Overview

We are a father and son business looking for expansion. We have an office in Kearney, NE and an office in Lincoln, NE. Our book of business includes Mutual Funds, Fee- based accounts, Insurance, and Annuities. Steve is a CFP and has been in the business for 34 years, while Zac had just joined in 2016. We are interested in businesses anywhere we see fit.

Market
Advisor/RIA
Member Level
Basic
Last Activity
within 6 months
Listing Age
872 days old

Business Data

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Clearing Firm / Custodian

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Third Party Money Managers

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Mutual Funds

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Variable Annuities

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Insurance Business

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Technology Solutions

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CRM Systems

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