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224 advisors near
68428
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Out of 400,000+ nationwide
Matthew W
Series 63, Series 65
Lincoln, NE
Primerica Advisors
Matthew Walker is a financial advisor with Primerica Advisors in Lincoln, NE, holding Series 63 and Series 65 licenses and having five years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 2019. Outside of his advisory role, he owns and operates Walker Construction, a construction business he has managed since 2004. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed account options primarily to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.
Zachary S
Series 66
Lincoln, NE
Raymond James Financial
Zachary Smith is a financial advisor at Raymond James Financial with three years of industry experience. He holds the Series 66 designation and has worked at Raymond James Financial Services Advisors, Inc. since 2022. In addition to his advisory role, he is also a Client Relationship Associate at First National Bank of Omaha. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a wide range of clients, including individuals, corporations, and institutional clients, using tailored, non-discretionary planning supported by advanced analytical tools.
Lawrence R
Series 63, Series 65, Series 66
Lincoln, NE
Ameriprise
Lawrence Romjue Jr. is a financial advisor with Ameriprise in Lincoln, NE, holding Series 63, 65, and 66 designations and possessing 24 years of industry experience. His prior roles include positions at NBC Trust and Ash Brokerage. He is also a 50% owner and president of L C Romjue Jr Inc., an independent business managing income and expenses for tax purposes. Ameriprise Financial Services is a diversified advisory firm serving both individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendations and ongoing retirement-income planning focused on dependable income and tax-aware withdrawal strategies.
Richard T
Series 63, Series 65
Lincoln, NE
Primerica Advisors
Richard Treadway is a financial advisor with Primerica Advisors in Lincoln, NE, holding Series 63 and Series 65 credentials and 29 years of industry experience. He has worked at Primerica Advisors since 2006 and has been involved with Primerica Financial Services since 1994. Outside of advisory services, he is engaged in sales of loan products and home-related services through affiliated Primerica companies. Primerica Advisors manages a wrap-fee asset management program primarily serving individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable clients. The firm employs model-delivery strategies created by unaffiliated asset managers and provides advisory services through a large network of financial advisors.
David M
CFP®, Series 66
Lincoln, NE
Edward Jones
David Muff is a CFP® and Series 66-licensed financial advisor with Edward Jones in Lincoln, NE, where he has worked since 2014. He has 12 years of industry experience. In addition to his advisory role, he teaches investing and family finance courses as an adjunct instructor at Southeast Community College and the University of Nebraska Lincoln. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and affiliated investment products supported by a nationwide network of approximately 23,700 advisors.
Robert M
CFP®, Series 63, Series 66
Lincoln, NE
Edward Jones
Robert Miller is a CFP® professional with 26 years of experience in financial advising, currently with Edward Jones since 1999. He is based in Lincoln, NE, and holds Series 63 and Series 66 licenses. Outside of his advisory role, Miller is a manager and partner at VPN Partners LLC, involved in commercial property. Edward Jones is a full-service wealth management firm serving individual and institutional clients nationwide, managing over $1 trillion in assets. The firm offers a range of advisory programs and investment solutions, operating under a fiduciary standard and maintaining a large network of financial advisors and branch offices.
Kevin D
CFP®, Series 63, Series 65
Lincoln, NE
LPL Financial
Kevin Deaver is a financial advisor with LPL Financial based in Lincoln, NE, holding CFP®, Series 63, and Series 65 credentials with 28 years of industry experience. He previously worked at Securities America Advisors, Inc. and Securities America, Inc., and maintains a longstanding role at Cornhusker Bank, where he serves as EVP of Wealth Management and is an insurance agent. 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 portfolio programs, third-party asset management, and institutional platforms, supporting advisors with research tools and a comprehensive non-advisory financial services network.
Jared H
Series 63, Series 66
Lincoln, NE
Edward Jones
Jared Hemmingsen is a financial advisor with Edward Jones in Lincoln, NE, holding Series 63 and Series 66 licenses and 14 years of industry experience. He has worked at Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a broad range of investment solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.
Philip R
Series 63, Series 66
Lincoln, NE
Edward Jones
Philip Rihanek is a financial advisor with Edward Jones in Lincoln, Nebraska, holding Series 63 and Series 66 licenses and over 35 years of industry experience. He has been with Edward Jones since 1990. Outside of his advisory role, he is involved with Flying Giese Farms in Wayne, Nebraska. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a wide range of advisory programs and investment strategies, supported by a large network of advisors and branch offices, and operates under a fiduciary standard.
Joel W
Series 66
Lincoln, NE
Edward Jones
Joel Weyand is a financial advisor at Edward Jones with six years of industry experience. He holds the Series 66 designation and has worked at Edward Jones since 2019. Prior to that, he was employed at Aspire Strategic Advising and Doane University. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages over $1 trillion in assets through a nationwide network of financial advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.
