Lincoln, NE Executive Woods Dr Office

Team
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LPL Financial

Institution

Firm-wide stats for LPL Financial

Total advisors

22,761

Across 10,463 offices

Clients per advisor

86 Typical

Avg AUM per client

$399,489 Typical

HNW client ratio

34% Very High

About

LPL Financial is an SEC‑registered investment adviser and broker‑dealer that serves individuals (including high‑net‑worth and non‑HNW clients), retirement plans and plan participants, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives (IARs). The firm offers financial planning, a variety of advisory programs (wrap, model and TAMP offerings), retirement plan consulting, 529 account management, and brokerage services, with program descriptions and client agreements provided through the IARs.

The firm provides both discretionary and non‑discretionary management across its programs and makes available model portfolios and research from LPL Research, third‑party subadvisors, and TAMP sponsors; LPL Research describes strategic (three‑ to five‑year) and tactical model approaches and supports diversified and alternative strategies. LPL also offers overlay portfolio management, direct indexing options, the Bank Wealth Program for institutional clients, and participant advice programs (IPA/OPA), and discloses use of technologies such as machine learning along with broad risk disclosures for many security types.

Compared with many peers, LPL’s brochure documents a substantial scope of non‑advisory product activity—an affiliated insurance agency (LPLIA) and continued insurance product sales by IARs, a collateralized lending program including LPL’s Secured Credit Account, and a credit‑card offering through a partner bank—alongside its advisory businesses. The brochure also discloses that LPL advertises performance results but does not present hypothetical performance, and it includes a summary of recent regulatory enforcement matters and remedial undertakings.

Based on LPL Financial

Expertise

College savings (529s, UTMA, etc.)

Based on LPL Financial

Location

8540 Executive Woods Dr, Ste 100

Lincoln NE 68512

Advisors at this office

16

Advisors at this office

user avatar

Derik R

Series 66

Lincoln, NE

LPL Financial

Derik Reikofski is a financial advisor with LPL Financial, holding a Series 66 designation and 11 years of industry experience. His prior roles include work with Waddell & Reed Inc, various insurance carriers, and entrepreneurial activities through Step By Step, LLC. He is also a commissioned Notary Public in Nebraska. LPL Financial serves a diverse client base including individuals, retirement plans, banks, and charitable organizations, offering financial planning, advisory programs, and brokerage services supported by research and technology-driven solutions.

College savings (529s, UTMA, etc.)
user avatar

Nicholas E

Series 66

Lincoln, NE

LPL Financial

Nicholas Ehmcke is a financial advisor with LPL Financial in Lincoln, NE, holding a Series 66 designation and five years of industry experience. He previously worked at KJ Partners and Culvers before joining LPL Financial and Waddell & Reed, Inc. in 2018. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting services, utilizing model portfolios, third-party subadvisors, and research from LPL Research.

College savings (529s, UTMA, etc.)
user avatar

Troy V

Series 66

Lincoln, NE

LPL Financial

Troy Van Dyke is a financial advisor with LPL Financial, holding a Series 66 designation and 13 years of industry experience. His prior roles include positions at Bni Of The Heartland, Uber Technologies Inc, Phyllis E Webb, Step by Step LLC, various insurance carriers for W&R Insurance Agencies, and Waddell & Reed, Inc. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm provides a wide range of financial planning, advisory programs, and brokerage services, utilizing model portfolios and research from multiple sources.

College savings (529s, UTMA, etc.)
user avatar

Jason R

CFP®, Series 63, Series 65

Lincoln, NE

LPL Financial

Jason Rolf is a Certified Financial Planner (CFP®) with 23 years of industry experience. He is currently with LPL Financial, where he has worked since 2019. Prior to joining LPL, he was involved with Rink & Rolf, Inc. and various insurance agencies over nearly two decades. Jason has also operated a personal business entity, Rolf's Den LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients including individuals, retirement plans, banks, and charitable organizations through a national network of investment adviser representatives. The firm offers various advisory programs, financial planning services, and utilizes both discretionary and non-discretionary management strategies supported by in-house and third-party research.

College savings (529s, UTMA, etc.)
user avatar

Phyllis W

CFP®, ChFC®, Series 63, Series 65

Lincoln, NE

LPL Financial

Phyllis Webb is a financial advisor with LPL Financial in Lincoln, NE, holding CFP® and ChFC® designations and over 30 years of industry experience. Her prior career includes 25 years with Waddell & Reed, Inc. and various insurance carriers, as well as ownership of Step By Step, LLC. Webb also maintains an active role as a licensed agent selling life, health, long-term care insurance, and Medicare supplement products. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of advisory programs and financial planning services, utilizing model portfolios, third-party research, and technology-driven strategies.

