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Financial Consultants in Lincoln, NE

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216 results found

Mike Swanson Lincoln, NE

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Client Service Officer • Customer Service • Chief Executive Officer • Owner • Manager • Partner • Corporate Executive • Chief Executive • Operations Manager • Accounts Payable • Accounts Payable Specialist • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Construction

Experience & Education

Position:
Customer Service Representative at Verizon Wireless
Location:
Lincoln, Nebraska Area
Industry:
Retail
Work history:
Verizon Wireless Customer Service Representativesince Dec 2009Waddell & Reed Financial AdvisorOct 2008 - Nov 2009
Skills:
Product Development, Employee Management, Customer Service, Customer Relations
Full Profile

Scott Lloyd Lincoln, NE

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Advisor • Representative • Non-Profit • Chief Executive Officer • Founder • Corporate Executive • Chief Executive • Founding Member • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • International Affairs • Team Member • Office Clerk • Clerical Specialist • Graduate Specialist • Graduate Professional • Operations Manager • Community Service Manager • Government Administration Professional • Legislator • Student Worker • Property Manager • Real Estate Manager

Experience & Education

Position:
Financial Consultant and Investment Advisor Representative at Ameritas Investment Corp., Founder...
Title:
Financial Consultant at Ameritas Investment Corp.
Location:
Lincoln, Nebraska Area
Industry:
Financial Services
Work history:
Ameritas Investment Corp. - Lincoln, Nebraska AreaFinancial Consultant and Investment Advisor Representativesince Sep 2012Matters On Tomorrow Founder & Executive Directorsince Sep 2008
Skills:
Non-profits, Microsoft Office, Problem Solving, Strategic Planning, Financial Analysis,...
Certifications:
Series 7 and 66 Securities Licenses
Life and Health Insurance Licenses
Full Profile

Andrew Fitch Lincoln, NE

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Financial Analyst • Controller • Master of Science • Independent Business Owners • Bachelor of Science • Security

Experience & Education

Position:
Financial Analyst at United Technologies, Financial Consultant at Kings Consolidated School
Title:
Financial Analyst at United Technologies
Location:
Lincoln, Nebraska Area
Industry:
Accounting
Work history:
United Technologies - Lincoln, Nebraska AreaFinancial Analystsince Jan 2013Kings Consolidated School - Kings, ILFinancial Consultantsince Jun 2012
Skills:
Accounting, Word, PowerPoint, Access, Excel, Microsoft Office, Outlook, Windows, Microsoft Word,...
Full Profile

John Oestreich Lincoln, NE

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • School Principal • School Administrator • Educational Manager • Manager • Chief Administrative Officer • Operations Manager • Chief Executive • Advisor • Agent • Sales Agent • Sales Representative

Experience & Education

Position:
Managing Principal at Waddell & Reed, Financial Advisor at Waddell & Reed, Member / Manager ...
Title:
Managing Principal at Waddell & Reed
Location:
Lincoln, Nebraska Area
Industry:
Management Consulting
Work history:
Waddell & Reed - Lincoln, Nebraska AreaManaging Principalsince Sep 2005Waddell & Reed - Lincoln, Nebraska AreaFinancial Advisorsince Sep 1998
Full Profile

Don Wittler Lincoln, NE

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Bookkeeper

Experience & Education

Position:
Financial Advisor at Ameritas Investment Corp Member FINRA/SIPC
Title:
Securities and investment advisory services offered through
Location:
Lincoln, Nebraska Area
Industry:
Investment Management
Work history:
Ameritas Investment Corp Member FINRA/SIPC Financial Advisorsince Apr 2002
Full Profile

Deb Stoller Lincoln, NE

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • District Manager • Region Manager • Area Manager • Managers

Experience & Education

Title:
Exploring new career opportunities
Location:
Lincoln, Nebraska
Industry:
Financial Services
Work history:
Edward Jones - Lincoln NebraskaFinancial AdvisorAug 2010 - Aug 2011Blockbuster Video - NebraskaDistrict ManagerOct 1998 - Feb 2010
Skills:
Series 7, Series 66, Nebraska Insurance license, Uniform Combined State Law
Certifications:
Wicklander Interview & Interogation Techniques
Franklin Covey 7 Habits of highly effective people & Focus Time Management Workshops
Full Profile

