Top financial advisors in Fremont, NE
The right financial advisor for you depends on how you weigh location, expertise, experience, the clients they typically serve, and how they work with you.
If you own farmland or agricultural property in Fremont, NE, planning how to pass it on can be complex and emotionally charged. Without careful estate and farm succession planning, your assets might not transfer smoothly, leading to family disputes or unexpected tax burdens.
- Agricultural land expertise. Confirm the advisor understands local land values and how they affect estate taxes and inheritance.
- Succession strategy. Ask how they help structure farm ownership transitions to keep operations running across generations.
- Tax implications. Make sure they can explain how estate taxes and capital gains might impact your heirs.
- Family communication. Check if they assist in facilitating discussions among family members to align goals and expectations.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Jaime L
CFP®, Series 66
Fremont, NE
Edward Jones
Jaime Luebbe offers expertise in multi-generational wealth transfer and general estate planning, crucial for managing agricultural land succession in Fremont, NE. With 23 years of experience and CFP® certification at Edward Jones, a large full-service firm, he provides access to diverse advisory programs and a comprehensive wealth management approach, differentiating him from advisors with narrower scopes or smaller firm resources.
Experience: 23 years
Avg account: $246,728
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Christopher C
Series 66
Fremont, NE
Ameritas Advisory Services, LLC
Christopher Coffman offers expertise in retirement income strategy and wealth management, which can support complex estate and succession planning for agricultural property owners in Fremont, NE. Affiliated with Ameritas Advisory Services, LLC, a large firm providing fee-based asset management and fiduciary services, he brings 16 years of experience and a flat-fee structure for financial planning, distinguishing him from advisors with different fee models or smaller firm affiliations.
Experience: 16 years
Avg account: $448,118
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Christopher S
Series 63
Fremont, NE
Ameriprise
Christopher Sullivan's 26 years of experience and focus on retirement income strategy make him capable of addressing complex estate and succession planning needs in Fremont, NE. Affiliated with Ameriprise, a large firm known for tax-efficiency analysis and customized retirement plans, he serves clients approaching retirement with substantial investable assets, charging a 0.15% AUM fee, which may differ from smaller or less specialized advisors nearby.
Experience: 26 years
Avg account: $471,167
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Michael G
CFP®, ChFC®, Series 63
Fremont, NE
Ausdal Financial Partners, Inc.
Michael Guilliatt brings over four decades of experience and holds CFP® and ChFC® designations, making him well-equipped to address complex estate and succession planning needs for farmland owners in Fremont, NE. His firm, Ausdal Financial Partners, manages over $2 billion in assets and offers flexible fee structures including flat fees, which may appeal to clients seeking transparent costs and personalized planning.
Experience: 43 years
Avg account: $220,873
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Craig R
Series 63, Series 66
Fremont, NE
Raymond James Financial
Craig Richardson's 11 years of experience and expertise in business succession planning make him well-suited to assist with complex farm succession and estate planning in Fremont, NE. Operating within Raymond James Financial, a large firm offering flat-fee structures and extensive research support, he serves diverse clients including business owners, providing a broad perspective compared to smaller, fee-only advisors.
Experience: 12 years
Avg account: $700,796
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