How do you know you're getting value for your money? There are so many different financial service firms to choose from. How do you decide which one will help you achieve your goals?
At Brokerage Specialists, we understand these concerns, which is why we've adopted the following principles:
First, we sit down with you and listen to your goals and concerns. Then, we develop a personalized plan to help you achieve your goals and address your concerns.
We will manage your investments according to your personalized plan. We will also monitor your investments and make adjustments as needed to keep you on track to achieve your goals.
We will help you implement your plan by assisting with the necessary paperwork, setting up accounts, and coordinating with other professionals, such as accountants or attorneys if needed.
We'll provide a clear, concise review of your existing holdings, followed by an explanation of how your past investments correlate with your risk appetite and goals. All with your future in mind.
Customer Reviews
To glorify God by being a faithful steward with all that is entrusted to us and have a positive influence with everyone we work with in our daily lives.
Brokerage Specialists started as a dream for the ultimate dreamer. Todd Hoins has been in the insurance and financial planning business for 38 years and started selling insurance walking around town in Hastings Nebraska. As he matured in the business and was a member of the National Association of Financial Advisors he took a five-part class on financial planning topics such as personal finance, retirement planning, and life insurance needs planning.
Todd has also taken the Nebraska Edge and NxLeveL Start-up business training program to help small business owners understand the value of building a business endeavor that is responsible to yourself and the community. Today that success has proven to be the foundation for the success he was able to achieve.
Todd would tell you that he is a Christian faith-based financial advisor, and his goals are to help others understand the retirement planning process as you work with our firm I want you to know that our team of faith-based members will always put your interest ahead of our own as a fiduciary financial advisory firm.
Founder & CEO
Todd Hoins is the President and CEO of Brokerage Specialists. He is a dedicated professional with a deep understanding of the financial industry, with over thirty-plus years in the business he has always known to stay independent.
He says I am your fireman on your financials if you have any questions I am available to you 24/7 365 days a year. I do not want you to lose a minute of sleep worrying about your money!
Call 402-461-8092 to reach me personally.
Grand Island: (308) 398-0037 Omaha: (402) 218-4420
Financial Advisor
Bailey has worked for her dad in every capacity of the business from when she was in junior high & high school helping him on the weekends to build client files or data input on the Client portal sites! She has worked for TD Ameritrade on the client services team and also has done an internship at our Gradient Investments on the financial planning team to build cases for other advisors with Gradient Investments. She is currently in the process of obtaining her investment advisor representative license so she can one day take over the firm.
Just talking with Bailey you can tell she is passionate about providing her clients with comprehensive financial solutions and expert guidance in the future.
Customer Service
Heather is the face you see when you walk in the door. She is here to help you with any questions you may have.
Her personality has helped her grow personally and professionally as a team player. She has on many occasions been the glue to help keep everything in the office running smoothly day to day. Heather’s smile is a complement to her talents here in the office as Todd would tell you.
Brokerage Specialists is an independent investment advisory firm, as such we have complete control of who we do our investment advisory business. we choose to strategically partner with third-party money managers to actively manage investments for our clients.
We are proud to let you know that Gradient Investments is ranked in the top 4% of over 2,270 registered investment advisory firms in the United States of America. Whether your financial goal is preserving principal, maximizing income, or accumulating capital, our third-party money managers have carefully designed a strategy to help you achieve your long-term financial goals. Based on your personalized Color of Money risk score assessment program. Here is a link to Gradient Investments www.gradientinvestments.com
President of Gradient Investments, LLC
As President, Michael is the leader of Gradient Investments and has been with the firm since 2012. He brings more than 30 years of industry experience including prior roles managing multi-billion dollar portfolios for an institutional asset manager. Michael is a CFA® charter holder and is a featured contributor on CNBC, Fox Business, Barron's, and the Wall Street Journal.
Senior Portfolio Manager
Jeremy has been with Gradient Investments since 2016 and has more than 20 years of investment experience. Jeremy is a CFA® charter holder and his previous job history includes equity research and portfolio management for institutional asset managers and hedge funds in Minneapolis and New York. He is a frequent contributor to media outlets including CNBC, Fox Business, Reuters, Bloomberg, and the Wall Street Journal.
Portfolio Manager
Tyler Ellegard serves as a Portfolio Manager for Gradient Investments, LLC. Before Gradient, Tyler worked for US Bancorp in Minneapolis, MN as a Wealth Management Advisor where his primary responsibility was building custom investment portfolios tailored to clients' specific investment objectives and risk tolerances. Tyler is a graduate of the University of Minnesota with a Bachelor of Science degree in Applied Economics with an emphasis in Finance.
Manager, Case Central
David J. Johnson, CFP® has worked in the financial services industry since 2000. David boasts extensive knowledge regarding investments, retirement income planning, and legacy planning. David is investment licensed, insurance licensed, and holds the Certified Financial Planner™ designation. He obtained his business degree from Bethel University in Arden Hills, MN.
This report provides you with an overall view of all your investments & retirement plans.
This report gives you a detailed risk analysis score compared to your current investments.
This report provides you with a detailed analysis of your social security benefits and how to maximize them.
This report shows you how your investments are invested and allocated to your score goals.
This report brings together all your investments and retirement assets into one detailed retirement report.