Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters

544 advisors near
68506

Out of 400,000+ nationwide

user avatar
firm logo

Morgan H

Series 66

Lincoln, NE

Newedge Advisors

Morgan Heyen is a Series 66-licensed financial advisor with seven years of industry experience. She is currently with NewEdge Advisors and NewEdge Securities, LLC, having previously worked at Stifel and Wells Fargo Bank. Heyen volunteers with her child's elementary school PTO and serves as treasurer and director of a family tile business. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension plans, corporations, trusts, estates, and charitable organizations through a network of independent advisers. The firm offers a broad range of investment and consulting services, utilizing multiple program structures and technology tools to support advisor and client needs.

Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
user avatar
firm logo

Conor W

Series 66

Lincoln, NE

Eagle Strategies (NY Life)

Conor Willeke is a financial advisor with Eagle Strategies (NY Life) based in Lincoln, NE, holding a Series 66 designation and one year of industry experience. He operates Willeke Financial Group, LLC, for the purpose of selling New York Life products and services. Outside of his advisory role, Conor serves as a Peer Assistant at Nebraska Wesleyan University, where he helps build community among students. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a broad range of individual and institutional clients. The firm offers tailored advisory solutions through various program types and primarily manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Retirement income strategy Founder/Business Owner Executive
user avatar
firm logo

Bobbi W

Series 66

Lincoln, NE

Ameritas Advisory Services, LLC

Bobbi Wiggins Short is a Series 66 licensed advisor with Ameritas Advisory Services, LLC and has 24 years of industry experience. She has worked with Ameritas Investment Corp since 2001 and previously with Abbott Shoemaker Financial, LLC. Outside of her advisory role, she is involved with the Sesostris Shrine Social Hall, where she assists in fundraising for medical expenses for sick children. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individual investors, retirement plans, charitable organizations, and corporate clients. The firm offers a variety of managed account programs and fee-based management of variable insurance subaccounts, supported by an Investment Committee and third-party partners.

Annuities Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Founder/Business Owner Retired
user avatar
firm logo

Andrew W

CFP®, Series 66

Lincoln, NE

Focus Partners Wealth, LLC

Andrew Waite is a CFP® with 26 years of industry experience. He is currently with Focus Partners Wealth, LLC, having joined in 2024, and previously worked at Buckingham Strategic Wealth, Executive Wealth Management, LPL Financial, and Ameriprise. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial and tax planning, retirement plan consulting, and access to private and registered pooled investment vehicles. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Business sale tax planning Dentist Founder/Business Owner Executive Retired Established Professionals Approaching retirement Values-based investing
user avatar
firm logo

Justin E

Series 63, Series 65

Lincoln, NE

Ameritas Advisory Services, LLC

Justin Ellenbecker is an Investment Adviser Representative with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. He has been affiliated with Ameritas entities since 2013, including Ameritas Life Insurance Corp and Ameritas Investment Corp, and currently operates under the Envision Wealth Network and Ameritas Wealth Advisors. He also serves as a Notary Public. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individual investors, retirement plans, charitable organizations, and corporate clients. The firm offers a variety of managed account programs and fee-based management of variable annuity and universal life subaccounts, delivering advisory services through discretionary and non-discretionary relationships supported by risk assessments and a network of third-party partners.

Annuities Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Founder/Business Owner Retired
user avatar
firm logo

Joshua R

Series 66

Lincoln, NE

Ameritas Advisory Services, LLC

Joshua Ruhnke is a financial advisor at Ameritas Advisory Services, LLC with 24 years of industry experience. He holds the Series 66 designation and has worked at Ameritas in various capacities since 2007, including roles at Ameritas Life Insurance Corporation and Ameritas Investment Corp. He also spent two years at Principal Financial Services early in his career. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individual investors, retirement plans, charitable organizations, and corporate clients. The firm offers a range of managed account programs and fee-based management of variable annuity and variable universal life subaccounts, supporting clients through both discretionary and non-discretionary advisory relationships.

Annuities Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Founder/Business Owner Retired
user avatar
firm logo

Tanner S

Series 66

Lincoln, NE

Ameritas Advisory Services, LLC

Tanner Specht is a Series 66 licensed financial advisor with three years of industry experience. He currently works at Ameritas Advisory Services, LLC and is also associated with Union Bank and Trust. His prior experience includes roles at Thrivent Financial, LPL Financial, and Ave Wealth Management. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to a diverse client base, including individual investors, retirement plans, charitable organizations, and corporate clients. The firm offers various managed account programs and fee-based management of variable annuity and universal life subaccounts, supported by investment committees and third-party partners.