Bill Abbott Lincoln, NE

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Representative

Experience & Education

Position:
Financial Advisor at Ameriprise Financial, Financial Advisor at Ameriprise Financial Services, Inc.
Title:
Financial Advisor at Ameriprise Financial
Location:
Lincoln, Nebraska Area
Industry:
Financial Services
Work history:
Ameriprise Financial Financial Advisorsince Jan 1997Ameriprise Financial Services, Inc. Financial Advisorsince 1997
Full Profile

Wanda Caffrey Lincoln, NE

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Independent Business Owners • Independent Contractor • Contractor • Analysts • Managers • Air Transportation Worker • Partner • Operations Manager • Chief Executive • Master of Science • Sales Representative

Experience & Education

Position:
Financial Consultant with Ameritas Investment Corp (AIC) Member FINRA/SIPC, at Polaris Financial...
Title:
Polaris Financial Services
Location:
Lincoln, Nebraska Area
Industry:
Financial Services
Work history:
Polaris Financial Services Financial Consultant with Ameritas Investment Corp (AIC) Member FINRA/SIPC,since Jul 2004Ameritas Investment Corp Member FINRA/SIPC Financial ConsultantNov 2002 - Jul 2004
Skills:
Retirement, Long-term Care, Disability Insurance, Securities, Investments
Full Profile

Tyler Mainquist Lincoln, NE

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Information Systems Analyst • Systems Analyst • Programmer • Computer Programmer • Computational Scientist • IT Analyst • Computer Scientists • Analyst • Advisor • Philanthrope • Analysts • Non-Profit • Bachelor of Science • Operations Manager • Project Managers

Experience & Education

Position:
Financial Consultant at Thrivent Financial for Lutherans
Title:
Financial Consultant, Thrivent Investment Management
Location:
Lincoln, Nebraska Area
Industry:
Financial Services
Work history:
Thrivent Financial for Lutherans Financial Consultantsince Jun 2009UBS Financial Services Financial AdvisorJun 2007 - Apr 2009
Full Profile

Todd Anania Lincoln, NE

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Representative • Advisor • Area Manager • Managers • School Principal • School Administrator • Educational Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • District Manager • Region Manager • Reality Show • Operations Manager • Sales Representative

Experience & Education

Position:
Princor Registered Representative/Financial Advisor at Principal Financial Group
Title:
Princor Registered Representative/Financial Advisor
Location:
Lincoln, Nebraska Area
Industry:
Financial Services
Work history:
Principal Financial Group - Home Federal BankPrincor Registered Representative/Financial Advisorsince 1995NIS Financial Services/Ozark National Life District Manager1989 - 1995
Skills:
Disability Insurance, Asset Allocation, 401(k), 403 (b), SEP, & Simple IRAs, Annuities...
Certifications:
Life and Health Insurance Licenses
Series 6 & 63 Securities Licenses
Full Profile

Jeff Engelman Lincoln, NE

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Certified Financial Planner • Puchasing and Estimating Manager • Premier • Government Service Executive • Government Administration Officer • Civil Servant • Board Member • Management Team Executive • Operations Manager • Financial Manager • Bachelor of Science • Master of Science • Business Administrator • Accounting Bookkeeper • Bookkeeper • Student Worker

Experience & Education

Position:
Financial Advisor at Morgan Stanley Smith Barney
Location:
Lincoln, Nebraska Area
Industry:
Investment Management
Work history:
Morgan Stanley Smith Barney Financial Advisorsince Jul 2006Raymond James Financial Services in Springfield, MO Financial AdvisorJan 2003 - Jun 2006
Skills:
Comprehensive Financial Planning for Individuals, Investment Consulting for all types of Retirement ...
Full Profile

Leslie Aldag Lincoln, NE

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Sales Account Associate • Sales Executive • Bachelor of Science • High School Diploma • Business Administrator • Vice President • Chief Executive • Sales Manager • Operations Manager

