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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Oakland, NE

Every SEC-registered investment adviser representative at a firm office in Oakland, with the firms that employ the most of them.

3 registered advisors work in Oakland; the most are at Ameriprise Financial Services, LLC (3). 0 list the CFP designation and 3 are also registered broker representatives.

Firms with the most advisors in Oakland

FirmAdvisors in Oakland
Ameriprise Financial Services, LLC news3

Advisors in Oakland, A to Z

Search all of Nebraska →

Other cities in Nebraska

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Omaha 2,067Lincoln 569Norfolk 92Grand Island 76Elkhorn 64Kearney 49Papillion 49Columbus 37Hastings 31Fremont 30North Platte 27Bellevue 19Beatrice 17Scottsbluff 16York 16Nebraska City 13Gretna 12Wayne 11La Vista 10Seward 10Bennington 9Blair 9Alliance 8Holdrege 8

Questions

How many financial advisors are in Oakland, NE?

3 investment adviser representatives are registered at firm offices in Oakland, Nebraska, according to the SEC's Investment Adviser Public Disclosure records. 3 of them are also registered as broker representatives, and 0 list the CFP designation.

Which firm has the most financial advisors in Oakland?

Ameriprise Financial Services, LLC, with 3 registered advisors in Oakland.

How do I check a financial advisor in Oakland?

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.