College savings (529s, UTMA, etc.)
user avatar

Jack L

Series 66

Lincoln, NE

LPL Financial

Jack Lubischer is a financial advisor at LPL Financial based in Lincoln, NE, holding a Series 66 designation. He has one year of industry experience, including time at Union Bank & Trust and NJN Financial Group. Prior to entering the financial advisory field, he held various roles in hospitality and education. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, and institutions. The firm offers diverse advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management strategies supported by extensive research and technology.

College savings (529s, UTMA, etc.)
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Andres L

Series 66

Lincoln, NE

LPL Financial

Andres Lovato Needham is a financial advisor with LPL Financial, holding a Series 66 designation and beginning his advisory career in 2025. Prior to joining LPL Financial, he worked at Northwestern Mutual and has been involved with community activities including Habitat for Humanity Omaha and Campus Ministry at Creighton University. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, combining discretionary and non-discretionary management with access to model portfolios and research from multiple sources.

College savings (529s, UTMA, etc.)
user avatar

Tyler W

Series 66

Lincoln, NE

LPL Financial

Tyler Wellman is a Series 66-registered financial advisor with LPL Financial, based in Lincoln, Nebraska, and has 11 years of industry experience. Prior to joining LPL Financial in 2021, he held roles at Waddell & Reed, Inc., various insurance agencies, and managed Wellman Farms, Inc. He has also been a commissioned notary since 2013. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

College savings (529s, UTMA, etc.)
user avatar

Willis S

Series 66

Lincoln, NE

LPL Financial

Willis Scofield is a financial advisor with LPL Financial, holding a Series 66 designation and 28 years of industry experience. His prior career includes roles at multiple firms such as Waddell & Reed, Inc., various insurance carriers within W&R Insurance Agencies, and 37 Wealth. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services through a national network of investment adviser representatives.

College savings (529s, UTMA, etc.)
user avatar

Randall T

Series 66

Lincoln, NE

LPL Financial

Randall Tvrdik is a financial advisor with LPL Financial in Lincoln, NE, holding a Series 66 designation and 17 years of industry experience. He previously worked at Rink & Rolf Inc. and Waddell And Reed, Inc. from 2009 to 2021. Outside of his advisory work, he serves as a spinal cord injury instructor for a nonprofit through Quality Living Inc. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by research, model portfolios, and alternative strategies.

College savings (529s, UTMA, etc.)
user avatar

Chet B

Series 63, Series 65

Lincoln, NE

LPL Financial

Chet Bigley is a financial advisor with LPL Financial based in Lincoln, NE, holding Series 63 and Series 65 credentials and bringing 19 years of industry experience. Prior to joining LPL Financial in 2021, he was associated with Rink & Rolf Inc., Jason Rolf, Nathan Rink, Jerry Haertel, and Waddell & Reed Inc. His work history also includes involvement with various insurance carriers. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, with both discretionary and non-discretionary management supported by model portfolios and research from multiple sources.

College savings (529s, UTMA, etc.)
user avatar

Joshua R

Series 66

Lincoln, NE

LPL Financial

Joshua Robertson is a financial advisor with LPL Financial, holding a Series 66 designation and one year of industry experience. His prior roles include positions at NJN Financial Group, Exchange Bank, and AVE Wealth Management. He is also affiliated with the University of Nebraska at Kearney. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers financial planning, various advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by LPL Research and third-party subadvisors.

College savings (529s, UTMA, etc.)
user avatar

Nathan R

CFP®, Series 63, Series 65

Lincoln, NE

LPL Financial

Nathan Rink is a financial advisor with LPL Financial in Lincoln, NE, holding the CFP® designation and Series 63 and 65 licenses. He has 26 years of industry experience, including roles at Waddell & Reed, Inc. and Rink & Rolf, Inc., as well as community involvement with the Lincoln East Rotary Club. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

College savings (529s, UTMA, etc.)
user avatar

Rebekah P

Series 63, Series 65

Lincoln, NE

LPL Financial

Rebekah Petersen is a financial advisor with LPL Financial in Lincoln, NE, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. Her prior roles include positions at Waddell & Reed Inc. and Step by Step, LLC. She is also an insurance agent for various carriers associated with W & R Insurance Agencies. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, institutions, and charitable organizations. The firm offers diverse advisory programs and utilizes model portfolios, research, and technology to support its investment management services.

College savings (529s, UTMA, etc.)
user avatar

Nolan R

Series 66

Lincoln, NE

LPL Financial

Nolan Rathe is a financial advisor at LPL Financial with 15 years of industry experience. He holds a Series 66 designation and previously worked at Waddell & Reed, Inc., among other business ventures, including ownership roles in Rink & Rolf, Inc. and Malcolm Clipper and Car Wash, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network. The firm offers various advisory programs, financial planning, and retirement plan consulting supported by in-house and third-party research and technology solutions.

College savings (529s, UTMA, etc.)
View complete list of advisors at this office
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