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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lynn? Claim Your ProfileLynn Briana Nepple is a financial advisor with Ameriprise Financial Services, LLC, working out of the Omaha, NE branch office. Lynn is also licensed as an Investment Advisor Representative in Nebraska and Texas. Lynn has been in the industry since September 2007. Lynn has a background in wealth management, providing financial planning, and portfolio management services to individuals and families. Prior to joining Ameriprise Financial Services, LLC, Lynn worked at Wells Fargo Advisors LLC. Lynn specializes in retirement planning, college savings, and estate planning.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Asset allocation services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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NE
05/13/2022 - Present
Ameriprise Financial Services, LLC (Omaha NE)
NE
02/27/2015 - 05/04/2022
WELLS FARGO CLEARING SERVICES, LLC (OMAHA NE)
NY
09/07/2012 - 03/11/2015
MORGAN STANLEY (ROCHESTER NY)
NY
10/11/2011 - 04/11/2012
LPL FINANCIAL LLC (ELMIRA NY)
NY
07/05/2011 - 10/11/2011
UVEST FINANCIAL SERVICES GROUP, INC. (ELMIRA NY)
CO
02/05/2007 - 04/25/2011
CHARLES SCHWAB & CO., INC. (ENGLEWOOD CO)
IA
Issued 03/20/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/06/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/05/2008
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/13/2008
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/02/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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