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.
If you own farmland or agricultural property in Kearney, NE, you likely need an advisor who understands estate and farm succession planning to keep your assets within the family. Without this expertise, you risk costly tax consequences or disputes that can disrupt your legacy.
- Estate and farm succession focus. Confirm how they handle transferring agricultural land to heirs while minimizing tax burdens.
- Local land value knowledge. Ask how they incorporate high Nebraska land values into your overall financial plan.
- Agricultural income considerations. Ensure they account for farm income variability when advising on cash flow and taxes.
- Generational planning. Look for advisors who help coordinate family goals and legal structures to avoid conflicts down the road.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Eric T
Series 66
Kearney, NE
Edward Jones
Eric Trettel's 14 years of experience and focus on multi-generational wealth transfer make him well-suited to assist with estate and farm succession planning in Kearney, NE. Affiliated with Edward Jones, a large firm serving over four million clients, he offers a program fee up to 1.35% annually and caters to retired individuals, founders, and executives, providing a broad perspective on managing agricultural assets.
Experience: 14 years
Avg account: $246,728
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Gary B
Series 63
Kearney, NE
Ameritas Advisory Services, LLC
Gary Barth's extensive 31 years of experience and affiliation with Ameritas Advisory Services, a large firm offering fee-based asset management and fiduciary retirement-plan services, equip him to address estate and farm succession planning in Kearney, NE. His flat-fee and hourly financial planning options, combined with expertise in retirement income strategy and wealth management, provide flexible and comprehensive support compared to other advisors in the area.
Experience: 32 years
Avg account: $448,118
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Joseph S
Series 63, Series 66
Kearney, NE
Raymond James Financial
Joseph Straka's 31 years of experience and Series 63 and 66 credentials position him well to address estate and farm succession planning in Kearney, NE, especially given his affiliation with Cambridge Investment Research Advisors, a large firm serving diverse clients. His flat-fee and AUM-based fee structures, combined with expertise in retirement income strategies and business owner retirement plans, offer flexible options compared to other local advisors.
Experience: 31 years
Avg account: $700,796
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Philip L
Series 66
Kearney, NE
LPL Enterprise
Philip Lee in Kearney, NE, offers financial planning with a flat-fee structure through LPL Enterprise, a large firm known for diverse advisory services. His background as a founder and business owner complements his expertise in retirement planning and tax-loss harvesting, which may benefit self-employed clients managing agricultural income variability and estate considerations.
Experience: 1 year
Avg account: $239,757
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Paul D
Series 66
Kearney, NE
LPL Financial
Paul Downey in Kearney, NE, offers expertise in wealth management and retirement plans for business owners, which can support estate and farm succession planning for agricultural property owners. His affiliation with LPL Financial, a large firm with a broad client base and in-house research, combined with flat-fee financial planning options, distinguishes him from other advisors in the area.
Experience: 9 years
Avg account: $399,489
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