Wealth Advisors Network, Inc. logo

Wealth Advisors Network, Inc.

Updated today

Client assets under management

$259,798,530

Clients

472

22% high-net-worth

Advisors

8

of 8 employees

Firm type

Team

5-30 advisors or >$500M in AUM

Clients per advisor

59

Typical

Average account size

$550,421

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

Want help finding the right advisor?

Answer a few questions to see advisors matched to you.

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 location

Wealth Advisors Network, Inc.

201 Foundation Place Ste 100

Hastings NE 68901, United States

Number of offices

8

Most active in

Colorado · Florida · Nebraska · Pennsylvania · Texas

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 financial advisor with Wealth Advisors Network, Inc. in Greeley, CO, holding a Series 66 designation and 23 years of industry experience. She has worked at Cambridge Investment Research since 2013 and has been associated with Wealth Advisors Network since 2007. Outside of her advisory role, Diane serves as treasurer for the Success Foundation, a nonprofit organization, and is president of a family corporation involved in contract negotiation and management. 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 various firm programs. The firm emphasizes diversification and active management, using multiple investment vehicles and tools to align portfolios with client risk tolerances.

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 financial advisor with Wealth Advisors Network, Inc. in Hastings, Nebraska, holding a Series 66 designation and 26 years of industry experience. She has been with Wealth Advisors Network since 2007 and has also worked with Cambridge Investment Research, Inc. since 2013. Outside of her advisory role, she is involved in managing a family farm. Wealth Advisors Network provides comprehensive wealth-care services to individuals, trusts, charitable organizations, closely held businesses, and retirement plans. The firm offers portfolio management and financial planning through various programs, emphasizing diversification and active management while utilizing multiple investment vehicles and risk profiling tools.

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 26 years of experience in the financial industry. He is affiliated with Wealth Advisors Network, Inc. and has worked there since 2007, alongside his role at Cambridge Investment Research, Inc. since 2013. Charron is also a partner and president at Contryman Associates P.C., a CPA firm, and serves as treasurer for the Rotary Club of Scottsbluff/Gering. Wealth Advisors Network, Inc. provides comprehensive wealth-care services to individuals, trusts, charitable organizations, closely held businesses, and retirement plans. The firm emphasizes diversification and active management, utilizing various investment vehicles and proprietary risk assessment tools to align portfolios with client risk tolerances.

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 with Wealth Advisors Network, Inc. in Hastings, NE, holding Series 65 and Series 66 licenses and bringing 18 years of industry experience. She has worked at Cambridge Investment Research since 2013 and has been associated with Wealth Advisors Network and Contryman Wealth Advisors since 2006. Outside of her advisory roles, she is involved as a partner and cook in a local freezer meal business. 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 using a range of investment vehicles and offers both discretionary and non-discretionary portfolio management through various programs including CMAP and a co-advised 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 financial advisor with Wealth Advisors Network, Inc. in Lexington, NE. He holds a Series 66 designation and has 28 years of industry experience. His work history includes roles at Cambridge Investment Research, Inc., Wealth Advisors Network, Inc., and Contryman Associates P.C. He is also a member of Willow Creek Partners, LLC, an LLC that owns vacation property for its members. 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 portfolio management and financial planning through various programs, including the CMAP asset management program 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

Jeffrey A

CFP®, Series 63, Series 65

Hastings, NE

Wealth Advisors Network, Inc.

Jeffrey Anderson is a CFP® with over 30 years of experience in financial advisory services. He is affiliated with Wealth Advisors Network, Inc. and has worked with Cambridge Investment Research, Inc. since 2013. Anderson serves as chairman and member of the board of trustees at Mary Lanning Healthcare and owns Archery Solutions LLC, an indoor community archery range. Wealth Advisors Network provides wealth-care services to individuals, trusts, charitable organizations, closely held businesses, and retirement plans. The firm employs a diversified, actively managed investment approach and offers portfolio management and financial planning through discretionary and non-discretionary programs, including the CMAP asset management program 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

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
Warmer team member

Not sure where to start?

We'll help you think it through — whether you ultimately need an advisor or not.

Warmer helps you compare advisors clearly — so you can choose with confidence.

Find your advisor
Discover

Compare top advisor firms by metric, firm size, and location.

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")