| Terry Johnson - Sr. Wealth Financial Advisor |
13220 California St, Omaha, NE 68154 |
|
40291xxxx4 |
aab****@b************.com |
|
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3 |
1062 |
98489 |
1600 |
99000 |
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| Connot Investment Consulting of Raymond James |
1010 N 102nd St Ste 203, Omaha, NE 68114 |
|
40280xxxx0 |
aar************@r***********.com |
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17482 |
|
18000 |
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| Adam Julch - Thrivent |
11808 Miracle Hills Dr Suite 110, Omaha, NE 68154 |
|
40290xxxx7 |
adm**@d***********.com |
5 |
2 |
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| American Wealth Partners |
14545 W Center Rd, Omaha, NE 68144 |
|
40293xxxx7 |
ala*******@a*********************.net |
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| Envision Wealth Strategies |
17021 Lakeside Hills Plaza #201, Omaha, NE 68130 |
|
40293xxxx4 |
amy@e*********************.com |
5 |
22 |
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351 |
2 |
400 |
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| Stifel |
1125 S 103rd St #300, Omaha, NE 68124 |
|
40295xxxx3 |
abb***@s*****.com |
3.3 |
3 |
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4758 |
|
5200 |
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| Realize Wealth Management Group - Morgan Stanley |
13625 California St Ste 400, Omaha, NE 68154 |
|
40239xxxx4 |
acm***********@m************.com |
5 |
2 |
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| Terry Johnson - Sr. Wealth Financial Advisor |
13220 California St Suite 400, Omaha, NE 68154 |
|
40291xxxx4 |
aab****@b************.com |
|
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40843 |
177 |
41000 |
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| Revolution Group, LLC |
450 Regency Pkwy #300, Omaha, NE 68114 |
|
40293xxxx1 |
cha*@r**********.com |
4.9 |
18 |
|
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103 |
2 |
176 |
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| Private Wealth Asset Management |
1901 Howard St, Omaha, NE 68102 |
|
40222xxxx8 |
inf*@p************.com |
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65 |
20 |
103 |
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| Cornerstone Wealth Advisors |
11516 Nicholas St #304, Omaha, NE 68154 |
|
40288xxxx0 |
abr****@c***********.com |
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37 |
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| Robert J. Forrest - RBC Wealth Management Financial Advisor |
12910 Pierce St. Suite 300, Omaha, NE 68144 |
|
40239xxxx3 |
rbc*********@r**.com |
|
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13882 |
|
15000 |
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| The Premier Advisory Group |
11910 Stonegate Dr, Omaha, NE 68164 |
|
40255xxxx0 |
aga****@p*********.com |
4.8 |
17 |
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| Financial Solutions |
11422 Miracle Hills Dr #310, Omaha, NE 68154 |
|
40299xxxx8 |
rog**@f*********.com |
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| Harrison Financial Services - Northwestern Mutual |
9300 Underwood Ave #500, Omaha, NE 68114 |
|
40289xxxx2 |
abr****@c***********.com |
1 |
1 |
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890 |
|
904 |
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| Schaecher Berend Wealth Management |
14301 Fnb Pkwy Ste 100, Omaha, Ne 68154 |
|
40256xxxx2 |
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| Carson Wealth |
14600 Branch St, Omaha, NE 68154 |
|
88832xxxx8 |
abr****@c***********.com |
3.4 |
5 |
|
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2068 |
51 |
2300 |
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| Merrill Lynch Financial Advisor Craig D Korkow |
13321 California St, Omaha, NE 68154 |
|
40249xxxx7 |
ale*********@m*.com |
5 |
1 |
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| Bridges Investment Management, Inc. |
13333 California St, Omaha, NE 68154 |
|
40239xxxx0 |
aab********@b*********.com |
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| Northwestern Mutual |
9300 Underwood Ave #500, Omaha, NE 68114 |
|
40239xxxx1 |
aar************@n*.com |
4 |
4 |
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4 |
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5 |
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| Lawson Kroeker Investment Management, Inc. |
1926 S 67th St Suite 201, Omaha, NE 68106 |
|
80081xxxx4 |
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| Homan Wealth Advisors |
12829 W Dodge Rd #202, Omaha, NE 68154 |
|
40276xxxx1 |
7fe*************************************@w*****************.com |
5 |
1 |
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| Merrill Lynch Financial Advisor Michael J Lighthart |
13321 California St, Omaha, NE 68154 |
|
40249xxxx4 |
ale*********@m*.com |
5 |
1 |
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| Butler Huseth Wealth Management - UBS Financial Services Inc. |
13815 FNB Pkwy Suite 300, Omaha, NE 68154 |
|
40296xxxx8 |
abc*******@u**.com |
|
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| Northwestern Mutual - Scott Royal |
9300 Underwood Ave, Omaha, NE 68114 |
|
40239xxxx2 |
sco********@n*.com |
|
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375 |
6 |
404 |
|
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| Herzberg Olsen Wealth Management |
11808 Miracle Hills Dr Suite 105, Omaha, NE 68154 |
