Connie Reha (CRD# 2984026) is an Investment Advisor Representative working at Liberty Advisers Inc. in Lincoln, NE and has over 24 years of experience in the finance industry.
CRD# 6059380
Rbc Capital Markets, LLC
CRD# 5639065
Lpl Financial LLC
CRD# 4474690
Ubs Financial Services Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
Liberty Wealth Management Inc. | Lincoln, NE | Oct 2022 - Current | 1 |
Liberty Wealth Management Inic. | Lincoln, NE | Jan 2020 - Current | 4 |
Liberty Advisers, Inc. | Lincoln, NE | Aug 2015 - Current | 8 |
Liberty Wealth Management Inc. | Lincoln, NE | Nov 2012 - Current | 11 |
Liberty Advisers Inc. | Lincoln, NE | Jan 2020 - Oct 2022 | 2 |
Reha Group Inc. | Lincoln, NE | Jul 2013 - Dec 2018 | 5 |
Reha Financial Services, Inc. | Lincoln, NE | Jul 2007 - Apr 2016 | 8 |
Reha Insurance Inc. | Lincoln, NE | Mar 2007 - Apr 2016 | 9 |
Reha, Inc., Registered Investment Adviser | Lincoln, NE | Sep 2010 - Feb 2016 | 5 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Jun 1999 |
S65 | NASAA Investment Advisors Law Examination | Sep 2003 |
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Total Assets Under Management15MILLIONS
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Total Number of Accounts91ACCOUNTS
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Average Account Value$163,149
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
IA, NE, TX
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