Lincoln, NE Firethorn Lane Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMTotal client AUM
$280,746,088,986
ClientsTotal clients
275,938
AdvisorsAdvisors at this office
26
Of 3,839 advisors across 402 offices
Location
8800 Firethorn Lane, Suite 200
Lincoln NE 68520
Advisors at this office
26
Advisors at this office
Thomas N
Series 63, Series 65
Lincoln, NE
RBC Capital Markets
Thomas Novotny is a financial advisor with RBC Capital Markets and holds Series 63 and Series 65 licenses. He has 33 years of industry experience, including roles at City National Bank since 2019 and RBC Capital Markets Corporation since 2010. Outside of his advisory work, he is a partner in businesses related to stadium seat rentals and arena reserved seating in Lincoln, Nebraska. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individuals, institutions, and charitable organizations. The firm offers multiple advisory programs tailored to clients’ risk profiles, utilizing both in-house and third-party investment managers to implement customized portfolio strategies.
Douglas K
Series 63, Series 65
Lincoln, NE
RBC Capital Markets
Douglas Kuszak is a financial advisor with RBC Capital Markets in Lincoln, NE, holding Series 63 and Series 65 designations and 32 years of industry experience. His prior roles include positions at City National Bank, Wells Fargo Clearing, and Wells Fargo Advisors LLC. Outside of his advisory work, he acts as a guardian for his son. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers multiple advisory programs with tailored investment strategies, combining in-house and third-party managers, and provides both discretionary and non-discretionary portfolio management along with financial planning and brokerage services.
Julie C
Series 63, Series 65
Lincoln, NE
RBC Capital Markets
Julie Clark is a financial advisor at RBC Capital Markets with 31 years of industry experience. She has held positions at RBC Capital Markets since 2019 and previously worked at Morgan Stanley from 2013 to 2019. She holds Series 63 and Series 65 licenses. RBC Wealth Management, a division of RBC Capital Markets, serves individual, institutional, corporate, and charitable clients. The firm offers a range of advisory programs with portfolio management, financial planning, and brokerage services, implementing tailored strategies through both in-house and third-party managers.
David S
Series 66
Lincoln, NE
RBC Capital Markets
David Spinar is a financial advisor at RBC Capital Markets with 30 years of industry experience and holds the Series 66 designation. He has worked at RBC Capital Markets since 2009 and at City National Bank since 2017. Outside of his advisory role, he serves on several boards including the Nebraska State Bar Association Investment Committee, the Open Sky Policy Institute as president-elect of the board, and the Lincoln Electric System Administrative Board, among other nonprofit and community organizations. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to clients’ risk profiles through a combination of in-house and third-party investment managers.
Stephen B
Series 66
Lincoln, NE
RBC Capital Markets
Stephen Burt is a financial advisor at RBC Capital Markets with 26 years of industry experience. He holds a Series 66 designation and has worked previously at UBS Financial Services and City National Bank. Burt is a member of the Board of Directors for Cedars Home for Children, an organization focused on caring for wayward children. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers various advisory programs that provide discretionary and non-discretionary portfolio management, financial planning, and brokerage services tailored to each client’s risk profile.
Steven F
Series 66
Lincoln, NE
RBC Capital Markets
Steven Fielder is a financial advisor with RBC Capital Markets, holding a Series 66 designation and four years of industry experience. Prior to joining RBC in 2021, he spent 20 years at Union Bank & Trust Co. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs with tailored investment strategies implemented through both in-house and third-party managers.
Ashley S
Series 66
Lincoln, NE
RBC Capital Markets
Ashley Schueth is a financial advisor at RBC Capital Markets with 16 years of industry experience. She holds a Series 66 designation and has been with RBC Capital Markets, LLC since 2008. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers multiple advisory programs with discretionary and non-discretionary portfolio management, financial planning, and brokerage services, implementing strategies tailored to each client’s risk profile.
Gregory E
Series 63, Series 65
Lincoln, NE
RBC Capital Markets
Gregory Ernst is a financial advisor at RBC Capital Markets with 39 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at UBS Financial Services Inc. for 13 years before joining RBC in 2021. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients through a variety of advisory programs that offer portfolio management, financial planning, custody, and brokerage services. The firm customizes investment strategies based on client risk profiles and leverages both in-house and third-party managers, with access to alternative investments and integrated capital markets capabilities.
Bradley S
Series 66
Lincoln, NE
RBC Capital Markets
Bradley Schindler is a financial advisor with RBC Capital Markets in Lincoln, NE, holding a Series 66 designation and 10 years of industry experience. His previous roles include positions at UBS Financial Services and City National Bank. Outside of his advisory work, he is the owner of Valdelay Real Estate, LLC, a real estate investing business. RBC Wealth Management serves a diverse client base ranging from individual investors to institutions and offers a variety of advisory programs that combine in-house and third-party investment management, tailored to clients’ risk profiles and investment preferences.
Jamie F
Series 66
Lincoln, NE
RBC Capital Markets
Jamie Friendt is a financial advisor at RBC Capital Markets with 17 years of industry experience. He holds a Series 66 designation and has been with RBC Capital Markets since 2016. Outside of his advisory role, he is the owner and bookkeeper of Gabe's Plumbing LLC, a plumbing company based in Lincoln, NE. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs featuring discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services tailored to clients’ risk profiles.
Adam L
Series 66
Lincoln, NE
RBC Capital Markets
Adam Letheby is a financial advisor with RBC Capital Markets in Lincoln, Nebraska, holding a Series 66 license and 17 years of industry experience. He has been with RBC Capital Markets since 2005. Outside of his advisory role, he serves on the boards of Lincoln Children’s Zoo and Friendship Home of Lincoln, Inc. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutions, and charitable organizations. The firm offers various advisory programs with tailored strategies and access to in-house and third-party investment managers, providing both discretionary and non-discretionary portfolio management and financial planning services.
Amy F
Series 63, Series 66
Lincoln, NE
RBC Capital Markets
Amy Fitzpatrick is a financial advisor with RBC Capital Markets in Lincoln, NE, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. She has been with RBC Capital Markets LLC since 2008. Outside of her advisory role, she co-leads the Palmyra Youth Group, a Christian-based community organization. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers multiple advisory programs with tailored portfolio management and financial planning services, leveraging both in-house and third-party investment managers.
Trudy S
Series 66
Lincoln, NE
RBC Capital Markets
Trudy Soper is a financial advisor at RBC Capital Markets with 21 years of industry experience. She holds the Series 66 designation and has previously worked at UBS Financial Services. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers various wrap fee advisory programs and tailors investment strategies to clients’ Advisory Risk Profiles using a combination of in-house and third-party managers.
Gregory Y
Series 66
Lincoln, NE
RBC Capital Markets
Gregory Yank is a financial advisor with RBC Capital Markets based in Lincoln, NE, holding a Series 66 designation and 19 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. He also serves as power of attorney for his parents in investment-related matters. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients with tailored investment strategies through multiple wrap fee advisory programs. The firm offers discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services, integrating both in-house and third-party investment managers.
Amy M
Series 63, Series 66
Lincoln, NE
RBC Capital Markets
Amy Mcguire is a financial advisor at RBC Capital Markets with 28 years of industry experience. She holds Series 63 and Series 66 designations and previously worked at UBS Financial Services Inc for 12 years before joining RBC in 2021. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs with tailored investment strategies and utilizes both in-house and third-party managers, supported by RBC’s capital-markets capabilities and affiliated asset managers.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")