Top financial advisors in Norfolk, 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 Norfolk, NE, planning how to pass it on can be complex and emotionally charged. Without careful estate and farm succession planning, your assets might not transfer smoothly to the next generation, risking family disputes or tax inefficiencies.
- Agricultural land expertise. Confirm the advisor understands local land values and how they affect estate taxes and inheritance.
- Succession strategy. Ask how they help structure farm transfers to balance family interests and business continuity.
- Tax implications. Ensure they can navigate Nebraska-specific estate and gift tax rules that impact farm succession.
- Family communication. Look for advisors who facilitate discussions among heirs to prevent conflicts during transitions.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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John A
Series 63, Series 65, Series 66
Norfolk, NE
Commonwealth Financial Network
John Amick's 13 years of experience and Series 63, 65, and 66 licenses equip him to address complex financial needs in Norfolk, NE, including tax-loss harvesting and retirement income strategy. His unique background as a cattle farm owner complements his expertise, while Commonwealth Financial Network's large-firm resources and flat-fee consulting options offer clients diverse service models compared to other local advisors.
Experience: 14 years
Avg account: $568,323
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Sarah S
Series 66
Norfolk, NE
Edward Jones
Sarah Skrdla's expertise in multi-generational wealth transfer and tax-loss harvesting suits the complexities of farm succession planning in Norfolk, NE. Affiliated with Edward Jones, a large firm managing over $1 trillion in assets, she offers a comprehensive wealth management approach with a program fee up to 1.35% annually, providing access to extensive resources and investment solutions compared to smaller local advisors.
Experience: 7 years
Avg account: $246,728
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Sherri C
Series 65
Norfolk, NE
McMill CPA and Advisors
Sherri Christensen Prim offers expertise in wealth management and retirement plans for business owners, supported by 21 years of experience in Norfolk, NE. Her firm combines investment advisory with accounting services, managing $862 million in assets using a modern portfolio theory approach, which may provide comprehensive support for agricultural estate and succession planning needs.
Experience: 22 years
Avg account: $112,050
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Jeffrey J
Series 63, Series 65
Norfolk, NE
Principal Financial Services
Jeffrey Jensen's 12 years of experience and Series 63 and 65 credentials position him well to address complex estate and farm succession planning in Norfolk, NE. Affiliated with Principal Financial Services, a large firm offering diverse financial planning and retirement consulting, he provides flexible fee options including hourly and monthly rates, which may suit clients seeking tailored advisory services.
Experience: 12 years
Avg account: $324,050
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Austin B
Series 63, Series 65
Norfolk, NE
Mutual Of Omaha Investor Services, Inc.
Austin Bruzek in Norfolk, NE, offers expertise in wealth management and business ownership considerations, which can be valuable for navigating farm succession and estate planning complexities. His firm provides managed account programs and retirement plan consulting with a flat-fee and independent fee structure, supporting both individuals and businesses with flexible ongoing financial planning options.
Experience: 3 years
Avg account: $4,656
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