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52 advisors near
68872
within the area shown on the map
Out of 400,000+ nationwide
John P
CFP®, Series 66
Grand Island, NE
Plains Advisory LLC
John Posey is a CFP®-designated financial advisor with 20 years of industry experience. He is the sole advisor at Plains Advisory LLC, an independent firm he has led since 2018. Prior to founding Plains Advisory, he worked at Five Points Bank and American Portfolios Financial Services, Inc. from 2015 to 2018. Outside of advising, he holds a real estate salesperson license in Nebraska. Plains Advisory LLC manages approximately $28.9 million in discretionary assets and serves individuals, high-net-worth clients, and trusts. The firm specializes in long-term, value-oriented stock selection combined with tactical and strategic asset allocation, offering tailored portfolios and educational workshops.
Todd H
Series 65
Grand Island, NE
Brokerage Specialists
Todd Hoins is a financial advisor with Brokerage Specialists in Grand Island, NE, holding a Series 65 designation and eight years of industry experience. He has been associated with Brokerage Specialists, Inc. since 1996 and currently manages Brokerage Specialist, LLC, where he also serves as an insurance agent. Brokerage Specialists is a fee-based financial planning and investment management firm offering discretionary and non-discretionary portfolio management, financial planning, and ERISA 3(21) retirement-plan advisory services to individuals, charities, and business entities. The firm customizes strategies based on clients’ goals, time horizons, and risk tolerances, and frequently conducts public educational seminars and workshops at no charge.
Mitchell S
Series 63, Series 65
Grand Island, NE
Spiehs Wealth Management, Inc.
Mitchell Spiehs is the principal of SPIEHS Wealth Management, Inc., an independent firm based in Grand Island, Nebraska. He holds Series 63 and Series 65 licenses and has 29 years of industry experience. His prior roles include positions at AE Wealth Management, LLC and Gradient Advisors, LLC. Outside of advisory work, he manages SPIEHS Farm, a family farming operation active since 1984. SPIEHS Wealth Management provides discretionary asset management and financial planning services to individuals, high-net-worth clients, trusts, business owners, and estates. The firm tailors investment programs to client goals, time horizons, and risk tolerances using fundamental and technical analysis and may utilize third-party sub-advisors for portfolio management.
Shawn H
CFP®, Series 63, Series 65
Grand Island, NE
FIT Wealth
Shawn Hanquist is a financial advisor at FIT Wealth with 16 years of industry experience. He holds the CFP® designation along with Series 63 and Series 65 licenses. His career includes roles at WealthPlan Partners, Securities America, and Wells Fargo Clearing. FIT Wealth provides discretionary asset management, financial planning, and retirement-plan fiduciary services, often acting as a co-advisor or investment manager for qualified plans. The firm employs a model-driven investment approach that combines diversified core allocations with an active Dynamic Portfolio Strategy, and it frequently utilizes sub-advisors and third-party model platforms.
Amanda H
Series 63, Series 65
Grand Island, NE
FIT Wealth
Amanda Hanquist is a financial advisor at FIT Wealth with nine years of industry experience. She holds Series 63 and Series 65 licenses. Her professional background includes roles at Farmers Insurance Group and Farmers Financial Solutions, as well as several positions within the FIT Wealth organization and affiliated entities. FIT Wealth offers discretionary asset management, financial planning, and retirement plan fiduciary services, using a model-driven investment approach that incorporates diversified core allocations and an active strategy involving U.S. Treasury holdings and long call options. The firm frequently works with sub-advisors and model marketplaces to implement portfolios and focuses notably on ERISA plan services and co-advisor arrangements.
Hunter H
Series 65
Grand Island, NE
FIT Wealth
Hunter Hanquist is a financial advisor at FIT Wealth with a Series 65 designation and one year of industry experience. Prior to joining FIT Wealth, he worked at Sportsman’s Warehouse for two years and has been a full-time student since 2011. FIT Wealth offers discretionary asset management, financial planning, and retirement-plan fiduciary services, primarily focusing on ERISA-qualified plans and utilizing model-driven investment strategies. The firm employs a combination of diversified core allocation models and an active Dynamic Portfolio Strategy while collaborating with third-party money managers and model marketplaces.
