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224 advisors near
68428
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Out of 400,000+ nationwide
Jeffrey S
Series 63
Lincoln, NE
Ameritas Advisory Services, LLC
Jeffrey Smalley is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 63 designation and 34 years of industry experience. He has worked with Ameritas in various capacities since 2002 and previously with Raymond James Financial Services from 1999 to 2002. In addition to advisory services, he is licensed as an independent insurance agent to sell fixed insurance products. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm offers a range of asset management and financial planning solutions, utilizing model portfolios, mutual funds, ETFs, and discretionary and non-discretionary programs.
Leaann M
Series 63, Series 65
Lincoln, NE
Principal Financial Services
Leaann Moore is a financial advisor with Principal Financial Services, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. Her career includes roles at Principal Life Insurance Company, Acacia Life Insurance, and Ameritas Investment Corp. She is also a partner at PRO 13:11 Wealth LLC. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, offering financial planning, retirement plan consulting, and access to third-party money manager solutions through both adviser and promoter arrangements.
James J
Series 66
Lincoln, NE
Ameritas Advisory Services, LLC
James Janssen is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 66 credential and bringing 17 years of industry experience. He has worked at Ameritas since 2009 in various capacities and has been with Ameritas Advisory Services since 2021. Outside of his advisory roles, he is involved in managing a residential rental property. Ameritas Advisory Services provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm offers a range of asset management and financial planning services, utilizing model portfolios, mutual funds, ETFs, interval funds, and individual securities across multiple platforms and strategies.
Gabriel B
Series 66
Lincoln, NE
Ameritas Advisory Services, LLC
Gabriel Broman is a financial advisor at Ameritas Advisory Services, LLC with one year of industry experience. He holds the Series 66 designation and has prior work history with Ameritas Investment Company, Ameritas Life Insurance Corp., Ameritas Wealth Advisors, the University of Nebraska Lincoln, and Rolling Fire LLC. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm offers asset management, financial planning, retirement plan advisory, and variable product subaccount management through various program platforms and utilizes both in-house and third-party model portfolios and managers.
Melissa P
Series 66
Lincoln, NE
Ameritas Advisory Services, LLC
Melissa Phelan is a financial advisor at Ameritas Advisory Services, LLC with four years of industry experience. She holds a Series 66 designation and has worked at Ameritas Advisory Services since 2023. Melissa is also involved with InSource Financial Advisors, where she serves as a client representative. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm employs a variety of investment strategies and platforms, combining model portfolios, mutual funds, ETFs, and individual securities to build customized portfolios.
Steven H
Series 63, Series 65
Lincoln, NE
Ameritas Advisory Services, LLC
Steven Herman is a financial advisor at Ameritas Advisory Services, LLC with 28 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at SECURITIES AMERICA, Inc., LPL Financial, Wells Fargo Clearing, and UBS Financial Services, among others. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm offers asset management, financial planning, retirement plan advisory, and variable product subaccount management through a variety of model portfolios, mutual funds, ETFs, and individual securities.
Jay J
Series 66
Lincoln, NE
Ameritas Advisory Services, LLC
Jay Jurrens is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 66 designation and 13 years of industry experience. He has worked at Ameritas Investment Corp since 2012 and joined Ameritas Advisory Services in 2021. Ameritas Advisory Services, LLC provides a range of investment advisory and planning services to individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm utilizes various model portfolios, mutual funds, ETFs, and individual securities, and operates multiple program platforms to deliver customized investment solutions.
Linda S
Series 63, Series 66
Lincoln, NE
Ameritas Advisory Services, LLC
Linda Scott is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 66 registrations and bringing 33 years of industry experience. She has worked with Ameritas Investment Corp since 2002 and with Ameritas Advisory Services since 2018. Ameritas Advisory Services provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm employs a variety of investment approaches, including model portfolios and sub-advisers, and offers multiple program platforms and specialized product options such as interval funds and held-away retirement management.
Cassidy B
Series 66
Lincoln, NE
Principal Financial Services
Cassidy Bearinger is a financial advisor at Principal Financial Services in Lincoln, NE, holding a Series 66 license with one year of industry experience. Prior to joining Principal, Cassidy worked at Bearinger Tax & Accounting LLC and Cornerstone Bank. She has also been involved with the Lincoln Children's Zoo. Principal Securities provides brokerage and registered investment advisory services to a diverse client base including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty military personnel. The firm offers financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.
Jacob M
CFP®, ChFC®
Lincoln, NE
Ameritas Advisory Services, LLC
Jacob Messick is a financial advisor at Ameritas Advisory Services, LLC with 11 years of industry experience. He holds CFP® and ChFC® designations and has worked at Ameritas Investment Corp and Ameritas Life Insurance Corp since 2014 and 2008 respectively. Outside of his advisory role, he sells used items on eBay. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm offers asset management, financial planning, retirement plan advisory, and variable product subaccount management using various model portfolios, mutual funds, ETFs, and individual securities.
Jaime B
Series 66
Lincoln, NE
Empower Advisory Group
Jaime Blakely is a financial advisor at Empower Advisory Group with nine years of industry experience. She holds a Series 66 designation and has worked at GWFS Equities, Inc. since 2021 and Ameriprise Financial Services, Inc. since 2015. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, along with Empower Premier IRA and certain retail brokerage account holders. The firm’s services are integrated with Empower’s recordkeeping and administrative platforms and focus on long-term portfolio returns and annual rebalancing rather than short-term forecasts.
