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.

Mr. Daniel B. Lovercheck, CFP®
(402) 483-7800
6710 L St
Lincoln, NE
Firm
Lovercheck Financial Services
Areas of Specialization
Asset Allocation, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Education Planning, Elder Care, Employee and Employer Plan Benefits
Key Considerations
Average Net Worth: Not Applicable

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



Data Provided by:
Mr. Ken W. Koop Jr., CFP®
(402) 474-2400
1248 O St
Lincoln, NE
Firm
Morgan Stanley Wealth Management
Areas of Specialization
Asset Allocation, Comprehensive Financial Planning, Education Planning, General Financial Planning, Retirement Income Management
Key Considerations
Average Net Worth: $500,001 - $1,000,000

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

Profession: Service Professionals

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

Data Provided by:
Andrew J. Benton Ii, CFP®
(402) 465-3810
6940 O St Ste 400
Lincoln, NE
Firm
RBC Wealth Management®
Areas of Specialization
Asset Allocation, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Education Planning, Employee and Employer Plan Benefits, Estate Planning

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:
Dale E. Roehrs, CFP®
(402) 466-3400
6940 O St
Lincoln, NE
Firm
Executive Wealth Management
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

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

Profession: Business Executives

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:
Ms. Diane E. Rolfsmeyer, CFP®
(402) 435-7211
3744 Woods Ave
Lincoln, NE
Firm
Diane E Rolfsmeyer, CFP

Data Provided by:
Mr. Andrew V. Frahm, CFP®
(402) 434-4931
1248 O St.
Lincoln, NE
Firm
Wells Fargo

Data Provided by:
Data Provided by: