Rachel
Kechely
Next Financial Group, Inc
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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
Services Offered
Fee Structure
Office Location
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Next Financial Group, Inc Brokerage Details
$3,522,327,030
613
17,352
$202,993
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
Next Financial Group Inc
Kak Investments
Wealthplan Partners, LLC
Wealthplan Partners, Inc
Securities America, Inc
Bkt Management
Juice Stop
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.
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