John D
Series 63, Series 66
Lincoln, NE
D.A. Davidson & Co.
John Decker Jr. is a financial advisor at D.A. Davidson & Co. in Lincoln, NE, with 21 years of industry experience. He has been with D.A. Davidson & Co. since 2016. Decker serves on the boards of Bryan Health Systems, Hampton Enterprises, and the Education Quest Foundation, and he is a member of the Entrepreneurs Organization. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, individuals, charitable organizations, and corporations. The firm offers a range of services such as ERISA retirement plan advisory, comprehensive financial planning, and a private wealth program for clients with significant net worth, operating under fiduciary standards and employing both qualitative and quantitative investment analysis.
Shannon B
Series 63, Series 66
Lincoln, NE
Ameritas Advisory Services, LLC
Shannon Berry is a financial advisor at Ameritas Advisory Services, LLC with 28 years of industry experience. She holds Series 63 and Series 66 licenses and has worked within various Ameritas entities since 2007. Ameritas Advisory Services, LLC offers investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm employs a range of investment strategies and platforms, utilizing model portfolios, mutual funds, ETFs, and individual securities, supported by multiple program platforms and third-party technology.
Jeremy R
Series 66
Lincoln, NE
Ameritas Advisory Services, LLC
Jeremy Robson is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 66 designation and 24 years of industry experience. He previously worked at Securities America Advisors, Inc. and operated his own advisory practice before joining Ameritas in 2019. Outside of his advisory role, he coaches youth basketball with the Millard Basketball Association. Ameritas Advisory Services provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm utilizes a range of investment strategies and platforms, combining proprietary and third-party model portfolios with mutual funds, ETFs, and individual securities.
Paige Y
Series 66
Lincoln, NE
D.A. Davidson & Co.
Paige Young is a financial advisor with D.A. Davidson & Co. in Lincoln, Nebraska, holding a Series 66 designation and 10 years of experience with the firm. She also serves as a notary public and is a board trustee of the St. Stanislaus Parish Endowment Fund, where she assists in managing assets to support the parish’s religious, charitable, and educational missions. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base including employer-sponsored retirement plans, individual investors, charitable organizations, and corporate clients, offering both discretionary and non-discretionary advisory services under a fiduciary standard.
Edwin B
Series 63, Series 65
Lincoln, NE
Principal Financial Services
Edwin Blehm is a financial advisor with Principal Financial Services in Lincoln, NE, holding Series 63 and Series 65 credentials and 16 years of industry experience. His prior roles include positions at Arkway Wealth, Midlands Financial, and Capstone Financial Partners. He participates as a youth mentor in the Teammates Mentoring Program, working with local high school students. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and military personnel. The firm offers financial planning, retirement plan consulting, and access to third-party money managers through various advisory and promoter arrangements.
Nathaniel W
Series 63, Series 66
Lincoln, NE
Eagle Strategies (NY Life)
Nathaniel Workentine is a financial advisor with Eagle Strategies (NY Life) in Lincoln, NE, holding Series 63 and Series 66 credentials and 12 years of industry experience. He has worked with Eagle Strategies since 2023 and has previous experience with Tandem Financial Team LLC, NYLife Securities LLC, and New York Life Insurance Company. Outside of his advisory role, Workentine is actively involved with St. Mark Lutheran School, serving as School Board President and Treasurer of the Parent Teacher Organization, and participates on the school’s Scholarship Foundation Committee. Eagle Strategies serves a diverse mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a broad network of advisors. The firm offers various program types tailored to client objectives, with a majority of its assets managed on a non-discretionary basis and emphasizes fiduciary responsibilities to retirement investors.
Ryan D
Series 66
Lincoln, NE
Ameritas Advisory Services, LLC
Ryan Draper is a Series 66-credentialed financial advisor with 17 years of industry experience. He is currently affiliated with Ameritas Advisory Services, LLC and has held various roles within the Ameritas organization since 2014, as well as prior experience at Allstate Financial Services and Securities America Advisors, Inc. Ameritas Advisory Services, LLC offers investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm utilizes a range of investment options and program platforms, combining model portfolios, mutual funds, ETFs, and individual securities, supported by both internal and third-party resources.
Ryan M
Series 63, Series 66
Lincoln, NE
Ameritas Advisory Services, LLC
Ryan Mc Collum is a financial advisor at Ameritas Advisory Services, LLC with eight years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Wells Fargo Advisors and Axos Invest. Outside of his advisory role, he is a part owner of MRC Precision LLC, a client services business involved in painting and sandblasting. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm offers a range of asset management and financial planning solutions, utilizing model portfolios, mutual funds, ETFs, and individual securities across various program platforms.
Keith P
CFP®, Series 66
Lincoln, NE
D.A. Davidson & Co.
Keith Peterson is a Certified Financial Planner® (CFP®) with 14 years of industry experience. He has worked at D.A. Davidson & Co. since 2016. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual and high-net-worth investors, charitable organizations, and corporate clients. The firm operates under fiduciary standards and offers a range of services such as ERISA retirement plan advisory, comprehensive financial planning, and a Private Wealth program for clients exceeding $20 million in net worth.
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Finding advisors...
224 advisors near
68428
within the area shown on the map
Out of 400,000+ nationwide