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FINANCIAL PLANNING

FINANCIAL PLANNING

 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
Ameritas Agency
Ameritas Agency
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6940 O Street, Suite 406
Lincoln, NE 68510 2458
Mr. Ken CarpenterMr. Ken Carpenter
Work Phone: (402) 436-2500(402) 436-2500
Member Since: 1990
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Ameritas Wealth Advisors
Ameritas Wealth Advisors
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Locally Owned Business
6355 S. 56th Street
Lincoln, NE 68516
Mr. Corey PouloskyMr. Corey Poulosky
Work Phone: (402) 436-2500(402) 436-2500
Member Since: 2016
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Ameritas Wealth Advisors, Tyler Mainquist
Ameritas Wealth Advisors, Tyler Mainquist
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Locally Owned Business
6355 S 56th Street
Lincoln, NE 68516
Mr. Tyler MainquistMr. Tyler Mainquist
Work Phone: 402-423-4022402-423-4022
402-613-4949402-613-4949
Member Since: 2014
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Bellwether Wealth
Bellwether Wealth
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140 N 8th Street, Suite 210
Lincoln, NE 68508
Mr. Clark BellinMr. Clark Bellin
Work Phone: (402) 476-8844(402) 476-8844
Member Since: 2010
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CIO Wealth Strategies
CIO Wealth Strategies
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8535 Executive Woods Drive, Suite 300
Lincoln, NE 68512
Ms. Kelsey HivelyMs. Kelsey Hively
Work Phone: (402) 441-4141(402) 441-4141
Member Since: 2018
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D.A. Davidson
D.A. Davidson
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115 Canopy Street, Suite 400
Lincoln, NE 68506
Mr. John DeckerMr. John Decker
Work Phone: (402) 476-3000(402) 476-3000
Member Since: 1990
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D.A. Davidson
D.A. Davidson
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1248 O Street, Suite 890
Lincoln, NE 68508
Mr. Hugh LauMr. Hugh Lau
Work Phone: (402) 420-8500(402) 420-8500
Member Since: 2014
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Deep Sky Wealth
Deep Sky Wealth
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Locally Owned Business
7011 Kentwell Lane, Suite 100
Lincoln, NE 68516
Ms. Allison KellerMs. Allison Keller
Work Phone: (402) 323-6550(402) 323-6550
Member Since: 2016
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First State Bank Nebraska
First State Bank Nebraska
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Locally Owned Business
4915 Old Cheney Rd
Lincoln, NE 68516
Melissa WallmanMelissa Wallman
Work Phone: (402) 421-3535(402) 421-3535
Member Since: 2016
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Lincoln Wealth Management
Lincoln Wealth Management
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Locally Owned Business
6120 S 58th Street, Suite A
Lincoln, NE 68516
Mr. Cyrus KianiMr. Cyrus Kiani
Work Phone: (402) 413-7556(402) 413-7556
Member Since: 2003
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Merrill Lynch
Merrill Lynch
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Locally Owned BusinessWoman Owned Business
301 S 12th Street
Lincoln, NE 68508 2108
Ms. Brenda BadamiMs. Brenda Badami
Work Phone: (402) 473-1800(402) 473-1800
Member Since: 1996
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Morgan Stanley Lincoln Branch
Morgan Stanley Lincoln Branch
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1248 O Street, Suite 1100
Lincoln, NE 68508
Mr. Forrest (Frosty) AndersonMr. Forrest (Frosty) Anderson
Work Phone: (402) 474-2400(402) 474-2400
Member Since: 2023
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New York Life/Brad Brodersen
New York Life/Brad Brodersen
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Locally Owned Business
1221 N Street, Suite 800
Suite 800
Lincoln, NE 68508
Mr. Brad G BrodersenMr. Brad G Brodersen
Work Phone: (402) 413-8314(402) 413-8314
Member Since: 2018
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Pittenger & Anderson, Inc.
Pittenger & Anderson, Inc.
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Locally Owned Business
5533 S 27th Street, Suite 201
Lincoln, NE 68512
Dan FrostDan Frost
Work Phone: (402) 328-8800(402) 328-8800
Member Since: 2022
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Principal Financial Group
Principal Financial Group
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18205 Capitol Ave
Suite 300
ELKHORN, NE 68022
Ms. Arlene ChaseMs. Arlene Chase
Work Phone: 40243478614024347861
Member Since: 2011
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Stifel, Nicolaus & Co.
Stifel, Nicolaus & Co.
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8555 Executive Woods Drive, Suite 300
Lincoln, NE 68512
Mr. Loy OlsonMr. Loy Olson
Work Phone: (402) 421-1019(402) 421-1019
Member Since: 2022
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Stonebridge Insurance & Wealth Management
Stonebridge Insurance & Wealth Management
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Locally Owned Business
5733 S. 34th Street, Suite 300
Lincoln, NE 68516
Mr. Timothy KulhanekMr. Timothy Kulhanek
Work Phone: (402) 805-4660(402) 805-4660
Member Since: 2015
Stonebridge Wealth Systems, LLC is a SEC Registered Investment Advisor serving clients across the United States. We have developed a proprietary, five-step process trade-named The Retirement Compass that focuses on Income, Investment, Tax, Healthcare, &
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Willeke Financial Group, LLC.
Willeke Financial Group, LLC.
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Locally Owned Business
1221 N Street, Suite 800
Lincoln, NE 68508
Mr. Craig WillekeMr. Craig Willeke
Work Phone: (402) 483-6656(402) 483-6656
Member Since: 2004
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