|
40244xxxx5 |
Jam**********@w*******.com |
|
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| Unified Legacy Advisors |
17002 Marcy St Suite 120, Omaha, NE 68118 |
|
40226xxxx9 |
a.j******@c***************.com |
5 |
36 |
|
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|
| Fogarty Wealth Management, Inc. |
444 Regency Pkwy Dr Ste 207, Omaha, NE 68114 |
|
40250xxxx9 |
ben@f************.com |
5 |
3 |
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|
| Deep Sky Wealth - Ameriprise Financial Services, LLC |
1111 N 102nd Ct STE 320, Omaha, NE 68114 |
|
40233xxxx5 |
all***********@a***.com |
5 |
1 |
|
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|
365 |
|
374 |
|
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|
| Beth Hollister - RBC Wealth Management Financial Advisor |
12910 Pierce St. Suite 300, Omaha, NE 68144 |
|
40239xxxx1 |
wms**********@r**.com |
|
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|
13882 |
|
15000 |
|
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| Cetera Investors |
1121 N 102nd St, Omaha, NE 68114 |
|
40233xxxx0 |
ann**********@c**************.com |
5 |
1 |
|
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|
2004 |
109 |
2200 |
|
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|
| Wayne Vernon Olson: Primerica - Financial Services |
10110 Nicholas St Suite 100, Omaha, NE 68114 |
|
40289xxxx0 |
aap*****@p********.com |
4.8 |
18 |
|
|
|
|
151322 |
4039 |
167000 |
|
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| Nelson Murphy Insurance & Investment |
11620 Arbor St #201, Omaha, NE 68144 |
|
40296xxxx0 |
ann**@n*****************.com |
5 |
2 |
|
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|
|
115 |
87 |
129 |
|
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| Sterling Financial Advisors |
3838 Davenport St, Omaha, NE 68131 |
|
40297xxxx0 |
cpi@c***************.com |
5 |
1 |
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|
| Lifelong Financial Solutions |
8305 Davenport St, Omaha, NE 68114 |
|
53186xxxx0 |
tom@l*********.com |
4.7 |
74 |
|
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|
| GWR Wealth Management LLC |
14301 Fnb Pkwy Ste 115, Omaha, NE 68154 |
|
40249xxxx0 |
|
1 |
1 |
|
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|
| Wealth Partners - Ameriprise Financial Services, LLC |
1935 N 120th St, Omaha, NE 68154 |
|
40249xxxx0 |
and***********@a***.com |
|
|
|
|
|
|
400 |
|
441 |
|
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|
|
| Ross Ferrarini - RBC Wealth Management Financial Advisor |
12910 Pierce St. Suite 300, Omaha, NE 68144 |
|
40239xxxx8 |
wms**********@r**.com |
|
|
|
|
|
|
14787 |
|
16000 |
|
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|
|
| Bob Kenny - RBC Wealth Management Financial Advisor |
12910 Pierce St. Suite 300, Omaha, NE 68144 |
|
40239xxxx5 |
|
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|
|
| Baird Private Wealth Management |
13609 California St Ste 400, Omaha, NE 68154 |
|
40239xxxx9 |
all*************@a***.com |
5 |
1 |
|
|
|
|
8166 |
958 |
8700 |
|
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|
|
| Herzberg Olsen Wealth Management |
11808 Miracle Hills Dr, Omaha, NE 68154 |
|
40244xxxx2 |
Jam**********@w*******.com |
|
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|
| CIO Wealth Strategies - Ameriprise Financial Services, LLC |
1935 N 120th St, Omaha, NE 68154 |
|
40289xxxx0 |
all************@a***.com |
5 |
1 |
|
|
|
|
180 |
|
221 |
|
|
|
|
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|
|
| Sigmond Financial Management of Raymond James |
13120 Pierce St. Ste 200, Omaha, NE 68144 |
|
40280xxxx0 |
aar************@r***********.com |
|
|
|
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|
17482 |
|
18000 |
|
|
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|
|
| Kaizen Wealth Advisors, LLC |
17445 Arbor St #300, Omaha, NE 68130 |
|
40233xxxx6 |
ken@k***********.com |
|
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|
| Nabity-Jensen Investment Management, Inc. |
9802 Nicholas St STE 105, Omaha, NE 68114 |
|
40239xxxx1 |
pra************************@a***.com |
5 |
1 |
|
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|
| Northwestern Mutual Financial: Garden Nicole |
9300 Underwood Ave #500, Omaha, NE 68114 |
|
40239xxxx6 |
a.-***********@n*****************.com |
|
|
|
|
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|
107347 |
16227 |
108000 |
|
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|
| Lexus Wealth Management |
10040 Regency Circle, Omaha, NE 68114-3723 |
|
40245xxxx2 |
c18*****************************@s*****.wixpress |
|
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|
| Kamp Wealth Strategies of Raymond James |
113120 be, Pierce St. Suite 200, Omaha, NE 68144 |
|
84454xxxx7 |
aar************@r***********.com |
|
|
|
|
|
|
17482 |
|
18000 |
|
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|
|
| D.A. Davidson |
450 Regency Pkwy #400, Omaha, NE 68114 |
|
40289xxxx0 |
a.a@d*********.com |
5 |
3 |
|
|
|
|
920 |
|
1200 |
|
|
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|
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|
|
| Wealth Partners - Ameriprise Financial Services, LLC |
11819 Miracle Hills Dr STE 101, Omaha, NE 68154 |
|
40249xxxx0 |
ale*********@a***.com |
5 |
3 |
|
|
|
|
414 |
|
457 |
|
|
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|
|
| Footprints Asset Management & Research, Inc. |
11422 Miracle Hills Dr # 208, Omaha, NE 68154 |
|
40244xxxx3 |
elo****@f***.com |
