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Financial ADVSR advisor directory · SEC adviser records

CFA financial advisors in Lincoln, NE

Every SEC-registered financial advisor at a firm office in Lincoln who lists the Chartered Financial Analyst designation, A to Z.

5 CFA charterholders work in Lincoln; the most are at Pittenger & Anderson Inc. (2). 1 are also registered broker representatives.

CFA advisors in Lincoln, A to Z

Every advisor in Lincoln →
  • Christopher M. BedientHbe Wealth Management, LLC · Certified Financial Planner, Chartered Financial Analyst
  • Saumen ChattopadhyayMilemarker Investment Solutions, LLC · Chartered Financial Analyst
  • Jason R. DuggerEdward Jones · Certified Financial Planner, Chartered Financial Consultant, Chartered Financial Analyst
  • Daniel E. FrostPittenger & Anderson Inc. · Certified Financial Planner, Chartered Financial Analyst
  • Shane M. RileyPittenger & Anderson Inc. · Chartered Financial Analyst

Firms with the most CFA charterholders in Lincoln

Pittenger & Anderson Inc. 2Edward Jones 1Hbe Wealth Management, LLC 1Milemarker Investment Solutions, LLC 1

CFA advisors in other Nebraska cities

All of Nebraska →

Omaha 74

Questions

How many CFA financial advisors are in Lincoln, NE?

5 SEC-registered investment adviser representatives at firm offices in Lincoln, Nebraska list the CFA designation; Pittenger & Anderson Inc. employs the most of them (2).

What is a CFA?

CFA stands for Chartered Financial Analyst, CFA Institute's charter in investment analysis: three exams and four years of investment experience.

How do I check a CFA in Lincoln?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck. Confirm the CFA itself with the body that issues it.

Source: the SEC's Investment Adviser Public Disclosure daily file, which lists the professional designations each investment adviser representative reports. Designations are self-reported to the SEC; confirm a CFA with the issuing body before you rely on it. Broker-only representatives aren't included. Also by designation: CFP professionals and ChFC holders.