Rachel
Kechely

Next Financial Group, Inc

CRD#6610325
Investment Advisor
in Lincoln, NE

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About this Advisor

Rachel Kechely is a financial advisor based in Lincoln, Nebraska, working with Next Financial Group, Inc. Rachel has previously held positions at Kak Investments, Juice Stop, Securities America, Inc, Wealthplan Partners, Inc, Wealthplan Partners, LLC, Next Financial Group Inc, and Bkt Management. Rachel has passed the Series 66 regulatory exam and is registered to provide services in Nebraska and Texas. Currently, Rachel is part of Next Financial Group, Inc, which operates out of Lincoln, Nebraska. The firm has 257 offices and 613 employees. The firm manages assets totaling $3.5 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Next Financial Group, Inc includes asset-based, hourly, fixed, and other fees.

Certifications and Registrations

Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

3440 Madison Ave
Lincoln, NE 68504

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Next Financial Group, Inc Brokerage Details

Total Assets Under Management

$3,522,327,030

NE Average: $3,042,739,679
Total Number of Employees

613

NE Average: 49
Total Number of Accounts

17,352

NE Average: 2,315
Average Account Size

$202,993

NE Average: $1,314,358

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Rachel Kechely Work History

2023 - Present (1 year)

Next Financial Group Inc

2018 - Present (6 years)

Kak Investments

2020 - 2023 (3 years)

Wealthplan Partners, LLC

2019 - 2023 (4 years)

Wealthplan Partners, Inc

2018 - 2023 (5 years)

Securities America, Inc

2016 - 2018 (2 years)

Bkt Management

2014 - 2017 (3 years)

Juice Stop

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Rachel Kechely to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Next Financial Group, Inc

Liyuan Lee
San Mateo, CA
Brad Pickett
Houston, TX
Deborah Hunt
Houston, TX
Rachel Kechely
Lincoln, NE
Kaitlyn Pfluger
Roseville, CA
Deena Kobrin
Robbinsville, NJ
Stephen Koehler
Alpharetta, GA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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