Wealth Advisors Network, Inc. logo

Wealth Advisors Network, Inc.

Updated today

Client AUM

$259,798,530

Clients

472

Advisors

8

across 6 offices

About

Wealth Advisors Network provides comprehensive wealth-care services to individuals (including high‑net‑worth clients), trusts, charitable organizations, closely held businesses, and retirement plans, delivering portfolio management and financial planning on both discretionary and non‑discretionary bases. Services are offered through firm programs such as the CMAP asset management program and a co‑advised WealthPort advisor‑directed wrap program, with the option to engage third‑party money managers and sub‑advisors.

The firm’s investment approach emphasizes diversification and active management, using mutual funds, ETFs, individual securities, and fixed‑income instruments while applying modeling and research tools to align portfolios with client risk tolerances. WAN maintains recommended model portfolios — including distinct guidance for accounts above and below $150,000 — and uses a risk profile questionnaire to determine asset mixes and rebalancing or repositioning as appropriate.

WAN’s business model blends advisory services with brokerage, insurance, and accounting affiliations: many adviser representatives are registered representatives of Cambridge Investment Research, some are licensed to sell insurance, and several have ties to accounting firms such as Contryman Associates, creating multiple compensation channels (including commissions, promoter/referral fees, and wrap program arrangements) that the firm discloses. The firm also operates from multiple offices and participates as a co‑advisor in a sponsored wrap program, features that are less common among comparable team firms and can influence how services, custody, and fee arrangements are structured.

Client services

Financial planning Portfolio management Selection of other advisers

Expertise

Income planning Business exit / sale strategy General estate planning guidance Active portfolio management

Occupation focus

Founder/Business Owner Retired

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Fee options

Fixed

Flat fees charged for specific services (amounts not specifically stated).

Percentage

$0 - $499,999: 1.45% $500,000 - $999,999: 1.35% $1,000,000 - $1,999,999: 1.10% $2,000,000 - $2,999,999: 1.00% $3,000,000 - $3,999,999: 0.90% $4,000,000 - $4,999,999: 0.80% $5,000,000 - $5,999,999: 0.75% $6,000,000 - $6,999,999: 0.70% $7,000,000 - $7,999,999: 0.65% $8,000,000 - $9,999,999: 0.60% $10,000,000+: 0.55%

Project-based

$100 to $500 per hour, depending on complexity and adviser expertise.

Other

Account minimum: $25,000 minimum balance for new accounts in the WAN CMAP Program, with possible waivers at the firm's discretion Fee-only: Flat hourly fees ranging from $100 to $500 depending on engagement complexity and adviser expertise; flat fees also available for specific services.

Main office

See office

201 Foundation Place Ste 100

Hastings NE 68901

Advisors at this office

1

Most active in

Colorado · Florida · Nebraska · Pennsylvania · Texas

Also doing business as

Bs&P Wealth Management · Contryman Wealth Advisors · Laurel Valley Advisors · Wealth Advisors Nebraska, Inc. · Wealth Advisors Network, Inc.

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Diane A

Series 66

Greeley, CO

Wealth Advisors Network, Inc.

Diane Alexander is a Series 66 credentialed financial advisor with over 24 years of industry experience. She is affiliated with Wealth Advisors Network, Inc. and Cambridge Investment Research, and also serves as treasurer for the nonprofit Success Foundation. Additionally, she holds the role of president at a family corporation, D&D Bigge Inc. Wealth Advisors Network provides comprehensive wealth-care services to individuals, trusts, charitable organizations, closely held businesses, and retirement plans. The firm combines discretionary and non-discretionary portfolio management with financial planning, emphasizing diversification and active management through various investment vehicles and model portfolios aligned with client risk profiles.

Income planning Business exit / sale strategy General estate planning guidance Active portfolio management Founder/Business Owner Retired
user avatar

Tammy H

Series 66

Hastings, NE

Wealth Advisors Network, Inc.

Tammy Hubl is a Series 66 credentialed advisor with 27 years of industry experience. She has been with Wealth Advisors Network, Inc. since 2007 and has also worked at Cambridge Investment Research, Inc. since 2013. Outside of advisory roles, she owns and operates a family farm in Guide Rock, Nebraska. Wealth Advisors Network provides comprehensive wealth-care services to individuals, trusts, charitable organizations, closely held businesses, and retirement plans. The firm emphasizes diversification and active management, utilizing mutual funds, ETFs, individual securities, and fixed-income instruments, while offering a range of advisory programs and investment options tailored to client risk profiles.

Income planning Business exit / sale strategy General estate planning guidance Active portfolio management Founder/Business Owner Retired
user avatar

Daniel C

CFP®, Series 66

Scottsbluff, NE

Wealth Advisors Network, Inc.

