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8 advisors near
68850
within the area shown on the map
Out of 400,000+ nationwide
Marlin J
Series 66
Lexington, NE
Wealth Advisors Network, Inc.
Marlin Johnson is a Series 66-licensed financial advisor with 29 years of industry experience. He is affiliated with Wealth Advisors Network, Inc., where he has been active since 2007. Previously, he worked at Contryman Associates P.C. for 30 years. Wealth Advisors Network provides comprehensive wealth-care services to individuals, trusts, charitable organizations, closely held businesses, and retirement plans. The firm emphasizes diversification and active management, offering both discretionary and non-discretionary portfolio management through various programs and employing model portfolios tailored to client risk profiles.
Robert S
Series 65
Lexington, NE
Cetera Planning Partners
Robert Speer is a Series 65 licensed financial advisor at Cetera Planning Partners with two years of industry experience. He previously worked at Avantax Planning Partners, Inc. for three years and has been a CPA and director at McChesney Martin Sagehorn, PC since 2008. Speer also serves as treasurer for the Lexington Lions Club, where he manages financial reporting and bill payments. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees by providing investment management, comprehensive financial planning, and retirement-related advice. The firm offers additional services such as tax planning, bookkeeping, payroll support, and estate-planning through a third-party provider, with an investment process centered on diversified mutual fund and ETF allocations tailored to client objectives and risk tolerance.
Travis M
CFP®, Series 63, Series 65
Lexington, NE
LPL Financial
Travis Moomey is a CFP® with 23 years of industry experience, currently affiliated with LPL Financial in Lexington, NE. He has worked at LPL Financial since 2010, with prior roles at Securities America Advisors and Ameritas Investment Company. Moomey operates Moomey Financial Management, a DBA for his LPL business. 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 provides a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.
Hunter R
Series 66
Cozad, NE
Edward Jones
Hunter Royal is a Series 66 licensed financial advisor with Edward Jones in Cozad, NE, bringing two years of industry experience. Prior to joining Edward Jones, he held positions at Cornerstone Bank and worked in parks and recreation in Kearney. He serves as a board member for the Cozad Chamber of Commerce. Edward Jones is a full-service wealth management firm serving both individual and institutional clients with a wide range of advisory programs and a large national advisor network.
Maddux M
Series 66
Cozad, NE
LPL Financial
Maddux Myer is a financial advisor at LPL Financial with three years of industry experience. He holds the Series 66 designation and has prior work history with Waypoint Financial and West Gate Bank. Myer is also involved with Waypoint Financial as a non-variable insurance advisor. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions, providing a wide range of financial planning and investment management solutions.
Keenan K
CFP®, Series 66
Lexington, NE
Edward Jones
Keenan Kremke is a CFP® with eight years of industry experience, currently serving as a financial advisor at Edward Jones in Lexington, NE since 2018. His prior work includes roles at Speedway Motors, Midwest Manufacturing, and Town and Country Insurance. Edward Jones is a full-service wealth management firm serving a diverse client base including individual, institutional, and corporate clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.
Garth M
CFP®, Series 66
Lexington, NE
Edward Jones
Garth Mins is a CFP® and holds a Series 66 license with 12 years of industry experience, all with Edward Jones since 2014. He serves as a board member for Lexington Public Schools and is a registered football official with the Nebraska Scholastic Activities Association. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, and maintains a large national network of financial advisors and branch offices.
Daniel C
Series 63, Series 66
Lexington, NE
Edward Jones
Daniel Clark is a financial advisor at Edward Jones with 38 years of industry experience. He has held Series 63 and Series 66 credentials and has worked at Edward Jones since 1986. Outside of his advisory role, he co-owns Syracuse Lumber Company, a business involved in office building rental and maintenance. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory strategies and related services, supported by a nationwide network of over 23,000 financial advisors.
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Finding advisors...
8 advisors near
68850
within the area shown on the map
Out of 400,000+ nationwide