platforms, utilizing tools such as asset-allocation models and automated rebalancing to manage portfolios that may include a broad range of asset types.
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Finding advisors...
88 advisors near
68701
within the area shown on the map
Out of 400,000+ nationwide