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
Ryan Lew (CRD# 5923392) is an Financial Advisor/Partner working at Tetralogy Financial Planning Group in Eugene, OR and has over 8 years of experience in the finance industry.
Perry Long (CRD# 2131012) is an Investment Advisor Representative working at Arbor Point Advisors in Maple Grove, MN and has over 32 years of experience in the finance industry.
Mark Loop (CRD# 2521160) is an Investment Advisor Representative working at Arbor Point Advisors in Longwood, FL and has over 28 years of experience in the finance industry.
G Lowe (CRD# 4670740) is an Investment Advisor Representative working at Arbor Point Advisors in Vancouver, WA and has over 20 years of experience in the finance industry.
Scott Mahan (CRD# 2799792) is an Investment Advisor Representative working at Arbor Point Advisors in Klamath Falls, OR and has over 21 years of experience in the finance industry.
Ryan Mathes (CRD# 4617750) is an Investment Advisor Representative working at Arbor Point Advisors in The Woodlands, TX and has over 15 years of experience in the finance industry.
Daniel Matoske (CRD# 4931736) is an Investment Advisor Representative working at Arbor Point Advisors in Lewiston, ID and has over 16 years of experience in the finance industry.
Dean McKenzie (CRD# 2781519) is an Investment Advisor Representative working at Arbor Point Advisors in Spokane, WA and has over 27 years of experience in the finance industry.
Alexander Mele (CRD# 5743010) is an Investment Advisor Representative working at Arbor Point Advisors in New York, NY and has over 14 years of experience in the finance industry.
Jeffrey Moormeier (CRD# 1846287) is an Investment Advisor Representative working at Arbor Point Advisors in Seattle, WA and has over 35 years of experience in the finance industry.