Experience & Education

Work

Company:
Aging partners- area agency on aging
Financial counselor
Company:
New york life insurance - Lincoln, NE
Financial services professional

Skills

Event marketing, document management, research, time management
Full Profile

Paul Garnett Lincoln, NE

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Position:
Financial Advisor at Edward Jones
Location:
Lincoln, Nebraska Area
Industry:
Investment Management
Work history:
Edward Jones Financial Advisorsince Jun 1975
Full Profile

Andrew Peterson Lincoln, NE

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Operations Manager

Experience & Education

Position:
Financial Advisor at Ameritas Investment Corp.
Location:
Lincoln, Nebraska
Industry:
Financial Services
Work history:
Ameritas Investment Corp. Financial Advisorsince May 2012OneAmerica/Semler Financial Group - Carmel, IndianaFinancial AdvisorNov 2011 - May 2012
Skills:
IRAs, Roth IRa, Mutual Funds, Separately Managed Accounts, 401k Rollovers, 401k, Life Insurance,...
Full Profile

Dane Ross Lincoln, NE

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Representative • Bachelor of Arts • Commercial Announcer • Presenter

Experience & Education

Work

Company:
Renew financial strategies, llc - Lincoln, NE
Registered representative
Company:
Edward jones - Lincoln, NE
Financial advisor
Full Profile

Cory Hoagstrom Lincoln, NE

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Managing Partner • Partner • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Fisher

Experience & Education

Position:
Managing Partner at Frank, Fox & Hoagstrom Financial Group, Financial Advisor at Frank, Fox...
Title:
Financial Advisor at Frank, Fox & Hoagstrom Financial Group
Location:
Lincoln, Nebraska Area
Industry:
Financial Services
Work history:
Frank, Fox & Hoagstrom Financial Group - 630 N Cotner Blvd Ste 101Managing Partnersince Dec 2010Frank, Fox & Hoagstrom Financial Group - Lincoln, Nebraska AreaFinancial Advisorsince Dec 2010
Skills:
Estate Planning, Networking, Mutual Funds, IRAs, 401k Rollovers, Securities, Life Insurance,...
Full Profile

Bill Wilkins Lincoln, NE

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Representative • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Financial Advisor at Homestead Investments
Location:
Lincoln, Nebraska Area
Industry:
Financial Services
Work history:
Homestead Investments Financial Advisorsince Dec 2006
Full Profile

Matt Fencl Lincoln, NE

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Position:
Financial Advisor at Thrivent Financial
Location:
Lincoln, Nebraska Area
Industry:
Investment Management
Work history:
Thrivent Financial Financial Advisor
Full Profile

Matt Fencl Lincoln, NE

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Position:
Financial Advisor at Thrivent Financial
Location:
Lincoln, Nebraska Area
Industry:
Investment Management
Work history:
Thrivent Financial Financial Advisor
Full Profile

Chad Christensen Lincoln, NE

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Sales Agent • Business Administrator • Master of Business Administration • Marketing Manager • Operations Manager

Experience & Education

Title:
Financial Professional
Location:
Lincoln, Nebraska Area
Industry:
Financial Services
Work history:
Nationwide Retirement Solutions - Lincoln, Nebraska AreaSr. Retirement SpecialistSep 2003 - Apr 2013Baer Financial Services Financial AdvisorJun 1999 - Sep 2003
Full Profile

Sue Strauss Lincoln, NE

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Position:
Financial Advisor at Western Fraternal Life Association
Location:
Lincoln, Nebraska Area
Industry:
Insurance
Work history:
Western Fraternal Life Association Financial Advisor
Full Profile

Brady Johnson Lincoln, NE

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Position:
Financial Advisor at Edward Jones
Location:
Lincoln, Nebraska Area
Industry:
Investment Management
Work history:
Edward Jones Financial Advisor
Full Profile

