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224 advisors near
68428
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Out of 400,000+ nationwide
Robert S
Series 63, Series 65
Lincoln, NE
Ameritas Advisory Services, LLC
Robert Swanson is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 licenses and 19 years of industry experience. He has worked at Ameritas-related entities since 2007 and serves as Executive Vice President of Central Financial Services, focusing on financial advising and fixed insurance products. Swanson has also managed and supervised insurance agents and was previously involved in property and casualty insurance operations. 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, blending model portfolios, mutual funds, ETFs, and individual securities.
Marcus W
Series 63, Series 65
Lincoln, NE
Ameritas Advisory Services, LLC
Marcus Wernke is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 designations and 11 years of industry experience. He has worked at Ameritas Investment Corp and Ameritas Life Insurance Corp since 2015 and was previously employed by United Parcel Service and Midwest Medical Transport Company. 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 range of investment strategies through model portfolios, mutual funds, ETFs, and individual securities, operating multiple program platforms and leveraging both proprietary and third-party technology and managers.
Charles B
Series 66
Lincoln, NE
D.A. Davidson & Co.
Charles Bills is a financial advisor at D.A. Davidson & Co. with 11 years of industry experience. He holds the Series 66 designation and has worked previously at Wells Fargo Clearing and Wells Fargo Advisors. Outside of his advisory role, he serves as treasurer for a youth track and field nonprofit and holds board positions with a homeowners association and a church in Lincoln, NE. D.A. Davidson & Co. provides investment advisory and brokerage services to a wide range of clients, including retirement plans, individuals, charitable organizations, and corporate clients. The firm offers services under the Advisers Act fiduciary standard and ERISA fiduciary duties, with capabilities ranging from retirement plan advice to comprehensive wealth management and specialized municipal advisory activities.
Dale E
Series 63, Series 66
Lincoln, NE
Bankers Life Advisory Services, Inc.
Dale Ellwanger Jr. is a financial advisor with Bankers Life Advisory Services, Inc. He holds Series 63 and Series 66 licenses and has nine years of industry experience. He has worked with Bankers Life Advisory Services since 2018 and has been associated with Bankers Life and Casualty, Inc. since 2004 as an insurance agent. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals. The firm emphasizes customized asset allocation, tax efficiency, and a combination of fundamental and technical analysis to guide investment decisions.
Gary P
Series 63, Series 65
Lincoln, NE
Ameritas Advisory Services, LLC
Gary Pettitt is a financial advisor with Ameritas Advisory Services, LLC who holds Series 63 and Series 65 designations and has 26 years of industry experience. He has worked at Ameritas Advisory Services since 2021 and has a longstanding association with Market Force, a national secret shopper program, since 2014. Pettitt has also held roles at Ameritas Investment Corp and Mutual Of Omaha Investor Services, Inc. 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 utilizes a range of investment strategies and platforms, offering both discretionary and non-discretionary programs while leveraging third-party technology and maintaining a unique corporate structure that includes affiliated broker-dealer and insurance entities.
Barrett S
Series 66
Lincoln, NE
Principal Financial Services
Barrett Sellon is a financial advisor at Principal Financial Services with two years of industry experience. He holds a Series 66 designation and has prior experience at Arkway Wealth and Principal Life Insurance. He serves as a board member for Junior Achievement Young Professionals, contributing to educational programs and volunteer recruitment. Principal Securities provides brokerage and registered investment advisory services to a wide range of clients, including individual investors, retirement plans, trusts, and corporations. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions under various advisory and promoter arrangements.
Ryan B
CFP®, ChFC®, Series 63, Series 65
Lincoln, NE
Ameritas Advisory Services, LLC
Ryan Beasley is a financial advisor with Ameritas Advisory Services, LLC, holding CFP® and ChFC® designations and over 23 years of industry experience. His work history includes roles at Ameritas-related entities since 2015 and previous experience at firms such as Sunset Financial Services, Inc. and Securities America Advisors, Inc. He is currently based in Lincoln, NE. 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 utilizes a range of investment options and model portfolios, supported by multiple program platforms and third-party technology, within a corporate structure that includes affiliated broker-dealer and insurance companies.
Julie S
Series 66
Lincoln, NE
Ameritas Advisory Services, LLC
Julie Schadt is a financial advisor at Ameritas Advisory Services, LLC with 26 years of industry experience. She holds the Series 66 designation and has been with Ameritas Investment Corp since 2000 and Ameritas Advisory Services since 2021. Ameritas Advisory Services, LLC offers investment advisory and planning services to individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm employs a range of investment options and program platforms, including model portfolios, mutual funds, ETFs, and individual securities, supported by third-party technology and sub-advisers.
Christopher H
Series 63, Series 66
Lincoln, NE
Empower Advisory Group
Christopher Hoffman is a financial advisor at Empower Advisory Group with five years of industry experience. He holds Series 63 and Series 66 designations. His prior work includes roles at J.P. Morgan Securities, JPMorgan Chase Bank, N.A., and other companies across various sectors. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm’s services are integrated with Empower’s recordkeeping and administrative platforms and emphasize long-term portfolio returns and annual rebalancing.
Bradley F
Series 66
Lincoln, NE
Bankers Life Advisory Services, Inc.
