Top passive / index investing 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, holding Series 63 and Series 65 credentials and 12 years of industry experience. He has worked with Principal Financial Services and Principal Life Insurance Company since 2023 and previously with Thrivent Financial for Lutherans and Thrivent Investment Management since 2013. Outside of his advisory work, Jensen serves as a charter representative for BSA 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 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.

David Hart is a financial advisor with Martin Wealth Management, LLC in Irvine, CA. He holds a Series 65 credential and has 15 years of industry experience. Hart previously worked with Safeguard Investment Advisory Group and LifePro Asset Management. He is also a Certified Financial Fiduciary and volunteers as an instructor with the Foundation for Fiduciary Education, providing unbiased fiduciary financial education to the public. Martin Wealth Management offers investment advisory services primarily to individuals and high-net-worth clients by co-advising and directing accounts to a third-party money manager, Matson Money. The firm focuses on client onboarding, documentation, and ongoing review of third-party manager accounts rather than direct asset management.

Thomas Trefzger is a Series 66-credentialed financial advisor with eight years of industry experience. He has worked at Hantz Financial Services, Inc. since 2018 and previously held roles at Sprint and Cleveland State University. Hantz Financial Services, Inc. serves a diverse client base including individuals, high-net-worth households, pension and profit-sharing plans, and business owners. The firm offers financial planning and wealth management primarily through ETF-based model portfolios across five risk levels, supplemented by third-party managers and Direct Indexing, and combines advisory, broker-dealer, mortgage, and insurance activities under one platform.

Matthew Mc Bride is a CFA® charterholder and Series 65 licensee with three years of industry experience. He has worked at One Day In July LLC since 2023 and previously held positions at the University of Vermont and Saint Michael's College. Outside of financial advising, he is involved in a self storage business focusing on facility valuation and market research. One Day In July LLC provides discretionary portfolio management and financial planning to individuals, charitable organizations, corporations, and pension plans. The firm employs an asset-allocation approach centered on passive, low-cost ETFs, supplemented by periodic rebalancing and limited short-term trades, and offers an optional environmental investing strategy.

Timothy Egan is a financial advisor at First Manhattan Co. LLC with three years of industry experience. He holds the Series 66 designation and previously worked at Morgan Stanley and Citigroup. First Manhattan Co. LLC provides investment management and financial planning primarily for high-net-worth individuals, as well as trusts, pension plans, charitable organizations, private investment vehicles, and institutional clients. The firm focuses on long-term, research-driven, value-oriented management of equity and fixed-income portfolios, combining active management with passive fund investments and integrated wealth planning.

Ryan Vollweiler is a CFP® professional with 22 years of industry experience, currently serving as an advisor at Schwab Wealth Advisory. His career includes roles at Schwab Wealth Advisory Inc., Charles Schwab & Co., Schwab Retirement Plan Services, Voya Financial Advisor, Cetera Advisors, Equitable Advisors, and Valic Financial Advisors. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations primarily to clients enrolled in the Schwab Wealth Advisory program. The firm’s advice relies on Charles Schwab & Co.’s asset allocation models and internal research, with trade execution requiring client authorization.