Top financial advisors in Hastings, 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.
When you're managing significant agricultural land or preparing to pass a farm to the next generation, you need advisors who understand the unique challenges of estate and farm succession planning. Without this expertise, you risk costly mistakes that can disrupt family wealth and operations.
- Agricultural land valuation. Confirm how they assess high-value farmland to ensure accurate estate planning.
- Succession strategy. Ask how they help structure farm transfers to minimize tax burdens and family disputes.
- Tax implications. Look for advisors who navigate complex state and federal tax rules affecting farm estates.
- Family dynamics. Effective advisors consider family relationships and communication in succession plans, not just financials.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Malinda P
Series 63, Series 65, Series 66
Hastings, NE
Wells Fargo Clearing
Malinda Parr's extensive 29 years in the industry and her role at Wells Fargo Clearing in Hastings, NE, equip her to address complex estate and farm succession planning needs, especially for high-net-worth clients. Her firm's IPS-driven investment approach, combined with flat-fee and AUM-based fee structures, offers flexible options compared to other advisors, while her background as a retired founder/business owner adds practical insight into family business dynamics.
Experience: 29 years
Avg account: $475,575
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Dale A
Series 66
Hastings, NE
Skyline Wealth Management
Dale Arrants, based in Hastings, NE, brings three years of experience and a Series 66 designation, working with Principal Financial Services, a large firm offering diverse services including financial planning and retirement consulting. His background as a founder and business owner, combined with flexible fee options like hourly and monthly plans, distinguishes him from other advisors in managing complex estate and farm succession planning needs.
Experience: 3 years
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Philip N
Series 66
Hastings, NE
Edward Jones
Philip Nelson in Hastings, NE, specializes in wealth management and multi-generational wealth transfer, making him well-suited for estate and farm succession planning. Working at Edward Jones, a large firm managing over $1 trillion in assets, he offers tax-loss harvesting and a fee structure up to 1.35% annually, providing access to extensive resources compared to smaller local advisors.
Experience: 9 years
Avg account: $246,728
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Patrick H
CFP®, Series 66
Hastings, NE
Raymond James Financial
Patrick Hermann in Hastings, NE, offers expertise in business succession planning and cash flow management, which are crucial for managing agricultural estates and farm transfers. His affiliation with Raymond James Financial, a large firm known for tailored financial plans and non-discretionary investment consulting, combined with a flat-fee structure, distinguishes him from other advisors who may have different fee models or firm sizes.
Experience: 6 years
Avg account: $700,796
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Michael L
Series 63, Series 65
Hastings, NE
OSAIC
Michael Landgren's 26 years of experience and Series 63 and 65 credentials position him well to address estate and farm succession planning challenges in Hastings, NE. His affiliation with Osaic Wealth, a large firm serving diverse clients with technology-driven portfolio management, and his personal farming business experience differentiate him from others by combining professional expertise with practical agricultural insight.
Experience: 27 years
Avg account: $398,336
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