Errors to Avoid in a Financial Crisis Lincoln NE

You may find yourself stuck in a financial crisis if you did not manage your personal financing properly in Lincoln. Here in the following article, you will learn some information about how to manage personal finance and what to do to deal with a financial crisis.

Mr. Curt R Levalley, CFP®
(402) 434-4196
1248 O Street
Lincoln, NE
Firm
Wells Fargo

Data Provided by:
Mr. Gerard R. Finnegan Jr., CFP®
(402) 477-3739
1201 O St
Lincoln, NE
Firm
Gerry Finnegan, CFP(R)
Areas of Specialization
Asset Allocation
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

Average Income: $100,001 - $250,000

Profession: Service Professionals

Data Provided by:
Mr. Jeffrey W. Smalley, CFP®
(402) 467-6916
5900 O St
Lincoln, NE
Firm
Ameritas Investment Corp

Data Provided by:
Mr. Matthew R. Kleager, CFP®
(402) 476-3000
1225 L St Ste 200
Lincoln, NE
Firm
SMITH HAYES Financial Services
Areas of Specialization
Asset Allocation, Budget Development, Comprehensive Financial Planning, Debt Management, Education Planning, Employee and Employer Plan Benefits, Estate Planning
Key Considerations
Average Net Worth: $500,001 - $1,000,000

Average Income: $50,001 - $100,000

Profession: Not Applicable

Data Provided by:
Ms. Holly R. Heyen, CFP®
(402) 465-3826
6940 O Street
Lincoln, NE
Firm
RBC Wealth Management

Data Provided by:
Michael Collins
6600 O Street
Lincoln, NE
Service
Wealth Engineering,Pension for Highly Compensated Owners,Stock Market Alternative,Reverse Mortgage,Disability Insurance,Retirement Planning,Real Estate Investment Planning,Annuity Ideas & Strategy Planning,Planning For Personal Finances & Budgeting,Retirement Income Accumulation Planning,Fee-Only Comprehensive Financial Planning,Portfolio Engineering,Mortgage Refinancing,IRA, 401k, Roth IRA, QDRO Rollovers,CD Alternative,Alternative Investments,Annuities,Alternative Asset Class Planning,Investme

Data Provided by:
Mr. Loren J. Kampschnieder, CFP®
(402) 484-7538
1001 S 70th St Ste 102
Lincoln, NE
Firm
Waddell & Reed
Areas of Specialization
Asset Allocation, Comprehensive Financial Planning, General Financial Planning, Insurance Planning, Investment Management, Investment Planning, Long-Term Care

Data Provided by:
Mr. Aaron Philip Sipherd, CFP®
(402) 488-5656
8055 O Street
Lincoln, NE
Firm
Sipherd Wealth Management LLC
Areas of Specialization
Asset Allocation, General Financial Planning, Investment Management, Investment Planning, Retirement Planning, Wealth Management

Data Provided by:
Michael T. Johnson, CFP®
(402) 466-3400
6940 O St Ste 300
Lincoln, NE
Firm
Executive Wealth Management

Data Provided by:
Mr. Robert J Rossi, CFP®
(402) 489-9375
211 S 84th St Ste 110
Lincoln, NE
Firm
Rossi Financial Services
Areas of Specialization
Asset Allocation, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Estate Planning, Insurance Planning, Investment Planning
Key Considerations
Average Net Worth: $250,001 - $500,000

Average Income: $50,001 - $100,000



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