Rob Nixon Lincoln, NE

Professions & Specialties

Financial Consultant • Portfolio Manager • Financial Services Professional • Financial Services Sales Agent • Investment Analyst • Puchasing and Estimating Manager • Counselor • Advisor • Partner • Financial Manager • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Financial Advisor at Capital Consulting & Asset Management, Inc
Title:
Financial Advisor, Capital Consulting & Asset Management, Inc
Location:
Lincoln, Nebraska Area
Industry:
Financial Services
Work history:
Capital Consulting & Asset Management, Inc Financial Advisorsince 1996
Full Profile

Rob Nixon Lincoln, NE

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Position:
Financial Advisor at Capital Consulting & Asset Management
Location:
Lincoln, Nebraska Area
Industry:
Investment Management
Work history:
Capital Consulting & Asset Management Financial Advisor
Full Profile

Troy Ott Lincoln, NE

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Title:
Senior Financial Consultant at First National Bank of Omaha
Location:
Lincoln, Nebraska Area
Industry:
Investment Management
Full Profile

Tim Vinton Lincoln, NE

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Financial Advisor at Catholic Financial Services
Location:
Lincoln, Nebraska Area
Industry:
Financial Services
Work history:
Catholic Financial Services Financial Advisorsince Jan 2000Wells Fargo Financial AdvisorJan 2004 - Jan 2007
Skills:
Retirement Income Strategies, Series 66, Retirement Planning, Wealth Transfer, Series 7,...
Full Profile

Taryn Rouse Lincoln, NE

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Title:
Student Financial Advisor at Union College (Nebraska)
Location:
Lincoln, Nebraska Area
Industry:
Higher Education
Full Profile

Patrick Higgins Lincoln, NE

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Work

Company:
Executive wealth management - Lincoln, NE
Financial advisor
Full Profile

Christopher Freeman Lincoln, NE

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Representative • Advisor • Research Assistant • Researcher • Survey Researcher • Property Manager • Real Estate Manager

Experience & Education

Position:
Team Administrator at UBS Financial Services Inc.
Title:
UBS Financial Services Inc.
Location:
Lincoln, Nebraska
Industry:
Financial Services
Work history:
UBS Financial Services Inc. - Lincoln, Nebraska AreaTeam Administratorsince Feb 2012Waddell & Reed - Lincoln, Nebraska AreaFinancial AdvisorAug 2011 - Feb 2012
Full Profile

Matthew Fencl Lincoln, NE

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Title:
Financial Advisor at Thrivent Financial
Location:
Lincoln, Nebraska Area
Industry:
Investment Management
Full Profile

Dana Troske Lincoln, NE

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Chairperson • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Financial Advisor at Mutual of Omaha, President at Troske Financial Group Inc.
Title:
President of Troske Financial Group Inc.
Location:
Lincoln, Nebraska Area
Industry:
Insurance
Work history:
Mutual of Omaha Financial Advisorsince Jul 1984Troske Financial Group Inc. Presidentsince Jul 1984
Skills:
Long-term Care, Fixed Annuities, Protection, Disability Insurance, Retirement Planning, Life...
Full Profile

Tiffany Reinders Lincoln, NE

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Pharmaceutical Sales Representative • Sales Representative

Experience & Education

Position:
Financial Advisor at Waddell and Reed
Title:
Financial Advisor
Location:
Lincoln, Nebraska Area
Industry:
Financial Services
Work history:
Waddell and Reed Financial Advisorsince 2009Innovex Pharmaceutical Sales ProfessionalJan 2007 - Oct 2009
Full Profile

Matt Fox Lincoln, NE

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Managing Partner • Partner • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Representative • Fisher

Experience & Education

Position:
Managing Partner at Frank, Fox & Hoagstrom Financial Group, Financial Advisor at Frank &...
Title:
Managing Partner @ Frank, Fox & Hoagstrom Financial Group
Location:
Lincoln, Nebraska Area
Industry:
Investment Management
Work history:
Frank, Fox & Hoagstrom Financial Group - 630 N. Cotner Ste 101Managing Partnersince Jan 2012Frank & Fox Financial Group Financial Advisorsince Oct 2010
Certifications:
Accredited Asset Management Specialist, College for Financial Planning
Full Profile

