Omaha, NE Burke St Office

Team
Updated today

Client AUM

$24,472,259,188

Clients

102,071

Advisors

6

Of 3,118 advisors across 855 offices

Location

17838 Burke St Ste 200

Omaha NE 68118

Advisors at this office

6

Advisors at this office

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Virginia F

Series 63, Series 65

Omaha, NE

LPL Enterprise

Virginia Fallon is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and 14 years of industry experience. She has worked at Prudential Insurance Company of America since 2011 and joined LPL Enterprise in 2024. Fallon serves as president of the local chapter of Women and Insurance Financial Services and leads the accelerators referral group for the Millard Business Association in Omaha, NE. LPL Enterprise serves a broad mix of clients, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory, and brokerage services. The firm uses an integrated platform combining adviser programs with sales of financial products, including insurance, and offers access to model portfolios and third-party asset management.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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Zane Z

Series 66

Omaha, NE

LPL Enterprise

Zane Zentic is a financial advisor with LPL Enterprise in Omaha, NE, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of finance, he has been involved in entrepreneurial activities, including owning Fala's Treasures and Coffeehouse. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, and institutional clients, offering financial planning, advisory services, and access to model portfolios and third-party asset management. The firm distinguishes itself with an integrated platform combining advisory programs with brokerage and insurance product sales.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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Joseph V

Series 63, Series 65

Omaha, NE

LPL Enterprise

Joseph Vampola is a financial advisor with LPL Enterprise in Omaha, NE, holding Series 63 and Series 65 designations and eight years of industry experience. His prior roles include positions at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory work, he has engaged in small business ventures such as window cleaning services. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, model portfolio programs, third-party asset management, and a broad range of brokerage and insurance products through an integrated platform.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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Todd H

ChFC®, Series 63, Series 65

Omaha, NE

LPL Enterprise

Todd Holmes is a financial advisor at LPL Enterprise with 39 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to joining LPL Enterprise in 2024, he worked at Prudential Insurance Company of America and Pruco Securities, LLC from 1986 onward. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers a range of advisory and brokerage services supported by an integrated platform that combines adviser programs with sales of financial products and insurance through an affiliated agency.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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Steven K

CFP®, Series 63, Series 66

Omaha, NE

LPL Enterprise

Steven Kimes is a CFP® professional with 28 years of experience in financial advisory roles. He is currently with LPL Enterprise and has previously worked with The Prudential Insurance Company of America, Pruco Securities, LLC, and New York Life entities. Outside of his advisory work, Kimes is involved in managing several business entities related to real estate rental and financial services. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory, and brokerage services. The firm utilizes a platform that integrates adviser programs with a range of financial products and employs both in-house and third-party portfolio management strategies.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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Dusty C

Series 65, Series 63

Omaha, NE

LPL Enterprise

Dusty Cook is a financial advisor with LPL Enterprise in Omaha, NE, holding Series 65 and Series 63 licenses and bringing 16 years of industry experience. His work history includes roles at The Prudential Insurance Company of America, Pruco Securities LLC, and Principal Securities Inc. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, model portfolio programs, third-party asset management, and access to a range of brokerage and insurance products via its integrated platform.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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