Top Financial Advisors in Greater Omaha Area
Gary Weikel
Senior Account Manager
Greater Omaha Area
Senior Account Manager
Account Manager
National Account Manager
Vice President
Elementary Coordinator
Practice Management Consultant
Financial Advisor
Sr Mortgage Advisor
Midland University
Sgt Bluff Luton
Recommendations: 11
Leadership
Sales
Training
Marketing Strategy
Start-ups
Account Management
Public Speaking
Coaching
g****[email protected]
Janet Malsam
Operational Excellence Lead - Team FOX
Greater Omaha Area
Operational Excellence Lead - Team FOX
Director of Business Development
Financial Services Investment Officer
Marketing and Operations Coordinator
Operations and Marketing Coordinator/Investment Representative
Financial Advisor
Operations Manager
Sr. Client Services Representative
Zero-Coupon Trading Assistant
Registered Sales Assistant
Bethel University
Mt. View High School
University of Minnesota
Recommendations: 10
Customer Service
Team Building
Leadership
Service Quality
Business Development
Sales
Social Media
Marketing
j****[email protected]
Heidi Uleman
National Director of Business Development
Greater Omaha Area
National Director of Business Development
Franchise Sales & Development
Director of Human Resources and Self Development
Customer Relations Manager
Financial Advisor
Account Executive
Regional Account Coordinator
Nebraska Wesleyan University
University of Nebraska at Omaha
Recommendations: 8
Mergers
Employee Relations
Real Estate
Team Building
Strategic Planning
Sales Management
Direct Sales
Coaching
h****[email protected]
Glen Shepherd
Chief Executive Officer
Greater Omaha Area
Chief Executive Officer
CEO
Consultant with an in-house 1st Director of Bus Development Final Title Senior Vice Strategic
Cheif Executive Officer
Apprentice and Vice President of Marketing
Financial Advisor
Vice-President Sales & Marketing
National Account Executive
Milligan College
University of Nebraska at Omaha
Nebraska Christian College
Recommendations: 7
Strategic Planning
Marketing
Strategy
Investments
Sales
Start-ups
Business Development
Team Building
g*****@myofficegurus.com
Stephanie Buckley
Talent Acquisition Partner, Human Resources
Greater Omaha Area
Talent Acquisition Partner, Human Resources
Senior Recruiter
Account Manager
Physical Therapist Assistant
Physical Therapist Assistant/ Marketing
Office & Marketing Assistant/ Student Physical Therapist Assistant
Sales Assistant
Financial Advisor Intern
Senior Transition Officer
Greek Ambassador
Executive Office, Vice President Event Planning
Clarkson College
University of Nebraska-Lincoln
Millard North
Recommendations: 4
Marketing Strategy
Online Marketing
Direct Marketing
Product Marketing
Email Marketing
Digital Marketing
Social Media Marketing
Social Networking
s****[email protected]
Zolana (Zoe) Baumel
Co-Owner & Vice President
Greater Omaha Area
Co-Owner & Vice President
Instructor, part-time
Property Manager
President and General Manager
Adjunct Professor of Health Economics
Medical Technologist
Personal Banker
Licensed Financial Advisor
Supervisor, Creighton Medical Laboratories
University of Nebraska at Omaha
University of Nebraska Medical Center
Bellevue University
Recommendations: 1
Real Estate
Team Building
Customer Service
Strategic Planning
Marketing
Investments
Microsoft Excel
Investment Properties
z****[email protected]
Rachel Hargus
Logistics Coordinator
Greater Omaha Area
Logistics Coordinator
Marketing Manager
Personal Financial Advisor
Marketing & Merchandising Manager
Compliance Communication Review Analyst
Compliance Specialist/Auditing
Risk Management Analyst and Securities Principal
University of Nebraska at Omaha
Recommendations: 1
Auditing
Investments
Risk Management
Marketing
Finance
Employee Benefits
Series 7
Team Building
r****[email protected]
James Casler, CRPC ®
Regional Manager
Greater Omaha Area
Regional Manager
Regional Vice President
Regional Vice President
Financial Advisor