Annuities Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Founder/Business Owner Retired
user avatar
firm logo

Mark D

CFP®, Series 66

Lincoln, NE

D.A. Davidson & Co.

Mark Dolton is a CFP® and holds a Series 66 license with 19 years of industry experience. He has been with D.A. Davidson & Co. in Lincoln, NE, since 2016. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers services under fiduciary standards involving both qualitative and quantitative analysis and is also active in municipal advisory and underwriting, distinguishing it from many large enterprise advisers.

Wealth management Retirement income strategy Founder/Business Owner Executive HENRY (High Earners, Not Rich Yet) Established Professionals
user avatar
firm logo

Darrell S

Series 63, Series 65

Lincoln, NE

Tlg Advisors, Inc.

Darrell Saathoff is a financial advisor with TLG Advisors, Inc. in Lincoln, NE, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His prior roles include positions at The Leaders Group Inc, Assurity Life, Ceros Financial Services Inc, and Ameritas Investment Corp, among others. He is currently active as a regional wholesaler in the insurance business with Assurity Life. TLG Advisors, Inc. serves a diverse client base including individuals, high-net-worth clients, trusts, charitable organizations, corporations, and institutional investors. The firm provides portfolio management, financial planning, and fiduciary services, utilizing manager selection, fundamental analysis, and Modern Portfolio Theory to construct diversified portfolios, and offers direct-to-consumer digital programs such as Starlight Portfolios.

Wealth management Passive / index investing Active portfolio management General estate planning guidance Business ownership considerations Founder/Business Owner Retired
user avatar
firm logo

Verna C

Series 63, Series 65

Lincoln, NE

Ameritas Advisory Services, LLC

Verna Curry is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 48 years of industry experience. She has worked at Ameritas Advisory Services since 2021 and has additional experience with inSource Financial Advisors and Ameritas Life Insurance. Outside of advisory roles, she is licensed as an independent insurance agent to sell fixed insurance products. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, retirement plans, charitable organizations, and corporate clients. The firm offers a range of managed account programs and fee-based management of variable annuity and variable universal life subaccounts, supported by a network of Investment Adviser Representatives and multiple custodial platforms.

Annuities Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Founder/Business Owner Retired
user avatar
firm logo

Jacqueline B

Series 65

Lincoln, NE

Focus Partners Wealth, LLC

Jacqueline Becker is a financial advisor at Focus Partners Wealth, LLC with two years of industry experience. She holds a Series 65 designation and has previously worked at Bellwether Wealth, UBS, Umb, American National Bank, and Pier 1 Imports. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and corporate and institutional clients, providing wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that blends active and passive strategies within an enhanced open architecture framework.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Business sale tax planning Dentist Founder/Business Owner Executive Retired Established Professionals Approaching retirement Values-based investing
user avatar
firm logo

Linda B

Series 63, Series 66

Lincoln, NE

Ameritas Advisory Services, LLC

Linda Broers is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. She has been with Ameritas Advisory Services since 2019 and has a lengthy tenure with related Ameritas entities dating back to 2012. Prior to her work in financial services, she spent over three decades at Avon Products, Inc. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to a diverse client base, including individual investors, retirement plans, charitable organizations, and corporate clients. The firm offers various managed account programs and fee-based management of variable annuity and variable universal life subaccounts, and supports advisory relationships with risk-based portfolio alignment and multiple custodial platforms.

Annuities Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Founder/Business Owner Retired
user avatar
firm logo

Kenneth B

Series 63, Series 66

Lincoln, NE

Ameritas Advisory Services, LLC

Kenneth Broman is an advisor at Ameritas Advisory Services, LLC with Series 63 and 66 licenses and 30 years of industry experience. His career includes roles at Ameritas Life Insurance Corp, Ameritas Wealth Advisors, and EnVision Wealth Network. He is also an adjunct instructor at the University of Nebraska Lincoln and owns a food truck business. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individual investors, retirement plans, charitable organizations, and corporate clients. The firm offers a variety of managed account programs and fee-based management of variable products, supported by a network of Investment Adviser Representatives and third-party partners.

