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9 advisors near
68956
within the area shown on the map
Out of 400,000+ nationwide
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.
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.
Chelsea G
CFP®, Series 66
New Hope, PA
Capital Analysts
Chelsea Gordon is a Certified Financial Planner® with 10 years of industry experience. She has worked at Lincoln Investment since 2013 and currently operates in New Hope, PA. Gordon assists clients with retirement, investment, and education planning through her affiliation with Lincoln Investment. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, advisor-managed custom and model portfolios, and retirement-plan advice through a nationwide network of independent advisors and in-house investment management.
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.
Todd J
ChFC®, Series 63
Minden, NE
Principal Financial Services
Todd Jensen is a financial advisor with Principal Financial Services in Minden, Nebraska, holding the ChFC® designation and a Series 63 license. He has 37 years of industry experience, including long tenures at Principal Life Insurance Company and Principal Securities Inc. Jensen serves as a board member of the Kearney County Community Foundation and is a member of the Minden United Methodist Church Endowment Committee. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, charitable organizations, and active-duty military personnel. The firm offers financial planning, retirement plan consulting, and access to third-party money manager solutions through various advisory and promoter arrangements.
Lathan E
Series 66
Kenesaw, NE
LPL Financial
Lathan Ellis is a financial advisor at LPL Financial with a Series 66 credential and four years of industry experience. He has previously held roles at Adams County Bank, Buffalo Roofing, AMVNX, NUtech Ventures, and the University of Nebraska-Lincoln. Ellis is also a notary and involved as a non-variable insurance agent through ACB Group. 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 financial planning and asset management solutions and supports its advisor network with various technology and advisory tools.
Neel K
Series 66
Kenesaw, NE
LPL Financial
Neel Keiser is a Series 66-registered financial advisor with LPL Financial, based in Kenesaw, Nebraska, and has 16 years of industry experience. He previously worked at ACB Group LLC and Securities America Advisors, Inc. Outside of his advisory role, Keiser serves on the board of First Kenesaw Company and holds executive and board positions with Adams County Bank. 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, employing various investment strategies and operational tools, and supports a large network of advisors managing substantial discretionary assets.
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.
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.
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Finding advisors...
9 advisors near
68956
within the area shown on the map
Out of 400,000+ nationwide