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110 advisors near
68058
within the area shown on the map
Out of 400,000+ nationwide
Valerie S
Series 66
Papillion, NE
Edward Jones
Valerie Schieffer is a financial advisor with Edward Jones in Papillion, NE, holding a Series 66 designation and 13 years of industry experience. She has been with Edward Jones since 1993. 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 23,700 financial advisors, offering a range of advisory programs and investment strategies under a fiduciary standard.
Stephen A
Series 66
Papillion, NE
Cambridge Investment Research Advisors
Stephen Abels is a financial advisor with Cambridge Investment Research Advisors in Papillion, NE, holding a Series 66 designation and three years of industry experience. He previously worked at Mutual of Omaha for 24 years. Outside of his advisory role, he serves as treasurer and owner/partner of a business entity called Alis Dei. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, utilizing a range of portfolio management strategies and platform arrangements tailored to client objectives.
Nicole N
Series 66
Omaha, NE
LPL Financial
Nicole Norris is a financial advisor at LPL Financial with two years of industry experience. She previously worked at Western International Securities, Inc., Pink Gorilla Events, Wax Buffalo, and Saint Elizabeth Regional Medical Center. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a large national network. The firm offers a range of financial planning and advisory programs, with both discretionary and non-discretionary management options supported by research and model portfolios.
Kelsey M
Series 66
Papillion, NE
Edward Jones
Kelsey Mc Eowen is a financial advisor at Edward Jones with seven years of industry experience. She has held her current role at Edward Jones since 2018 and previously worked at Pioneer HiBred. Mc Eowen holds a Series 66 designation. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, operates under a fiduciary standard, and manages approximately $1.01 trillion in assets.
Ryan J
Series 66
Omaha, NE
Cambridge Investment Research Advisors
Ryan Johnson is a financial advisor with Cambridge Investment Research Advisors in Omaha, NE, holding a Series 66 designation and 10 years of industry experience. His prior roles include positions at Edward Jones, Commonwealth Financial Network, and Soar Wealth Strategies. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, retirement plans, charitable organizations, and trusts. The firm offers comprehensive financial planning and investment management services through a network of independent professionals, utilizing a range of portfolio management strategies and platform arrangements tailored to client objectives.
Jeffrey S
Series 66
Omaha, NE
LPL Financial
Jeffrey Sietstra is a Series 66-credentialed financial advisor with 20 years of industry experience. He is currently with LPL Financial, where he has worked since 2024, previously spending 20 years with Securities America. Outside of advisory work, he owns a business called Sietstra Coaching. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios and research from multiple sources.
Jeffrey W
Series 66
Gretna, NE
Edward Jones
Jeffrey Weides is a financial advisor with Edward Jones in Gretna, Nebraska, holding a Series 66 designation and three years of industry experience. Prior to joining Edward Jones, he worked for Corbion-Purac America for seven years. Outside of his advisory role, he manages a single-family rental property as a sole proprietor. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of over 23,700 financial advisors. The firm operates under a fiduciary standard and provides various discretionary and non-discretionary strategies, tax-efficient services, and affiliated investment products.
Jacob B
Series 66
Bellevue, NE
Edward Jones
Jacob Burton is a financial advisor at Edward Jones in Bellevue, NE, holding a Series 66 designation and with one year of industry experience. Prior to joining Edward Jones, he worked at Benetrends Financial and Aspire Staffing Group, among other positions. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory strategies and affiliated investment products, supported by a nationwide network of over 23,000 financial advisors and 15,000 branch offices.
Todd G
Series 63, Series 65
La Vista, NE
OSAIC
Todd Gaswick is a financial advisor at OSAIC with 22 years of industry experience. He previously spent 10 years at Securities America Advisors and Securities America Inc. Outside of his advisory role, Gaswick is the author of the book *Conquering Your Wealth* and serves as the President of the Nebraska chapter of the National Association of Insurance and Financial Advisors (NAIFA), with upcoming leadership responsibilities beginning in 2026. OSAIC serves a diverse client base including individual and high-net-worth investors, retirement plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm employs a range of advisory platforms and tools to provide integrated brokerage and investment advisory services.
Lori B
Series 66
Gretna, NE
Edward Jones
Lori Blum is a Series 66-licensed financial advisor with Edward Jones in Gretna, NE, where she has worked since 2007, accumulating 19 years of industry experience. She serves as president of the Gretna Optimists Club. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs with a nationwide network of financial advisors and branch offices.