1 |
2 |
|
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|
| Sequoia Wealth Partners LLC |
11213 Davenport St Suite #105, Omaha, NE 68154 |
|
40283xxxx0 |
b.h***@s********************.com |
5 |
1 |
|
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|
| TFG Wealth Management |
1824 N 169th Plaza, Omaha, NE 68118 |
|
40299xxxx0 |
wfo*****@t******************.com |
|
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|
| Pearce Financial Services |
10831 Old Mill Rd Suite 200A, Omaha, NE 68154 |
|
40250xxxx0 |
|
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|
|
| Dufek Financial Management of Raymond James |
13120 Pierce St. Suite 200, Omaha, NE 68144 |
|
40280xxxx0 |
|
5 |
1 |
|
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|
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|
|
| Egermier Wealth Management Group |
15606 Elm St, Omaha, NE 68130 |
|
40286xxxx6 |
deb*********@l**.com |
5 |
3 |
|
|
|
|
|
|
160 |
|
|
|
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| Nick Engel - Sr. Wealth Financial Advisor |
13220 California St Suite 400, Omaha, NE 68154 |
|
40283xxxx3 |
aab****@b************.com |
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40843 |
177 |
41000 |
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| Weitz Investment Management, Inc. |
1125 S 103rd St Ste 200, Omaha, NE 68124 |
|
40239xxxx0 |
adv*****@w***************.com |
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432 |
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| Tim Ziola - Raymond James |
1010 N 102nd St Ste 203, Omaha, NE 68114 |
|
40280xxxx0 |
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| Don Bryner - RBC Wealth Management Financial Advisor |
12910 Pierce St. Suite 300, Omaha, NE 68144 |
|
40239xxxx7 |
wms**********@r**.com |
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13881 |
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15000 |
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| Egermier Wealth Management Group |
15606 Elm St #103, Omaha, NE 68130 |
|
40286xxxx6 |
amy******@l**.com |
5 |
11 |
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| Fairway Asset Management |
17445 Arbor St # 200, Omaha, NE 68130 |
|
40293xxxx0 |
aar************@n*.com |
5 |
4 |
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| Madison A Doughty - Financial Advisor, Ameriprise Financial Services, LLC |
1935 N 120th St, Omaha, NE 68154 |
|
40289xxxx0 |
all************@a***.com |
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173 |
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210 |
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| David Knight - Private Wealth Advisor, Ameriprise Financial Services, LLC |
1935 N 120th St, Omaha, NE 68154 |
|
40289xxxx0 |
all************@a***.com |
5 |
1 |
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180 |
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221 |
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| Ryan Johnston - RBC Wealth Management Financial Advisor |
12910 Pierce St. Suite 300, Omaha, NE 68144 |
|
40239xxxx2 |
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| Jason Hince - RBC Wealth Management Financial Advisor |
12910 Pierce St. Suite 300, Omaha, NE 68144 |
|
40239xxxx9 |
rbc*********@r**.com |
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| Morey & Quinn Wealth Partners |
11225 Davenport St #109, Omaha, NE 68154 |
|
40250xxxx0 |
jes*************@r***********.com |
5 |
4 |
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230 |
7 |
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| Kenneth Ferrarini - RBC Wealth Management Financial Advisor |
12910 Pierce St. Suite 300, Omaha, NE 68144 |
|
40239xxxx7 |
rbc*********@r**.com |
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14787 |
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16000 |
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| Stride Wealth Planning of Raymond James |
13120 Pierce St. Suite 200, Omaha, NE 68144 |
|
40280xxxx0 |
aar************@r***********.com |
5 |
5 |
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17482 |
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18000 |
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| Morgan Stanley |
13625 California St Ste 400, Omaha, NE 68154 |
|
40239xxxx0 |
nic*********@m************.com |
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187 |
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190 |
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| U.S. Bancorp Investments - Financial Advisors: Daniel Fitzpatrick |
8800 W Center Rd, Omaha, NE 68124 |
|
40239xxxx5 |
aar************@u*****.com |
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345718 |
5926 |
349000 |
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| Kayla Petersen - Thrivent |
11808 Miracle Hills Dr Suite 110, Omaha, NE 68154 |
|
40290xxxx8 |
ale*******@t*******.com |
5 |
2 |
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411865 |
|
404028 |
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| Silverleaf Wealth Management-Gibson Justin |
12801 Pierce St. #100, Omaha, NE 68144 |
|
40293xxxx0 |
abe@s***************.com |
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| Bāzis Private Wealth LLC |
14301 Fnb Pkwy Ste 100, Omaha, NE 68154 |
|
40296xxxx5 |
dua**@b**********.com |
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| Chad Greenway - TIAA Wealth Management Advisor |
9140 W Dodge Rd STE 210, Omaha, NE 68114 |
|
86684xxxx8 |
adv**************@t***.org |
