Top financial advisors in Grand Island, 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 Grand Island, NE, you might need an advisor who understands how to protect and transfer these valuable assets. Without expertise in estate and farm succession planning, you risk costly mistakes that could disrupt your family's legacy or financial security.
- Agricultural land valuation. Confirm how the advisor assesses farm property values, which can differ significantly from residential or commercial real estate.
- Succession strategy. Ask about their approach to passing land and farming operations to the next generation while minimizing tax burdens.
- Estate tax planning. Ensure they consider Nebraska's specific rules and high land values when crafting your estate plan.
- Family dynamics. Inquire how they handle complex family situations that often arise in farm succession to help avoid disputes.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Philip H
Series 66
Grand Island, NE
Edward Jones
Philip Hranac offers expertise in wealth management and multi-generational wealth transfer, which are crucial for handling agricultural land and estate planning in Grand Island, NE. With 15 years of experience at Edward Jones, a large firm managing over $1 trillion in assets, he provides access to diverse advisory programs and a fee structure up to 1.35% annually, distinguishing him from smaller local advisors.
Experience: 15 years
Avg account: $246,728
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Timothy K
Series 63, Series 65
Grand Island, NE
Archer Investment Corporation
Timothy Koehn in Grand Island, NE, offers 12 years of experience and holds Series 63 and 65 licenses, supporting clients with active portfolio management and options strategies. His firm, Archer Investment Corporation, manages about $900 million with a flat 0.50% management fee for The Archer Funds, providing diversified, model-based portfolios reviewed quarterly, which may appeal to those seeking independent advice with a transparent fee structure.
Experience: 13 years
Avg account: $180,377
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Jaden E
Series 66
Grand Island, NE
Ameritas Advisory Services, LLC
Jaden Engen in Grand Island, NE, offers expertise in retirement income strategy and wealth management, supported by Ameritas Advisory Services' large-firm resources and flat-fee financial planning options. With a Series 66 designation and experience advising business owners on retirement plans, he combines personalized service with access to model portfolios and fiduciary services, distinguishing him from advisors with different fee structures or firm sizes.
Experience: 3 years
Avg account: $448,118
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Heidi A
Series 66
Grand Island, NE
Eagle Strategies (NY Life)
Heidi Adams offers expertise in retirement income strategy and business owner retirement plans, which can support farm succession planning by addressing retirement and estate needs in Grand Island, NE. Operating within Eagle Strategies, a large firm with a broad advisory network, she provides flexible fee options including asset-based, hourly, and subscription fees, distinguishing her through diverse service models and a focus on client-directed solutions.
Experience: 11 years
Avg account: $235,446
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Eric H
CFP®, Series 66
Grand Island, NE
Principal Advised Services
Eric Hollister offers 25 years of experience in retirement income strategy and cash flow planning, which can support managing farm succession and estate tax planning in Grand Island, NE. His CFP® certification and affiliation with Principal Advised Services provide access to integrated financial products and discretionary investment management, distinguishing him with a subscription-based fee structure and a focus on retirement plan participants and retail IRA clients.
Experience: 26 years
Avg account: $61,426
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