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28 advisors near
68901
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Dale A
Series 66
Hastings, NE
Skyline Wealth Management
Dale Arrants is a financial advisor with Skyline Wealth Management in Hastings, NE, holding a Series 66 designation and three years of industry experience. He has previously worked with Principal Life Insurance Company and Principal Securities Inc. Outside of his advisory role, he is the owner of Skyline Capital, LLC, a residential real estate holding entity currently without assets. Skyline Wealth Management provides fee-only wealth management and financial planning to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm’s investment approach combines passive and active strategies based on modern portfolio theory and includes pension consulting and retirement plan management.
Tammy H
Series 66
Hastings, NE
Wealth Advisors Network, Inc.
Tammy Hubl is a Series 66 credentialed advisor with 27 years of industry experience. She has been with Wealth Advisors Network, Inc. since 2007 and has also worked at Cambridge Investment Research, Inc. since 2013. Outside of advisory roles, she owns and operates a family farm in Guide Rock, Nebraska. 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, utilizing mutual funds, ETFs, individual securities, and fixed-income instruments, while offering a range of advisory programs and investment options tailored to client risk profiles.
Virginia C
Series 66, Series 65
Hastings, NE
Wealth Advisors Network, Inc.
Virginia Charron is a financial advisor with Wealth Advisors Network, Inc. in Hastings, NE, holding Series 65 and Series 66 credentials and 19 years of industry experience. She has been affiliated with Wealth Advisors Network since 2006 and with Cambridge Investment Research since 2013. Outside of her advisory role, she is involved with Contryman Associates P.C. in strategic planning and serves as Chief Compliance Officer at related firms; she is also a partner and cook in a local meal service business. Wealth Advisors Network provides comprehensive wealth-care services to individuals, trusts, charitable organizations, closely held businesses, and retirement plans, offering portfolio management and financial planning with an emphasis on diversification and active management. The firm utilizes multiple programs and a risk-focused approach to tailor investments for clients across a range of account sizes.
Jeffrey A
CFP®, Series 63, Series 65
Hastings, NE
Wealth Advisors Network, Inc.
Jeffrey Anderson is a CFP® with over 30 years of experience in financial advisory services. He is affiliated with Wealth Advisors Network, Inc. and has worked with Cambridge Investment Research, Inc. since 2013. Anderson serves as chairman and member of the board of trustees at Mary Lanning Healthcare and owns Archery Solutions LLC, an indoor community archery range. Wealth Advisors Network provides wealth-care services to individuals, trusts, charitable organizations, closely held businesses, and retirement plans. The firm employs a diversified, actively managed investment approach and offers portfolio management and financial planning through discretionary and non-discretionary programs, including the CMAP asset management program and a co-advised WealthPort wrap program.
Turner T
Series 65
Hastings, NE
Independent Financial Partners
Turner Tinant is a Series 65-credentialed financial advisor with two years of industry experience, currently with Independent Financial Partners. His prior experience includes roles at Ridgeline Advisors and Englund and Lindsteadt Financial Advisors. Outside of finance, he serves as a board member for Prairie Loft Center, which focuses on agriculture appreciation and outdoor education, and Hastings American Legion Baseball, promoting youth athletic and personal development. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisers. The firm supports a multi-advisor platform that serves individual, charitable, corporate, and high-net-worth clients with both discretionary and non-discretionary account management options.
Brady L
Series 65
Hastings, NE
Independent Financial Partners
Brady Lollman is a Series 65-credentialed financial advisor with two years of industry experience. He is currently with Independent Financial Partners and Ridgeline Advisors, having previously worked at Ellerbrock-Norris and Mary Lanning Healthcare. Outside of finance, he serves as a high school and collegiate basketball referee. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisers. The firm offers a decentralized advisory model with customizable investment strategies, notable retirement-plan advisory and pension consulting capabilities, and supports a broad client base including individual, charitable, corporate, and high-net-worth clients.
Matthew J
Series 63, Series 65
Hastings, NE
Independent Financial Partners
Matthew Johnson is a financial advisor with Independent Financial Partners, holding Series 63 and Series 65 credentials and 10 years of industry experience. He previously worked at TD Ameritrade and has been with Independent Financial Partners and IFP Securities, LLC since 2019. Independent Financial Partners offers investment advisory, financial planning, trust, and retirement-plan services through a network of independent advisors nationwide. The firm supports a multi-advisor platform serving individual, charitable, corporate, and high-net-worth clients, with a notable focus on retirement-plan advisory and pension consulting services.
Cameron B
Series 63, Series 65
Hastings, NE
Principal Financial Services
Cameron Brei is a financial advisor with Principal Financial Services in Hastings, NE, holding Series 63 and Series 65 credentials and 10 years of industry experience. He has been with Principal Securities INC and Principal Life Insurance Co since 2016. Outside of his advisory role, Brei serves as a board member for the United Way of South Central Nebraska and works as a substitute referee for the Nebraska State Activities Association. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and active-duty military personnel. The firm offers direct advisory programs, financial planning, and access to third-party money manager solutions through various advisory and promoter arrangements.
