Financial Design Group, LLC

Financial Design Group, LLC (CRD# 316103) is a financial advisory firm headquartered in La Vista, NE. They manage $96,563,559 in 526 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
12110 Port Grace Boulevard, Suite 200, La Vista, NE 68128
http://www.fdgomaha.com
By the Numbers
  • Total Assets Under Management
    97
    MILLION
  • Total Number of Accounts
    526
    ACCOUNTS
  • Average Account Value
    $183,581
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

IA, NE, TX

Financial Advisors at Financial Design Group, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Brian Farris, financial advisor La Vista NE
Brian T. Farris
CRD#: 2946903
12110 Port Grace Boulevard, Suite 200, La Vista, NE 68128

Brian Farris (CRD# 2946903) is an Investment Advisor Representative working at Financial Design Group, LLC in La Vista, NE and has over 26 years of experience in the finance industry.

2
Christopher Farris, financial advisor La Vista NE
Christopher B. Farris
CRD#: 6067648
12110 Port Grace Boulevard, Suite 200, La Vista, NE 68128

Christopher Farris (CRD# 6067648) is an Investment Advisor Representative working at Financial Design Group, LLC in La Vista, NE and has over 11 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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