Wealth Management


Searching for a wealth management services in Nebraska? Waypoint Financial, located at Waypoint Bank, offers financial services and insurance through LPL  Financial. Waypoint Financial is managed by Jeff Cornelius, an LPL Financial Advisor who takes pride in serving his community by creating an exceptional client experience. He and his team understand that trust is earned, not bought, which leads them to provide his client 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. We don’t just serve the community; we are a part of it!

Available Waypoint Financial Professional Services*

  • Individual Equities
  • Variable Life
  • Variable Annuities
  • Small Business Retirement and Benefit Plans
  • Life Insurance
  • Investment Advisory Services
  • Financial Planning
  • Estate Planning
  • 401k Accounts

 

* 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.

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

Online Banking

Personal Banking Login1

Enroll now

ECORP Login

You are leaving WaypointBank.com

Continue
Our lobbies are closed, but our branches remain open to support you.Learn More