Top college savings (529s, UTMA, etc.) financial advisors in Norfolk, NE

John Amick is a financial advisor with Commonwealth Financial Network, holding Series 63, 65, and 66 licenses and possessing 14 years of industry experience. He has worked at Commonwealth Financial Network since 2014 and previously at Calmwater Financial Group and LPL Financial. Outside of his advisory role, he owns and manages a cattle farm and holds a private aircraft through separate entities. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and a broad client base. The firm provides a comprehensive adviser-support platform, offering discretionary and nondiscretionary managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Sarah Skrdla is a financial advisor with Edward Jones in Norfolk, NE, holding a Series 66 designation and seven years of industry experience. She has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of over 23,700 advisors and 15,000 branch offices.

Sherri Christensen Prim is a financial advisor at McMill CPA and Advisors with 22 years of industry experience. She holds a Series 65 designation and has worked at Christensen Brozek Faltys PC and Christensen Associates, P.C. for over 20 years. McMill CPA and Advisors provides investment advisory, financial planning, and qualified retirement-plan fiduciary services to a diverse client base, including individuals, pension plans, trusts, and business entities. The firm manages approximately $862 million in client assets, utilizing a long-term, asset-allocation-focused investment approach grounded in modern portfolio theory.

Jeffrey Jensen is a financial advisor with Principal Financial Services in Norfolk, NE, holding Series 63 and Series 65 designations and possessing 12 years of industry experience. He has previously worked with Thrivent Financial for Lutherans and its affiliated investment management firm. Outside of his advisory role, Jensen serves as a charter representative for a local Boy Scouts troop and is an elected city councilman in Norfolk. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and active-duty military personnel. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions under various advisory and promoter arrangements.

Austin Bruzek is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 63 and Series 65 credentials and three years of industry experience. He has been with Mutual of Omaha Investor Services and Mutual of Omaha Insurance Company since 2022, and he also has experience at University of Nebraska Lincoln and Reiser Wealth Management. Mutual of Omaha Investor Services provides advisory services to individuals, corporations, and qualified retirement plans, offering a range of financial planning and managed account programs through platforms like Envestnet, with custodial services from Pershing. The firm integrates advisory, broker-dealer, and insurance services within the Mutual of Omaha group.

Hassan Al Kadhimi is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and two years of industry experience. His prior roles include positions at J.P. Morgan Securities LLC and JP Morgan Chase Bank, N.A. He is also involved with NIHFCU Wealth Advisors, a related business entity. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Richard Brandi is a financial advisor with Charles Schwab based in Austin, TX, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He has been with Charles Schwab and Charles Schwab Bank ssb since 2003 and 2005, respectively. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a mix of non-discretionary and discretionary investment guidance, leveraging multi-asset model portfolios and research from its Schwab Center for Financial Research.

Thaddeus Phelps is a CFP® professional with 28 years of experience in the financial services industry. He has worked at Advance Wealth Management Service, LLC since 2019 and previously spent 14 years with Ameriprise Financial Services, Inc. In addition to his advisory work, Phelps owns a tax preparation business and an accounting support service, and he serves in fiduciary roles such as trustee and executor. Advance Wealth Management Service, LLC provides investment advisory and financial planning services primarily to individuals, high-net-worth clients, trusts, estates, and business entities. The firm offers discretionary investment management through a wrap asset management program and emphasizes an individualized approach with asset allocation supported by fundamental, sector, and technical analysis, including risk management strategies such as put options and conservative cash instruments.

Paul Kinneberg is a CFP® and Series 65-registered advisor with 24 years of industry experience. He has been the principal and sole advisor at Longview Financial, Inc. since 2000 and also holds a long-term corporate role at CenturyLink. Longview Financial, Inc. provides personalized, fee-only financial planning and investment management primarily for individual clients. The firm uses a strategic asset allocation approach with a core-and-satellite framework, combining passive index and ETF core holdings with active funds when appropriate, and manages client assets on a non-discretionary basis with an emphasis on individualized advice.

Justin Scicluna is a financial advisor at Edward Jones in Prairie Village, KS, holding the CFP®, ChFC®, and Series 66 designations with 13 years of industry experience. He has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including a range of household types, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers various advisory programs, discretionary and non-discretionary strategies, and affiliated investment products through a nationwide network of over 23,700 financial advisors.