Jon Sevenker, financial advisor Lincoln NE

Jon Sevenker

CRD Number: 2865411
Current Firm: Pittenger & Anderson Inc.
Compensation Model: Fee Only

As a Certified Financial Planner (CFP®), I help people find the balance between spending with confidence today and planning for tomorrow.

 

Pittenger & Anderson is an independent fee-only Registered Investment Advisor (RIA) based in Lincoln, Nebraska. As of September 30, 2019, we manage over $1.7 billion in assets for roughly 600 families in 29 states. We offer investment management, financial planning, and company retirement plan services. As a fiduciary, we are obligated to put your interests first. We do not sell any financial products nor do we earn commissions. Our only compensation is the management fee you pay us. If you're looking for a wealth management firm to be your financial advocate, please connect with us.  Find out who we work with and how we help on our website.

 

Jon Sevenker (CRD# 2865411) is an Investment Advisor Representative working at Pittenger & Anderson Inc. in Lincoln, NE and has over 20 years of experience in the finance industry. Jon Sevenker has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Pittenger & Anderson, Inc. Lincoln, NE Jun 1998 - Current 22
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jul 1998
Contact Info for Jon J. Sevenker
Phone Number:
Advisor Website: https://pittand.com
Firm Website: https://pittand.com/
Registered State(s):
  • NE
By the Numbers
  • Total Assets Under Management
    2,046
    MILLIONS
  • Total Number of Accounts
    1,470
    ACCOUNTS
  • Average Account Value
    $1,392,047
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, CO, FL, IA, KS, LA, MN, MO, NE, NM, SD, TX

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Data verified by both the advisor and the public regulatory data.

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