Flat-fee 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, holding a Series 66 designation and three years of industry experience. Prior to joining Ameritas, he worked at Alley Rose, a catering restaurant, and has been involved in coaching boys basketball with Kearney Public Schools. Ameritas Advisory Services provides fee-based investment management, financial planning, and retirement-plan advisory services to individuals, corporations, and institutional clients. The firm offers a range of discretionary and non-discretionary programs combining in-house model portfolios and third-party managers.

Heidi Adams is a financial advisor with Eagle Strategies (NY Life) based in Grand Island, NE. She holds a Series 66 designation and has 11 years of industry experience. Adams operates under the DBA Hutchinson & Associates, LLC, servicing insurance and financial product clients. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated investment adviser representatives. The firm offers a range of program types tailored to client objectives, with most assets managed on a non-discretionary basis.

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.

Jared Fruth is a financial advisor at Northwest Asset Management with four years of industry experience. He holds a Series 65 designation and previously worked at Securities America, Inc., KMS Financial Services, Inc., Oppenheimer Funds, and John Paul Mitchell Systems. Northwest Asset Management is a registered investment adviser managing approximately $3.6 billion for nearly 3,000 clients, including individuals, pension and profit-sharing plans, charities, and corporations. The firm employs a customized, fiduciary approach using Modern Portfolio Theory and strategic asset allocation, combining fundamental and technical analysis to build diversified portfolios with periodic rebalancing.

Edwina Martin is a Series 65 licensed financial advisor with two years of industry experience, currently with Waverly Advisors, LLC. She previously worked at 9258 Wealth Management for five years and was employed at Teradata Corp for eleven years. Martin also serves as assistant director of tax planning at 9258 Tax and Planning, a non-investment related business. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles. The firm combines traditional equity and fixed-income strategies with alternative and private-market allocations, offering a range of investment management and financial planning services.

Wesley Pool is a financial advisor at Wells Fargo Clearing with 15 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at JPMorgan Securities LLC for seven years. Outside of finance, he has been involved with #TagMeBro LLC and Fry Street Public House. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Hassan Al Kadhimi is a financial advisor at LPL Financial with two years of industry experience. His work history includes roles at J.P. Morgan Securities LLC and JP Morgan Chase Bank, N.A. He is registered with Series 65 and Series 63 licenses. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers financial planning, advisory programs, retirement consulting, and brokerage services through a national network of investment adviser representatives.

Amanda Scheele is a financial advisor at Raymond James & Associates with 15 years of industry experience. She holds the Series 66 designation and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of her advisory role, she is involved with Lucky Duck, a venture she has been part of since 2025. Raymond James & Associates, Inc. is a large registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and municipal advisory services.