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90953 |
525 |
91000 |
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| Kirk C. Swartzbaugh - Private Client Advisor |
13220 California St #400, Omaha, NE 68154 |
|
40291xxxx5 |
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| John Garlock - RBC Wealth Management Financial Advisor |
12910 Pierce St. Suite 300, Omaha, NE 68144 |
|
40239xxxx8 |
rbc*********@r**.com |
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13881 |
|
15000 |
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| Legacy Wealth Strategies, LLC, of Nebraska |
900 S 74th Plaza #101, Omaha, NE 68114 |
|
40261xxxx9 |
rob***@l******.com |
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| MassMutual Central US |
1111 N 102nd St Suite 300, Omaha, NE 68114 |
|
40234xxxx1 |
aar************@n*.com |
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| Blaine Hellman - Thrivent |
11808 Miracle Hills Dr Suite 110, Omaha, NE 68154 |
|
40290xxxx0 |
ale*******@t*******.com |
|
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321 |
4 |
340 |
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| Merrill Lynch Financial Advisor James W Ambrose |
13321 California St, Omaha, NE 68154 |
|
40249xxxx5 |
ale*********@m*.com |
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| Midwest Capital Inc. |
7216 Graceland Dr, Omaha, NE 68134 |
|
40257xxxx5 |
cga*****@m****************.com |
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| Austin Williams - Financial Advisor, Ameriprise Financial Services, LLC |
15858 W Dodge Rd Ste 320, Omaha, NE 68118 |
|
40234xxxx4 |
a.j******@c***************.com |
5 |
23 |
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644 |
|
648 |
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| Matt Rose - RBC Wealth Management Financial Advisor |
12910 Pierce St. Suite 300, Omaha, NE 68144 |
|
40239xxxx4 |
mat******@r**.com |
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|
11173 |
|
12482 |
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| Gabriel Kerlik - Private Wealth Advisor, Ameriprise Financial Services, LLC |
1111 N 102nd Ct STE 320, Omaha, NE 68114 |
|
40233xxxx5 |
all***********@a***.com |
|
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365 |
|
375 |
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| Thrivent Financial- Amy Weidner, Financial Associate |
11602 W Center Rd STE 200, Omaha, NE 68144 |
|
40290xxxx9 |
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| EverGreen Capital Management |
909 N 96th St #101, Omaha, NE 68114 |
|
40239xxxx0 |
as@e********************.com |
5 |
1 |
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| Andrew Jacobitz - Rbc Wealth Management Financial Advisor |
12910 Pierce St, Omaha, Ne 68144 |
|
40239xxxx0 |
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| Sequent Planning, LLC |
8420 W Dodge Rd #110, Omaha, NE 68114 |
|
40295xxxx4 |
and**@s**************.com |
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| Joseph Vampola, Financial Planner at Nebraska Financial Advisors |
1120 N 103rd Plaza Suite 220, Omaha, NE 68114 |
|
53189xxxx3 |
abr****@c***********.com |
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| Vista Wealth Group |
11235 Davenport St #109, Omaha, NE 68154 |
|
40233xxxx0 |
eri*******@j*******.com |
5 |
1 |
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| Merrill Lynch Financial Advisor Matt Rehberg |
13321 California St, Omaha, NE 68154 |
|
40249xxxx5 |
ale*********@m*.com |
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| Toth Wealth Management Group - UBS Financial Services Inc. |
13815 FNB Pkwy Suite 300, Omaha, NE 68154 |
|
40296xxxx0 |
ben*******************@u**.com |
|
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| Northwest Wealth Management |
14320 Arbor St, Omaha, NE 68144 |
|
40233xxxx0 |
ddo***@n*.bank |
|
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|
13548 |
100 |
13000 |
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| David Hunke - DLH Wealth Management - Financial Services |
6910 Pacific St Suite #214, Omaha, NE 68106 |
|
40290xxxx2 |
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| Soar Wealth Strategies |
9839 S 168th Ave UNIT 2F, Omaha, NE 68136 |
|
53186xxxx0 |
jon@s*****.com |
5 |
3 |
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| Edward Jones - Financial Advisor: Daniel Jackson |
10040 Regency Cir Suite 330, Omaha, NE 68114 |
|
40249xxxx6 |
a.j*********@e**********.com |
|
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|
90128 |
|
104000 |
|
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| Herzberg Investment Team |
13330 California St #100, Omaha, NE 68154 |
|
40244xxxx2 |
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| Merrill Lynch Financial Advisor Noel F Stoddard |
13321 California St, Omaha, NE 68154 |
|
40249xxxx5 |
ale*********@m*.com |
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| Wit Capital Management |
1111 N 102nd Ct #100, Omaha, NE 68114 |
|
40239xxxx3 |
jac*@w*******************.com |
5 |
1 |
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| Marcotte Wealth Management |
9394 W Dodge Rd #250, Omaha, NE 68114 |
|
40297xxxx1 |
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| Robert Gasnick - Financial Advisor, Ameriprise Financial Services, LLC |
11819 Miracle Hills Dr STE 101, Omaha, NE 68154 |
|
40249xxxx0 |
den**********@a***.com |
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| Steven Ferrarini - RBC Wealth Management Financial Advisor |
