Lincoln, NE Office

Team
Updated today
Raymond James & Associates logo

Raymond James & Associates

Institution

Firm-wide stats for Raymond James & Associates

Total advisors

5,814

Across 938 offices

Clients per advisor

88 Typical

Avg AUM per client

$788,879 Very High

HNW client ratio

19% Typical

About

Raymond James & Associates, Inc. is a large, dually registered broker‑dealer and SEC‑registered investment adviser overseeing roughly $501 billion in assets and supported by a nationwide adviser force. The firm serves a broad client base—individuals (including HNW clients), institutional and pension/profit‑sharing plans, charitable organizations, and state and municipal entities—and offers financial planning, non‑discretionary investment consulting through its Wealth Advisory Services Program, sponsorship of wrap fee advisory programs, and institutional consulting via its Institutional Fiduciary Solutions division.

Advisors at the firm deliver tailored plans based on fact‑finding interviews, risk profiling, and software‑driven analyses (including deterministic and probability modeling), but planning and consulting relationships are generally non‑discretionary with implementation decisions left to the client. RJA and its advisers draw on a range of portfolio management styles and affiliated research and sub‑advisers (equity, fixed income, and alternative strategies), and they supplement advice with firm research and model manager options described in the Brochure.

Noteworthy for a firm of its size, RJA provides municipal advisory services and is affiliated with a municipal advisor while also acting in market‑making and execution roles in municipal and government bonds—an arrangement that is less common among peers. The Brochure also highlights the firm’s SIMPLE IRA Employer Advisory & Consulting Services Program (SIACS), which targets small employers with plan‑level oversight and customizable menus (including American Funds and a QDIA option), and describes the extensive affiliate ecosystem (banks, trust companies, insurance agencies, and in‑house asset managers) and related conflicts that the firm manages through disclosures and supervisory policies.

Based on Raymond James & Associates

Expertise

General retirement planning Retirement income strategy Business succession planning

Based on Raymond James & Associates

Occupation focus

Founder/Business Owner Executive

Based on Raymond James & Associates

Location

2930 Ridge Line Road, Suite 111

Lincoln NE 68516

Advisors at this office

8

Advisors at this office

user avatar

Brandon S

Series 63, Series 66

Lincoln, NE

Raymond James & Associates

Brandon Smith is a financial advisor with Raymond James & Associates in Lincoln, NE, holding Series 63 and Series 66 credentials and bringing 23 years of industry experience. He has been with Raymond James & Associates since 2016. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional and pension plans, and charitable organizations, providing financial planning and non-discretionary investment consulting through various specialized programs.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
user avatar

Maria K

Series 66

Lincoln, NE

Raymond James & Associates

Maria Kleinschmidt is a financial advisor at Raymond James & Associates with one year of industry experience. She holds a Series 66 designation. Prior to joining Raymond James, she worked at Stonebridge Insurance & Wealth Management/World Equity Group and Forvis, LLP. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional advisory services supported by a wide range of portfolio management styles and affiliated research.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
user avatar

Holly B

CFP®, Series 63, Series 65

Lincoln, NE

Raymond James & Associates

Holly Boucher is a CFP® professional with 25 years of industry experience, currently serving at Raymond James & Associates since 2015. She holds Series 63 and Series 65 licenses and is based in Lincoln, NE. Outside of her advisory role, she is the CEO of Vagabond Ventures, a personal investment LLC. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning and consulting through various advisory programs and a broad range of portfolio management styles.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
user avatar

Jason S

Series 63, Series 65

Lincoln, NE

Raymond James & Associates

Jason Schluckebier is a financial advisor with Raymond James & Associates in Lincoln, NE, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. His prior roles include positions at LPL Financial, Securities America Advisors, and Cornhusker Bank. Outside of advising, he is involved as a managing partner in Bruder Unlimited, LLC, a licensed property and casualty insurance agency in Nebraska, alongside other business ventures with family members. Raymond James & Associates manages approximately $501 billion in assets and serves a diverse client base including individuals, institutions, and charitable organizations. The firm offers financial planning, non-discretionary investment consulting, and institutional advisory services, employing a range of portfolio management styles supported by affiliated research and sub-advisers.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
user avatar

Randy R

Series 63, Series 66

Lincoln, NE

Raymond James & Associates

Randy Rankin is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 credentials and bringing 44 years of industry experience. He has been with Raymond James & Associates since 2016. Outside of his advisory role, he serves as an officer for the Gateway Sertoma Club of Lincoln, NE, a nonprofit organization. Raymond James & Associates is a large dual-registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering tailored financial planning, non-discretionary investment consulting, and specialized municipal advisory services.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
user avatar

Michael K

Series 63, Series 65

Lincoln, NE

Raymond James & Associates

Michael Kritikos is a financial advisor with Raymond James & Associates in Lincoln, NE, holding Series 63 and Series 65 licenses and 27 years of industry experience. Prior to joining Raymond James in 2021, he worked at Wells Fargo Clearing and Wells Fargo Advisors, LLC from 2013 to 2021. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse clientele including individuals, institutions, and municipal entities, offering financial planning, advisory programs, and institutional consulting with a range of portfolio management styles and affiliated research.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
user avatar

Andrew K

CFP®, Series 63, Series 65

Lincoln, NE

Raymond James & Associates

Andrew Kritikos is a CFP® professional with nine years of industry experience. He is currently with Raymond James & Associates and previously worked at TD Ameritrade and Wells Fargo Clearing. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional clients, pension plans, charitable organizations, and municipalities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
user avatar

Melissa B

Series 63, Series 66

Lincoln, NE

Raymond James & Associates

Melissa Barnett is a financial advisor at Raymond James & Associates with 27 years of industry experience. She holds the Series 63 and Series 66 designations and has worked at Raymond James since 2016, with prior experience at RBC Capital Markets Corporation dating back to 2008. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, and offers a range of financial planning, advisory, and consulting services supported by various portfolio management styles and affiliated research.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
View complete list of advisors at this office
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