Top general retirement planning financial advisors in Kearney, NE

Eric Trettel is a Series 66-licensed financial advisor with Edward Jones in Kearney, NE, with 13 years of industry experience. He has been with Edward Jones since 2012. Outside of his advisory role, he officiates junior high and high school basketball games. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary advisory programs, including separately managed accounts and affiliated mutual funds, and operates under a fiduciary standard.

Gary Barth is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 63 designation and over 31 years of industry experience. He has been involved with multiple firms, including Barth Financial Wealth Management Group since 2014 and Kaufmann Center LLC since 2010. Outside of financial advising, Barth is a partner in Trinity LLC, which owns and remodels rental-purchase condos in downtown Lincoln, Nebraska. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, charitable and corporate entities, and retirement plans. The firm offers fee-based asset management, custom strategies, and fiduciary retirement-plan services, supported by affiliated investment adviser representatives and a range of firm-level affiliations.

Joseph Straka is a financial advisor at Raymond James Financial with 31 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked for Cambridge Investment Research Advisors, Inc. for 16 years. Outside of his advisory work, Straka serves as an independent insurance agent and is involved with a political action committee in Kearney, NE. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse clientele, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and consulting through extensive analytical tools and supports a large advisor network with institutional consulting and portfolio management.

Philip Lee is a financial advisor at LPL Enterprise with one year of industry experience. He holds the Series 66 designation and previously worked at Pruco Securities LLC. Lee is also the CEO of Best Bros. LLC, a business outside the investment industry. LPL Enterprise, LLC serves a wide range of clients including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory services, and access to various investment and insurance products through an integrated platform.

Paul Downey is a financial advisor with LPL Financial, holding a Series 66 designation and nine years of industry experience. His prior roles include positions at Waddell & Reed Inc., various insurance carriers, and Lincoln Public Schools. He was also involved with the Strong Downey Group Inc., a business entity for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, utilizing model portfolios, third-party subadvisors, and research from LPL Research.

Sarah Currier Barrella is a CFP® professional with 26 years of experience in financial advisory services. She currently works at Santander Securities LLC and Santander Bank, NA, having previously held positions at TD Bank and Citizens Securities, Inc. Barrella is based in Boston, MA. Santander Securities LLC serves a broad retail client base with approximately $3.14 billion in regulatory assets under management across 10,800 client relationships. The firm offers investment advisory services, portfolio management through wrap-fee programs, and financial planning, operating both as a registered investment adviser and a FINRA-registered broker-dealer.

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.

Lori Fell is a financial advisor with Edward Jones in East Lansing, MI, holding a Series 66 designation and 16 years of industry experience. She has been with Edward Jones since 2009. Outside of her advisory role, she owns a business focused on property management. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over $1 trillion in assets under management and a nationwide network of more than 23,000 financial advisors. The firm offers a range of advisory programs and investment strategies, including discretionary and non-discretionary wrap fee options, tax-efficient services, and affiliated mutual funds.

Kenneth Blaschke is a financial advisor at HeadInvest in Portland, ME, holding Series 63 and Series 65 licenses with 16 years of industry experience. He has been with HeadInvest since 2009. HeadInvest serves a diverse range of clients, including individuals, trusts, endowments, and government entities, providing discretionary portfolio management and financial planning. The firm employs a holistic, asset-allocation driven approach, combining fixed-income selection with low-cost ETFs and emphasizing tax efficiency.

Michael Ipp is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 designations and bringing 42 years of industry experience. He has been with Raymond James Financial Services Advisors since 2010 and serves as an independent contractor for 1792 Wealth Advisors. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and uses analytical tools to support client decision-making, while also maintaining specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.