Preston E
Series 66
Hastings, NE
Independent Financial Partners
Preston Englund is a financial advisor at Independent Financial Partners with 16 years of industry experience. He holds a Series 66 designation and has worked at firms including LPL Financial and Resources Investment Advisors. Englund is a part owner of Ridgeline CPAs, LLC, a local CPA practice, and serves on the Finance Committee of the Hastings Chamber of Commerce. Independent Financial Partners offers investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm supports a multi-advisor platform and provides both centralized and individual investment management options, with a notable focus on retirement-plan advisory and pension consulting services.
Kristina H
CFP®, Series 66
Hastings, NE
Ameritas Advisory Services, LLC
Kristina Hoelting is a financial advisor with Ameritas Advisory Services, LLC, holding CFP® and Series 66 credentials and bringing 11 years of industry experience. She has worked with several firms including Barth Financial Wealth Management Group and Central Financial Services. Additionally, she is involved in business management and tax activities through her ownership of Hark Financial Group, LLC. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to a broad client base, including individuals, retirement plans, charitable organizations, and corporate clients. The firm offers a variety of managed account programs and fee-based management of variable products, supported by a team and technology partners to align portfolios with client objectives.
Mark C
Series 65
Hastings, NE
Independent Financial Partners
Mark Christensen is a financial advisor at Independent Financial Partners with six years of industry experience. Prior to joining Independent Financial Partners in 2020, he worked for Riverside Golf Club and Jackrabbit Run Golf Shop. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent Investment Adviser Representatives. The firm supports a multi-advisor platform serving tens of thousands of clients, with a notable focus on retirement-plan advisory and pension consulting services.
Lane B
CFP®, Series 63, Series 65
Hastings, NE
Independent Financial Partners
Lane Bernstrauch is a CFP® with eight years of industry experience, currently serving at Independent Financial Partners. His work history includes roles at IFP Securities, LPL Financial, and Englund & Lindsteadt Financial Advisors. Outside of his advisory work, he is a board member of the nonprofit Start Over Rover and owns a camper rental business. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services nationwide through a network of independent advisors. The firm offers a decentralized advisory model with a notable focus on retirement-plan advisory and pension consulting services.
Bill S
Series 63, Series 65
Hastings, NE
Principal Financial Services
Bill Sabatka is a financial advisor with Principal Financial Services in Hastings, NE, holding Series 63 and Series 65 credentials and 15 years of industry experience. He has worked at Principal Securities Inc. and Principal Life Insurance Company since 2017, and had prior roles with Resources Investment Advisors, LPL Financial, and OSL Inc. He serves as Chair of the Hastings Catholic Activities Association board. Principal Securities provides brokerage and registered investment advisory services to a diverse client base including individual investors, retirement plans, trusts, estates, and charitable organizations. The firm offers direct advisory programs, financial planning, retirement consulting, and access to third-party money manager asset allocation and separately managed accounts.
Patrick D
Series 66
Hastings, NE
Edward Jones
Patrick Dyer is a financial advisor at Edward Jones in Hastings, NE, holding a Series 66 designation with 12 years of industry experience. He has been with Edward Jones since 2013. Outside of his advisory work, he manages rental property in Raton, NM. Edward Jones is a full-service wealth management firm serving individual and institutional clients through a nationwide network of financial advisors. The firm offers a range of advisory programs and investment strategies, including discretionary and non-discretionary wrap fee solutions, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
Malinda P
Series 63, Series 65, Series 66
Hastings, NE
Wells Fargo Clearing
Malinda Parr is a financial advisor with Wells Fargo Clearing, holding Series 63, 65, and 66 licenses and 28 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2011 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory options. The firm’s approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options in its investment menus.
Ricky N
CFP®, Series 63
Hastings, NE
Raymond James Financial
Ricky Nelson is a CFP® professional with 44 years of experience in the financial services industry, currently affiliated with Raymond James Financial. He has been with Raymond James Financial Services, Inc. since 1984 and the broader Raymond James Financial firm since 2009. Outside of his advisory role, he serves as chairperson of the finance and investment committee for The Grand Lodge of Nebraska A.F. & A.M., a nonprofit organization. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, institutions, and charitable organizations. The firm uses tailored, non-discretionary planning and consulting supported by analytical tools and maintains unique affiliations that complement its advisory offerings.
Frank M
Series 66
Hastings, NE
Edward Jones
Frank Musalek is a financial advisor at Edward Jones in Hastings, NE, holding a Series 66 designation with 12 years of industry experience. He has been with Edward Jones since 2014. Outside of his advisory role, Musalek serves as Vice President on the governing board of the Wellspring Pregnancy and Health Center, a nonprofit organization. Edward Jones is a full-service wealth management firm serving both individual and institutional clients with a range of advisory programs, 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 nationwide network of financial advisors and branch offices.
