Kearney, NE Office
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Raymond James Financial
Institution
Firm-wide stats for Raymond James Financial
About
Raymond James Financial Services Advisors, Inc. (RJFSA) provides financial planning, investment consulting, and advisory services to a broad client base that includes individual and high-net-worth clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. It also sponsors wrap-fee advisory programs and supports institutional consulting and portfolio management across a large advisor network and affiliated advisory firms.
RJFSA delivers non‑discretionary planning and investment consulting that is tailored to client goals, using fact‑finding, risk profiling, and analytical tools that include deterministic and probability modeling to illustrate potential outcomes. The firm encourages clients to implement recommendations through its advisory programs or other providers and has updated its disclosures to address technology, cybersecurity, and the use of artificial intelligence and machine‑learning tools in its operations.
Compared with many peers, RJFSA is affiliated with a municipal advisor, an arrangement that supports its municipal and public‑finance work and is uncommon among large institutional advisors. It also recently added a SIMPLE IRA Employer Advisory & Consulting Services program — a plan‑level, non‑discretionary offering that combines SIMPLE IRA simplicity with 401(k)-style oversight and customizable menus (including access to American Funds target date series) — and maintains targeted marketing arrangements such as a disclosed partnership with the Society for Human Resource Management.
Based on Raymond James Financial
Expertise
Based on Raymond James Financial
Location
2223 2nd Avenue
Kearney NE 68848
Advisors at this office
3
Advisors at this office
Marisa S
Series 66
Kearney, NE
Raymond James Financial
Marisa Sinclair is a financial advisor with Raymond James Financial, holding a Series 66 designation and three years of industry experience. She has previously worked with FNBO and has been with Raymond James Financial Services Advisors, Inc. since 2021. Outside of her advisory role, she serves as a Client Relationship Associate at First Investments & Planning. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, and institutional entities. The firm offers tailored non-discretionary planning supported by analytical tools and maintains specialized programs for municipal finance and SIMPLE IRA employer advisory services.
Joseph S
Series 63, Series 66
Kearney, NE
Raymond James Financial
Joseph Straka is a financial advisor at Raymond James Financial Services Advisors, Inc. with 32 years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at Cambridge Investment Research Advisors, Inc. for 16 years. Outside of his advisory role, he is an independent insurance agent and serves as a member of a local political action committee in Kearney, Nebraska. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, institutions, and charitable organizations. The firm provides tailored, non-discretionary planning using analytical tools and supports clients through a wide network of advisors and specialized programs.
Travis S
Series 66
Kearney, NE
Raymond James Financial
Travis Stoecker is a financial advisor with Raymond James Financial Services Advisors, Inc. in Kearney, NE, holding a Series 66 designation and nine years of industry experience. He has worked at Raymond James since 2017 and previously spent eight years with Wells Fargo Bank. In addition to his advisory role, he serves as an associate employee at First Investments and Planning, providing support at a bank branch. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional investors. The firm emphasizes tailored, non-discretionary planning and consulting using analytical tools and risk profiling, and it supports municipal and public finance work through an affiliated municipal advisor.
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