Financial ADVSR advisor directory · SEC adviser records
Hub Investment Partners, LLC financial advisors in Omaha, NE
Every SEC-registered investment adviser representative at a Hub Investment Partners, LLC office in Omaha, A to Z.
The short answer
6 registered advisors work at Hub Investment Partners, LLC in Omaha, out of 107 at the firm nationwide; it ranks number 78 in the city by advisors. 1 list the CFP designation and 5 are also registered broker representatives.
Hub Investment Partners, LLC advisors in Omaha, A to Z
Every Hub Investment Partners, LLC advisor →- Steven M. BazisInvestment adviser rep
- Andrew M. DalkaAlso a broker rep
- Patrick M. FayAlso a broker rep
- Kevin W. NovakAlso a broker rep
- Jeffrey D. SharpCertified Financial Planner, Chartered Financial Consultant · Also a broker rep
- Thomas J. Von RiesenChartered Financial Consultant · Also a broker rep
Hub Investment Partners, LLC advisors in every city and state →Hub Investment Partners, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →
Hub Investment Partners, LLC advisors in other cities
Austin, TX 68Glen Allen, VA 8Pasadena, CA 4Bethesda, MD 2Houston, TX 2Louisville, KY 2Brighton, MI 1Carmel, IN 1Carriere, MS 1Daytona Beach, FL 1Durham, NC 1Modesto, CA 1New Orleans, LA 1Norwell, MA 1Oklahoma City, OK 1
Other firms in Omaha
All Omaha advisors →Cwm, LLC 249Charles Schwab & Co., Inc. 209Orion Portfolio Solutions, LLC 163Cetera Investment Advisers LLC 100Morgan Stanley 53Mutual Of Omaha Investor Services, Inc. 53Osaic Wealth, Inc. 53Ameriprise Financial Services, LLC 48Sequent Planning, LLC 44LPL Financial LLC 43Avior Wealth Management, LLC 41Wells Fargo Clearing Services, LLC 38
Questions
How many financial advisors does Hub Investment Partners, LLC have in Omaha?
6 investment adviser representatives are registered at Hub Investment Partners, LLC offices in Omaha, Nebraska, according to the SEC's Investment Adviser Public Disclosure records, out of 107 nationwide. 1 list the CFP designation and 5 are also registered as broker representatives.
Is Hub Investment Partners, LLC one of the largest advisor employers in Omaha?
Hub Investment Partners, LLC ranks number 78 in Omaha by registered advisors; Cwm, LLC has the most, with 249.
How do I check a Hub Investment Partners, LLC advisor in Omaha?
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, 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 Hub Investment Partners, LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.