Designations and Licenses
Jim is a licensed health, life and variable annuity insurance agent.
Experience and Education
Jim focuses on providing clients with a wide range of financial solutions based on each client’s individual financial needs and long-term goals. Prior to joining Mariner Wealth Advisors, Jim was vice president of national accounts and a shareholder at HK Financial Services in Omaha, Neb. In that role, he worked directly with Certified Public Accountants to assess the financial situations of their clients and develop strategies to create, protect and transfer wealth through the implementation of insurance and investment vehicles. Jim’s previous experience also includes working for a brokerage firm and working for a large bank trust department, where he focused on managing institutional, foundation and endowment accounts.
Jim holds a Bachelor of Arts degree in business administration with a minor in mathematics from Augustana University.
Jim was named to Forbes’ 2021 Best-In-State Wealth Advisors list, ranking #9 in Nebraska, and to Barron’s 2021 Top 1,200 Advisors list, ranking #3 in 2021 and #6 in 2020 also in Nebraska. He has served in the U.S. Army Reserves for more than two decades and has attained the rank of Major.
Jim’s hobbies include attending his daughter’s softball games, playing basketball, golfing, camping and horseback riding with his wife. He has been a longtime member of Lyons Club International in Sioux Falls, South Dakota and Omaha, Neb.
The Forbes Best-In-State Wealth Advisors ranking by SHOOK Research is based on an algorithm of qualitative criteria, gained through due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years’ experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings.
Barron’s publishes four financial advisor rankings each year: The Top 100, The Top 100 Women, The Top 100 Independents and The Top 1,200, in which advisors are ranked on a state-by-state basis. The rankings are based on data provided by individual advisors and their firms. Advisor data is confirmed via regulatory databases, cross-checks with securities firms and conversations with individual advisors. The formula Barron’s uses to rank advisors is proprietary. It has three major components: assets managed, revenue produced and quality of practice. Investment returns are not a component of the rankings because an advisor’s returns are dictated largely by the risk tolerance of clients. The quality-of-practice component includes an evaluation of each advisor’s regulatory record. The award is not indicative of future performance and there is no guarantee of future investment success. For additional information visit www.barrons.com.