12910 Pierce St. Suite 300, Omaha, NE 68144 |
|
40239xxxx6 |
wms**********@r**.com |
|
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|
13882 |
|
15000 |
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| Lifetime Financial Group |
11207 W Dodge Rd Ste 200, Omaha, NE 68154 |
|
40293xxxx3 |
all*************@a***.com |
4.6 |
9 |
|
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|
| Nebraska Financial Advisors |
1120 N 103rd Plaza Suite 220, Omaha, NE 68114 |
|
53189xxxx0 |
a.j******@c***************.com |
|
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| Scott Leinen - RBC Wealth Management Financial Advisor |
12910 Pierce St. Suite 300, Omaha, NE 68144 |
|
40239xxxx3 |
wms**********@r**.com |
|
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|
11173 |
|
12482 |
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|
| Renaissance Financial |
12801 Pierce St. STE 300, Omaha, NE 68144 |
|
40268xxxx0 |
aar**@r*******************.com |
3.9 |
14 |
|
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|
981 |
|
1000 |
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| Merrill Lynch Financial Advisor Michael J Bagley |
13321 California St #200, Omaha, NE 68154 |
|
40249xxxx3 |
ale*********@m*.com |
|
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|
| Buchanan Leinen - RBC Wealth Management Financial Advisor |
12910 Pierce St. Suite 300, Omaha, NE 68144 |
|
40239xxxx4 |
|
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| Royal Wealth Partners |
9300 Underwood Ave Ste 500C, Omaha, NE 68114 |
|
40239xxxx2 |
aly********@n*.com |
|
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|
| Private Wealth Asset Management |
1901 Howard St 3rd Floor, Omaha, NE 68102 |
|
40222xxxx8 |
aar*********@p************.com |
|
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|
65 |
20 |
103 |
|
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|
| Dan Wolfgram - RBC Wealth Management Financial Advisor |
12910 Pierce St. Suite 300, Omaha, NE 68144 |
|
84774xxxx7 |
wms**********@r**.com |
|
|
|
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|
13882 |
|
15000 |
|
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| Edward Jones - Financial Advisor: Sarah Ryan, CFP®|ChFC® |
3904 N 138th St, Omaha, NE 68164 |
|
40296xxxx0 |
a.j*********@e**********.com |
5 |
8 |
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90128 |
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104000 |
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| Prairie Wealth Advisors, Inc |
10250 Regency Cir #115, Omaha, NE 68114 |
|
40248xxxx7 |
aho***@p********************.com |
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419 |
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| Kerins Hendrickson Wealth Management |
14301 FNB Pkwy Ste 201, Omaha, NE 68154 |
|
40250xxxx0 |
inf*@k*******.com |
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| Westchester Capital Management |
801 N 96th St, Omaha, NE 68114 |
|
40239xxxx8 |
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| Bridges Trust |
13333 California St Suite 500, Omaha, NE 68154 |
|
40239xxxx0 |
aan******@b***********.com |
4.3 |
6 |
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| Northwestern Mutual Wealth Management Company: Rob A Randels |
Embassy Tower, 9300 Underwood Ave #500, Omaha, NE 68114 |
|
40239xxxx1 |
all*************@a***.com |
4.6 |
10 |
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360 |
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368 |
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| WealthPlan Group |
101 S 108th Ave, Omaha, NE 68164 |
|
84456xxxx7 |
abr****@c***********.com |
4.6 |
11 |
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| Jeffrey Jacobsen - Raymond James |
9850 Nicholas St #350, Omaha, NE 68114 |
|
40239xxxx0 |
aar************@r***********.com |
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17482 |
|
18000 |
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| Retire SMART, LLC |
13815 FNB Pkwy Suite 400, Omaha, NE 68154 |
|
40236xxxx7 |
all*************@a***.com |
4.4 |
43 |
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| Convergence Advisory Group |
12020 Shamrock Plaza Suite 100, Omaha, NE 68154 |
|
40299xxxx0 |
and***@c**************.com |
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| Knapp Wealth Management |
11918 I St, Omaha, NE 68137 |
|
40251xxxx0 |
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5 |
1 |
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| Curnes Financial Group |
9900 Nicholas St # 360, Omaha, NE 68114 |
|
40239xxxx0 |
use*@d*****.com |
5 |
3 |
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| Omaha Wealth Management Llc. |
6421 Pacific St, Omaha, NE 68106 |
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| Feltz WealthPLAN |
101 S 108th Ave 2nd Fl, Omaha, NE 68154 |
|
40269xxxx0 |
ask*****@f******.com |
4.8 |
16 |
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| Cory Garlock - RBC Wealth Management Financial Advisor |
12910 Pierce St. Suite 300, Omaha, NE 68144 |
|
40239xxxx8 |
rbc*********@r**.com |
|
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13881 |
|
15000 |
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| True Measure Wealth Management |
144 S 39th St, Omaha, NE 68131 |
|
40234xxxx0 |
col**@t**********.com |
5 |
2 |
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136 |
|
140 |
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| Northwestern Mutual |
13305 Birch Dr # 100, Omaha, NE 68164 |
