A complete list of active advisors currently associated with Brokerage Specialists
Warmer can help you find a great advisor at Brokerage Specialists or one who fits your needs even better.
Brokerage Specialists, Inc. is a fee‑based financial planning and investment management firm that serves individuals, high‑net‑worth clients, charities, business entities, and qualified retirement plans. Services described in the brochure include discretionary and non‑discretionary asset management, comprehensive financial planning, ERISA 3(21) plan advisory services, and the use of third‑party managers when appropriate. The firm tailors strategies to each client’s stated goals, time horizon and risk tolerance, typically documenting initial evaluations as net worth statements or risk analyses and providing periodic reviews and reporting. It may recommend third‑party managers and act as a liaison to those managers—receiving referral fees—and it also offers public educational seminars and workshops and related reporting to clients. Noteworthy aspects relative to peers include an affiliated insurance business: the firm’s principal is a licensed insurance agent who devotes roughly 10% of their time to that activity, a disclosed conflict that is mitigated through disclosure and fiduciary procedures. The firm has a formal referral and incentive arrangement with a third‑party manager that includes fee sharing and production‑based participation thresholds, reported no assets under management as of May 19, 2026, and regularly conducts community‑college hosted educational events.
To learn more about the advisors currently working at Brokerage Specialists, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Grand Island, NE
| 8
|
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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
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