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Beth H

Series 63, Series 66

Norfolk, NE

Edward Jones

Beth Huss is a financial advisor at Edward Jones with 38 years of industry experience. She holds Series 63 and Series 66 credentials. Prior to her current role, she worked at Edward D. Jones & CO., L.P. from 1990 to 2024. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

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 65, Series 63

Norfolk, NE

Ameriprise

James Deichmann is a financial advisor with Ameriprise, holding Series 63 and Series 65 licenses and four years of industry experience. His prior roles include positions at Thrivent Financial and Holland Building Services. He is also involved with Bedrock LLC, a non-investment related business. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing annual retirement-income planning focused on dependable 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 66, Series 63

Norfolk, NE

LPL Financial

Casey Herbolsheimer is a financial advisor with LPL Financial in Norfolk, Nebraska, holding the CFP® designation and Series 66 and 63 licenses. He has 21 years of industry experience, having started his career at Linsco/Private Ledger Corp. in 2005. Outside of his advisory role, he is involved in selling non-variable insurance products and serves as a writing agent for Blue Cross Blue Shield of Nebraska, offering health and Medicare-related plans. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides a broad range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm supports customized investment strategies and integrates multiple platforms and tools to assist its network of over 22,800 advisors.

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 11 years of industry experience. He has been associated with Heritage Financial Services since 2014 and joined Cetera in 2023. Outside of financial advisory, he owns Coco Bongo LLC, a hotel and wedding venue business that also includes amusement parks. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform with discretionary and non-discretionary options.

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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