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
Deborah Dale (CRD# 6892795) is an Investment Advisor Representative working at Arbor Point Advisors in Boise, ID and has over 5 years of experience in the finance industry.
Todd Darnold (CRD# 4499096) is an Investment Advisor Representative working at Arbor Point Advisors in Omaha, NE and has over 22 years of experience in the finance industry.
Mervyn Garcia (CRD# 7500925) is an Investment Advisor Representative working at Arbor Point Advisors in Springfield, OR and has 1 year of experience in the finance industry.
Robert Groce (CRD# 7173407) is an Investment Advisor Representative working at Arbor Point Advisors in Frankfort, KY and has over 3 years of experience in the finance industry.
Maggie Guenter (CRD# 7077159) is an Investment Advisor Representative working at Arbor Point Advisors in Clearwater, MN and has over 3 years of experience in the finance industry.
Meagan Hassebrock (CRD# 7337947) is an Investment Advisor Representative working at Arbor Point Advisors in Omaha, NE and has over 2 years of experience in the finance industry.
Karin Hemstock (CRD# 6947491) is an Investment Advisor Representative working at Arbor Point Advisors in Vancouver, WA and has 1 year of experience in the finance industry.
Michael Hibbetts (CRD# 6769868) is an Investment Advisor Representative working at Arbor Point Advisors in Houston, TX and has over 5 years of experience in the finance industry.
Kelly Jandreau (CRD# 3191800) is an Investment Advisor Representative working at Arbor Point Advisors in Portland, OR and has over 25 years of experience in the finance industry.
Jarrod Jansen (CRD# 7414301) is an Investment Advisor Representative working at Arbor Point Advisors in Wichita, KS and has 1 year of experience in the finance industry.