Adviser Profile
| As of Date | 04/01/2026 |
| Registration | SEC, 120-Day Approval, 12/01/2025 |
| ADV Location | LINCOLN, NE, United States |
| Contact Info | 402 xxxxxxx |
| Websites |
| AUM* | 236,037,275 |
| of that, discretionary | 219,560,395 |
| Number of Employees | 3 |
| of those in investment advisory functions | 3 |
| Private Fund GAV* | 0 |
| Avg Account Size | 267,313 |
| % High Net Worth | 6.98% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
- Large advisory firm
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Publication of periodicals or newsletters
- Educational seminars/workshops
Compensation Arrangments
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Reported AUM
220M
188M
157M
125M
94M
63M
31M
2025
2026
Private Funds
No private funds