Wealth Management

What stage of life are you in...

Building wealth?  Maintaining wealth?  Distributing wealth?

Are your assets and goals in alignment for your current stage of life?

Our financial planners are here to listen to your concerns, understand your goals, and help you design the best financial strategy for your situation. We give you personal service and honest advice to help you plan and prepare for your future.

We specialize in: 

  1. Retirement and Income Planning
  2. Financial Planning
  3. Investment Planning
  4. Risk and Insurance Planning
  5. Tax Planning
  6. Estate Planning

Please visit our website for more information. 

www.bruningwealth.com

Bruning Wealth Management

Bruning
104 E Main St
P.O. Box 100
Bruning, NE 68322
Phone: (402) 353-0100
Fax: (402) 353-2980
By Appointment 

Kearney
1110 17th Avenue
P.O. Box 2407
Kearney, NE 68848
Phone: (308) 455-3072
Fax: (308) 455-3074
By Appointment 

Holdrege
1215 Burlington St
P.O. Box 315
Holdrege, NE 68949
Phone: (402) 353-2555
Fax: (402) 353-2980
By Appointment

Hebron Office
Hebron, NE 68370
Phone: 402-353-0100
Fax: 402-353-2980
By Appointment

Broken Bow Office
Broken Bow, NE 68822
Phone: 402-353-0100
Fax: 402-353-2980
By Appointment

Grand Island Office
Grand Island, NE 68801
Phone: 402-353-0100
Fax: 402-353-2980
By Appointment 


This website is neither an offer to buy nor a solicitation to sell securities.

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Bruning Bank and Bruning Wealth Management are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Bruning Wealth Management, and may also be employees of Bruning Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Bruning Bank or Bruning Wealth Management. Securities and insurance offered through LPL or its affiliates are:

Not Insured by FDIC or Any Other Government Agency  I  Not Bank Guaranteed  I  Not Bank Deposits or Obligations   I  May Lose Value

 

Jerry Catlett

Jerry Catlett

President, Chief Operating Officer, Board of Directors
Board, Bruning
Dave Frook

Dave Frook

Vice President, Wealth Management LPL Financial Planner, CPFA®
Bruning
Lisa Griess

Lisa Griess

Wealth Management Assistant
Bruning
Ryan Krantz

Ryan Krantz

Wealth Management Associate Financial Advisor, MBA, FPQP®
Kearney

“We may never understand His wisdom, but we simply have to trust His will.”

Sonny Manley
President
Hebron

“Be kind because everybody is dealing with something you know nothing about.”

Jim Scott
President
Broken Bow

“Part of attaining success is surrounding yourself with people that share the same drive, determination and direction that you want to achieve.  I feel the people we hire at Bruning Bank represent those assets and they strive to help our customers build, grow and thrive in business as well as personal endeavors.” 

Todd Clabaugh
President
Kearney

"You’ve heard this before, '50% of success in your life comes from just showing up, more precisely showing up on time and being there when you are supposed to be.' That does not apply only to financial success it applies to everything. Your persistence in being there and being present and engaged in your family, your church and your work/career, you don’t have to talk a good game to be successful, you need to do. If you show-up, you're half way there.  And when you show-up, help will be available to get you the rest of the way.  Thanks to all of you that show-up!" 

Jerry Catlett
President & COO
Bruning

“At Bruning Bank, we are about building relationships. If you walk through our doors, we want you to feel like family. Whether it is your first time in, or you are a long-established customer, we want your experience to be positive, insightful, and lasting. The people we employ are vital in this role and do an amazing job carrying out the values and mission established by the bank. I truly feel this is what sets Bruning Bank apart from other institutions.“

Luke Thorell
President
Holdrege