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544 advisors near
68506
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Bradley B
Series 63, Series 65
Lincoln, NE
Eagle Strategies (NY Life)
Bradley Brodersen is a financial advisor with Eagle Strategies (NY Life) in Lincoln, NE, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has been with Eagle Strategies and affiliated New York Life entities since 2013 and previously operated Brodersen Wealth Strategies from 2018 to 2020. Outside of his financial advisory work, he serves as a trustee and board member for the Wyuka Historical Foundation and Wyuka Cemetery, and owns a local professional networking group, Network Titans, LLC. Eagle Strategies serves a diverse client base, including individuals and institutions, offering financial planning, investment management, and retirement-plan advisory services primarily through non-discretionary asset management. The firm focuses on customized solutions tailored to client and plan sponsor needs and operates within the integrated structure of New York Life.
Wanda C
Series 63, Series 65
Lincoln, NE
Ameritas Advisory Services, LLC
Wanda Caffrey is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 credentials and having 28 years of industry experience. She has been affiliated with Ameritas-related entities since 2002 and is also the owner of Polaris Financial Services. Additionally, Wanda has been an independent Mary Kay beauty consultant since 2001. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, retirement plans, charitable organizations, and corporate clients. The firm offers various managed account programs and combines proprietary and third-party resources to support portfolio construction and management.
Richard B
Series 63, Series 66
Lincoln, NE
Ameritas Advisory Services, LLC
Richard Berthold is a financial advisor at Ameritas Advisory Services, LLC with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with Ameritas-affiliated firms since 2001, including Ameritas Investment Corp and McCarthy Holthus, LLP. 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 solutions and integrates multiple custodial platforms while supporting advisory relationships through both discretionary and non-discretionary models.
Carina S
Series 63, Series 66
Lincoln, NE
AE Wealth Management, LLC
Carina Smaus is a financial advisor at AE Wealth Management, LLC with nine years of industry experience. She holds Series 63 and Series 66 credentials and has worked previously at Wells Fargo and Shunkwiler Financial. Additionally, she is a limited partner in a family farm, Smaus Farms, LLC. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base, including individuals, corporations, trusts, and ERISA plan sponsors. The firm utilizes discretionary model portfolios and a range of investment strategies, managing roughly $49.8 billion for more than 127,000 clients.
Peter G
Series 63, Series 65
Bennet, NE
Integrated Wealth Concepts LLC
Peter Gaide is a financial advisor at Integrated Wealth Concepts LLC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at PRISM Financial Strategies, LLC and Cornerstone Capital Advisors. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, family office services, and retirement plan advisory, focusing on customized portfolios with a mix of mutual funds, ETFs, equities, and fixed income using a primarily long-term investment approach.
Cory C
Series 63, Series 65
Palmyra, NE
Empower Advisory Group
Cory Callahan is a financial advisor at Empower Advisory Group with 24 years of industry experience. He holds Series 63 and Series 65 credentials and has held roles at firms including Advised Assets Group, Heritage Financial Services, and Allstate Financial Services. Outside of his advisory work, he serves as President of the Palmyra Volunteer Rescue and Assistant Chief of the Palmyra Volunteer Fire Department. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, offering integrated services connected to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and savings rates through point-in-time financial plans and managed account solutions.
Illya S
Series 66
Lincoln, NE
Integrated Wealth Concepts LLC
Illya Syniy is a financial advisor at Integrated Wealth Concepts LLC with four years of industry experience and holds the Series 66 designation. His prior work includes roles at LPL Financial and Rhythm Financial Group. Integrated Wealth Concepts serves individuals, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, and family office services, employing customized portfolios with a primarily long-term investment approach.
Susan M
Series 66
Lincoln, NE
Ameritas Advisory Services, LLC
Susan Maly is a financial advisor with Ameritas Advisory Services, LLC and holds the Series 66 designation. She has 24 years of industry experience, including roles with Ameritas Investment Corp and Ameritas Life Insurance Corp. since 1999. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to 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, using both discretionary and non-discretionary advisory relationships supported by multiple custodial platforms and third-party tools.
Antonio O
Series 63
Lincoln, NE
Ameritas Advisory Services, LLC
Antonio Ojeda is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 63 designation and over 31 years of industry experience. His career includes roles at Envision Wealth Network, Ameritas Wealth Advisors, and Unico Group, Inc. Since 2018, he has operated Tony Ojeda Financial Center, Inc, where he provides financial planning services and offers professional development and productivity coaching to business professionals and leaders. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to a wide range of clients, including individual investors, retirement plans, and charitable organizations. The firm offers various managed account programs and fee-based management of variable annuity and universal life subaccounts, supported by multiple custodial platforms and a comprehensive investment committee structure.
Brian S
Series 66
Lincoln, NE
D.A. Davidson & Co.
Brian Sunderman is a financial advisor with D.A. Davidson & Co., holding a Series 66 designation and 13 years of industry experience. He has been with D.A. Davidson & Co. since 2016. Outside of his advisory role, he volunteers with Junior Achievement, teaching classes on investing basics. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, high-net-worth individuals, charitable organizations, and corporate clients. The firm offers a range of services such as ERISA retirement plan advisory, comprehensive financial planning, and a specialized Private Wealth program for clients with significant assets.
