Financial ADVSR advisor directory · SEC adviser records
Financial advisors in La Vista, NE
Every SEC-registered investment adviser representative at a firm office in La Vista, with the firms that employ the most of them.
10 registered advisors work in La Vista; the most are at Ameritas Advisory Services, LLC (3). 0 list the CFP designation and 8 are also registered broker representatives.
Firms with the most advisors in La Vista
Advisors in La Vista, A to Z
Search all of Nebraska →- Jeffrey J. BernadtEdward Jones
- James R. Christensen Jr.Ameritas Advisory Services, LLC
- Edgar R. DeleonState Farm Investment Management Corp.
- Todd A. GaswickOsaic Wealth, Inc.
- David R. GutteryAmeritas Advisory Services, LLC
- Travis J. KehrEdward Jones
- Josh MikusAmeritas Advisory Services, LLC
- Jeremy M. PalenskyAvior Wealth Management, LLC
- Steven R. RyherdAvior Wealth Management, LLC
- Mark N. ScottOsaic Wealth, Inc.
Other cities in Nebraska
All of Nebraska →Omaha 1,923Lincoln 534Norfolk 87Elkhorn 64Grand Island 64Kearney 49Papillion 49Columbus 34Hastings 30North Platte 26Fremont 25Bellevue 20Beatrice 17Scottsbluff 15York 12Nebraska City 11Gretna 10Wayne 10Seward 9Alliance 8Holdrege 8McCook 8Bennington 7Blair 7
Questions
How many financial advisors are in La Vista, NE?
10 investment adviser representatives are registered at firm offices in La Vista, Nebraska, according to the SEC's Investment Adviser Public Disclosure records. 8 of them are also registered as broker representatives, and 0 list the CFP designation.
Which firm has the most financial advisors in La Vista?
Ameritas Advisory Services, LLC, with 3 registered advisors in La Vista, followed by Avior Wealth Management, LLC with 2.
How do I check a financial advisor in La Vista?
Each advisor below links to a profile with their firm, registrations, exams and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the firm office they're registered at; an advisor registered at offices in more than one city appears in each. Broker-only representatives (FINRA BrokerCheck) aren't included. Moving firms? See who's moving this week, compare payouts by firm or value a recruiting offer.