Robert S
Series 63, Series 65
Lincoln, NE
Ameriprise
Robert Sieps is a financial advisor with Ameriprise, holding Series 63 and Series 65 credentials and over 36 years of industry experience. He has worked with Ameriprise and its affiliated entities since 2005. Outside of advising, Sieps serves as COO and CFO for Cirksena, Knight, Jacobsen, Sieps & Kresse, LLC, where he manages business operations. 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 retirement-income planning advice focused on income sources and tax-aware withdrawal strategies.
Brian L
Series 63, Series 65
Lincoln, NE
LPL Financial
Brian Luther is a financial advisor with LPL Financial in Lincoln, NE, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has worked at firms including Compass Financial Resources, Securities America Advisors, and National Planning Corporation. Luther is also involved with Ameritime, LLC, an independent registered investment advisor firm where he provides administrative support. 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 broad range of services including financial planning, model portfolio programs, and institutional platforms, with advice delivered through a large network of investment adviser representatives.
Debra C
CFP®, ChFC®, Series 63
Lincoln, NE
Ameriprise
Debra Cirksena is a financial advisor with Ameriprise, holding the CFP® and ChFC® designations and possessing 38 years of industry experience. She has worked with Ameriprise and its affiliates since 1987. Outside of her advisory role, she serves as Treasurer on the Board of Directors for the Lincoln Symphony Orchestra. Ameriprise offers a retirement-income planning service targeting clients with significant investable assets, providing written recommendations that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary advice through a centralized consulting team.
Terry J
Series 63, Series 65
Lincoln, NE
OSAIC
Terry Johnson is a financial advisor at Osaic Wealth Inc with 37 years of industry experience. He holds Series 63 and Series 65 designations and has worked at LPL Financial and Tierone Investments and Insurance. He is also an insurance agent conducting various types of insurance business. Osaic Wealth Inc serves a broad mix of retail and institutional clients through a large network of affiliated advisers and offers integrated brokerage, investment advisory, financial planning, and retirement consulting services. The firm employs asset-allocation tools and multiple advisory platforms to construct portfolios that include a range of investment options managed on discretionary or non-discretionary bases.
Jeffrey D
Series 63, Series 65
Lincoln, NE
Primerica Advisors
Jeffrey Downey is a financial advisor at Primerica Advisors with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Primerica Advisors since 2020. His background includes service with the Nebraska Army National Guard and entrepreneurial roles, including involvement with Downey Well Company Inc. and Kinkaider Brewing Co. Outside of financial advising, he works as an independent contractor driver for Lyft. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which provides model-delivery strategies and a limited number of discretionary separately managed accounts to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.
Jason D
CFP®, CFA®, ChFC®, Series 66
Lincoln, NE
Edward Jones
Jason Dugger is a financial advisor at Edward Jones in Lincoln, NE, holding the CFP®, CFA®, ChFC®, and Series 66 designations with 15 years of industry experience. He has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving both individual and institutional clients through a nationwide network of over 23,000 advisors. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, while operating under a fiduciary standard.
Juliann R
Series 65, Series 66
Lincoln, NE
LPL Financial
Juliann Riley is a financial advisor with LPL Financial, holding Series 65 and Series 66 credentials and with 25 years of industry experience. Her prior roles include positions at Mutual Advisors LLC, Ameritas Investment Corp, Alfs, Inc., and Allstate Insurance Company. 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 range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.
Andrew W
Series 66
Lincoln, NE
Edward Jones
Andrew Westphalen is a Series 66-credentialed financial advisor at Edward Jones in Lincoln, NE, with 10 years of industry experience. He has been with Edward Jones since 2015. 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 investment solutions, operated under a fiduciary standard, and manages approximately $1.01 trillion in assets with a nationwide network of more than 23,700 advisors.
Zachary P
CFP®, Series 66
Lincoln, NE
OSAIC
Zachary Parker is a CFP® professional with 25 years of industry experience, currently affiliated with Osaic. He previously worked with Securities America Advisors, Inc. for 18 years and has operated his own consulting business since 2010. Parker also instructs CFP courses at Oakland University and participates in competitive bowling tournaments. Osaic Wealth, Inc. serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services with portfolio construction tools and access to multiple investment platforms, managing accounts on both discretionary and non-discretionary bases.
Johnathon L
Series 63, Series 65
Lincoln, NE
Primerica Advisors
Johnathon Larreau is a financial advisor with Primerica Advisors in Lincoln, NE, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has been with Primerica Advisors since 2003 and Primerica Financial Services since 2002. Outside of advisory work, he is involved in the sale of home security and automation products through affiliated companies and operates Larreau, Inc., a legal entity formed for Primerica business purposes. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed account options. The firm emphasizes a tiered wrap-fee structure and curates third-party asset managers while delegating trading responsibilities to BNY Mellon Advisors.
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Finding advisors...
224 advisors near
68428
within the area shown on the map
Out of 400,000+ nationwide