Arbor Point Advisors

Arbor Point Advisors (CRD# 165127) is a financial advisory firm headquartered in La Vista, NE. They manage $6,929,575,682 in 28,010 accounts and serve the financial needs of clients across 53 states (or territories).

By the Numbers
  • Total Assets Under Management
    6,930
    MILLION
  • Total Number of Accounts
    28,010
    ACCOUNTS
  • Average Account Value
    $247,396
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Arbor Point Advisors
Showing 1 - 10 of 128 top financial advisors.
1
Chad A. Abel
CRD#: 2692648
828 S Main St, Saint Charles, MO 63301

Chad Abel (CRD# 2692648) is an Investment Advisor Representative working at Arbor Point Advisors in Saint Charles, MO and has over 28 years of experience in the finance industry.

2
Richard D. Almond
CRD#: 733613
1414 E Center St, Pocatello, ID 83201

Richard Almond (CRD# 733613) is an Investment Advisor Representative working at Arbor Point Advisors in Pocatello, ID and has over 36 years of experience in the finance industry.

3
Richard L. Anderson
CRD#: 1327737
5900 Landerbrook Drive Suite 205, Mayfield Hts, OH 44124

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.

4
Robert A. Armstrong
CRD#: 5311077
3766 N Highway 81, Duncan, OK 73533

Robert Armstrong (CRD# 5311077) is an Investment Advisor Representative working at Arbor Point Advisors in Duncan, OK and has over 16 years of experience in the finance industry.

5
Roger S. Augustyn
CRD#: 1587934
11422 Miracle Hills Dr Ste 310, Omaha, NE 68154

Roger Augustyn (CRD# 1587934) is an Investment Advisor Representative working at Arbor Point Advisors in Omaha, NE and has over 31 years of experience in the finance industry.

6
Gregory S. Aynesworth
CRD#: 2317755
12325 Port Grace Blvd., La Vista, NE 68128

Gregory Aynesworth (CRD# 2317755) is an Investment Advisor Representative working at Arbor Point Advisors in La Vista, NE and has over 31 years of experience in the finance industry.

7
Shannon C. Barry
CRD#: 4848041
5900 Landerbrook Drive Suite 205, Mayfield Hts, OH 44124

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.

8
James E. Bell
CRD#: 2225733
421 W Riverside Ave, Suite 1450, Spokane, WA 99201

James Bell (CRD# 2225733) is an Investment Advisor Representative working at Arbor Point Advisors in Spokane, WA and has over 32 years of experience in the finance industry.

9
Cassie Blazevski
CRD#: 6214894
7140 Sw Fir Loop Suite 225, Portland, OR 97223

Cassie Blazevski (CRD# 6214894) is an Investment Advisor Representative working at Arbor Point Advisors in Portland, OR and has over 10 years of experience in the finance industry.

10
Tristan S. Bliesner
CRD#: 5206253
21525 Ridgetop Circle Suite 175, Sterling, VA 20158

Tristan Bliesner (CRD# 5206253) is an Investment Advisor Representative working at Arbor Point Advisors in Sterling, VA and has over 17 years of experience in the finance industry.

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