Top cash flow / budgeting financial advisors in Lincoln, NE

Darrell Saathoff is a financial advisor with TLG Advisors, Inc. in Lincoln, NE, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His prior roles include positions at The Leaders Group Inc, Assurity Life, Ceros Financial Services Inc, and Ameritas Investment Corp, among others. He is currently active as a regional wholesaler in the insurance business with Assurity Life. TLG Advisors, Inc. serves a diverse client base including individuals, high-net-worth clients, trusts, charitable organizations, corporations, and institutional investors. The firm provides portfolio management, financial planning, and fiduciary services, utilizing manager selection, fundamental analysis, and Modern Portfolio Theory to construct diversified portfolios, and offers direct-to-consumer digital programs such as Starlight Portfolios.

Caden Svoboda is a financial advisor at Principal Financial Services with a Series 66 designation and one year of industry experience. He has worked at several firms, including Arkway Wealth and Northwestern Mutual, and has officiated high school boys wrestling in Nebraska outside of his financial advisory role. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, charitable organizations, corporations, and active-duty U.S. military personnel. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Richard Treadway is a financial advisor with Primerica Advisors in Lincoln, NE, holding Series 63 and Series 65 credentials and 29 years of industry experience. He has worked at Primerica Advisors since 2006 and has been involved with Primerica Financial Services since 1994. Outside of advisory services, he is engaged in sales of loan products and home-related services through affiliated Primerica companies. Primerica Advisors manages a wrap-fee asset management program primarily serving individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable clients. The firm employs model-delivery strategies created by unaffiliated asset managers and provides advisory services through a large network of financial advisors.

Cory Hoagstrom is a financial advisor with LPL Financial in Lincoln, NE. He holds a Series 66 designation and has 22 years of industry experience, including prior roles at Berthel Fisher & Company and Edward Jones. Outside of his advisory work, he owns CB Woodworking, a business that creates furniture and wood crafts. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers diverse advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and customized strategies across a broad range of asset classes and credit solutions.

Myron Owens is a financial advisor at OSAIC with 37 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. His prior experience includes roles at Woodbury Financial Services, Questar Capital, and Strategic Legacy Advisors, where he has been involved since 1999. Owens serves on the board of Omaha Skutt Catholic High School and is treasurer of the nonprofit One Million Wells, providing occasional fundraising and tax advice. OSAIC serves a diverse client base that includes individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools and third-party platforms to construct portfolios across multiple asset classes.

Kayla Santos is a financial advisor with Mass Mutual Investors Services in Warwick, RI, holding Series 63 and Series 65 licenses and having 10 years of industry experience. She has worked at Mass Mutual Investors Services since 2017 and previously at MetLife Securities. In addition to her advisory role, Santos is an independent insurance agent, offering life, fixed annuities, disability, long-term care, and health insurance products. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, wrap and money-manager programs, and educational seminars, structuring engagements as annual collaborative relationships focused on goal analysis and written recommendations.

Amanda Quicke is a financial advisor at Wells Fargo Advisors with 18 years of industry experience. She has worked at various Wells Fargo entities since 2009. Amanda is a Series 66 license holder and has partial ownership in an investment-related business, Granite Wealth Management, LLC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options using proprietary research and tools, with services tailored to clients who meet specific net-worth criteria.

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.

Vandana Devi is a Planning Consultant at Fidelity Investments, where she has been serving since 2025. She began her career at Fidelity Investments in 2023, progressing through roles including Financial Service Representative, Financial Representative, and Relationship Manager before assuming her current position. Prior to joining Fidelity, she worked as a Personal Banker at Fremont Bank from 2020 to 2022. Her professional experience encompasses client relationship management and financial planning, with a focus on empowering clients to make informed decisions and maintain confidence in their financial goals. Vandana holds a California Insurance License, supporting her expertise in insurance-related financial services. Outside of her professional work, Vandana engages in activities such as cooking and baking, outdoor adventures, parenthood, reading, traveling, and writing.

Keith Eliou is the principal of Keith L. Eliou, CFP, an investment management firm based in Pittsburgh, PA. He holds the CFP® designation and has one year of experience as a financial advisor. In addition to his advisory role, he practices law focusing on elder law and real estate and is involved in insurance, mortgage lending, and real estate brokerage businesses. The firm primarily serves pooled vehicles and institutional accounts, offering portfolio management, retirement plan services, and financial planning. It utilizes an open-architecture investment approach with third-party money managers and employs multiple analytical methods and strategies, conducting annual account reviews.