Omaha, NE Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMTotal client AUM
$404,793,404,954
ClientsTotal clients
513,125
AdvisorsAdvisors at this office
27
Of 5,796 advisors across 937 offices
Location
13120 Pierce Street, Suite 200
Omaha NE 68144
Advisors at this office
27
Advisors at this office
John K
Series 66
Omaha, NE
Raymond James & Associates
John Kamp is a financial advisor with Raymond James & Associates, holding a Series 66 credential and 17 years of industry experience. He previously worked at Edward Jones for 11 years before joining Raymond James in 2020. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves individuals, institutional clients, and various organizations, providing financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.
Tad P
Series 66
Omaha, NE
Raymond James & Associates
Tad Petersen is a financial advisor at Raymond James & Associates in Omaha, NE, holding a Series 66 designation with 10 years of industry experience. He has been with Raymond James since 2016. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional clients, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.
Reem R
Series 66
Omaha, NE
Raymond James & Associates
Reem Rawashdeh is a financial advisor at Raymond James & Associates with six years of industry experience. She holds the Series 66 designation and previously worked with Northwestern Mutual Investment Services LLC, US Bank Wealth Management, and Wells Fargo Private Bank. Rawashdeh serves as a committee member for the nonprofit Girls Inc., where she reviews financial statements and participates in portfolio performance evaluations. 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 investors, and charitable organizations, offering tailored financial planning and consulting services supported by a broad range of portfolio management styles and affiliated research.
Timothy Z
Series 63, Series 66
Omaha, NE
Raymond James & Associates
Timothy Ziola is a financial advisor with Raymond James & Associates in Omaha, NE, holding Series 63 and Series 66 designations and bringing 23 years of industry experience. He has been with Raymond James & Associates since 2014. Outside of his advisory role, he owns Platte River Peakes, where he trains and breeds Chesapeake Bay retrievers, and serves on the advisory board of Compound Sportswear. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base, including individuals, institutions, and municipal entities. The firm offers financial planning and consulting services through various programs, combining multiple portfolio management styles with firm research and model manager options.
Sarah M
Series 66
Omaha, NE
Raymond James & Associates
Sarah Madsen is a financial advisor with Raymond James & Associates in Omaha, NE, holding a Series 66 credential and two years of industry experience. Prior to joining Raymond James, she worked at the University of Northern Iowa and Duchesne Academy. She serves as a committee member on the Duchesne Academy Alumni Board, where she supports fundraising events and participates in board meetings. 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 broad client base including individuals, institutions, and municipal entities, offering a range of financial planning and investment consulting services supported by research and multiple portfolio management styles.
Mark K
Series 63, Series 66
Omaha, NE
Raymond James & Associates
Mark Kamp is a financial advisor at Raymond James & Associates with 24 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Edward Jones for 18 years before joining Raymond James in 2020. Kamp is based in Omaha, NE. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a broad client base, including individuals, institutions, nonprofit organizations, and municipal entities, offering financial planning and investment consulting through a variety of portfolio management styles and affiliated research.
Jonas D
Series 63, Series 66
Omaha, NE
Raymond James & Associates
Jonas Dufek is a financial advisor with Raymond James & Associates in Omaha, NE, holding Series 63 and Series 66 credentials and eight years of industry experience. He has been with Raymond James since 2019 and previously worked at Buildertrend from 2016 to 2019. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, pension plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions supported by extensive research and a range of portfolio management styles.
Lori W
Series 63, Series 65
Omaha, NE
Raymond James & Associates
Lori Whiteman is a financial advisor with Raymond James & Associates in Omaha, NE, holding Series 63 and Series 65 credentials and 15 years of industry experience. She previously worked at Wells Fargo Advisors and Wells Fargo Clearing. Outside of finance, she owns an Etsy business creating handmade items and works as a delivery driver for DoorDash. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, and municipal entities. The firm provides tailored, non-discretionary financial planning and consulting supported by a broad range of portfolio management strategies and affiliated research resources.
Adam K
Series 66
Omaha, NE
Raymond James & Associates
Adam Kamp is a financial advisor at Raymond James & Associates with a Series 66 designation and four years of industry experience. His prior work includes roles at Reisinger Booth & Associates and the Government of the Republic of Korea, among others. 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 tailored financial planning, non-discretionary investment consulting, and municipal advisory services.
Don C
CFP®, Series 63, Series 65
Omaha, NE
Raymond James & Associates
Don Connot is a CFP® professional with 44 years of industry experience, currently serving at Raymond James & Associates since 2020. His prior experience includes roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory work, he serves as Vice President of the Coronado Condominium Association in Omaha, NE. 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 wide range of clients including individuals, institutions, and municipal entities, offering financial planning and consulting services supported by diverse portfolio management strategies and affiliated research.
Mark R
ChFC®, Series 63, Series 66
Omaha, NE
Raymond James & Associates
Mark Ramaekers is a financial advisor at Raymond James & Associates with 14 years of industry experience. He holds the ChFC® designation and Series 63 and 66 licenses. His prior experience includes six years at Edward Jones and nine years at Insurance Agency Marketing Services. 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 clients, and charitable organizations, offering financial planning and non-discretionary investment consulting through various advisory programs.
Chase P
Series 66
Omaha, NE
Raymond James & Associates
Chase Prester is a financial advisor at Raymond James & Associates with one year of industry experience. He holds a Series 66 designation and has prior work experience at Ace Lease Service, Omaha Country Club, and Buffalo Wild Wings. 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 a range of financial planning and consulting services supported by extensive research and portfolio management resources.
John D
Series 63, Series 66
Omaha, NE
Raymond James & Associates
John Dufek is a financial advisor at Raymond James & Associates with 32 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Raymond James since 2016. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser that serves a broad client base including individuals, institutions, pension plans, and charitable organizations. The firm provides financial planning, non-discretionary investment consulting, and institutional fiduciary solutions while offering a variety of portfolio management styles supported by firm research and affiliated sub-advisers.
Mark H
ChFC®, Series 63, Series 65
Omaha, NE
Raymond James & Associates
Mark Heeney is a ChFC®-credentialed financial advisor with 46 years of industry experience. He has worked with Raymond James & Associates since 2018 and previously held roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. He is based in Omaha, NE. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing around $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering financial planning and investment consulting through various advisory programs and institutional fiduciary solutions.
Julie K
CFP®, Series 63, Series 65
Omaha, NE
Raymond James & Associates
Julie Kramer is a CFP®-certified financial advisor with Raymond James & Associates in Omaha, NE, bringing 35 years of industry experience. She previously worked at Wells Fargo Advisors LLC and Wells Fargo Clearing before joining Raymond James in 2018. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing roughly $501 billion in assets. The firm serves a diverse client base including individuals, institutions, charitable organizations, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.
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