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4 advisors near
68359
within the area shown on the map
Out of 400,000+ nationwide
Jesse T
Series 65, Series 63
Milford, NE
Integrity Alliance, LLC
Jesse Taylor is a financial advisor at Integrity Alliance, LLC with 13 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at firms including Lion Street Financial and Ameritas Investment Corp. Taylor also has a role at Border States Electric outside the financial industry. Integrity Alliance serves a diverse client base including individual investors, corporations, and qualified retirement plans. The firm operates a large network of independent advisors managing approximately $5.4 billion in assets, offering portfolio management, financial planning, and various investment programs through multiple platforms and approaches.
Preston M
Series 66
Friend, NE
Edward Jones
Preston Meints is a financial advisor at Edward Jones with 18 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2007. Outside of his advisory role, he operates a family farm and coaches high school girls basketball in Friend, Nebraska. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a variety of investment strategies. The firm manages over $1 trillion in assets through a nationwide network of advisors and offers discretionary and non-discretionary advisory services under a fiduciary standard.
Tyler D
Series 66
Beaver Crossing, NE
Thrivent Investment Management
Tyler Dolezal is a Series 66-credentialed financial advisor with two years of industry experience, currently with Thrivent Investment Management. Prior to his financial services career, he spent eight years at TreeHouse Foods. Outside of his advisory role, he serves as Co-Chairman of the Bee States Ballroom Restoration Committee, a nonprofit organization focused on community events and historic building upkeep. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, delivering holistic, goal-based financial analyses without discretionary trading authority and offering a consolidated billing option called WealthPlan.
Matthew S
Series 66
Milford, NE
LPL Financial
Matthew Sample is a financial advisor with LPL Financial, holding a Series 66 designation and 14 years of industry experience. He has worked at LPL Financial since 2019 and has previous experience with Waddell & Reed, Heyen Tax & Accounting, and various insurance carriers. Outside of his advisory work, he has been involved with the Milford Wrestling Club, Team Milford LLC, and the Kiwanis Club of Milford. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party research, and various portfolio management technologies.
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Finding advisors...
4 advisors near
68359
within the area shown on the map
Out of 400,000+ nationwide