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.

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

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

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

Data Provided by:
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