Matthew M
Series 66
Papillion, NE
Edward Jones
Matthew Mc Williams is a financial advisor at Edward Jones in Papillion, NE, holding a Series 66 designation with 16 years of industry experience. He has been with Edward Jones since 2010. 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 offers a range of investment strategies and services, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
Erik W
Series 63, Series 65
Papillion, NE
LPL Financial
Erik Wiese is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and five years of industry experience. He has worked at LPL Financial since 2021 and has also been affiliated with Cobalt Credit Union since 2018. Prior to his advisory career, he worked at Walmart from 2013 to 2018. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios and research from various sources to provide both discretionary and non-discretionary management.
Matthew K
CFP®, Series 66
Papillion, NE
Edward Jones
Matthew Knier is a CFP® and holds a Series 66 license, serving as a financial advisor at Edward Jones in Papillion, NE with six years of industry experience. Prior to joining Edward Jones in 2020, he worked at James Hardie Building Products for 16 years. 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 and offers a range of advisory programs, including both discretionary and non-discretionary strategies, alongside affiliated mutual funds and a proprietary money market fund.
Crystal N
Series 66
Papillion, NE
Thrivent Investment Management
Crystal Neihoff is a financial advisor at Thrivent Investment Management with eight years of industry experience. She holds a Series 66 designation and has been with Thrivent and its affiliated entities since 2017. Prior to her current role, she worked at Speckmann Realty & Auction and has an academic background from Creighton University. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations across various financial topics. The firm uses goal-based analyses and modeling tools and allows clients to combine planning with managed-account programs, maintaining separate services and typically conducting annual plan reviews.
Kelley S
Series 63, Series 65
Papillion, NE
LPL Financial
Kelley Schaecher is a financial advisor with LPL Financial in Papillion, NE, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. She has been with LPL Financial since 2003. Outside of advisory work, she collaborates with a senior care specialist to offer long-term care insurance through MetLife. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm provides a range of advisory programs, financial planning, and retirement consulting services, supported by LPL Research and third-party subadvisors.
Brian F
Series 66
Omaha, NE
LPL Financial
Brian Falkinburg is a financial advisor at LPL Financial with three years of industry experience. He previously worked at Western International Securities, Inc. for two years and spent fourteen years at Title365. Falkinburg also engages in life insurance sales through a non-variable insurance business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by research from multiple sources.
Thomas C
CFP®, Series 63, Series 65
Omaha, NE
LPL Financial
Thomas Cook is a CFP® professional with 27 years of industry experience, currently serving as a financial advisor at LPL Financial since 2020. Prior to joining LPL, he worked at JFC Financial Services and Securities America in various capacities from 1998 through 2020. LPL Financial is a national SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, corporations, and charitable organizations. The firm provides a range of financial planning and advisory programs supported by extensive research, model portfolios, and technology-driven investment solutions.
Marty H
Series 66, Series 63
Omaha, NE
Raymond James Financial
Marty Hodge is a financial advisor with Raymond James Financial Services Advisors, Inc. in Omaha, NE, holding Series 63 and Series 66 credentials with six years of industry experience. His prior roles include positions at Capital Analysts, Lincoln Investment, and State Farm, as well as operating the Marty Hodge Insurance Agency. He is a partner in Croker & Associates, a business through which he manages various activities unrelated to investment advising. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a wide range of clients including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm provides tailored, non-discretionary planning and investment consulting using analytical tools and supports clients through its advisory programs and affiliated firms, with notable services in municipal and public finance.
Erin D
Series 66
Papillion, NE
J.P. Morgan Securities
Erin Dillon Pasillas is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. She holds a Series 66 designation and has previously worked at Merrill, Bank of America, and Wells Fargo. Outside of her advisory role, she has served as a volleyball referee for City Wide Sports since 2019. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework to guide its recommendations.
Hannah B
Series 66
Gretna, NE
Edward Jones
Hannah Barkdoll is a financial advisor with Edward Jones in Gretna, NE, holding a Series 66 designation and seven years of industry experience. Prior to joining Edward Jones in 2025, she worked at D.A. Davidson & Co. for six years and has held roles at The MSR Group, Uptown Bounce, BidPal/OneCause, and BrandProtect. 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, and manages approximately $1.01 trillion in assets with a nationwide network of financial advisors and branch offices.
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Finding advisors...
110 advisors near
68058
within the area shown on the map
Out of 400,000+ nationwide