Top retirement plans for business owners (SEP, solo 401k) financial advisors in Texarkana, TX

Kevin Sherman is a financial advisor with Ameriprise in Texarkana, TX, holding Series 63 and Series 66 licenses and seven years of industry experience. His prior roles include positions at Intrua Financial, Intrua Advisory Group, LPL Financial, and TEXAR Federal Credit Union. Outside of his advisory work, Sherman serves on multiple local boards and councils, including the Atlanta City Development Corporation, the City Council of Atlanta, Texas, and the Ark-Tex Council of Governments. Ameriprise provides retirement-income planning services focused on clients approaching or in retirement with substantial investable assets, combining research-driven modeling and tax-efficient strategies delivered through a centralized consulting team. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of large institutional firms.

Jonathan Biddy is a financial advisor at Edward Jones with nine years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2016. Outside of his advisory role, he owns oil and gas leases in Hughes Springs, Texas. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm offers a range of advisory programs and investment solutions supported by a large nationwide network of advisors and branch offices.

Nicholaus Domachowski is a CFP® professional with eight years of industry experience. He is currently with Carroll Advisory Group in Texarkana, TX, and has prior experience at Strategic Financial Concepts, Allegheny Financial Group, Bank of America, Merrill, The Huntington Investment Company, The Huntington National Bank, Garrison Capital Financial, and XXI Century Financial. Carroll Advisory Group provides investment management and financial planning services to individuals, high-net-worth clients, charitable organizations, corporations, and insurance companies. The firm emphasizes tailored advice through discretionary portfolio management, employing both fundamental and technical analysis across a diverse range of securities and formal annual reviews.

Benjamin Stroud is a financial advisor with LPL Financial in Texarkana, TX, holding Series 63 and Series 66 licenses and 21 years of industry experience. He worked at Edward Jones from 2007 to 2011 before joining LPL Financial, where he has been since 2011. He serves as a trustee for the James Randy Stroud Trust in a fiduciary capacity. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives. The firm offers a range of financial planning and asset management solutions to individuals, retirement plans, banks, and institutions, with access to both proprietary and third-party investment strategies.

Lorie Walling is a financial advisor with Cetera in Texarkana, TX, holding Series 63 and Series 66 designations and nine years of industry experience. She has worked with Cetera Investment Services LLC since 2017 and previously with Regions since 2015. Outside of her advisory role, she co-owns and operates a lawn maintenance company with her spouse. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management, financial planning, and consulting services with varied program structures and access to third-party money managers.

Craig Mcdaniel Jr. is a financial advisor with Capital Investment Advisory Services, LLC in Columbia, SC. He holds Series 63 and Series 65 licenses and has 13 years of industry experience. He has been with Capital Investment Group, Inc. and The McDaniel Corporation since 2012. Outside of his advisory role, he is involved in life insurance sales and serves as an independent agent for annuities and related products. Capital Investment Advisory Services, LLC provides investment advisory and supervisory services to individuals, retirement plans, corporations, trusts, estates, and charitable organizations. The firm offers customized investment management through discretionary mandates, third-party managers, and private-label model portfolios, using a blend of analytical methods with ongoing portfolio monitoring.

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.

Elanna Gould is a CFP® professional with six years of experience, currently advising at Cambridge Investment Research Advisors in Cleveland, OH. Her background includes roles at PepsiCo and The Cleveland Clinic Lerner Research Center, as well as academic experience at The Ohio State University. She is also an independent insurance agent for various companies. Cambridge Investment Research Advisors serves a broad client base, including individuals, retirement plans, and charitable organizations, offering financial planning, investment management, and retirement advisory services through a network of independent professionals. The firm provides a range of portfolio management options, proprietary and third-party strategies, and various custody platforms tailored to client objectives.

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.

Taylor Reed is a financial advisor at Oppenheimer with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at NYLIFE Securities LLC, New York Life Insurance Co, and Atlas Capital Advisors LLC. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and pooled investment vehicles. The firm offers a range of programs including asset management, consulting, and retirement services, managing both discretionary and non-discretionary accounts across diverse portfolio strategies.