David Spinar Lincoln, NE

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Bachelor of Science • Compliance Manager • Chief Executive

Experience & Education

Position:
Financial Advisor at RBC Wealth Management
Location:
Lincoln, Nebraska Area
Industry:
Financial Services
Work history:
RBC Wealth Management - Lincoln, NebraskaFinancial Advisorsince Aug 2008Wells Fargo Advisors LLC Financial AdvisorAug 2007 - Nov 2009
Full Profile

Matt Frederick Lincoln, NE

Professions & Specialties

Financial Consultant • Portfolio Manager • Financial Services Professional • Financial Services Sales Agent • Investment Analyst • Puchasing and Estimating Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Vice President • Financial Manager • Chief Executive

Experience & Education

Position:
Financial Advisor - Investments at UBS Financial Services Inc.
Title:
Financial Advisor at UBS Financial Services Inc.
Location:
Lincoln, Nebraska Area
Industry:
Financial Services
Work history:
UBS Financial Services Inc. - Lincoln, Nebraska AreaFinancial Advisor - Investmentssince Jul 2011Morgan Stanley Smith Barney Second Vice PresidentDec 2004 - Jul 2011
Full Profile

Aaron Prokopec Lincoln, NE

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
LPL Financial Advisor at LPL Financial, LPL Financial Advisor at Schaecher Comprehensive Wealth...
Title:
Financial Advisor at Schaecher Comprehensive Wealth Management
Location:
Lincoln, Nebraska Area
Industry:
Financial Services
Work history:
LPL Financial LPL Financial Advisorsince Dec 2008Schaecher Comprehensive Wealth Management LPL Financial Advisorsince Dec 2008
Full Profile

Justin Carlson Lincoln, NE

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Counselor • Advisor

Experience & Education

Position:
Investment Consultant at SMITH HAYES Financial Services
Location:
Lincoln, Nebraska Area
Industry:
Financial Services
Work history:
SMITH HAYES Financial Services - Lincoln, NEInvestment Consultantsince Mar 2012Wells Fargo Advisors, LLC Financial AdvisorJun 2007 - Mar 2012
Full Profile

Josh Ruhnke Lincoln, NE

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Manager • Operations Manager • Representative • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Regional Manager--Client Services at Ameritas
Title:
Regional Manager at Ameritas
Location:
Lincoln, Nebraska Area
Industry:
Insurance
Work history:
Ameritas - Midwest Region--Lincoln, NERegional Manager--Client Servicessince Jul 2012Ameritas Investment Corp - Lincoln, Nebraska AreaSenior Client Services RepresentativeJun 2007 - Jul 2012
The Regional Manager partners with the financial advisor to enhance the client's percepti..
Full Profile

Justin Reineke Lincoln, NE

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Counselor • Advisor

Experience & Education

Position:
Financial Advisor at Wells Fargo Advisors, LLC
Title:
Wells Fargo Advisors, LLC, Member SIPC, is a registered broker-dealer and a
Location:
Lincoln, Nebraska Area
Industry:
Financial Services
Work history:
Wells Fargo Advisors, LLC Financial Advisorsince May 2007Wells Fargo Home Mortgage Mortgage ConsultantApr 2003 - May 2007
Full Profile

Gary Roberts Lincoln, NE

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Operations Manager

Experience & Education

Position:
Financial Advisor at Continuum Financial
Title:
Continuum Financial/ The Andrew Benjamin Group/ Financial Advisor
Location:
Lincoln, Nebraska
Industry:
Financial Services
Work history:
Continuum Financial - 1540 South 70th Street, Suite 202 Lincoln, Nebraska 68506Financial Advisorsince May 2006Renaissance Financial - LincolnFinancial Advisor2004 - 2006
Full Profile

Daniel Pierce Lincoln, NE

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Accounting Analyst • Finance and Accounting Specialist • Financial Analyst • Accounting Bookkeeper • Bookkeeper • Advisor

