Arbor Point Advisors
Arbor Point Advisors (CRD# 165127) is a financial advisory firm headquartered in La Vista, NE. They manage $6,428,973,356 in 30,789 accounts and serve the financial needs of clients across 53 states (or territories).
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Total Assets Under Management6,429MILLION
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Total Number of Accounts30,789ACCOUNTS
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Average Account Value$208,807
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
Chad Abel (CRD# 2692648) is an Investment Advisor Representative working at Arbor Point Advisors in Saint Peters, MO and has over 27 years of experience in the finance industry.
Richard Almond (CRD# 733613) is an Investment Advisor Representative working at Arbor Point Advisors in Pocatello, ID and has over 35 years of experience in the finance industry. Richard Almond has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Richard Anderson (CRD# 1327737) is an Investment Advisor Representative working at Arbor Point Advisors in Mayfield Hts, OH and has 1 year of experience in the finance industry.
Robert Armstrong (CRD# 5311077) is an Investment Advisor Representative working at Arbor Point Advisors in Duncan, OK and has over 15 years of experience in the finance industry.
Roger Augustyn (CRD# 1587934) is an Investment Advisor Representative working at Arbor Point Advisors in Omaha, NE and has over 30 years of experience in the finance industry.
Gregory Aynesworth (CRD# 2317755) is an Investment Advisor Representative working at Arbor Point Advisors in La Vista, NE and has over 30 years of experience in the finance industry. Gregory Aynesworth has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Shannon Barry (CRD# 4848041) is an Investment Advisor Representative working at Arbor Point Advisors in Mayfield Hts, OH and has 1 year of experience in the finance industry.
James Bell (CRD# 2225733) is an Investment Advisor Representative working at Arbor Point Advisors in Spokane, WA and has over 31 years of experience in the finance industry.
Stephen Black (CRD# 4273023) is an Investment Advisor Representative working at Arbor Point Advisors in Overland Park, KS and has over 22 years of experience in the finance industry.
Cassie Blazevski (CRD# 6214894) is an Investment Advisor Representative working at Arbor Point Advisors in Portland, OR and has over 9 years of experience in the finance industry.