Bret Klabunde (CRD# 7124426) is an Investment Advisor Representative working at Ameritas Advisory Services, LLC in Lincoln, NE and has over 4 years of experience in the finance industry.
CRD# 6059380
Rbc Capital Markets, LLC
CRD# 4010328
Osaic Wealth, Inc.
CRD# 5639065
Lpl Financial LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Ameritas Advisory Services, LLC | Lincoln, NE | Nov 2021 - Current | 2 |
Insource Financial Advisors | Lincoln, NE | May 2020 - Current | 4 |
Ameritas Investment Company, LLC | Lincoln, NE | Aug 2019 - Current | 5 |
Ameritas Life Insurance Corp. | Lincoln, NE | Aug 2019 - Current | 5 |
Insource | Omaha, NE | May 2019 - Current | 5 |
University Of Nebraska Lincoln | Lincoln, NE | Aug 2016 - Current | 8 |
Yeutter Institute | Lincoln, NE | Jan 2019 - May 2019 | < 1 |
Student Support Service | Lincoln, NE | Oct 2018 - May 2019 | < 1 |
Abes Portables | Fort Calhoun, NE | May 2017 - May 2019 | 2 |
Seacrest & Kalkowski | Lincoln, NE | Nov 2017 - May 2018 | < 1 |
Klabunde Delivery | Omaha, NE | May 2016 - Nov 2016 | < 1 |
Blue Moon Fitness | Omaha, NE | Nov 2015 - May 2016 | < 1 |
Fort Calhoun Community Schools | Fort Calhoun, NE | Aug 2004 - May 2016 | 11 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Nov 2019 |
- NE
- TX
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Total Assets Under Management10,289MILLIONS
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Total Number of Accounts39,033ACCOUNTS
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Average Account Value$263,605
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- 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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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