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Beth H

Series 63, Series 66

Norfolk, NE

Edward Jones

Beth Huss is a financial advisor at Edward Jones with 39 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Edward Jones and its predecessor firm since 1990. Based in Norfolk, NE, she has been with Edward Jones in its current form since 2024. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm offers a range of advisory programs with discretionary and non-discretionary strategies, and operates under a fiduciary standard.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Jared J

Series 66

Norfolk, NE

Edward Jones

Jared Jansen is a Series 66-licensed financial advisor with Edward Jones, where he has worked since 2011, totaling 14 years of industry experience. He serves clients from Norfolk, NE. Outside of his advisory role, Jansen coaches boys junior varsity basketball at Norfolk Catholic Schools. 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 and maintains a large network of financial advisors and branch offices nationwide.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Eric L

Series 66

Norfolk, NE

Ameriprise

Eric Luber is a financial advisor with Ameriprise, holding a Series 66 designation and 16 years of industry experience. He has been with Ameriprise and its affiliated entities since 2009. Outside of his advisory role, he owns and manages Bedrock Holdings LLC, which supports the strategic and operational aspects of his Ameriprise practice. Ameriprise provides retirement-income planning services targeted at individuals approaching or in retirement, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendations. The firm serves clients with substantial investable assets through a centralized consulting team and offers a broad range of advisory, brokerage, and insurance solutions.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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James D

Series 63, Series 65

Norfolk, NE

Ameriprise

James Deichmann is a financial advisor with Ameriprise, holding Series 63 and Series 65 credentials and four years of industry experience. His career includes roles at Ameriprise Financial Services and Thrivent Financial. Outside of his advisory work, he is a registered team member managing an advisory business through Bedrock LLC. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service, which provides tailored retirement income planning through written reports and ongoing advice focused on reliable income sources and tax-aware withdrawal strategies.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Casey H

CFP®, Series 63, Series 66

Norfolk, NE

LPL Financial

Casey Herbolsheimer is a CFP® professional with 21 years of experience in the financial industry, currently associated with LPL Financial. He has been with Linsco/Private Ledger Corp. since 2005. Outside of his advisory role, he writes health and Medicare-related insurance plans for Blue Cross Blue Shield of Nebraska. 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 wide range of advisory services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Christian O

Series 63, Series 65

Norfolk, NE

Ameriprise

Christian Ohl is a financial advisor with Ameriprise in Norfolk, Nebraska, holding Series 63 and Series 65 credentials and 11 years of industry experience. He has been with Ameriprise and its affiliated entities since 2014 and previously worked at Madison County Nebraska. Outside of his advisory role, Ohl is involved in independent insurance brokering and property management through Carson Avenue Properties, LLC. Ameriprise offers retirement-income planning services targeted at individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to produce non-discretionary recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions through its institutional platform.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Colby C

Series 66

Norfolk, NE

Cetera

Colby Conover is a financial advisor with Cetera, holding a Series 66 designation and 12 years of industry experience. He has worked at Heritage Financial Services since 2014 and currently operates additional business ventures including Coco Bongo LLC, which manages hotel and wedding venues as well as amusement parks. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individual investors, retirement plans, corporate, charitable, and institutional accounts. The firm offers various portfolio management solutions, financial planning, and consulting services through a large nationwide network of independent advisors.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Quin W

Series 66

Norfolk, NE

Edward Jones

Quin Windeshausen is a financial advisor at Edward Jones with two years of industry experience. Prior to joining Edward Jones, Quin worked at Auten, Pruss & Beckmann, P.C. for seven years and at Daycos, Inc. for two years. Outside of advising, Quin is a partner at CC Thor Wellness dba Below Zero Cryotherapy, a pain management business in Norfolk, Nebraska. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment strategies and advisory services. The firm manages over $1 trillion in assets and maintains a large network of financial advisors and branch offices across the United States.

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business Financial Management General estate planning guidance Inheritance planning Retired Founder/Business Owner Executive
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