Top financial advisors in Kearney, 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.
You might need a financial advisor in Kearney, NE if you're managing agricultural land or planning for farm succession, which can be complex due to high land values. Without expertise in this area, it's easy to overlook key estate planning details that protect your assets and family legacy.
- Estate and farm succession planning. Confirm how they handle transferring land and farm operations to the next generation while minimizing tax burdens.
- Agricultural land valuation. Ask how they incorporate fluctuating land values into your overall financial plan.
- Tax implications. Ensure they understand local and state tax rules affecting farm income and inheritance.
- Long-term asset protection. Discuss strategies they recommend to safeguard your farm and related assets over time.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Marisa S
Series 66
Kearney, NE
Raymond James Financial
Marisa Sinclair's expertise in wealth management, tax strategies for small businesses, and business succession planning equips her to address the complexities of agricultural land and farm succession in Kearney, NE. Working with Raymond James Financial, a large firm offering flat-fee planning services, she supports diverse clients including founders and executives, providing tailored non-discretionary financial planning backed by analytical tools.
Experience: 3 years
Avg account: $700,796
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Michael W
Series 63, Series 65
Kearney, NE
Wells Fargo Clearing
Michael Woodman brings 43 years of experience and holds Series 63 and 65 designations, making him well-equipped to address complex estate and farm succession planning in Kearney, NE. Affiliated with Wells Fargo Clearing, a large national firm, he offers flat-fee and AUM-based pricing, serving high-net-worth clients with diversified investment strategies and comprehensive financial planning.
Experience: 43 years
Avg account: $475,575
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Eric T
Series 66
Kearney, NE
Edward Jones
Eric Trettel offers expertise in retirement income strategy and multi-generational wealth transfer, which are crucial for managing farm succession and estate planning in Kearney, NE. Affiliated with Edward Jones, a large full-service firm, he provides access to diverse advisory programs with a fee structure up to 1.35% annually, distinguishing him from advisors at smaller firms or with narrower service scopes.
Experience: 14 years
Avg account: $246,728
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Gary B
Series 63
Kearney, NE
Ameritas Advisory Services, LLC
Gary Barth's 32 years of experience and affiliation with Ameritas Advisory Services, a large firm offering diverse portfolio construction methods, equip him to address complex financial needs in Kearney, NE, including estate and farm succession planning. His flat-fee and hourly fee structures, combined with expertise in private investments and retirement strategies, provide flexible options compared to other advisors who may have different fee models or focus areas.
Experience: 32 years
Avg account: $448,118
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Kale G
Series 66
Kearney, NE
LPL Financial
Kale Gideon offers financial planning services in Kearney, NE, with expertise in wealth management and retirement income strategy, which can support complex estate and farm succession planning. Affiliated with LPL Financial, a large national firm, he provides flat-fee options up to $15,000 and brings four years of industry experience, distinguishing him with a blend of accessible pricing and broad institutional resources.
Experience: 4 years
Avg account: $399,489
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