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
Daniel Warnke (CRD# 2122454) is an Investment Advisor Representative working at Arbor Point Advisors in Wichita, KS and has over 33 years of experience in the finance industry.
Curren Webb (CRD# 4740872) is an Investment Advisor Representative working at Arbor Point Advisors in Omaha, NE and has over 19 years of experience in the finance industry.
William Webb (CRD# 2277236) is an Investment Advisor Representative working at Arbor Point Advisors in Omaha, NE and has over 31 years of experience in the finance industry.
Bradley Weemhoff (CRD# 6962250) is an Investment Advisor Representative working at Arbor Point Advisors in Mayfield Hts, OH and has over 5 years of experience in the finance industry.
Dean Weemhoff (CRD# 2516971) is an Investment Advisor Representative working at Arbor Point Advisors in Mayfield Hts, OH and has over 28 years of experience in the finance industry.
Michael Wilkerson (CRD# 3127169) is an Investment Advisor Representative working at Arbor Point Advisors in Frankfort, KY and has over 25 years of experience in the finance industry.
Anna Winslow (CRD# 4047455) is an Investment Advisor Representative working at Arbor Point Advisors in Rockville, MD and has over 24 years of experience in the finance industry.
Damon Winter (CRD# 1101389) is an Investment Advisor Representative working at Arbor Point Advisors in Lake Oswego, OR and has over 22 years of experience in the finance industry.
David Wood (CRD# 2384874) is an Investment Advisor Representative working at Arbor Point Advisors in Frankfort, KY and has over 30 years of experience in the finance industry.
Blake Bailey (CRD# 6833774) is an Investment Advisor Representative working at Arbor Point Advisors in Saint Charles, MO and has over 2 years of experience in the finance industry.