![Travis Clark, financial advisor Omaha NE](/img/ws/profile-blank-sq.png)
Travis Clark (CRD# 6816834) is an Investment Advisor Representative working at Prudential Financial Planning Services in Omaha, NE and has over 6 years of experience in the finance industry.
![Kyle Acre, financial advisor Omaha NE](/img/ws/profile-blank-sq.png)
CRD# 6243132
Edward Jones
![Steve Adams, financial advisor Omaha NE](/img/ws/profile-blank-sq.png)
CRD# 5297231
Charles Schwab & Company, Inc.
![Michael Adelman, financial advisor Omaha NE](/img/ws/profile-blank-sq.png)
CRD# 6157826
Principal Advised Services
Company Name | Location | Dates | Years |
---|---|---|---|
Prudential Insurance Company Of America | Omaha, NE | Jul 2017 - Current | 7 |
Pruco Securities, LLC | Omaha, NE | May 2017 - Current | 7 |
Unemployed | La Vista, NE | Nov 2016 - May 2017 | < 1 |
Ameritas Life Insurance Corp. | Lincoln, NE | Jan 2015 - Nov 2016 | 1 |
Zurich North America | Omaha, NE | Mar 2006 - Jan 2015 | 8 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Jul 2017 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- NE
- TX
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Total Assets Under Management16,379MILLIONS
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Total Number of Accounts113,575ACCOUNTS
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Average Account Value$144,211
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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