Bradley Freidel is a financial advisor with Bankers Life Advisory Services, Inc. He holds a Series 66 designation and has one year of industry experience. Prior to his current role, he worked in construction and parks and recreation, as well as in educational settings including the University of Kansas and local high schools. Bankers Life Advisory Services, Inc. serves mass-affluent and high-net-worth individuals through discretionary and non-discretionary portfolio management and retirement plan consulting. The firm employs a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and portfolios aligned with clients’ goals and risk tolerances.
Lori M
Series 63, Series 65
Lincoln, NE
D.A. Davidson & Co.
Lori Moss is a financial advisor at D.A. Davidson & Co. with 31 years of industry experience. She holds Series 63 and Series 65 designations and has been with D.A. Davidson since 2016. Outside of her advisory role, she is an owner and partner in MTJ Holdings, LLC, a company managing inherited farmland. 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 a range of services such as ERISA plan advisory, comprehensive financial planning, and private wealth management, operating under fiduciary standards and employing both qualitative and quantitative investment analysis.
Bryan N
Series 63, Series 65
Lincoln, NE
Cetera
Bryan Nieman is a financial advisor with Cetera who holds Series 63 and Series 65 credentials and has 15 years of industry experience. His career includes roles at Horace Mann and multiple firms within the Cetera network. He also works as an insurance agent specializing in fixed, life, health, and property and casualty insurance. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a range of portfolio management and financial planning services with a multi-manager platform that includes access to affiliated and third-party managers.
Barry F
Series 63, Series 65
Lincoln, NE
Cetera
Barry Falter is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 34 years of industry experience. He has worked at Cetera since 2019 and previously held roles at Merrill and Summit Financial Group. Outside of his advisory work, he is involved in managing multiple real estate ventures, where he oversees renter approvals and property maintenance. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individual, corporate, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services and provides access to various investment platforms and third-party managers.
Nicholaus R
Series 63, Series 65
Lincoln, NE
Morgan Stanley
Nicholaus Richters is a financial advisor at Morgan Stanley with Series 63 and Series 65 licenses and 55 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning processes supported by firm-approved tools and models.
William R
Series 63, Series 65
Lincoln, NE
OSAIC
William Reed is a financial advisor at OSAIC with 49 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Woodbury Financial for 20 years. Outside of his advisory role, he is the owner and president of Reed Financial Services, a sole proprietorship involved in the sale of life, LTC, health, and fixed annuities. OSAIC serves a wide range of retail and institutional clients through an extensive network of affiliated advisers and offers integrated brokerage, advisory, and planning services. The firm employs asset-allocation tools and a variety of investment options, managing accounts on discretionary or non-discretionary bases.
Sophia W
Series 65
Lincoln, NE
Edelman Financial Engines
Sophia Weinert is a financial advisor at Edelman Financial Engines with one year of industry experience. She has held previous roles at Edelman Financial Engines, State Farm, Triune Financial Partners, and also worked at Cozad High School. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm offers diversified model portfolios, planner delivery combined with online tools, and manages approximately $326 billion for about 477,000 clients.
Ciera A
Series 66
Lincoln, NE
LPL Financial
Ciera Andersen is a financial advisor with LPL Financial based in Lincoln, NE, holding a Series 66 designation and with two years of industry experience. Prior to joining LPL, she worked at Raymond James and has held positions with First Interstate State Bank and the YMCA. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a broad range of advisory and brokerage services including financial planning, model portfolio programs, and institutional platforms, supporting over 22,800 advisors and managing more than $819 billion in discretionary assets.
Chelsea S
Series 63, Series 65
Lincoln, NE
LPL Financial
Chelsea Slavin is a financial advisor at LPL Financial with 4 years of industry experience. She holds Series 63 and Series 65 credentials and has previously worked at Securities America, Inc. and Compass Financial Resources, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.
Bruce S
Series 63, Series 65
Lincoln, NE
LPL Financial
Bruce Schreiner is a financial advisor with LPL Financial based in Lincoln, NE, holding Series 63 and Series 65 licenses and over 21 years of industry experience. Prior to joining LPL Financial in 2025, he worked for Berthel Fisher & Company Financial Services Inc. for 13 years and has operated Schroeder & Schreiner, P.C., a professional corporation specializing in tax preparation and accounting, since 1991. He is also involved in several business ventures outside of advising, including ownership roles in various companies such as Village at Skyline Pines Group, LLC and Quality Senior Villages, Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advice delivered by a large network of investment adviser representatives using both proprietary and third-party strategies.
Joshua W
Series 66
Lincoln, NE
Cetera
Joshua Welch is a financial advisor at Cetera with seven years of industry experience. He holds the Series 66 designation and has worked at Cetera Wealth Services, Stortz Financial Group, Voya Financial Advisors, and Brightstar Corporation. Welch is also associated with Stortz Financial Group, where he assists with servicing securities products and administrative duties. Cetera Investment Advisers LLC serves a wide range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers various portfolio management and financial planning services through a large network of independent advisors and utilizes a multi-manager platform with diverse investment options.
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Finding advisors...
224 advisors near
68428
within the area shown on the map
Out of 400,000+ nationwide