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
Brian Johnson (CRD# 6959159) is an Investment Advisor Representative working at Arbor Point Advisors in Lewiston, ID and has over 3 years of experience in the finance industry.
Clayton McKenzie (CRD# 6970637) is an Investment Advisor Representative working at Arbor Point Advisors in The Woodlands, TX and has over 4 years of experience in the finance industry.
Riley McKenzie (CRD# 7188391) is an Investment Advisor Representative working at Arbor Point Advisors in Boise, ID and has over 3 years of experience in the finance industry.
Levi Palomo (CRD# 7167416) is an Investment Advisor Representative working at Arbor Point Advisors in Oak Brook, IL and has over 3 years of experience in the finance industry.
Jerod Patterson (CRD# 7492987) is an Investment Advisor Representative working at Arbor Point Advisors in Vancouver, WA and has 1 year of experience in the finance industry.
Andre Selfa (CRD# 6060137) is an Investment Advisor Representative and Founder of Pinnacle Ascent Wealth Management in Walla Walla, WA and has over 12 years of experience in the finance industry.
His clients are primarily located in Washington, Oregon, Idaho and Hawaii.
Pinnacle Ascent Wealth Management focuses on fee-based financial planning services and investment management.
Investment porfolios are tailored to clients primary goals: wether it is focusing on income that can weather market volatility, targeting high growth, or being defensive when markets are high and opportunistic when markets are down.
Phone: 509-524-9074
Christopher Sherer (CRD# 1431750) is an Investment Advisor Representative working at Arbor Point Advisors in Stuart, FL and has over 31 years of experience in the finance industry.
Candace Stogin (CRD# 6466813) is an Investment Advisor Representative working at Arbor Point Advisors in Vancouver, WA and has over 4 years of experience in the finance industry.
Kevin Womack (CRD# 7707163) is an Investment Advisor Representative working at Arbor Point Advisors in Duncan, OK and has 1 year of experience in the finance industry.
Preston Yost (CRD# 7378986) is an Investment Advisor Representative working at Arbor Point Advisors in Pocatello, ID and has over 3 years of experience in the finance industry.