Experience & Education

Position:
Senior Accounting Analyst at Orion Advisor Services
Location:
Lincoln, Nebraska Area
Industry:
Financial Services
Work history:
Orion Advisor Services Senior Accounting Analystsince Apr 2011Heritage Financial Services Financial AdvisorJul 2008 - Oct 2010
Skills:
Strategic Financial Planning, Investments, Financial Analysis
Full Profile

Nathan Waite Lincoln, NE

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Vice President of Marketing • Vice President • Chief Executive • Information Technology Specialist • IT Specialist

Experience & Education

Position:
VP Business Development at SEMCAT Quoting Software
Title:
SEMCAT Quoting Software
Location:
Lincoln, Nebraska
Industry:
Information Technology and Services
Work history:
SEMCAT Quoting Software - Lincoln, NebraskaVP Business Developmentsince Sep 2008A.G. Edwards & Sons, Inc. Financial AdvisorMay 2004 - Sep 2008
Full Profile

Larry Roepke Lincoln, NE

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Financial Director • Financial Officer • Financial Manager • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
CFO at Associated Staffing, Inc.
Location:
Lincoln, Nebraska Area
Industry:
Staffing and Recruiting
Work history:
Associated Staffing, Inc. CFOsince Nov 2006AXA Advisors Financial Consultant2002 - 2006
Full Profile

Dan Carlson Lincoln, NE

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Assistant Vice President • Vice President • Chief Executive • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Financial Advisor at Edward Jones
Location:
Lincoln, Nebraska Area
Industry:
Banking
Work history:
Edward Jones Financial Advisorsince Jun 2011Union Bank & Trust Assistant Vice PresidentMay 2001 - Jun 2011
Full Profile

Scot Blehm Lincoln, NE

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Representative • Advisor • School Principal • School Administrator • Educational Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Director • Operations Manager

Experience & Education

Position:
Financial Advisor at Principal Financial Group
Title:
Princor Registered Representative/Financial Advisor
Location:
Lincoln, Nebraska Area
Industry:
Financial Services
Work history:
Principal Financial Group Financial Advisorsince Aug 2010U.S. Congressman Jeff Fortenberry District DirectorFeb 2009 - Jul 2010
Skills:
Disability Insurance, Estate Planning, Long Term Care Insurance, Variable Annuities, 401(k), 403...
Certifications:
Life & Health Insurance Licenses
Series 6, 63, & 65 Securities Licenses
Full Profile

Adam Conway Lincoln, NE

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Owner • Chief Executive • Certified Nurse Aide • Nurse • Nurse Practitioner • Logistics Supply Chain Professional • Logistician • Accounting Bookkeeper • Bookkeeper • Recruitment

Experience & Education

Position:
Owner at Free My Time
Title:
Owner, Free My Time Delivery
Location:
Lincoln, Nebraska Area
Industry:
Logistics and Supply Chain
Work history:
Free My Time Ownersince Oct 2003Waddell & Reed Financial AdvisorFeb 2000 - Oct 2003
Skills:
Transportation, Customer Service, Strategic Planning, Logistics, Microsoft Office, Team Building,...
Full Profile

Jeff Koolen Lincoln, NE

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Financial Advisor at Hundt Capital Management
Location:
Lincoln, Nebraska Area
Industry:
Financial Services
Work history:
Hundt Capital Management Financial Advisorsince 2005
Full Profile

Chris Schaedel Lincoln, NE

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Financial Advisor at Northwestern Mutual Financial Network
Location:
Lincoln, Nebraska Area
Industry:
Financial Services
Work history:
Northwestern Mutual Financial Network Financial Advisorsince Jun 1997
Full Profile

Samuel Hogeland Lincoln, NE

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Title:
Financial Advisor at Ameriprise Financial Services, Inc.
Location:
Lincoln, Nebraska Area
Industry:
Financial Services
Full Profile

Jason Dworak Lincoln, NE

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Title:
Senior Vice President-Investments - Financial Advisor at UBS
Location:
Lincoln, Nebraska Area
Industry:
Financial Services
Full Profile


Financial Consultants near Lincoln, NE012GretnaValparaisoAshlandWaterlooElmwoodPleasant Dale