Omaha, NE Pierce St. Office

Team
Updated today

Client AUM

$280,746,088,986

Clients

275,938

Advisors

25

Of 3,839 advisors across 402 offices

Location

12910 Pierce St., Suite 300

Omaha NE 68144-1106

Advisors at this office

25

Advisors at this office

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Erin M

Series 66

Omaha, NE

RBC Capital Markets

Erin Murnan is a financial advisor at RBC Capital Markets with 15 years of industry experience. She holds the Series 66 designation and has previously worked at LPL Financial, BancWest Investment Services, and BMO Bank NA. Outside of her advisory role, she serves on the Omaha Symphony Debutante Ball Committee and is involved with Marian High School’s Booster Club and golf team fundraising activities. 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 wrap fee advisory programs, tailoring investment strategies to clients’ risk profiles through a combination of in-house and third-party managers.

Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Concentrated stock management Wealth management Executive Founder/Business Owner Retired Financial Professional Approaching retirement HENRY (High Earners, Not Rich Yet)
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Tyler N

Series 66, Series 63, Series 65

Omaha, NE

RBC Capital Markets

Tyler Niederklein is a financial advisor at RBC Capital Markets with 12 years of industry experience. He holds Series 66, Series 63, and Series 65 designations. Prior to joining RBC Capital Markets in 2026, he spent ten years at Pacific Select Distributors, LLC. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers various wrap fee advisory programs with tailored portfolios using both in-house and third-party investment managers, alongside integrated financial planning and brokerage services.

Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Concentrated stock management Wealth management Executive Founder/Business Owner Retired Financial Professional Approaching retirement HENRY (High Earners, Not Rich Yet)
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Faustina L

Series 63, Series 65

Omaha, NE

RBC Capital Markets

Faustina Legett is a financial advisor at RBC Capital Markets with 25 years of industry experience. She holds Series 63 and Series 65 licenses. Prior to joining RBC in 2022, she worked at HighTower Advisors, LLC and HighTower Securities, LLC from 2016 to 2021. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients with a range of advisory programs, offering discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services tailored to client risk profiles. The firm integrates in-house and third-party investment managers and provides access to alternative investments and various program account structures.

Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Concentrated stock management Wealth management Executive Founder/Business Owner Retired Financial Professional Approaching retirement HENRY (High Earners, Not Rich Yet)
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Cory G

Series 66

Omaha, NE

RBC Capital Markets

Cory Garlock is a financial advisor with RBC Capital Markets in Omaha, NE, holding a Series 66 designation and 11 years of industry experience. He has worked at RBC Capital Markets since 2014 and is currently associated with City National Bank. Garlock serves as a board member of the Nebraska Youth Justice Initiative. RBC Wealth Management, a division of RBC Capital Markets, serves a broad client base including individual investors, institutional clients, and charitable organizations. The firm offers various advisory programs tailored to clients’ risk profiles, utilizing both in-house and third-party investment managers to implement diversified portfolio strategies.

Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Concentrated stock management Wealth management Executive Founder/Business Owner Retired Financial Professional Approaching retirement HENRY (High Earners, Not Rich Yet)
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Eric S

Series 63, Series 65

Omaha, NE

RBC Capital Markets

Eric Schneider is a financial advisor at RBC Capital Markets with 10 years of industry experience. He holds the Series 63 and Series 65 credentials. His prior experience includes roles at Thrivent Investment Management, Purshe Kaplan Sterling Investments, Fidelity Brokerage Services, and Scottrade. 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 a range of advisory programs that provide discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services, tailoring strategies to individual Advisory Risk Profiles through a combination of in-house and third-party investment managers.

Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Concentrated stock management Wealth management Executive Founder/Business Owner Retired Financial Professional Approaching retirement HENRY (High Earners, Not Rich Yet)
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Janelle F

Series 63, Series 66

Omaha, NE

RBC Capital Markets

Janelle Ford is a financial advisor with RBC Capital Markets in Omaha, NE, holding Series 63 and Series 66 designations and bringing 29 years of industry experience. She has been with RBC Capital Markets Corporation since 2008. Outside of her advisory role, Ford serves as president and founder of Great Plains Pointer Rescue Inc., a nonprofit dog rescue organization. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutions, pension plans, corporations, and charities. The firm offers tailored investment strategies through various advisory programs, combining in-house and third-party managers with customizable portfolio management options.

Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Concentrated stock management Wealth management Executive Founder/Business Owner Retired Financial Professional Approaching retirement HENRY (High Earners, Not Rich Yet)
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Donald B

Series 66

Omaha, NE

RBC Capital Markets

Donald Bryner is a financial advisor at RBC Capital Markets with 12 years of industry experience. He holds a Series 66 designation and has worked at RBC Capital Markets since 2013, with prior experience at City National Bank from 2019 to 2025. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a variety of advisory programs tailored to clients’ risk profiles, utilizing a combination of in-house and third-party investment managers and providing discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services.

Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Concentrated stock management Wealth management Executive Founder/Business Owner Retired Financial Professional Approaching retirement HENRY (High Earners, Not Rich Yet)
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Richard K

Series 66

Omaha, NE

RBC Capital Markets

Richard Kelley Jr. is a financial advisor with RBC Capital Markets in Omaha, NE, holding a Series 66 designation and 18 years of industry experience. He has been with RBC Capital Markets since 2008 and also works with City National Bank since 2019. He serves as a director on the Westside Community Schools Foundation board. RBC Wealth Management, a division of RBC Capital Markets, offers a range of advisory programs and investment solutions to individual investors, institutions, corporations, and charitable organizations. The firm provides portfolio management and financial planning services tailored to clients' risk profiles, utilizing both in-house and third-party managers.

Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Concentrated stock management Wealth management Executive Founder/Business Owner Retired Financial Professional Approaching retirement HENRY (High Earners, Not Rich Yet)
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Shawn A

Series 63, Series 65

Omaha, NE

RBC Capital Markets

Shawn Anderson is a financial advisor with RBC Capital Markets in Omaha, NE, holding Series 63 and Series 65 licenses and 15 years of industry experience. He previously worked at TD Ameritrade for 11 years and briefly at Axos Clearing LLC before joining RBC Capital Markets. Outside of advising, he is involved in renovating a family-gifted property with plans to rent it. 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 that provide discretionary and non-discretionary portfolio management, financial planning, and brokerage services, utilizing a combination of in-house and third-party investment managers tailored to clients’ risk profiles.

Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Concentrated stock management Wealth management Executive Founder/Business Owner Retired Financial Professional Approaching retirement HENRY (High Earners, Not Rich Yet)
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Buchanan L

Series 66

Omaha, NE

RBC Capital Markets

Buchanan Leinen is a financial advisor at RBC Capital Markets with five years of industry experience. Prior to joining RBC in 2021, he worked at Liberty University for three years and at Concordia Omaha Jr Sr High School for four years. He is currently the varsity pitching coach for the baseball team at Concordia Lutheran Schools of Omaha. RBC Wealth Management serves a broad client base including individual investors, institutional clients, and charitable organizations. The firm provides tailored portfolio management and financial planning services through a combination of in-house and third-party managers, offering various program options to align with clients' risk profiles and investment preferences.

Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Concentrated stock management Wealth management Executive Founder/Business Owner Retired Financial Professional Approaching retirement HENRY (High Earners, Not Rich Yet)
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Daniel S

CFA®, Series 63

Omaha, NE

RBC Capital Markets

Daniel Smith is a CFA® charterholder with 30 years of industry experience, currently serving as an advisor at RBC Capital Markets in Omaha, NE. He has been with RBC Capital Markets Corporation since 2008. 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 and portfolio management services tailored to client risk profiles, leveraging both in-house and third-party investment managers.

Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Concentrated stock management Wealth management Executive Founder/Business Owner Retired Financial Professional Approaching retirement HENRY (High Earners, Not Rich Yet)
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John G

Series 63, Series 65

Omaha, NE

RBC Capital Markets

John Garlock is a financial advisor with RBC Capital Markets in Omaha, NE, holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. He has worked at RBC Capital Markets since 2008 and also has a role at City National Bank starting in 2019. Outside of his advisory work, Garlock serves as chairman of the board for the North Star Foundation, a nonprofit benefiting inner-city 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 multiple advisory programs with tailored investment strategies using both in-house and third-party managers and provides a range of portfolio management, financial planning, and brokerage services.

Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Concentrated stock management Wealth management Executive Founder/Business Owner Retired Financial Professional Approaching retirement HENRY (High Earners, Not Rich Yet)
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Scott L

Series 63, Series 65

Omaha, NE

RBC Capital Markets

Scott Leinen is a financial advisor with RBC Capital Markets in Omaha, NE, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with RBC Capital Markets since 2013. Outside of his advisory role, he is involved in managing several rental property LLCs with a business partner. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charities. The firm offers a range of advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers, and provides integrated wealth management services.

Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Concentrated stock management Wealth management Executive Founder/Business Owner Retired Financial Professional Approaching retirement HENRY (High Earners, Not Rich Yet)
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Melissa K

Series 66

Omaha, NE

RBC Capital Markets

Melissa Kouba is a Series 66 credentialed financial advisor with RBC Capital Markets LLC, where she has worked since 2022. She has two years of industry experience and has held concurrent roles with dental practices and a community college. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individuals, institutions, and charitable organizations, offering a range of advisory programs with customizable investment strategies and integrated financial services.

Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Concentrated stock management Wealth management Executive Founder/Business Owner Retired Financial Professional Approaching retirement HENRY (High Earners, Not Rich Yet)
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Kenneth F

Series 63, Series 65

Omaha, NE

RBC Capital Markets

Kenneth Ferrarini is a financial advisor with RBC Capital Markets in Omaha, NE, holding Series 63 and Series 65 licenses and possessing 53 years of industry experience. He has been with RBC Capital Markets since 2013. 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 various advisory programs featuring discretionary and non-discretionary portfolio management, financial planning, and brokerage services tailored to clients’ risk profiles.

Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Concentrated stock management Wealth management Executive Founder/Business Owner Retired Financial Professional Approaching retirement HENRY (High Earners, Not Rich Yet)
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