Angela H
Series 63, Series 66
Saint Libory, NE
Principal Advised Services
Angela Heaton is a financial advisor with Principal Advised Services, holding Series 63 and Series 66 licenses and 20 years of industry experience. She has worked extensively within the Principal Financial Group family, including roles at Principal Life Insurance Company and Principal Bank. Outside of her advisory work, she serves as Secretary for the Saint Libory EMS Squad and is President of the St Libory Catholic Church Council of Catholic Women. Principal Advised Services provides investment advice and related services primarily to retirement plan participants and retail IRA clients, combining third-party tools and proprietary models. The firm operates within the Principal Financial Group network, offering access to affiliated products and a discretionary investment management program alongside non-discretionary recommendations.
Jennifer K
Series 63, Series 66
Grand Island, NE
Principal Advised Services
Jennifer Kilzer is a financial advisor with Principal Advised Services, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. She has worked across multiple Principal entities, including Principal Life Insurance Company, Principal Financial Services, Principal Bank, and Principal Advised Services. Outside of her financial advisory role, she works part-time as a substitute custodian for Grand Island Public Schools. Principal Advised Services primarily serves retirement plan participants and retail IRA clients, offering non-discretionary investment recommendations and a discretionary wrap-fee investment management program called SimpleInvest. The firm combines third-party and proprietary models, operating within the Principal Financial Group family and leveraging its affiliated entities for integrated investment solutions.
Timothy K
Series 63, Series 65
Grand Island, NE
Archer Investment Corporation
Timothy Koehn is a financial advisor at Archer Investment Corporation with 13 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at Archer since 2018. Outside of his advisory role, Koehn operates a bookkeeping and tax preparation service and is a math teacher at Northwest Public Schools. Archer Investment Corporation provides investment management primarily to individual clients across a range of wealth levels, offering diversified portfolios through separately managed accounts and proprietary mutual funds. The firm works with a network of independent advisory representatives within a multi-branch structure and manages approximately $1.01 billion in discretionary assets.
Michael L
Series 63, Series 66
St Paul, NE
Principal Advised Services
Michael Lynch is an advisor with Principal Advised Services in St. Paul, NE, holding Series 63 and Series 66 credentials and having 21 years of industry experience. He has been affiliated with firms within the Principal Financial Group since 2005, including Principal Life Insurance Company and Principal Financial Services. Outside of his advisory work, Lynch is involved as a horse racing owner and partner. Principal Advised Services provides investment advice and related services primarily to retirement plan participants and retail IRA clients, offering both non-discretionary recommendations and a discretionary investment management program. The firm integrates proprietary and third-party methodologies, serves clients within the Principal Financial Group ecosystem, and employs governance and supervision measures to manage conflicts of interest.
Eric H
CFP®, Series 66
Grand Island, NE
Principal Advised Services
Eric Hollister is a CFP® professional with 26 years of experience in the financial industry. He currently serves as an advisor at Principal Advised Services and has previously worked at Cambridge Investment Research and Schuster Anderson Wealth Advisors. Outside of his advisory role, he is active in his community as a Scoutmaster for the Boy Scouts of America and a board member of the Blessed Sacrament Catholic Church parish council. Principal Advised Services provides investment advice and related services primarily to retirement plan participants and retail IRA clients. The firm offers both non-discretionary recommendations and a discretionary investment management program, utilizing a blend of third-party tools and proprietary models.
Zachary S
Series 63, Series 65
Grand Island, NE
Eagle Strategies (NY Life)
Zachary Starostka is a financial advisor with Eagle Strategies (NY Life) in Grand Island, NE, holding Series 63 and Series 65 licenses and bringing six years of industry experience. He is also the owner of Starostka Wealth Strategies, L.L.C., and has worked with Kruse Financial Group and New York Life-affiliated firms. Outside of his advisory work, he serves as the head coach of the Grand Island Central Catholic Middle School Wrestling program. Eagle Strategies serves a broad mix of individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm offers various program types and emphasizes tailored recommendations, with the majority of assets managed on a non-discretionary basis.
