Arbor Point Advisors
Arbor Point Advisors (CRD# 165127) is a financial advisory firm headquartered in La Vista, NE. They manage $6,929,575,682 in 28,010 accounts and serve the financial needs of clients across 53 states (or territories).
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Total Assets Under Management6,930MILLION
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Total Number of Accounts28,010ACCOUNTS
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Average Account Value$247,396
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
Chad Abel (CRD# 2692648) is an Investment Advisor Representative working at Arbor Point Advisors in Saint Charles, MO and has over 28 years of experience in the finance industry.
Richard Almond (CRD# 733613) is an Investment Advisor Representative working at Arbor Point Advisors in Pocatello, ID and has over 35 years of experience in the finance industry.
Richard Anderson (CRD# 1327737) is an Investment Advisor Representative working at Arbor Point Advisors in Mayfield Hts, OH and has 1 year of experience in the finance industry.
Robert Armstrong (CRD# 5311077) is an Investment Advisor Representative working at Arbor Point Advisors in Duncan, OK and has over 16 years of experience in the finance industry.
Roger Augustyn (CRD# 1587934) is an Investment Advisor Representative working at Arbor Point Advisors in Omaha, NE and has over 31 years of experience in the finance industry.
Gregory Aynesworth (CRD# 2317755) is an Investment Advisor Representative working at Arbor Point Advisors in La Vista, NE and has over 31 years of experience in the finance industry.
Shannon Barry (CRD# 4848041) is an Investment Advisor Representative working at Arbor Point Advisors in Mayfield Hts, OH and has 1 year of experience in the finance industry.
James Bell (CRD# 2225733) is an Investment Advisor Representative working at Arbor Point Advisors in Spokane, WA and has over 32 years of experience in the finance industry.
Cassie Blazevski (CRD# 6214894) is an Investment Advisor Representative working at Arbor Point Advisors in Portland, OR and has over 10 years of experience in the finance industry.
Tristan Bliesner (CRD# 5206253) is an Investment Advisor Representative working at Arbor Point Advisors in Sterling, VA and has over 17 years of experience in the finance industry.