![Mark Crane, financial advisor Omaha NE](/img/ws/profile-blank-sq.png)
Mark Crane (CRD# 2471733) is an Investment Advisor Representative working at Mml Investors Services, LLC in Omaha, NE and has over 29 years of experience in the finance industry.
![Erik Aden, financial advisor Omaha NE](/img/ws/profile-blank-sq.png)
CRD# 4758589
Equitable Advisors, LLC
![Andrew Agree, financial advisor Omaha NE](/img/ws/profile-blank-sq.png)
CRD# 4725919
Ameriprise Financial Services, LLC
![Charles Aikins, financial advisor Omaha NE](/img/ws/profile-blank-sq.png)
CRD# 2619340
Mutual Advisors, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Mml Investors Services, LLC | Omaha, NE | Aug 2017 - Current | 6 |
Massachusetts Mutual Life Insurance Company | Omaha, NE | May 2017 - Current | 7 |
Mml Investors Services, LLC | Omaha, MN | Jul 2016 - May 2017 | < 1 |
Massachusetts Mutual Life Insurance Company | Omaha, NE | Mar 2015 - May 2017 | 2 |
Metlife Securities Inc. | Omaha, NE | Oct 2000 - Mar 2017 | 16 |
Metropolitan Life Ins Co | Omaha, NE | Oct 2000 - Jul 2016 | 15 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Jun 1994 |
S65 | NASAA Investment Advisors Law Examination | Jul 1999 |
S66 | NASAA Uniform Combined State Law Examination | May 2002 |
- NE
-
Total Assets Under Management72,828MILLIONS
-
Total Number of Accounts351,645ACCOUNTS
-
Average Account Value$207,106
- 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
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.