Lindsay K
Series 63, Series 65
Lincoln, NE
Focus Partners Wealth, LLC
Lindsay Kobus is a financial advisor at Focus Partners Wealth, LLC with 16 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Buckingham Asset Management, LLC and Executive Wealth Management. Her career also includes experience at LPL Financial. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with a broad range of wealth management and advisory services. The firm employs an investment approach that combines active and passive strategies under an enhanced open architecture framework, integrating quantitative and fundamental analysis along with specialized tools such as trend-following and options overlay strategies.
Darin D
Series 63, Series 65
Lincoln, NE
Ameritas Advisory Services, LLC
Darin Dauel is a financial advisor at Ameritas Advisory Services, LLC with 30 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Ameritas-related firms since 2013. 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, supported by an experienced Investment Committee and third-party partners.
Melanie J
CFP®, Series 66
Lincoln, NE
D.A. Davidson & Co.
Melanie Johnson is a CFP® with 18 years of industry experience, currently serving as a financial advisor at D.A. Davidson & Co. since 2016. She is also a notary public, providing notary services for existing clients and colleagues in her office. D.A. Davidson & Co. offers investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, charitable organizations, and corporate clients. The firm provides a range of services such as ERISA retirement plan advisory, comprehensive financial planning, and a Private Wealth program for clients with over $20 million in net worth.
Diana S
Series 63, Series 66
Hickman, NE
Ameritas Advisory Services, LLC
Diana Stanley is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 66 designations and bringing 25 years of industry experience. She has worked at Ameritas Investment Corp since 2000 and joined Ameritas Advisory Services in 2021. 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, using multiple custodial platforms and third-party tools to support portfolio management and client objectives.
Suzanne S
Series 63, Series 65
Lincoln, NE
Ameritas Advisory Services, LLC
Suzanne Showers is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 credentials and beginning her advisory career in 2026. Prior to joining Ameritas, she served in various educational roles, including program director at Concordia University Nebraska. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, retirement plans, charitable organizations, and corporations. The firm offers a range of managed account programs and fee-based management solutions, supported by an Investment Committee, third-party partners, and multiple custodial platforms.
Lisa S
Series 63, Series 65
Lincoln, NE
D.A. Davidson & Co.
Lisa Smith is a financial advisor with D.A. Davidson & Co. in Lincoln, NE, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. She has been with D.A. Davidson since 2016. Outside of her advisory role, Smith serves as a trustee of the University of Nebraska Foundation and is a board member of the Joslyn Art Museum, the Child Advocacy Center, and Bryan Medical Center. D.A. Davidson & Co. provides investment advisory and brokerage services to a broad client base, including retirement plans, individual and high-net-worth investors, and charitable organizations. The firm operates under fiduciary standards and offers services ranging from ERISA retirement plan advice to comprehensive financial planning and a private wealth program for clients with significant net worth.
Jeffrey J
CFP®, Series 63, Series 65
Lincoln, NE
Focus Partners Wealth, LLC
Jeffrey Johnson is a CFP® professional with 44 years of industry experience, currently affiliated with Focus Partners Wealth, LLC. His prior roles include positions at The Colony Group, Buckingham Strategic Wealth, University of Nebraska, Executive Wealth Management, LPL Financial, and Citigroup Global Markets. He is also an author, having published multiple investment-related books, and owns a franchise of a residential cleaning business in Lincoln, NE. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with a wide range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that blends active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.
Shannon L
CFP®, Series 63, Series 66, Series 65
Lincoln, NE
Focus Partners Wealth, LLC
Shannon Linder is a CFP® with 26 years of industry experience, currently with Focus Partners Wealth, LLC. Prior to joining Focus Partners in 2024, Shannon worked at Buckingham Strategic Wealth, Executive Wealth Management, and Waddell & Reed. He has maintained a role as office manager at Heartland Sales since 2002. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach using a blend of active and passive strategies, third-party managers, and private funds.
Jeffrey F
Series 63, Series 65
Lincoln, NE
Ameritas Advisory Services, LLC
Jeffrey Fern is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. His career includes roles at Ameritas Investment Corp and Ameritas Life Insurance Corp since 2007, as well as a position at Waddell & Reed from 2006 to 2007. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, retirement plans, charitable organizations, and corporate clients. The firm offers managed account programs, fee-based management of variable annuity and life subaccounts, and employs a combination of discretionary and non-discretionary advisory approaches supported by an Investment Committee and third-party partnerships.
Carter G
Series 66
Lincoln, NE
D.A. Davidson & Co.
Carter Glenn is a financial advisor at D.A. Davidson & Co. with one year of industry experience. He holds the Series 66 designation and is based in Lincoln, Nebraska. Prior to joining D.A. Davidson, he worked at the Country Club of Lincoln and has a background that includes education roles. 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 variety of services such as ERISA retirement plan advisory, comprehensive financial planning, and a Private Wealth program for clients with significant assets.
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544 advisors near
68506
within the area shown on the map
Out of 400,000+ nationwide