Nebraska City, NE Office

Team
Updated today
Raymond James Financial logo

Raymond James Financial

Institution

Firm-wide stats for Raymond James Financial

Total advisors

6,484

Across 2,974 offices

Clients per advisor

76 Low

Avg AUM per client

$700,796 Very High

HNW client ratio

19% Typical

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

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance

Based on Raymond James Financial

Occupation focus

Founder/Business Owner Executive

Based on Raymond James Financial

Location

1720 S 11th Street

Nebraska City NE 68410

Advisors at this office

4

Advisors at this office

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Cole S

Series 66

Nebraska City, NE

Raymond James Financial

Cole Sharp is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and seven years of industry experience. He has worked with Raymond James since 2018 and is also affiliated with Vanderveen Financial Planning and Peru State College. Outside of his advisory roles, Sharp is involved in political activities and serves as secretary of a local support company, Blue Optics, Inc. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, corporations, and institutional clients. The firm offers non-discretionary planning tailored to client goals and supports municipal and public finance work through unique advisory affiliations.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Rex G

Series 63, Series 65

Nebraska City, NE

Raymond James Financial

Rex Goracke is a financial advisor at Raymond James Financial with 23 years of industry experience. He holds Series 63 and Series 65 licenses. Outside of his advisory role, he is involved with several business ventures, including Spectrum Medical Equipment Inc, V & G Holdings, and Nebr. City Professional Center, LLC. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse clientele ranging from individuals to institutional clients. The firm uses tailored, non-discretionary planning and analytical tools to help clients pursue their financial goals.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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C. V

Series 63, Series 65, Series 66

Nebraska City, NE

Raymond James Financial

C. Vanderveen is a financial advisor with Raymond James Financial in Nebraska City, NE, holding Series 63, Series 65, and Series 66 licenses and 26 years of industry experience. Vanderveen has worked with Raymond James Financial Services since 2000 and with Vanderveen & Goracke Financial, LLC since 1999. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, corporations, pension plans, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public finance work through a municipal advisor affiliation.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
user avatar

Kiel V

Series 66

Nebraska City, NE

Raymond James Financial

Kiel Vanderveen is a financial advisor with Raymond James Financial Services Advisors Inc. in Nebraska City, NE, holding a Series 66 designation and over 13 years of industry experience. He has served at Raymond James since 2012. Outside of his advisory role, Vanderveen is active in the community as treasurer and board member of the Nebraska Community Foundation and has business interests in agriculture and financial planning. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse range of clients including individuals, high-net-worth clients, corporations, and institutional investors. The firm emphasizes tailored, non-discretionary planning using analytical tools and supports clients through its advisory programs and a broad network of affiliated advisors.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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