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Jordan Reinertson

Advisor at Novem Group

Updated today

Location

Grand Island, NE 68801

Credentials

Series 66

Industry experience

3 years

About

Jordan Reinertson is a financial advisor with Novem Group and holds a Series 66 designation. He has three years of industry experience, having worked previously at Osaic Wealth, Inc., American Portfolios Financial Services, Inc., and Five Points Bank. Outside of advising, Reinertson serves as a high school basketball official and has worked as a golf instructor, hosting junior golf camps in central Nebraska. Novem Group provides discretionary and non-discretionary investment supervisory services and financial planning to a diverse client base, including individuals, high-net-worth clients, pension plans, charitable organizations, and government entities. The firm combines fundamental, cyclical, and technical analysis with a range of investment strategies tailored to client goals and risk tolerance.

Client services

Based on Novem Group

Financial planning Portfolio management Pension consulting Selection of other advisers Newsletters or periodicals Educational seminars or workshops

Expertise

Based on Novem Group

Options & derivatives strategies College savings (529s, UTMA, etc.)

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Fee options

Fixed

Flat fee (dollar amount or percentage of assets) available for financial planning; specific amounts not stated

Percentage

$0 - $250,000: 2.50% $250,001 - $500,000: 2.25% $500,001 - $1,000,000: 2.00% $1,000,001 - $5,000,000: 1.75% Over $5,000,000+: 1.50%

Commissions

Accepts compensation for sale of securities/products including commissions and asset-based sales charges

Project-based

Hourly rates available for financial planning; specific amounts not stated

Other

Fee-only: Flat fees or hourly rates available for financial planning

Location

2032 Brentwood Blvd

Grand Island, NE 68801

Most active in

Colorado · Florida · Iowa · Kansas · Nebraska · Texas · Washington

Work history

OSAIC

2024 - Present (2 years)

Novem Group

2022 - Present (4 years)

American Portfolios Financial Services, Inc.

2022 - 2024 (2 years)

Five Points Bank

2022 - Present (4 years)

Kearney Public Schools

2020 - 2022 (2 years)

Minden Public Schools

2015 - 2020 (5 years)

Disclosures

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

Business activities & affiliations

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John P

CFP®, Series 66

Grand Island, NE

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Grand Island, NE

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Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting
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Mitchell Spiehs is the principal of SPIEHS Wealth Management, Inc., an independent firm based in Grand Island, Nebraska. He holds Series 63 and Series 65 licenses and has 29 years of industry experience. His prior roles include positions at AE Wealth Management, LLC and Gradient Advisors, LLC. Outside of advisory work, he manages SPIEHS Farm, a family farming operation active since 1984. SPIEHS Wealth Management provides discretionary asset management and financial planning services to individuals, high-net-worth clients, trusts, business owners, and estates. The firm tailors investment programs to client goals, time horizons, and risk tolerances using fundamental and technical analysis and may utilize third-party sub-advisors for portfolio management.

Medicare planning
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Chad S

Series 65

Grand Island, NE

Allen Capital Group, LLC

Chad Sheffield is a financial advisor at Allen Capital Group, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at Five Points Bank for 21 years. Allen Capital Group, LLC provides advisory services to individuals, retirement plans, trusts, corporations, charitable organizations, and private funds. The firm emphasizes individualized, generally long-term investment strategies implemented on a discretionary basis and manages approximately $1.22 billion in discretionary assets.

Retirement income strategy Life insurance needs analysis Long-term care insurance Founder/Business Owner
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Trevor S

Series 65

Grand Island, NE

Allen Capital Group, LLC

Trevor Stevens is a financial advisor at Allen Capital Group, LLC in Grand Island, Nebraska, holding a Series 65 designation with two years of industry experience. Prior to joining Allen Capital Group, he was a student for 18 years. Allen Capital Group, LLC provides advisory services to individuals, retirement plans, trusts, corporations, charitable organizations, and private funds. The firm employs a generally long-term investment approach based on fundamental analysis, using a combination of active and passive mutual funds, ETFs, options strategies, and third-party bond management.

Retirement income strategy Life insurance needs analysis Long-term care insurance Founder/Business Owner
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Brian H

CFP®, Series 63

Grand Island, NE

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Brian Harmon is a CFP® with six years of industry experience, currently serving as a financial advisor at Allen Capital Group, LLC. His prior roles include positions at Cor Clearing LLC and OppenheimerFunds Distributor, Inc. He holds the Series 63 designation. Allen Capital Group, LLC provides advisory services to individuals, retirement plans, trusts, corporations, charitable organizations, and private funds. The firm employs a discretionary investment management approach with an emphasis on individualized, long-term strategies using fundamental equity analysis alongside a mix of active and passive funds, options, and bond management.

Retirement income strategy Life insurance needs analysis Long-term care insurance Founder/Business Owner
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