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Adviser Profile

As of Date 04/30/2026
Registration SEC, Approved, 11/21/2007
ADV Location LINCOLN, NE, United States
Contact Info 877 xxxxxxx
AUM* 142,352,226 129%
of that, discretionary 0
Number of Employees 341 -3%
of those in investment advisory functions
Private Fund GAV* 0
Avg Account Size 288,747 -12%
SMA’s Yes
Private Funds 0

Adviser Type

- Multi-state adviser

Client Types

- Individuals (other than high net worth individuals)

Advisory Activities

- Selection of other advisers

Compensation Arrangments

Reported AUM

142M 122M 102M 81M 61M 41M 20M
2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

Brochure Summary