Hi, I'm Douglas Holtmeier. I've been a Farm Bureau advisor since 2021. As your service provider, my team and I can work together with you to increase your confidence about your overall financial wellbeing. I have been in the financial services for over 20 years, the last 11 years as a financial advisor with LPL Financial located in Kearney NE. I attained my FINRA series 7 (license to trade) and 66 (qualified as an Investment Advisor Representative) registrations, in 2001 while working with Piper Jaffray in Topeka KS.
We guide our clients, aiming to help them to preserve and grow their assets over multiple generations. We advise business owners, executives, and families. Through our investment management programs, we create tailored strategies to pursue our clients' individual needs. Because we want to protect our clients' hard earned assets, we believe in a conservative investment approach focused on growth of capital and long term income.
We hold ourselves to the highest levels of integrity and accountability striving to ensure that we are doing our absolute best for each and every one of our clients. We feel privileged to work with the families who come to us for wealth planning and are passionate about making their lifelong dreams come true.
Our Focuses include: Wealth Management, Investment Management, Education Planning, Financial Planning, Retirement Planning, Cash Management, 401K Plans, Small business retirement plans, IRAs, College Savings 529 Plans, Annuities, and Insurance.
I enjoy attending various sporting events, golf and walking their golden retriever "Jango". I have previously been involved on the boards of the Kearney Little League baseball, Kearney Catholic Activities Association, Kearney Area Family YMCA and coaching youth sports.
My wife Brigitte and I have two sons and one daughter. Blake lives in Des Moines, IA with his wife Miranda. Brady resides in Omaha, NE with Shelbee. Our daughter, Liza lives in Washington D.C. with our son in law Chad and grandson Devon.
Give me a call today to learn how I can help you protect and grow your most valuable assets.