Top college savings (529s, UTMA, etc.) financial advisors in Gardnerville Ranchos, NV

Henry Molloy is a financial advisor with Heinz Global Asset Management, Inc. in Gardnerville, NV, holding Series 63 and Series 65 credentials and 27 years of industry experience. He has been with Heinz Global Asset Management since 2010. Molloy is also the CEO of Wolf Promotions, an art gallery and promotion company, though the business is currently dormant. Heinz Global Asset Management provides discretionary asset management services to high-net-worth individuals, institutions, and endowments, offering tailored portfolios that include a variety of securities. The firm emphasizes regular account supervision and individualized investment strategies combining fundamental and technical analysis.

Michael Nolting is a financial advisor at Edward Jones with the designations ChFC® and Series 66 and eight years of industry experience. He has been with Edward Jones since 2017 and previously worked at Legacy Supply Chain Services, TekSystems, Murry Ranch LLC, and the University of Nevada. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a large network of advisors and branch offices, offering a range of discretionary and non-discretionary investment strategies and affiliated products under a fiduciary standard.

Steven Lakso is a CFP® professional with 24 years of industry experience. He has been with LPL Financial since 2012 and previously worked at Edward Jones from 2007 to 2011. Lakso is also a licensed life insurance agent representing fixed and fixed index insurance solutions. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Leslie Day is a CFP® professional with 36 years of industry experience, currently affiliated with Commonwealth Financial Network since 2008. She is also co-owner of Leslie Roper Day & Associates, LLC, through which she conducts securities, advisory, and insurance business. Commonwealth Financial Network serves a national network of nearly 3,000 advisors, providing a range of advisory programs and back-office support including investment management, compliance, and technology services. The firm offers various discretionary and customized portfolio solutions, supporting advisors who deliver advice under Commonwealth’s supervision.

Jack Liu is a financial advisor at Options Best Financial with 18 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Gps Capital Management from 2014 to 2018. Liu has been with Options Best Financial since 2019. Options Best Financial provides discretionary portfolio management services primarily for high-net-worth individuals, focusing on customized Investment Policy Statements that consider client goals, tax factors, and risk tolerance. The firm employs a combination of fundamental analysis and various trading strategies, including options, and manages a small number of accounts with approximately $3.5 million in assets under management.

Hassan Al Kadhimi is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and two years of industry experience. His prior roles include positions at J.P. Morgan Securities LLC and JP Morgan Chase Bank, N.A. He is also involved with NIHFCU Wealth Advisors, a related business entity. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers 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.

Richard Brandi is a financial advisor with Charles Schwab based in Austin, TX, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He has been with Charles Schwab and Charles Schwab Bank ssb since 2003 and 2005, respectively. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a mix of non-discretionary and discretionary investment guidance, leveraging multi-asset model portfolios and research from its Schwab Center for Financial Research.

Thaddeus Phelps is a CFP® professional with 28 years of experience in the financial services industry. He has worked at Advance Wealth Management Service, LLC since 2019 and previously spent 14 years with Ameriprise Financial Services, Inc. In addition to his advisory work, Phelps owns a tax preparation business and an accounting support service, and he serves in fiduciary roles such as trustee and executor. Advance Wealth Management Service, LLC provides investment advisory and financial planning services primarily to individuals, high-net-worth clients, trusts, estates, and business entities. The firm offers discretionary investment management through a wrap asset management program and emphasizes an individualized approach with asset allocation supported by fundamental, sector, and technical analysis, including risk management strategies such as put options and conservative cash instruments.

Paul Kinneberg is a CFP® and Series 65-registered advisor with 24 years of industry experience. He has been the principal and sole advisor at Longview Financial, Inc. since 2000 and also holds a long-term corporate role at CenturyLink. Longview Financial, Inc. provides personalized, fee-only financial planning and investment management primarily for individual clients. The firm uses a strategic asset allocation approach with a core-and-satellite framework, combining passive index and ETF core holdings with active funds when appropriate, and manages client assets on a non-discretionary basis with an emphasis on individualized advice.

Justin Scicluna is a financial advisor at Edward Jones in Prairie Village, KS, holding the CFP®, ChFC®, and Series 66 designations with 13 years of industry experience. He has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including a range of household types, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers various advisory programs, discretionary and non-discretionary strategies, and affiliated investment products through a nationwide network of over 23,700 financial advisors.