Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
This firm offers financial planning, consulting, and asset management services. Details on fees for these services were not included in this brochure.
Areas of Practice
Advisor Information
Office location
101 S 108th Ave, 3rd Floor, Omaha, NE, 68154
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No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jamie assists clients in purchasing life and long-term care insurance policies, as well as fixed and equity index fixed annuities, dedicating about 10-20% of his time to insurance sales. He also works full-time as a Wealth Advisor providing financial planning and asset management, and invests in a medical device supply company, dedicating minimal time.