|
40293xxxx5 |
a.-***********@n*****************.com |
|
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|
107347 |
16227 |
108000 |
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| Physicians Thrive |
11235 Davenport St #113, Omaha, NE 68154 |
|
87774xxxx4 |
and***@p***************.com |
5 |
102 |
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1018 |
2 |
1000 |
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| Focus Wealth Management |
4611 S 96th St Ste 220, Omaha, NE 68127 |
|
40268xxxx9 |
hel**@f************.com |
|
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118 |
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| IAMS Wealth Management |
14507 California St, Omaha, NE 68154 |
|
88825xxxx0 |
cha****@i*****.com |
5 |
1 |
|
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127 |
|
139 |
|
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| CAPTRUST |
10250 Regency Cir # 100, Omaha, NE 68114 |
|
40249xxxx7 |
aar*********@c*******.com |
|
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|
445 |
62 |
570 |
|
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| Omaha Legacy Wealth Management Group - UBS Financial Services Inc. |
13815 FNB Pkwy Suite 300, Omaha, NE 68154 |
|
40296xxxx3 |
ale*******@u**.com |
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| Frontier Wealth Management |
10250 Regency Cir # 100, Omaha, NE 68114 |
|
40249xxxx7 |
bla**@f*************.com |
5 |
1 |
|
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|
445 |
62 |
570 |
|
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| Innovative Wealth Partners |
11128 John Galt Blvd #125, Omaha, NE 68137 |
|
40287xxxx6 |
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| Dan Morehouse - Financial Advisor, Ameriprise Financial Services, LLC |
11819 Miracle Hills Dr STE 101, Omaha, NE 68154 |
|
40249xxxx0 |
dan**********@a***.com |
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| J. A. Miller Wealth Management |
11819 Miracle Hills Dr #103, Omaha, NE 68154 |
|
40293xxxx0 |
1c2*************************************@w*****************.com |
|
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5 |
15 |
16705 |
59 |
16000 |
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| Ludacka Wealth Partners |
9300 Underwood Ave Ste 500B, Omaha, NE 68114 |
|
40289xxxx4 |
b.a********@n*.com |
|
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|
| Private Wealth Management | U.S. Bank |
14301 FNB Pkwy # 301, Omaha, NE 68154 |
|
80073xxxx3 |
aar************@u*****.com |
|
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|
345727 |
5926 |
349000 |
|
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| Lexus Wealth Management |
10040 Regency Cir Suite 340, Omaha, NE 68114 |
|
40245xxxx2 |
c18*****************************@s*****.wixpress |
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|
| Merrill Lynch Financial Advisor Daniel Lassek |
13321 California St #200, Omaha, NE 68154 |
|
40249xxxx1 |
ale*********@m*.com |
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| Heritage Financial Services |
2401 S 130th Cir, Omaha, NE 68144 |
|
40255xxxx0 |
abl******@h******************.com |
5 |
2 |
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|
| Thrivent Financial-RetirePath Advisors |
11808 Miracle Hills Dr Suite 110, Omaha, NE 68154 |
|
40290xxxx4 |
ada******@t*******.com |
5 |
5 |
|
|
|
|
320 |
4 |
339 |
|
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|
| Gary Noordam - RBC Wealth Management Financial Advisor |
12910 Pierce St. Suite 300, Omaha, NE 68144 |
|
40239xxxx1 |
wms**********@r**.com |
|
|
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|
14787 |
|
16000 |
|
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| Bazis & Young Wealth Management Group |
1065 115th St, Omaha, NE 68154 |
|
40296xxxx4 |
dua**@b**********.com |
|
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|
| Gustafson Wealth Consultants of Raymond James |
13120 Pierce St. Ste 200, Omaha, NE 68144 |
|
40280xxxx6 |
a.-************@r***********.com |
5 |
1 |
|
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|
|
17585 |
|
19000 |
|
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|
| Fortress Wealth Advisors |
14301 FNB Pkwy # 206, Omaha, NE 68154 |
|
40299xxxx7 |
all*************@a***.com |
5 |
1 |
|
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|
64 |
|
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| Omaha Advisors |
1055 115th St # 204, Omaha, NE 68154 |
|
40239xxxx3 |
abr****@c***********.com |
5 |
1 |
|
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|
| Mercer Advisors Wealth Management |
260 Regency Pkwy #113, Omaha, NE 68114 |
|
88835xxxx1 |
aar********@m*************.com |
|
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|
3396 |
29 |
3600 |
|
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|
| Walnut Private Equity Partners |
111 S 108th Ave, Omaha, NE 68154 |
|
40299xxxx1 |
|
1 |
2 |
|
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|
| Creative Planning |
12925 W Dodge Rd, Omaha, NE 68154 |
|
40234xxxx5 |
a.j******@c***************.com |
4.9 |
74 |
|
|
|
|
6421 |
131 |
7400 |
|
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|
| Edward Jones - Financial Advisor: Jeff Elgan, CFP®|AAMS™ |
444 Regency Pkwy Dr Suite 203, Omaha, NE 68114 |
|
40239xxxx8 |
a.j*********@e**********.com |
5 |
2 |
|
|
|
|
90128 |
|
104000 |
|
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|
| Edward Jones - Financial Advisor: Steven J Anderson |
