Find Top Financial Advisors in Grand Island, Nebraska

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Finding the Top Financial Advisor in Grand Island, Nebraska
Last Updated - 23-Nov-2022

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Qualified Financial Advisors in Grand Island, Nebraska
Financial Advisor Experience AUM Minimum Assets Fee Structure
Todd E. Hoins
1828 North Webb Rd.,
Ste 2,
Grand Island, NE 68803
Not Disclosed Not Specified Not Specified Fee-Based

Information on Qualified Financial Advisors in Grand Island

Qualifications CRD# 6877017
Firm CRD# 291011

Compensation/Fee Fee-Based, Hourly, Based on Assets

Office Location 1828 North Webb Rd.,
Ste 2,
Grand Island,
Phone Number 308-398-0037

Todd has is a life-long resident of Nebraska. Todd and his family are members of the United Methodist Church and Todd has served on the Financial Benefits board at his church and Evangelists Board of his church. Todd enjoys ushering at his church the most; this is a great way to help meet people from all walks of life and help them find a seat to learn to live in a Christian way.
Todd received his LUTCF designation through financially accredited courses through the National Association of Insurance and Financial Advisors. He is also a member of the Nebraska Better Business Bureau and has received the "Honor Roll Award for Professional Standards of Business." Todd is a Financial Advisor and is certified 403b & 457 planning specialists, working with teachers and also public employees in Nebraska in helping them build a retirement savings. Todd is recognized for his role in working with Community Colleges across Nebraska as a Social Security & Financial Advisory Specialist.
Todd is the founder and President of Brokerage Specialists, a Registered Investment Advisory Firm. The Income Advisory Program helps his clients to get returns on their investments in any kind of "Market Cycle." Todd specializes in helping his clients in protecting their retirement assets. His focus is to help his clients prior to retirement and after to receive safe alternatives to risk based investments. Todd believes that competitive returns don't have be compromised by risk!

About Brokerage Specialists, Inc.

Brokerage Specialists, is a fiduciary investment advisory firm, WE do not sell securities we provide you our Asset management services and advice. Much like a doctor will advise you on your health. We do the same with your retirement plans such as 401k, simple IRA's and Roth IRA's. our firms core principal is to always work for the individual investing money and not the Investment company. This is why we do not sell securities, but offer you our professionally managed investment portfolios. We will also give you a monthly performance report on your assets under management. This is our score card on how your investments are being managed. We will advise you on these topics: 1. Social Security planning with a personalized report on your own benefits, and when to collect them. 2. A Color of money risks analysis, This report gives you a detailed report on how much risks you are taking in your investments. 3. A GPS Report, this is our compass report and this will give you a income based report on when to take money from each of your different retirement plans, including Social Security. Brokers sell products, a fiduciary investment advisor sells advice and management services.

Top Financial Advisor Firms in Grand Island, Nebraska (Ranked by AUM)

Firm Name AUM No. of Clients Fee Structure
3032 West Stolley Park Road , Suite E,
Grand Island, NE 68801
$889,908,865 5560 A percentage of AUM
Hourly charges
Fixed fees
Commision Based

    List of Additional Advisors in Grand Island, Nebraska*

    * Additional advisors listing is provided in partnership with Yext

    Financial Advisor Office Location Phone Number
    Mark A Perry
    Inquire with Mark
    736 N Diers Ave, Grand Island, NE  68803 308-384-8834
    Schuster Anderson Wealth Advisors
    Inquire with Schuster
    3008 W. Stolley Park, Suite 1, Grand Island, NE  68801 308-384-3302
    Dustin Graham, Washington National Agent
    Inquire with Dustin
    1816 Rainbow Rd, Grand Island, NE  68801 402-948-0267
    Christopher Fila, Washington National Agent
    Inquire with Christopher
    2639 St Patrick Ave, Grand Island, NE  68803 308-380-8554
    Tony Eynetich, Washington National Agent
    Inquire with Tony
    3601 N North Rd, Grand Island, NE  68803 308-379-3798
    Edward Jones
    Inquire with Edward
    2424 S Locust St, Suite B, Grand Island, NE  68801 308-382-3011
    Edward Jones
    Inquire with Edward
    307 N Locust, Grand Island, NE  68801 308-382-0406
    Edward Jones
    Inquire with Edward
    2341 N Webb Rd, Grand Island, NE  68803 308-661-0805
    Edward Jones
    Inquire with Edward
    1427 North Webb Road, Grand Island, NE  68803 308-382-9198
    Edward Jones
    Inquire with Edward
    1028 N Webb Rd, Suite A, Grand Island, NE  68803 308-381-8100
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      Financial advisors help their client by providing financial advice and strategy to build wealth and eliminate risk. They assess the client's risk appetite, their unique needs and requirements, their short-term and long-term goals and guide them towards adopting the right financial plan, retirement plan, estate plan or education plan etc. as necessary. Learn more about the roles & benefits of a financial advisor.

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      Finding the right person or a financial advisory firm to help with your retirement planning might take some effort, but the effort is worth it. Financial advisors might have different specializations, look for one who has had past experience in retirement planning. Also, this could translate to a long - term relationship, so it's important to find someone whom you like, trust and respect. Read here the importance of retirement planning.

      A fiduciary is any person or firm who acts on behalf of another individual or firm to manage their assets. Fiduciary financial advisors provide their client the highest quality of care while maintaining 'good faith', meaning they wouldn't act in favor of anyone else's interests, including their own. The best way to be certain that a financial advisor is a fiduciary is to simply ask. Learn more about what is a fiduciary financial advisor.

      A financial advisor is any person who helps their client manage their money by giving valuable investment insights to help financial decision making. A financial planner is also a financial advisor but specializes in creating comprehensive plans for their clients to match their specific goals. Learn more about financial advisor vs financial planner: Who do you need?