Daniel Charron is a CFP® with 27 years of industry experience, currently serving at Wealth Advisors Network, Inc. He has worked with Wealth Advisors Network since 2007 and has also been affiliated with Cambridge Investment Research, Inc. since 2013. Prior to that, he was with Contryman Associates P.C. from 1997 to 2009. Outside of his advisory work, he serves as treasurer for the Rotary Club of Scottsbluff/Gering. Wealth Advisors Network provides wealth management and financial planning services to individuals, trusts, charitable organizations, closely held businesses, and retirement plans. The firm employs a diversified, actively managed investment approach and offers services through various programs including discretionary and non-discretionary portfolio management.

Income planning Business exit / sale strategy General estate planning guidance Active portfolio management Founder/Business Owner Retired
user avatar

Samuel C

Series 65

Johnstown, PA

Wealth Advisors Network, Inc.

Samuel Catanese is a Series 65-licensed advisor with eight years of industry experience, currently with Wealth Advisors Network, Inc. He has been associated with Catanese & Vulcan since 1976. Outside of his advisory role, he serves as Treasurer and Board Member for both the Murtha Foundation and the Camp Catanese Foundation. Wealth Advisors Network provides comprehensive wealth-care services to individuals, trusts, charitable organizations, closely held businesses, and retirement plans, offering portfolio management and financial planning through discretionary and non-discretionary programs. The firm emphasizes diversification and active management, using various investment vehicles and risk profiling to align portfolios with client objectives.

Income planning Business exit / sale strategy General estate planning guidance Active portfolio management Founder/Business Owner Retired
user avatar

Virginia C

Series 65, Series 66

Hastings, NE

Wealth Advisors Network, Inc.

Virginia Charron is a financial advisor at Wealth Advisors Network, Inc. with 19 years of industry experience. She holds the Series 65 and Series 66 licenses and has worked with firms including Cambridge Investment Research and Contryman Wealth Advisors. Outside of her advisory work, she is involved as a partner and cook in a freezer meal business. Wealth Advisors Network provides comprehensive wealth-care services to individuals, trusts, charitable organizations, closely held businesses, and retirement plans. The firm employs a diversified and actively managed investment approach, offering discretionary and non-discretionary portfolio management through programs such as CMAP and a co-advised WealthPort wrap program.

Income planning Business exit / sale strategy General estate planning guidance Active portfolio management Founder/Business Owner Retired
user avatar

Marlin J

Series 66

Lexington, NE

Wealth Advisors Network, Inc.

Marlin Johnson is a Series 66-licensed financial advisor with 29 years of industry experience. He is affiliated with Wealth Advisors Network, Inc., where he has been active since 2007. Previously, he worked at Contryman Associates P.C. for 30 years. Wealth Advisors Network provides comprehensive wealth-care services to individuals, trusts, charitable organizations, closely held businesses, and retirement plans. The firm emphasizes diversification and active management, offering both discretionary and non-discretionary portfolio management through various programs and employing model portfolios tailored to client risk profiles.

Income planning Business exit / sale strategy General estate planning guidance Active portfolio management Founder/Business Owner Retired
user avatar

Jeffrey A

CFP®, Series 63, Series 65

Hastings, NE

Wealth Advisors Network, Inc.

Jeffrey Anderson is a CFP® professional with 30 years of industry experience, currently serving at Wealth Advisors Network, Inc. since 2007. He has also worked at Cambridge Investment Research, Inc. since 2013 and previously spent two decades with Contryman Associates, P.C. Outside of his advisory role, Anderson is the owner of an indoor community archery range and serves as chairman of the board of trustees for Mary Lanning Healthcare. Wealth Advisors Network provides comprehensive wealth-care services to individuals, trusts, charitable organizations, closely held businesses, and retirement plans, offering portfolio management and financial planning with a focus on diversification and active management. The firm blends advisory services with brokerage, insurance, and accounting affiliations, operating multiple offices and utilizing programs such as CMAP and WealthPort to accommodate a range of client needs.

Income planning Business exit / sale strategy General estate planning guidance Active portfolio management Founder/Business Owner Retired
user avatar

Philip N

Series 63, Series 66

Greeley, CO

Wealth Advisors Network, Inc.

Philip Neville is a financial advisor with Wealth Advisors Network, Inc. in Greeley, Colorado, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. His career includes roles at Cambridge Investment Research, Inc. and Wealth Advisors Nebraska, Inc., and he has served as a trustee for multiple family irrevocable trusts. Outside of his advisory work, Neville is involved in nonprofit organizations, serving as treasurer for the Pelican's Nest Homeowner's Association, Poudre River Trail Corridor, Inc., and First United Methodist Church of Windsor. Wealth Advisors Network provides comprehensive wealth-care services to individuals, trusts, charitable organizations, closely held businesses, and retirement plans, offering portfolio management and financial planning through discretionary and non-discretionary programs. The firm employs a diversified, actively managed investment approach using various securities and maintains model portfolios tailored by account size and risk profile.

Income planning Business exit / sale strategy General estate planning guidance Active portfolio management Founder/Business Owner Retired
View complete list of advisors at this firm
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