Top college savings (529s, UTMA, etc.) financial advisors in Grand Island, NE

Philip Hranac is a Series 66 licensed financial advisor with Edward Jones, based in Grand Island, NE. He has 15 years of industry experience and has been with Edward Jones since 2013. 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 programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Timothy Koehn is a financial advisor at Archer Investment Corporation with 13 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at Archer since 2018. Outside of his advisory role, Koehn operates a bookkeeping and tax preparation service and is a math teacher at Northwest Public Schools. Archer Investment Corporation provides investment management primarily to individual clients across a range of wealth levels, offering diversified portfolios through separately managed accounts and proprietary mutual funds. The firm works with a network of independent advisory representatives within a multi-branch structure and manages approximately $1.01 billion in discretionary assets.

Jaden Engen is a financial advisor with Ameritas Advisory Services, LLC in Grand Island, Nebraska. He holds a Series 66 designation and has three years of industry experience. Prior to joining Ameritas, Engen held roles at Alley Rose, Barth Financial, and Ameritas Investment Company. Outside of his advisory work, he coaches boys basketball for Kearney Public Schools. Ameritas Advisory Services provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm offers a range of asset management and financial planning solutions using model portfolios, mutual funds, ETFs, and individual securities.

Heidi Adams is a financial advisor with Eagle Strategies (NY Life) based in Grand Island, NE, holding a Series 66 license and bringing 12 years of industry experience. She has worked with Eagle Strategies and NYLIFE Securities since 2014 and also operates Hutchinson & Associates, LLC, servicing insurance and financial product clients. Eagle Strategies serves a broad range of individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages a majority of its assets on a non-discretionary basis through a large network of affiliated representatives within the New York Life affiliate structure.

Eric Hollister is a CFP® professional with 26 years of experience in the financial industry. He currently serves as an advisor at Principal Advised Services and has previously worked at Cambridge Investment Research and Schuster Anderson Wealth Advisors. Outside of his advisory role, he is active in his community as a Scoutmaster for the Boy Scouts of America and a board member of the Blessed Sacrament Catholic Church parish council. Principal Advised Services provides investment advice and related services primarily to retirement plan participants and retail IRA clients. The firm offers both non-discretionary recommendations and a discretionary investment management program, utilizing a blend of third-party tools and proprietary models.

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.