Arbor Point Advisors
Arbor Point Advisors (CRD# 165127) is a financial advisory firm headquartered in La Vista, NE. They manage $9,133,185,913 in 39,792 accounts and serve the financial needs of clients across 53 states (or territories).
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Total Assets Under Management9,133MILLION
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Total Number of Accounts39,792ACCOUNTS
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Average Account Value$229,523
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- 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
Tristan Bliesner (CRD# 5206253) is an Investment Advisor Representative working at Arbor Point Advisors in Sterling, VA and has over 16 years of experience in the finance industry.
Raymond Bramer (CRD# 28691) is an Investment Advisor Representative working at Arbor Point Advisors in Santa Rosa, CA and has over 35 years of experience in the finance industry.
Matthew Brand (CRD# 4939242) is an Investment Advisor Representative working at Arbor Point Advisors in West Bloomfield, MI and has over 16 years of experience in the finance industry.
George Breeden (CRD# 4284026) is an Investment Advisor Representative working at Arbor Point Advisors in Arnold, MD and has over 15 years of experience in the finance industry.
Jeffery Briggs (CRD# 2294035) is an Investment Advisor Representative working at Arbor Point Advisors in Bend, OR and has over 30 years of experience in the finance industry. Jeffery Briggs 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.
Harvey Brode (CRD# 31169) is an Investment Advisor Representative working at Arbor Point Advisors in Farmington, MI and has over 39 years of experience in the finance industry.
Marco Bronzini (CRD# 2210036) is an Investment Advisor Representative working at Arbor Point Advisors in San Ramon, CA and has over 31 years of experience in the finance industry. Marco Bronzini 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.
Jeffrey Brooks (CRD# 4412813) is an Investment Advisor Representative working at Arbor Point Advisors in Vancouver, WA and has over 20 years of experience in the finance industry.
Jacqueline Bulava (CRD# 6172232) is an Investment Advisor Representative working at Arbor Point Advisors in Oak Park, IL and has over 4 years of experience in the finance industry.
James Burcham (CRD# 1233604) is an Investment Advisor Representative working at Arbor Point Advisors in Myrtle Beach, SC and has over 38 years of experience in the finance industry. James Burcham 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.