Philip N
Series 66
Hastings, NE
Edward Jones
Philip Nelson is a financial advisor at Edward Jones in Hastings, NE, holding a Series 66 designation with nine years of industry experience. He has been with Edward Jones since 2017 and previously worked for Dutton-Lainson Company from 2013 to 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory and investment solutions, including discretionary and non-discretionary strategies, separately managed accounts, affiliated mutual funds, and tax-efficient services, operating under a fiduciary standard.
Jonathan G
Series 65, Series 63
Hastings, NE
Wells Fargo Clearing
Jonathan Gonifas is a financial advisor with Wells Fargo Clearing, holding Series 65 and Series 63 licenses and bringing nine years of industry experience. He has been with Wells Fargo Clearing Services LLC since 2016 and Wells Fargo Bank NA since 2011. Outside of his financial career, he serves as a pastor at the Restoration Worship Center Church of God in Grand Island, Nebraska. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and employs over 14,000 financial advisors, offering a range of brokerage and advisory solutions supported by extensive research and analytics.
Judith N
Series 66
Hastings, NE
Edward Jones
Judith Nabower is a Series 66 licensed financial advisor with Edward Jones in Hastings, NE, and has 17 years of industry experience. She has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate clients. The firm manages approximately $1.01 trillion in assets under management through a large nationwide network of advisors and offers a range of discretionary and non-discretionary investment strategies, tax-efficient services, and affiliated investment products.
Michael T
ChFC®, Series 63
Hastings, NE
LPL Financial
Michael Theis is a financial advisor at LPL Financial with 43 years of industry experience. He holds the ChFC® and Series 63 designations. His prior roles include positions at Royal Alliance Associates, Signator Investors, and Transamerica Financial Advisors. Outside of advising, he owns a farm in Nuckolls County where he manages hay and alfalfa harvesting. 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 and institutional platforms, supported by a large network of advisors and advanced research tools.
Jaden B
ChFC®, Series 66
Hastings, NE
Cambridge Investment Research Advisors
Jaden Butler is a financial advisor at Cambridge Investment Research Advisors with eight years of industry experience. He holds the ChFC® designation and Series 66 license. His prior experience includes roles at LPL Financial and several other firms. Cambridge Investment Research Advisors serves a broad client base including individuals, retirement plans, charitable organizations, and trusts through a network of independent financial professionals. The firm offers financial planning, investment management, and retirement advisory services utilizing a range of portfolio management strategies and platform arrangements.
Brian S
Series 63, Series 66
Hastings, NE
Wells Fargo Clearing
Brian Stock is a financial advisor at Wells Fargo Clearing with 27 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Wells Fargo Advisors LLC and Wells Fargo Clearing since 2011. Outside of advising, he owns and manages a rental property in Lincoln, Nebraska. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable range of investment options including insurance-related products and bank deposit sweep programs.
Michael T
CFP®, Series 66
Hastings, NE
Edward Jones
Michael Tomlin is a CFP® professional with nine years of industry experience. He has been with Edward Jones since 2017 and previously worked at Mutual of Omaha from 2015 to 2017. He holds a Series 66 license and is based in Hastings, NE. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary investment strategies, including separately managed accounts and affiliated mutual funds, operating under a fiduciary standard.
Danyelle B
Series 66
Hastings, NE
Edward Jones
Danyelle Burns is a Series 66 licensed financial advisor at Edward Jones with 13 years of industry experience. She has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a range of assets and account types. The firm manages approximately $1.01 trillion in assets and offers various advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.
Timothy S
Series 66
Hastings, NE
Edward Jones
Timothy Schirmer is a financial advisor at Edward Jones in Hastings, NE, holding a Series 66 designation with 10 years of industry experience. He has been with Edward Jones since 2015. Outside of his financial advisory work, he is involved with The Big Day Videography and has a role at Adams Central Public School. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, tailored solutions, and affiliated mutual funds.
Patrick H
CFP®, Series 66
Hastings, NE
Raymond James Financial
Patrick Hermann is a CFP® certificant with six years of industry experience, currently serving as a financial advisor at Raymond James Financial in Hastings, NE. He has previously worked at Bank of Doniphan and held academic roles at Central Community College and Bellevue University. Outside of his advisory role, he is vice president and officer at Nelson Financial Services, Inc., where he dedicates significant time to financial advising. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm utilizes analytical tools and tailored strategies, supporting clients through both advisory programs and external providers.
Michael L
Series 63, Series 65
Hastings, NE
OSAIC
Michael Landgren is a financial advisor at OSAIC with 27 years of industry experience. Before joining OSAIC in 2025, he spent ten years at Lincoln Financial Securities Corporation. Outside of his advisory role, he is an agent offering equity-indexed annuities, fixed annuities, and traditional life insurance, and he is also a co-owner of a family farm. OSAIC serves a diverse client base including individual investors, pension plans, and charitable organizations through a large network of advisers. The firm employs a variety of asset-allocation tools and advisory platforms to manage portfolios across multiple asset classes on both discretionary and non-discretionary bases.
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Finding advisors...
28 advisors near
68901
within the area shown on the map
Out of 400,000+ nationwide