North Carolina State University
Recommendations: 0
Mutual Funds
Asset Managment
Asset Allocation
Strategic Financial Planning
Variable Annuities
Fixed Income
Fixed Annuities
Retirement Planning
j****[email protected]
Kenneth Hackett, ChFC
Branch Manager and Financial Advisor
Greater Omaha Area
Branch Manager and Financial Advisor
Financial Advisor
The American College
University of Iowa
Recommendations: 0
Series 7
Estate Planning
Investments
Retirement Planning
Retirement Income Strategies
Financial Planning
Investment Advisory
Retirement
k****[email protected]
Nathan Hobson
General Sales Manager
Greater Omaha Area
General Sales Manager
Financial Services
Financial Advisor
Creighton University
Albert Lea High School
Recommendations: 0
n****[email protected]
Ron Carson
Financial Advisor, Founder, CEO
Greater Omaha Area
Financial Advisor, Founder, CEO
CEO and Founder
CEO and Founder
CEO and Founder
University of Nebraska-Lincoln
Recommendations: 0
r****[email protected]
John Dumke Jr
Financial Advisor
Greater Omaha Area
Financial Advisor
Manager of Application Development
University of Nebraska at Omaha
Recommendations: 0
j****[email protected]
Paul Lofties,
Securities America -- Senior Vice President of Wealth Management and Product Strategy
Greater Omaha Area
Securities America -- Senior Vice President of Wealth Management and Product Strategy
Financial Advisor
Regional Sales Specialist
Supervisor
Bellevue University
Recommendations: 0
Investment Advisory
Wealth Management
Series 7
Mutual Funds
Series 24
p****[email protected]
Mike Tatreau
Financial Advisor
Greater Omaha Area
Financial Advisor
Senior Finance and Accounting Recruiter
Senior Finance and Accounting Recruiter
Senior Account Executive
Recovery Specialist
Wayne State College
Recommendations: 0
m****[email protected]
Cliff Karthauser, CLU, ChFC, CLF
Regional Managing Director
Greater Omaha Area
Regional Managing Director
General Manager
Associate Manager
Princor Registered Representative/ Financial Advisor
Nebraska Wesleyan University
Recommendations: 0
Disability Insurance
401 (k), 403 (b), SEP, & Simple IRAs
Annuities (Fixed & Variable)
Asset Allocation
Business Continuation Strategies
Business Overhead Expense
Buy-sell Agreements
Bus Sell Reveiw
k****[email protected]
Gary Beller
Financial Advisor
Greater Omaha Area
Financial Advisor
Financial Advisor
University of Nebraska at Kearney
Recommendations: 0
g****[email protected]
Ryan Keiser
Owner and CEO
Greater Omaha Area
Owner and CEO
Financial Advisor and 401k Specialist
Elder
Brigham Young University
Recommendations: 0
k****[email protected]
r****[email protected]
Tonya Mathison
Managing Director
Greater Omaha Area
Managing Director
Development Director, Princor Registered Representative, Investment Adviser Representative
Sales Manager
Exclusive Financial Services Specialist
Financial Advisor
Investment Advisor Representative, Sales Manager and Agency Vice President
Services Manager, Executive Financial Planning Assistant
Life Agent and Registered Representative
UC Berkeley, Extension
Illinois State University
Momence High School
Recommendations: 0
Term Life Insurance
Business Overhead Expense
Informal Business Valuation
Business Continuation Strategies
Buy-sell Agreements
Buy-Sell Review
Deferred Compensation Plans
Key Person Insurance
h****[email protected]
Chris Wittrig
Financial Advisor at Wells Fargo Advisors, LLC
Greater Omaha Area
Financial Advisor at Wells Fargo Advisors, LLC
Financial Advisor
Licensed Personal Banker
Investment Consultant
University of Nebraska-Lincoln
Watertown High school
Recommendations: 0
Investments
Financial Advisory
Retirement Planning
Financial Services
Risk Management
c****[email protected]
Daniel Lassek
Financial Advisor
Greater Omaha Area
Financial Advisor
University of Nebraska System
Recommendations: 0
d****[email protected]
Sarah Henneman Willson
Partner | FR Manager
Greater Omaha Area
Partner | FR Manager