Gina S
Series 66
Grand Island, NE
Principal Financial Services
Gina Suchanek is a financial advisor with Principal Financial Services and holds a Series 66 designation. She has 25 years of industry experience, including roles at Principal Securities INC since 2016 and Principal Life Insurance Company since 1990. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and active-duty U.S. military personnel stationed abroad. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.
Heidi B
Series 65, Series 63
Saint Libory, NE
Principal Financial Services
Heidi Breitkreutz is a financial advisor at Principal Financial Services with 18 years of industry experience. She holds Series 65 and Series 63 designations and has worked in various roles within Principal entities since 2008, including Principal Life Insurance Co. and Principal Securities Inc. Heidi also provides one-on-one retirement consulting for Principal retirement plan participants through Principal Advised Services. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm emphasizes direct advisory programs, financial planning, and retirement plan consulting, with access to third-party money managers through various advisory and promoter arrangements.
Scott B
Series 65, Series 63
Libory, NE
Principal Financial Services
Scott Breitkreutz is a financial advisor with Principal Financial Services, holding Series 65 and Series 63 licenses and 15 years of industry experience. He has worked with Principal Life Insurance Company since 2010 and has held roles at Principal Securities and Principal Advised Services since 2016 and 2024, respectively. In addition to his advisory duties, Breitkreutz serves as an Assistant Vice President responsible for sales of bank deposit products and provides retirement distribution advice to Principal retirement plan participants. Principal Securities offers brokerage and registered investment advisory services to individual investors, retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm emphasizes direct advisory programs, retirement plan consulting, and access to third-party money manager solutions, implementing investments primarily through discretionary arrangements.
Steven S
Series 66
Grand Island, NE
Principal Financial Services
Steven Scott is a financial advisor with Principal Financial Services, holding a Series 66 designation and 20 years of industry experience. He has worked with Principal Securities Inc. since 2016 and has been affiliated with Principal Life Insurance Company since 2000. Outside of his financial career, Scott serves as Vice President of Music and Performance as well as Vice President of Public Relations for the Corestoga Chorus and works as a paid poll worker for Hall County elections. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individuals, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.
Andrew R
Series 63, Series 66
Saint Libory, NE
Ameritas Advisory Services, LLC
Andrew Rice is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 66 credentials and 26 years of industry experience. He has been with Ameritas Advisory Services since 2021 and has additional experience operating Midwest Pyrotechnics, LLC since 2008. Outside of financial advising, he is involved in fireworks display setup and execution through his role at Midwest Pyrotechnics, LLC. 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 integrates multiple custodial platforms while supporting client portfolios with the assistance of an Investment Committee and third-party partners.
Jaden E
Series 66
Grand Island, NE
Ameritas Advisory Services, LLC
Jaden Engen is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 66 designation and three years of industry experience. He has worked at Ameritas Advisory Services, Ameritas Investment Company, Barth Financial, and Alley Rose. Outside of finance, Engen coaches boys basketball for Kearney Public Schools. 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 various managed account programs and fee-based management of variable annuity subaccounts, with advisory services delivered on both discretionary and non-discretionary bases supported by an Investment Committee and third-party partners.
Heidi A
Series 66
Grand Island, NE
Eagle Strategies (NY Life)
Heidi Adams is a financial advisor with Eagle Strategies (NY Life) based in Grand Island, NE. She holds a Series 66 designation and has 11 years of industry experience. Adams operates under the DBA Hutchinson & Associates, LLC, servicing insurance and financial product clients. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated investment adviser representatives. The firm offers a range of program types tailored to client objectives, with most assets managed on a non-discretionary basis.
Jodi R
Series 66
Grand Island, NE
Raymond James Financial
Jodi Rauert is a registered financial advisor with Raymond James Financial, holding a Series 66 designation and five years of industry experience. She has been with Raymond James and First National Bank of Omaha/FNBO since 2021 and 2008 respectively. Outside of her advisory role, Rauert serves as Chair of the Board and Finance Committee member for Heartland United Way and is the Treasurer on the Wood River High School board. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base including individuals, institutions, and charitable organizations, offering tailored, non-discretionary planning supported by analytical modeling and advisory programs.
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Finding advisors...
52 advisors near
68872
within the area shown on the map
Out of 400,000+ nationwide