How People Growing Wealth Lincoln NE

For most people in Lincoln, wealth does not come in a windfall but instead gathers gradually as a result of years of hard work and diligence. Here is an article to show readers how to sow the seeds of savings and reap a great harvest by relying on a disciplined approach.

Forrest Patrick Anderson, CFP®
1248 O St Ste 1100
Lincoln, NE
Firm
Morgan Stanley Smith Barney

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

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. Steven R. Tonkin, CFP®
(402) 483-6661
5625 O St
Lincoln, NE
Firm
Woodbury Financial
Areas of Specialization
Asset Allocation, Charitable Giving, Education Planning, Estate Planning, General Financial Planning, Insurance Planning, Retirement Income Management
Key Considerations
Average Net Worth: $100,001 - $250,000

Average Income: Not Applicable



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

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:
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:
Nathan M Rink, CFP®
(402) 484-7526
1001 S 70th St
Lincoln, NE
Firm
Waddell & Reed

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:
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



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