Brokerage Specialists, Inc. provides investors custom-tailored investment strategies to meet short- and long-term needs. We provide full transparency in the form of separately managed accounts. Our goal at Brokerage Specialists, Inc. is to help our clients realize their financial dreams by offering creative solutions through an open and transparent process utilizing both financial and insurance* solutions to achieve financial independence. As a fiduciary, we are legally obligated to put our clients’ interests first.
We empower you to navigate today’s complex financial world. We customize a plan to fit your individual and family needs, as well as the needs of your small or large business.
*Insurance offered through Brokerage Specialists, Inc.
Todd E. Hoins, LUTCF
President and CEO of Brokerage Specialist
PERSONAL: Todd is a life-long resident of Nebraska. Todd and his family are members of the Grace United Methodist church and Todd has served on the Financial Benefits Board at his church over the years. Todd enjoys ushering at his church, since this is a great way to help meet people from all walks of life and help them find a seat, and to learn to live in a Christian way.
PROFESSIONAL: Todd received his LUTCF designation through financially accredited provided by the National Association of Insurance and Financial Advisors. Believing that continuing education is important in our quest to provide the best service to our clients, Todd completed The Nebraska Edge/NxLevel training programs for entrepreneurs. Todd’s newest title is Investment Advisor Representative. Todd understands the importance of ensuring our clients receive all the information they need in order, to make an informed decision that best meets their specific situation. Additionally, Todd works with 403b plans, assisting teachers, & other public employees in Nebraska to build their retirement savings. Todd is the founder and President of Brokerage Specialists a Registered Investment Advisor Firm. Our Income Advisory Program helps our clients get return on their investments in any kind of “Market Cycle”. Todd specializes in helping our clients to protect their retirement assets. Our firm’s focus is to help our clients before and after retirement to receive safe alternatives to risk-based investments. Todd believes that competitive returns don’t have to compromised by risk! You can reach Todd at our office (402) 461-8092 or (308)398-0037. Todd would also be happy work by email at Todd@brokeragespecialists.com. In addition we offer free attendance to our complimentary seminars across Nebraska.
Teresa L. Roessler
PERSONAL: Teresa L. Roessler was born and raised in Broken Bow, Nebraska. She has two grown children and two beautiful granddaughters Byrnlee & Aspen. She enjoys riding horses, golfing and spending time with her family. She feels very blessed and grateful as the Lord has blessed her with the most important things in life, her loved ones.
PROFESSIONAL: Teresa has worked in the Banking & Finance Industry most of her life. She is currently licensed to sell insurance and has been working in the insurance industry for the last 16 years. Her goal is to build relationships with trust and a strong commitment to our clients. With our firm’s processes, we can formulate a retirement plan that will meet your own individual needs. Teresa can be contacted at our office (308) 398-0037 or (308) 383-5719. Email firstname.lastname@example.org.