Annuities Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Founder/Business Owner Retired
user avatar
firm logo

Travis B

Series 63, Series 65

Hickman, NE

Principal Financial Services

Travis Borchardt is a financial advisor at Principal Financial Services with 10 years of industry experience. He holds Series 63 and 65 credentials and has worked at Principal Life Insurance and Principal Securities for the duration of his career. Borchardt serves as a military police officer in the Nebraska Army National Guard and is an elected member of the Hickman, Nebraska City Council. 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 U.S. military personnel overseas. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money managers through various advisory and promoter arrangements.

Retired Founder/Business Owner
user avatar
firm logo

Caden S

Series 66

Lincoln, NE

Principal Financial Services

Caden Svoboda is a financial advisor at Principal Financial Services with a Series 66 designation and one year of industry experience. He has worked at several firms, including Arkway Wealth and Northwestern Mutual, and has officiated high school boys wrestling in Nebraska outside of his financial advisory role. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, charitable organizations, corporations, and active-duty U.S. military personnel. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Retired Founder/Business Owner
user avatar
firm logo

John K

Series 63, Series 65

Lincoln, NE

Integrity Alliance, LLC

John Kohles is a financial advisor at Integrity Alliance, LLC with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Gradient Wealth Management, Gradient Securities, and Allstate Insurance. Outside of advising, he serves as president and coach of the Lincoln Regulators, a nonprofit baseball team. Integrity Alliance is a large advisory and brokerage firm serving individual investors, corporations, and qualified retirement plans through a network of over 300 advisors managing approximately $5.4 billion in client assets. The firm offers various investment approaches and services, including discretionary and non-discretionary portfolios, financial planning, and third-party manager referrals, with a dual registration as an SEC-registered investment adviser and broker-dealer.

Annuities ESG / Sustainable investing
user avatar
firm logo

Denise D

Series 66

Lincoln, NE

D.A. Davidson & Co.

Denise Deter is a financial advisor with D.A. Davidson & Co. in Lincoln, NE, holding a Series 66 designation and 25 years of industry experience. She has been with D.A. Davidson & Co. for 10 years. Outside of her advisory role, she is a caregiver for a family member through a non-investment related business. D.A. Davidson & Co. provides investment advisory and brokerage services to a broad range of clients, including individual investors, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm offers various services such as ERISA retirement plan advisory, comprehensive financial planning, and a Private Wealth program for high-net-worth clients, operating under a fiduciary standard.

Wealth management Retirement income strategy Founder/Business Owner Executive HENRY (High Earners, Not Rich Yet) Established Professionals
user avatar
firm logo

Cory B

Series 66

Lincoln, NE

Ameritas Advisory Services, LLC

Cory Boyer is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 66 designation and 14 years of industry experience. He has worked with Ameritas Investment Corp since 2012 and serves in various roles including Field Supervising Principal at Ameritas Wealth Advisors. Outside of his advisory work, Boyer owns and operates B&P Authentic Thai LLC, a Thai restaurant, and manages an online collectible card resale business. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individual investors, retirement plans, charitable organizations, and corporate clients. The firm offers a range of managed account programs and fee-based management of variable annuity and universal life subaccounts, supported by various custodial platforms and third-party tools.

Annuities Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Founder/Business Owner Retired
user avatar
firm logo

Michael T

Series 66

Lincoln, NE

Newedge Advisors

Michael Todd is a financial advisor at NewEdge Advisors with eight years of industry experience. He previously worked at Stifel for seven years and Talent Plus Inc for four years. Todd is involved in his community as a board member of the Lincoln Ice Hockey Association, where he manages SafeSport activities, and coaches youth ice hockey and baseball. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through independent advisor representatives. The firm provides a broad range of services including portfolio management, financial planning, retirement consulting, and access to third-party managers, using multiple program structures and technology tools to support advisor and client needs.

Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
user avatar
firm logo

Richard W

Series 65

Lincoln, NE

Tlg Advisors, Inc.

Richard Wall Jr. is a financial advisor at TLG Advisors, Inc. with a Series 65 credential and over two years of industry experience. He is also an attorney and owner of Richard J Wall Jr PC LLO, providing estate planning services. Additionally, he serves as trustee of the John Stone Trust Agreement and owns Cornhusker Financial Solutions, which refers clients for insurance and annuity products. TLG Advisors, Inc. is an SEC-registered investment adviser managing approximately $2.0 billion in discretionary client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors, offering investment supervisory, portfolio management, and comprehensive financial and estate planning services.

Wealth management Passive / index investing Active portfolio management General estate planning guidance Business ownership considerations Founder/Business Owner Retired
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")