Launch Coach, Licensed Regional Specialist
Associate Financial Advisor | Marketing, Key Client Financial Analysis
VP Investments, Financial Advisor
Investment Executive/Relationship Manager
Financial Associate
St. Olaf College
University of Aberdeen
National University of Ireland, Galway
Blair High School
Recommendations: 0
Fixed Annuities
Investment Strategies
Retirement
401k
Wealth
Fixed Income
Investment Banking
IRA's
s****[email protected]
Richard Cogdill
Executive Vice President, Chief Financial Officer, Secretary & Treasurer; Board Member
Greater Omaha Area
Executive Vice President, Chief Financial Officer, Secretary & Treasurer; Board Member
Senior Vice President, Corporate Controller
Strategic Business Advisory Services
Financial Advisor
Chief Financial Officer, Assistant Treasurer and Assistant Secretary
Senior Manager
Chief Financial Officer
The University of South Dakota
Recommendations: 0
Investments
Mergers
Financial Risk
Risk Assessment
Business Strategy
Business Planning
Financial Analysis
Risk Management
r****[email protected]
r****[email protected]
Cynthia (Cindy) Otten
Union Pacific
Greater Omaha Area
Union Pacific
Rider Coach
Financial Advisor
Financial Advisor
Assistant Community Director
University of Nebraska-Lincoln
Lincoln Senior High School
Recommendations: 0
Series 7
Retirement Planning
Strategic Financial...
Estate Planning
Investments
Fixed Annuities
Insurance
Risk Management
c****[email protected]
James Wapelhorst, ChFC®, CLU®, CASL®, CLTC
Financial Advisor
Greater Omaha Area
Financial Advisor
Youth Director
The American College
The American College
The American College
Norfolk Senior High School
Recommendations: 0
j****[email protected]
Andy Agree
Financial Advisor
Greater Omaha Area
Financial Advisor
Financial Advisor
Director Business Development (AmeriChoice Health Services, Inc.)
Various
University of Washington, Michael G. Foster School of Business
Oberlin College
Sleepy Hollow High School
Recommendations: 0
d****[email protected]
Frank J. Ward
Senior Manager
Greater Omaha Area
Senior Manager
Financial Advisor
Board of Directors Past Chairman
Financial Advisor-Vice President
First Vice President-Investment Officer
Vice President
College for Financial Planning
University of Nebraska at Omaha
University of Nebraska-Lincoln
Recommendations: 0
Financial Planning
Asset Management
Portfolio Management
Investments
Money Management
Retirement Planning
Wealth Management Services
Insurance
f****[email protected]
Tracey Halvorson, CFP®
Financial Advisor
Greater Omaha Area
Financial Advisor
College for Financial Planning
Iowa State University
Recommendations: 0
t****[email protected]
Joshua Herrmann
Financial Advisor
Greater Omaha Area
Financial Advisor
Sales Executive
Operations Manager
Bellevue University
University of Notre Dame
Wahoo High School
Recommendations: 0
Sales Operations
Customer Satisfaction
Leadership
Competitive Analysis
Cold Calling
Account Management
Sales Process
New Business Development
j****[email protected]
Andrew Dalka, AIF®
Regional Sales Director
Greater Omaha Area
Regional Sales Director
Product Manager - Employer Retirement Plans
Retirement Plans Regional Sales Manager
Internal Wholesaler
Financial Advisor
Financial Advisor
Nebraska Wesleyan University
Recommendations: 0
a****[email protected]
Bart Jeseritz
Investment Consultant
Greater Omaha Area
Investment Consultant
Worship Leader - Northwest site
Business Development Specialist
New Client Development Group
Investor Services
Quality Assurance Coordinator
Financial Advisor
Financial Analyst
University of Nebraska at Omaha
Recommendations: 0
Financial Analysis
Investments
Accounting
Series 7
Series 63
Series 65
Financial Services
Sales
b****[email protected]
Dan Hebenstreit
Financial Advisor
Greater Omaha Area
Financial Advisor
University of Nebraska at Omaha
Recommendations: 0
Strategic Financial Planning
Coaching
Banking
Investments
Finance
