Top general retirement planning financial advisors in Norfolk, NE

John Amick is a financial advisor with Commonwealth Financial Network, holding Series 63, Series 65, and Series 66 licenses and 14 years of industry experience. He has been with Commonwealth Financial Network since 2014 and has worked at Calmwater Financial Group since 2017. Outside of advisory work, he owns Grassroots Aviation, LLC, a holding company for a private aircraft. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing over $212 billion in client assets. The firm provides a comprehensive adviser-support platform that includes managed-account programs, third-party asset manager access, 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 licenses and 12 years of industry experience. He previously worked with Thrivent Financial for Lutherans and Thrivent Investment Management Inc. Outside of his advisory role, he serves as a charter representative for the Boy Scouts of America Troop #1119 and is an elected city councilman for Norfolk, Nebraska. Principal Securities provides brokerage and registered investment advisory services to a diverse client base including individual investors, retirement plans, trusts, and other entities. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money managers through distinct advisory and promoter arrangements.

Austin Bruzek is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 63 and Series 65 licenses and three years of industry experience. He has worked with Mutual of Omaha Investor Services and Mutual of Omaha Insurance Company since 2022 and has been involved with Mutual of Omaha/Reiser Wealth Management and the University of Nebraska Lincoln since 2020. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, managed account programs, and retirement plan consulting. The firm delivers solutions primarily through a platform relationship with Envestnet and operates alongside broker-dealer and insurance distribution businesses within the Mutual of Omaha group.

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.