8901 Indian Hills Dr Ste 350A, Omaha, NE 68114 |
|
40239xxxx3 |
a.j*********@e**********.com |
3.7 |
3 |
|
|
|
|
87475 |
|
100000 |
|
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|
| Financial Results Group LLC |
10831 Old Mill Rd # 300, Omaha, NE 68154 |
|
40250xxxx0 |
aha*****@f****.com |
|
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|
| Allen Capital Group |
10050 Regency Cir Suite 500, Omaha, NE 68114 |
|
40293xxxx0 |
all**@a************.com |
|
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|
936 |
11 |
1100 |
|
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|
| CenterPoint Financial Group |
9850 Nicholas St #350, Omaha, NE 68114 |
|
40259xxxx9 |
aid*********@y**************.com |
5 |
1 |
|
|
|
|
280 |
|
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|
| Merrill Lynch Financial Advisor Charles Stephen Nolan P Hruby |
13321 California St, Omaha, NE 68154 |
|
40249xxxx1 |
ale*********@m*.com |
|
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|
|
| Rick Kelley - RBC Wealth Management Financial Advisor |
12910 Pierce St. Suite 300, Omaha, NE 68144 |
|
40239xxxx4 |
rbc*********@r**.com |
|
|
|
|
|
|
13882 |
|
15000 |
|
|
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|
| Hiley Hunt Wealth Management |
9850 Nicholas St STE 315, Omaha, NE 68114 |
|
40250xxxx7 |
and***@h********.com |
5 |
4 |
|
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|
| Randall Wealth Advisors |
9937 Brentwood Ct, La Vista, NE 68128 |
|
40270xxxx4 |
nic*@r********.com |
5 |
1 |
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|
| North Channel Capital Management |
10250 Regency Cir Suite 110, Omaha, NE 68114 |
|
40257xxxx0 |
bai*********@n****.com |
|
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|
| CWS Wealth Partners |
9850 Nicholas St Suite 200 B, Omaha, NE 68114 |
|
40291xxxx1 |
bre**@c************.com |
5 |
2 |
|
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|
| Expanse Wealth Management |
13304 W Center Rd Suite 129, Omaha, NE 68144 |
|
40292xxxx9 |
con****@e************.com |
|
|
|
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|
197 |
|
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|
| Arkfeld Wealth Strategies |
3512 N 163rd Plaza, Omaha, NE 68116 |
|
40293xxxx0 |
and*@a************.com |
5 |
8 |
|
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|
|
| Northwestern Mutual Financial: Shafer Christine |
9300 Underwood Ave #500, Omaha, NE 68114 |
|
40239xxxx4 |
a.-***********@n*****************.com |
|
|
|
|
|
|
107347 |
16227 |
108000 |
|
|
|
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|
|
| Thrivent Financial-Tyler Petersen, The Regency Group |
11808 Miracle Hills Dr Suite 110, Omaha, NE 68154 |
|
40290xxxx0 |
abc*******@t*******.com |
|
|
|
|
|
|
328 |
4 |
347 |
|
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|
|
| Merrill Lynch Wealth Management |
13321 California St, Omaha, NE 68154 |
|
40249xxxx0 |
bro*********@m*.com |
5 |
2 |
|
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| Bob Sledge - Financial Advisor |
13220 California St, Omaha, NE 68154 |
|
40288xxxx8 |
aab****@b************.com |
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40843 |
177 |
41000 |
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| Stichler Wealth Management |
11640 Arbor St Ste 300, Omaha, NE 68144 |
|
40269xxxx2 |
col*@s*************.com |
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414 |
2 |
419 |
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| Wells Fargo Advisors |
13625 California Street, Omaha, NE 68154 |
|
40249xxxx0 |
a.b@w*****************.com |
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188279 |
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189000 |
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| Cambridge Advisors Inc |
17330 Wright St Suite 205, Omaha, NE 68130 |
|
40269xxxx6 |
bsw*****@c****************.net |
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| J.A. Miller Wealth Management |
11819 Miracle Hills Dr Ste 103, Omaha, NE 68154 |
|
40293xxxx0 |
1c2*************************************@w*****************.com |
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16545 |
59 |
16000 |
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| Northwestern Mutual - Paul Ludacka, CFP |
9300 Underwood Ave, Omaha, NE 68114 |
|
40289xxxx4 |
abr****@c***********.com |
5 |
2 |
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435 |
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467 |
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| Silverleaf Wealth Management |
12801 Pierce St. #100, Omaha, NE 68144 |
|
40293xxxx0 |
abe@s***************.com |
5 |
2 |
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| Wells Fargo Advisors |
13330 California St Ste 100, Omaha, NE 68154 |
|
40249xxxx0 |
a.b@w*****************.com |
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188279 |
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189000 |
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| Riedmiller Wealth Management |
12112 Shamrock Plaza, Omaha, NE 68154 |
|
40293xxxx5 |
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64 |
2 |
74 |
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| Keystone Financial Services |
9802 Nicholas St STE 315, Omaha, NE 68114 |
|
40239xxxx2 |
bla**@k****************.us |
5 |
3 |
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| Blake Christensen - Thrivent |
11808 Miracle Hills Dr Suite 110, Omaha, NE 68154 |
|
40290xxxx1 |
ale*******@t*******.com |