d****[email protected]
Ben Micek
Financial Advisor
Greater Omaha Area
Financial Advisor
University of Nebraska-Lincoln
Recommendations: 0
b****[email protected]
Keith R. Jones
Financial Advisor
Greater Omaha Area
Financial Advisor
Morningside College
Treynor High School
Recommendations: 0
Finance
k****[email protected]
Julie Shald
Financial Advisor Associate
Greater Omaha Area
Financial Advisor Associate
Assistant Director of Education/Private Tutor
Guidance Counselor
University of Nebraska at Omaha
University of Nebraska-Lincoln
Recommendations: 0
Teaching
Classroom
Educational Leadership
Curriculum Development
Curriculum Design
Coaching
Career Counseling
Solution Based Counseling
j****[email protected]
j****[email protected]
Joel Wing
Product & Training Manager
Greater Omaha Area
Product & Training Manager
Wealth Advisor
District Manager
Management / Leadership
Investment Advisor
Financial Advisor
Black Hills State University
Montana State University-Bozeman
Recommendations: 0
Retirement Planning
Investment Consulting
Insurance Consulting
Risk Management
Estate Planning
Legacy Planning
j****[email protected]
Ryan Furstenau
LPL Financial Advisor
Greater Omaha Area
LPL Financial Advisor
Financial Advisor
University of Nebraska-Lincoln
Recommendations: 0
Retirement Planning
r****[email protected]
Chris Knust
Financial Advisor Vice President
Greater Omaha Area
Financial Advisor Vice President
Financial Advisor
Attorney
Attorney
University of Nebraska College of Law
University of Nebraska-Lincoln
Creighton Prep High School
Recommendations: 0
c****[email protected]
Ben Wormington
Secretary, Board Member
Greater Omaha Area
Secretary, Board Member
Financial Advisor
Combined Arms Advisor & Instructor, JTAC
University of Nebraska at Omaha
Recommendations: 0
Leadership
Program Management
Strategy
Series 7
Strategic Financial Planning
Investments
Estate Planning
Insurance
b****[email protected]
Chris Ziola
Region Vice President
Greater Omaha Area
Region Vice President
Biological Territory Manager
Financial advisor
Financial Advisor
Key Account Manager
District Sales Manager (Lincoln, NE)
Bellevue University
Seward County Community College
Recommendations: 0
Marketing
Change Management
Equities
Estate Planning
Sales Operations
Fixed Income
Coaching
Sales
c****[email protected]
Tim Matulka
Financial Advisor
Greater Omaha Area
Financial Advisor
Mortgage Consultant
Sr. Implementation Consultant
University of Nebraska-Lincoln
Recommendations: 0
Entrepreneurship
Sales
Retirement
Retirement Planning
Wealth Management
Mutual Funds
Investment Advisory
Financial Advisory
t****[email protected]
Kevin Manuel Diaz
Financial Advisor
Greater Omaha Area
Financial Advisor
Courtesy Clerk/Cashier
Iowa State University
Recommendations: 0
k****[email protected]
Matt Merwald
Financial Advisor
Greater Omaha Area
Financial Advisor
University of Nebraska-Lincoln
Creighton Prep
Recommendations: 0
Long Term Care Insurance
m****[email protected]
Spencer Schwarting
Financial Planning Associate
Greater Omaha Area
Financial Planning Associate
Financial Advisor
IT Intern
Wireless Consultant
Creighton University's Heider College of Business
Concordia Jr./Sr. High School
Recommendations: 0
Financial Planning
Financial Analysis
Investments
Retirement Planning
Wealth Management
Asset Management
Insurance
Life Insurance
s****[email protected]
Matt Nohl
Vice-President, Operations
Greater Omaha Area
Vice-President, Operations
Financial Advisor (Internship)
University of Nebraska at Omaha
The University of Kansas
Recommendations: 0
Agency Appraisal
Web Design
Business Planning
Financial Analysis
Business Process Development
Finance
Strategic Financial Planning
Risk Management
m*****@accesscapitalgrp.com
Susan Ehrhart Gillum
Physical Therapist Assistant
Greater Omaha Area
Physical Therapist Assistant
Financial Advisor
.
Store Director
Clarkson College
Creighton University
Recommendations: 0
s****[email protected]
