Wealth Management Firms Columbus NE

Welcome to the Engine Builder Local Pages. Here you can find local information about Wealth Management Firms in Columbus, NE. We have compiled a list of businesses and services around Columbus, including Investment Banking that should help you with your search. Should you wish to find help online, the ads on this page have also been targeted to Investment Management in order to better help you find what you are looking for. We hope this page helps satisfy your local needs.

Mr. Lyle J. Dostal, CFP®
(402) 352-2675
301 E 11th St
Schuyler, NE
Firm
Securities America, Inc.
Areas of Specialization
Asset Allocation, Business Succession Planning, Comprehensive Financial Planning, Education Planning, Elder Care, General Financial Planning, Insurance Planning
Key Considerations
Average Net Worth: $250,001 - $500,000

Average Income: $50,001 - $100,000

Profession: Self-Employed Business Owners

Data Provided By:
US Bank - David City Drive-Up
(402) 367-7014
593 N 5th St
David City, NE
Drive Up Hours
Mon 08:00 am to 05:30 pm
Tue 08:00 am to 05:30 pm
Wed 08:00 am to 05:30 pm
Thur 08:00 am to 05:30 pm
Fri 08:00 am to 05:30 pm
Sat 08:00 am to 12:00 pm

Jason Hiley
Karstens Investment Counsel, Inc.
(402) 492-2727
10250 Regency Circle, Suite 100
Omaha, NE
Expertises
Women's Financial Planning Issues, Advising Medical Professionals, College/Education Planning, Estate & Generational Planning Issues, Helping Clients Identify & Achieve Goals, Ongoing Investment Management
Certifications
NAPFA Registered Financial Advisor, CFP®

Keith Smith
K.P. Smith Asset Management
(402) 392-0509
9910 N. 48th Street Suite 112
Omaha, NE
Expertises
Ongoing Investment Management, Retirement Plan Investment Advice, Estate & Generational Planning Issues, College/Education Planning
Certifications
NAPFA Registered Financial Advisor, CFP®, PhD

Mr. Timothy J. Moomey, CFP®
(308) 995-4411
PO Box 800
Holdrege, NE
Firm
FNB Investment Center
Areas of Specialization
Asset Allocation, Charitable Giving, Education Planning, Employee and Employer Plan Benefits, General Financial Planning, Investment Management, Investment Planning
Key Considerations
Average Net Worth: $250,001 - $500,000

Average Income: $50,001 - $100,000

Profession: Self-Employed Business Owners

Data Provided By:
US Bank - Columbus Office
(402) 563-4283
2221 23rd St
Columbus, NE
Languages
Spanish
Drive Up Hours
Mon 08:00 am to 05:30 pm
Tue 08:00 am to 05:30 pm
Wed 08:00 am to 05:30 pm
Thur 08:00 am to 05:30 pm
Fri 08:00 am to 05:30 pm
Sat 09:00 am to 12:00 pm

US Bank - David City Office
(402) 367-7014
490 E St
David City, NE
Drive Up Hours
Mon 08:00 am to 05:30 pm
Tue 08:00 am to 05:30 pm
Wed 08:00 am to 05:30 pm
Thur 08:00 am to 05:30 pm
Fri 08:00 am to 05:30 pm
Sat 08:00 am to 12:00 pm

Michael Karstens
Karstens Investment Counsel, Inc.
(402) 492-2727
10250 Regency Circle, Suite 100
Omaha, NE
Expertises
Advising Medical Professionals, Estate & Generational Planning Issues, Ongoing Investment Management, Retirement Planning & Distribution Rules, Retirement Plan Investment Advice
Certifications
NAPFA Registered Financial Advisor, AIFA, BS, CFP®

Mr. Joseph E Elsasser, CFP®
(402) 343-3654
8420 W Dodge Rd
Omaha, NE
Areas of Specialization
Comprehensive Financial Planning, Insurance Planning, Investment Management, Investment Planning, Life Transitions, Planning for Couples, Retirement Income Management
Key Considerations
Average Net Worth: $250,001 - $500,000

Average Income: $100,001 - $250,000

Profession: Not Applicable

Data Provided By:
Mr. Richard A. Strevey, CFP®
(492) 445-2288
14301 FNB Pkwy
Omaha, NE
Firm
Strevey Financial Services

Data Provided By:
Data Provided By:
Babcox Media • www.babcox.com
3550 Embassy Parkway
Akron, OH 44333
330-670-1234 • (FAX) 330-670-0874