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321 |
4 |
340 |
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| Buckingham Strategic Wealth |
14301 FNB Pkwy, Omaha, NE 68154 |
|
71946xxxx7 |
adm**@b****************.com |
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554 |
6 |
650 |
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| U.S. Bank – Wealth Management Banker: Trevor Johnson |
222 S 72nd St, Omaha, NE 68114 |
|
40239xxxx4 |
all*********@a*****.usbank |
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345410 |
5419 |
348000 |
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| Riedmiller Wealth Management, CERTIFIED FINANCIAL FIDUCIARY® Designation |
12112 Shamrock Plaza, Omaha, NE 68154 |
|
40293xxxx5 |
abr****@c***********.com |
1 |
1 |
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68 |
3 |
78 |
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| U.S. Bank – Wealth Management Banker: Lucas Rogers |
525 N 132nd St, Omaha, NE 68154 |
|
40239xxxx4 |
all*********@a*****.usbank |
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345410 |
5419 |
348000 |
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| Talon Wealth Management |
3526 N 163rd Plaza, Omaha, NE 68116 |
|
40293xxxx1 |
amy*****@t******.com |
4.8 |
19 |
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| Mariner |
366 Regency Pkwy, Omaha, NE 68114 |
|
40282xxxx0 |
aar********@m********************.com |
5 |
2 |
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| Cornerstone Financial Group, LLC |
11225 Davenport St #102, Omaha, NE 68154 |
|
40275xxxx0 |
cpi@c***************.com |
5 |
7 |
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| Merrill Lynch Financial Advisor Barbara J. Greene |
13321 California St, Omaha, NE 68154 |
|
40249xxxx1 |
ale*********@m*.com |
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| America First Investment Advisors | Financial Planning & Investment Management in Omaha |
10050 Regency Cir #515, Omaha, NE 68114 |
|
40299xxxx8 |
aby***@a****.com |
1 |
1 |
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| Nathan McGovern - RBC Wealth Management Financial Advisor |
12910 Pierce St. Suite 300, Omaha, NE 68144 |
|
40239xxxx0 |
rbc*********@r**.com |
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|
13882 |
|
15000 |
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| RBC Wealth Management Branch - Omaha |
12910 Pierce St. Suite 300, Omaha, NE 68144 |
|
40239xxxx0 |
rbc*********@r**.com |
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13882 |
|
15000 |
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| Shonsey Wealth Management @ TR Financial Group |
15808 W Dodge Rd #200, Omaha, NE 68118 |
|
40233xxxxxxx6 |
mic************@t**********.com |
|
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128 |
|
125 |
|
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| Edelman Financial Engines |
18881 W Dodge Rd Suite 240W, Omaha, NE 68022 |
|
83375xxxx3 |
aar*******@e**********************.com |
3.7 |
3 |
|
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|
18775 |
20 |
20000 |
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| Avior Wealth Management, LLC |
14301 FNB Pkwy Suite 110, Omaha, NE 68154 |
|
40221xxxx4 |
aar*********@a**********.com |
4.4 |
5 |
|
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|
168 |
13 |
226 |
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| Andrew Jacobitz - RBC Wealth Management Financial Advisor |
12910 Pierce St. Suite 300, Omaha, NE 68144 |
|
40239xxxx0 |
rbc*********@r**.com |
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| Edward Jones - Financial Advisor: Matthew A Peterson |
11422 Miracle Hills Dr #201, Omaha, NE 68154 |
|
40255xxxx8 |
a.j*********@e**********.com |
|
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|
90128 |
|
104000 |
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| HBE LLP |
1121 N 102nd St #100, Omaha, NE 68114 |
|
40289xxxx0 |
abe****@h*****.com |
5 |
1 |
|
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|
506 |
2 |
545 |
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| Callahan Financial Planning | Omaha Financial Advisors |
3157 Farnam St Ste 7111, Omaha, NE 68131 |
|
40234xxxx0 |
alb***@c***************.com |
5 |
4 |
|
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|
1031 |
|
1000 |
|
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| Larry McGowan - Financial Advisor, Ameriprise Financial Services, LLC |
11819 Miracle Hills Dr STE 101, Omaha, NE 68154 |
|
40233xxxx8 |
dns*****@a***.com |
|
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|
416 |
|
459 |
|
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| Illuminate Financial Group |
9290 W Dodge Rd # 200, Omaha, NE 68114 |
|
40239xxxx0 |
ash****@i***********************.com |
5 |
1 |
|
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| Merrill Lynch Financial Advisor C Stephen Hruby |
13321 California St, Omaha, NE 68154 |
|
40249xxxx2 |
ale*********@m*.com |
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| Fogarty Wealth Management, Inc. |
444 Regency Pkwy Dr # 306, Omaha, NE 68114 |
|
40234xxxx0 |
all*************@a***.com |
5 |
3 |
|
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| Phil Wood - Private Wealth Advisor, Ameriprise Financial Services, LLC |
11819 Miracle Hills Dr STE 101, Omaha, NE 68154 |
|
40249xxxx0 |
and***********@a***.com |
|
|
|
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|
|
400 |
|
441 |
|
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