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).
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Total Assets Under Management6,930MILLION
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Total Number of Accounts28,010ACCOUNTS
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Average Account Value$247,396
- 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
Lonnie Simpson (CRD# 4195982) is an Investment Advisor Representative working at Arbor Point Advisors in Auburn, AL and has over 23 years of experience in the finance industry.
Gwendolyn Slater (CRD# 3168141) is an Investment Advisor Representative working at Arbor Point Advisors in Daytona Beach, FL and has over 12 years of experience in the finance industry.
Peter Smegielski (CRD# 5825198) is an Investment Advisor Representative working at Arbor Point Advisors in San Diego, CA and has over 13 years of experience in the finance industry.
Barry Smith (CRD# 6329268) is an Investment Advisor Representative working at Arbor Point Advisors in Pocatello, ID and has over 9 years of experience in the finance industry.
Cathy Stoppel (CRD# 2358866) is an Investment Advisor Representative working at Arbor Point Advisors in Eugene, OR and has over 29 years of experience in the finance industry.
Cynthia Storm Fischer (CRD# 1007582) is an Investment Advisor Representative working at Arbor Point Advisors in Brookfield, WI and has over 29 years of experience in the finance industry.
Christopher Syktich (CRD# 5168939) is an Investment Advisor Representative working at Arbor Point Advisors in San Diego, CA and has over 17 years of experience in the finance industry.
John Todd (CRD# 6519568) is an Investment Advisor Representative working at Arbor Point Advisors in Durham, NC and has over 8 years of experience in the finance industry.
Jerry Van Ausdle (CRD# 6172059) is an Investment Advisor Representative working at Arbor Point Advisors in Lewiston, ID and has over 10 years of experience in the finance industry.
April Wallace (CRD# 4192977) is an Investment Advisor Representative working at Arbor Point Advisors in Auburn, AL and has over 22 years of experience in the finance industry.