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
James Campbell (CRD# 3235384) is an Investment Advisor Representative working at Arbor Point Advisors in La Vista, NE and has over 23 years of experience in the finance industry.
Richard Clifford (CRD# 1446480) is an Investment Advisor Representative working at Arbor Point Advisors in Lewiston, ID and has over 36 years of experience in the finance industry.
Robert Clifford (CRD# 3119146) is an Investment Advisor Representative working at Arbor Point Advisors in Lewiston, ID and has over 24 years of experience in the finance industry.
James Clouse (CRD# 2643112) is an Investment Advisor Representative working at Arbor Point Advisors in Frankfort, KY and has over 27 years of experience in the finance industry.
Julie Coombs (CRD# 4198245) is an Investment Advisor Representative working at Arbor Point Advisors in Brookfield, WI and has over 17 years of experience in the finance industry. Julie Coombs 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.
Jennifer Cottle (CRD# 1382358) is an Investment Advisor Representative working at Arbor Point Advisors in Overland Park, KS and has over 28 years of experience in the finance industry.
Brian Crosby (CRD# 1174974) is an Investment Advisor Representative working at Arbor Point Advisors in Milan, OH and has over 22 years of experience in the finance industry.
Thomas Curtin (CRD# 5243482) is an Investment Advisor Representative working at Arbor Point Advisors in Windsor, CT and has over 15 years of experience in the finance industry.
John Cvach (CRD# 2307281) is an Investment Advisor Representative working at Arbor Point Advisors in Centreville, MD and has over 29 years of experience in the finance industry.
Cassie Diamond (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.