Finding a Financial Planner Lincoln NE

True or false: Financial planner, financial consultant, investment adviser, stock broker -- these are all titles for people who provide essentially the same types of services in Lincoln, right? Well, true. So there's no need to concern yourself about how they differ from one another, right? False.

Ms. Sheryl L Laduke, CFP®
(402) 465-3815
6940 ""O"" Street
Lincoln, NE
Firm
RBC Wealth Management

Data Provided by:
Mr. Jason R. Rolf, CFP®
(402) 484-7526
1001 S 70th St Ste 201
Lincoln, NE
Firm
Waddell & Reed
Areas of Specialization
Comprehensive Financial Planning, Estate Planning, Insurance Planning, Investment Planning, Long-Term Care, Securities, Wealth Management
Key Considerations
Average Net Worth: $250,001 - $500,000

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



Data Provided by:
Mr. Aaron W. Petersan, CFP®
(402) 474-2400
1248 O St, Suite 1100
Lincoln, NE
Firm
Morgan Stanley Smith Barney

Data Provided by:
Robert E Downey, CFP®
(402) 479-1243
1248 O St Ste 1100
Lincoln, NE
Firm
Morgan Stanley Smith Barney
Areas of Specialization
Comprehensive Financial Planning, Education Planning, Long-Term Care, Retirement Income Management, Retirement Planning, Wealth Management, Young Professionals
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

Average Income: $250,001 - $500,000

Profession: Self-Employed Business Owners

Data Provided by:
Ms. Phyllis E. Webb, CFP®
(402) 484-7526
1001 S 70th St
Lincoln, NE
Firm
Waddell & Reed, Inc.
Areas of Specialization
Comprehensive Financial Planning, Divorce Issues, Estate Planning, Insurance Planning, Intergenerational Planning, Investment Management, Long-Term Care

Data Provided by:
Adam Mach, CFP®
(402) 484-7538
1001 S 70th St Ste 102
Lincoln, NE
Firm
Waddell & Reed
Areas of Specialization
Asset Allocation, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Estate Planning, General Financial Planning, Insurance Planning
Key Considerations
Average Net Worth: Not Applicable

Average Income: Not Applicable

Profession: Not Applicable

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



Data Provided by:
Mr. Robert B. Lau, CFP®
(402) 420-8500
1248 O St Ste 890
Lincoln, NE
Firm
D. A. Davidson & Co
Areas of Specialization
Investment Management
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

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

Profession: Not Applicable

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

Data Provided by:
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