Top financial advisors in North Platte, 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're managing your finances in North Platte, NE, you might need an advisor who understands the local economic landscape and can help you navigate your unique financial challenges. A common mistake is working with someone unfamiliar with regional factors, which can lead to missed opportunities or misaligned strategies.
- Local market insight. Look for advisors who demonstrate knowledge of North Platte's economic conditions and how they impact your investments.
- Experience with regional regulations. Confirm they understand Nebraska's tax laws and financial regulations that affect your planning.
- Firm size and resources. Consider whether you prefer advisors from larger firms with extensive resources or smaller, independent practices offering personalized attention.
- Fee structure clarity. Ask about how they charge for their services to ensure their approach fits your budget and expectations.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Troy F
Series 63, Series 66
North Platte, NE
Professional Financial Advisors, LLC
Troy Fry offers expertise in annuities and retirement income strategy, making him well-suited for clients approaching retirement in North Platte, NE. His 13 years of experience, combined with a flat-fee and independent approach at Professional Financial Advisors, LLC, provides a balance of personalized service and access to a firm managing $614 million across seven offices.
Experience: 14 years
Avg account: $149,962
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Misty R
Series 66
North Platte, NE
Raymond James Financial
Misty Robertson's experience with general retirement and business succession planning suits clients in North Platte, NE, who need guidance aligned with local economic conditions. Affiliated with Raymond James Financial, a large firm offering flat-fee structures and extensive research resources, she brings a unique perspective from her 22 years at Wells Fargo and her own agricultural business background, differentiating her from other advisors in the area.
Experience: 6 years
Avg account: $700,796
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Casey S
Series 66
North Platte, NE
Edward Jones
Casey Schiel's experience with business ownership and succession planning suits North Platte clients needing guidance on local economic and regulatory factors. Affiliated with Edward Jones, a large firm managing over $1 trillion in assets, he offers a comprehensive resource network and charges up to 1.35% annually, providing a balance of personalized service and extensive firm support.
Experience: 4 years
Avg account: $246,728
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Susan M
Series 65
North Platte, NE
Avantax Planning Partners, Inc.
Susan Maline offers expertise in retirement income strategy and tax-loss harvesting, which suits North Platte residents navigating local economic conditions. Her affiliation with Avantax Planning Partners provides access to model-based portfolio management and tax-intelligent overlays, while her flat-fee and independent status may appeal to clients seeking transparent fees and personalized service.
Experience: 3 years
Avg account: $692,697
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Melinda B
Series 66
North Platte, NE
LPL Financial
Melinda Borges offers wealth management and retirement planning expertise tailored to business owners in North Platte, NE, with 11 years of experience and a Series 66 credential. She operates within LPL Financial, a large firm providing extensive resources and a flat-fee structure, which may appeal to clients seeking transparent pricing and access to broad investment solutions.
Experience: 11 years
Avg account: $399,489
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