Wealth Management
Let Waypoint Bank be your guide to financial success.
Searching for wealth management services in Nebraska?
Waypoint Financial, located at Waypoint Bank in Cozad, offers financial services and insurance through LPL Financial. Managed by Jeff Cornelius, an LPL Financial Advisor alongside financial advisor Maddux Myer, each understands that trust is earned, not bought, which leads them to provide the community with unparalleled availability and personalized care.
With a firm belief in a passive, academic investment philosophy, Waypoint Financial focuses on clients’ unique circumstances and places their interests above all else. Jeff and Maddux don’t just serve the community; they are a part of it!
Available Waypoint Financial Professional Services*
Individual Equities
Variable Annuities
Life Insurance
Financial Planning
401k Accounts
Variable Life
Small Business Retirement & Benefit Plans
Investment Advisory Services
Estate Planning
*These services are not insured by the FDIC; they are not a deposit or other obligation of or guaranteed by Waypoint Bank; and are subject to investment risks, including possible loss of principal amount invested.
LPL Financial and its representatives do not offer tax or estate planning advice; these services are offered in conjunction with qualified professionals.
Waypoint Bank provides referalls to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referalls, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for brokerage or advisory services. See disclosures here.
Securities and Advisory Services
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. Waypoint Bank and Waypoint Financial are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Waypoint Financial and may also be employees of Waypoint Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Waypoint Bank or Waypoint Financial. Securities and insurance offered through LPL or its affiliates are:
Not Insured by FDIC or Any Other Government Agency
Not Bank Guaranteed
Not Bank Deposits or Obligations
May Lose Value
BrokerCheck
Jeff Cornelius
Financial Advisor
Maddux Myer
Financial Advisor
