Seasoned financial advisors working with founders and business owners in Scottsbluff, 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 run a business or founded a company, you likely face complex decisions about growth, taxes, and succession. Without focused experience, advisors might overlook how your business impacts your personal financial goals and estate plans.
- Business cash flow insight. Look for advisors who understand how your company’s income cycles affect your personal finances and investment choices.
- Succession planning expertise. Given Nebraska’s high agricultural land values, confirm how they approach passing your business or farm to the next generation.
- Tax strategy alignment. Ask how they integrate business tax considerations with your overall financial plan to avoid surprises.
- Long-term growth focus. Ensure they balance immediate business needs with your future retirement and wealth transfer goals.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Daniel C
CFP®, Series 66
Scottsbluff, NE
Wealth Advisors Network, Inc.
Daniel Charron offers seasoned financial guidance tailored to founders and business owners in Scottsbluff, NE, with specialties in business exit strategies and estate planning. His CFP® certification, 27 years of experience, and affiliation with Wealth Advisors Network, Inc., which emphasizes active portfolio management and diversification, distinguish him from others by combining flat-fee and hourly pricing options alongside independent advice.
Experience: 27 years
Avg account: $550,421
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Jennifer Y
Series 66
Gering, NE
Raymond James Financial
Jennifer Yeager's 21 years of experience and Series 66 designation equip her to address the complex financial needs of founders and business owners near Scottsbluff, NE, including business exit strategies and retirement income planning. Affiliated with Raymond James Financial, a large firm offering flat-fee planning and non-discretionary investment consulting, she combines seasoned expertise with a family business background, distinguishing her from other advisors in the region.
Experience: 21 years
Avg account: $700,796
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Troy H
PFS™, Series 63, Series 65
Scottsbluff, NE
MBE Wealth Management, LLC
Troy Hilyard's 24 years of experience and PFS™ designation equip him to address the complex financial needs of founders and business owners in Scottsbluff, NE, including tax strategy and succession planning. His firm, MBE Wealth Management, offers flat-fee planning options and employs a diversified, long-term investment approach using low-cost funds and independent managers, distinguishing him from others with a focus on comprehensive financial and fiduciary services.
Experience: 24 years
Avg account: $294,358
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Bradley C
Series 63, Series 65
Scottsbluff, NE
Cambridge Investment Research Advisors
Bradley Childs brings 36 years of experience and specializes in retirement income strategies and plans for business owners, making him well-suited for founders and business owners in Scottsbluff, NE. Affiliated with Cambridge Investment Research Advisors, a large firm offering flat-fee options and diverse investment platforms, he combines seasoned expertise with flexible fee structures and community involvement, distinguishing him from other advisors in the area.
Experience: 36 years
Avg account: $378,281
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Chris N
CFP®, Series 63, Series 65
Citrus Hills, FL
OSAIC
Chris Nelson's 30 years of experience and CFP® certification equip him to address the complex financial needs of founders and business owners in Scottsbluff, NE, including succession planning and tax strategy alignment. Affiliated with OSAIC, a large firm managing around $200 billion in assets, he offers flat-fee financial planning and consulting services, distinguishing him from advisors with different fee structures or smaller firm affiliations.
Experience: 30 years
Avg account: $398,336
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