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
Albert Jansen (CRD# 4437826) is an Investment Advisor Representative working at Arbor Point Advisors in Wichita, KS and has over 22 years of experience in the finance industry.
Douglas Johnson (CRD# 5768658) is an Investment Advisor Representative working at Arbor Point Advisors in Lewiston, ID and has over 13 years of experience in the finance industry.
Ravi Kahan (CRD# 4420541) is an Investment Advisor Representative working at Arbor Point Advisors in Atlanta, GA and has over 14 years of experience in the finance industry.
Jeremy Keating (CRD# 4591177) is an Investment Advisor Representative working at Arbor Point Advisors in San Diego, CA and has over 21 years of experience in the finance industry.
Thomas Kerins (CRD# 2381084) is an Investment Advisor Representative working at Arbor Point Advisors in Omaha, NE and has over 30 years of experience in the finance industry.
Ronald Klimas (CRD# 2321602) is an Investment Advisor Representative working at Arbor Point Advisors in Knoxville, TN and has over 28 years of experience in the finance industry.
Deborah Koch (CRD# 3079185) is an Investment Advisor Representative working at Arbor Point Advisors in Omaha, NE and has over 25 years of experience in the finance industry.
Karl Korade (CRD# 2509229) is an Investment Advisor Representative working at Arbor Point Advisors in Frederick, MD and has over 29 years of experience in the finance industry.
John Koyle (CRD# 4409795) is an Investment Advisor Representative working at Arbor Point Advisors in Pocatello, ID and has over 22 years of experience in the finance industry.
Elizabeth Langley (CRD# 6617376) is an Investment Advisor Representative working at Arbor Point Advisors in Boise, ID and has over 7 years of experience in the finance industry.