Arbor Point Advisors

Arbor Point Advisors (CRD# 165127) is a financial advisory firm headquartered in La Vista, NE. They manage $552,424,044 in 3,322 accounts and serve the financial needs of clients across 51 states (or territories).

By the Numbers
  • Total Assets Under Management
    552
    MILLION
  • Total Number of Accounts
    3,322
    ACCOUNTS
  • Average Account Value
    $166,293
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
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.

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, VT, WA, WI, WV

Financial Advisors at Arbor Point Advisors
Showing 1 - 10 of 32 top financial advisors.
1
Mark E. Abraham
CRD#: 4545110
Sandy Hook, CT
96
Wealthminder
score

Mark Abraham (CRD# 4545110) is an Investment Advisor Representative working at Arbor Point Advisors in Sandy Hook, CT and has over 14 years of experience in the finance industry. Mark Abraham 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 put clients' interests first and comply with the Financial Planning Practice Standards.

2
David W. Bogan
CRD#: 1609046
17225 El Camino Real Ste 250, Houston, TX 77058
96
Wealthminder
score

David Bogan (CRD# 1609046) is an Investment Advisor Representative working at Arbor Point Advisors in Houston, TX and has over 29 years of experience in the finance industry. David Bogan 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 put clients' interests first and comply with the Financial Planning Practice Standards.

3
Michael B. Gallion
CRD#: 5299276
8880 Rio San Diego Drive, Ste. 1000, San Diego, CA 92108
96
Wealthminder
score

Michael Gallion (CRD# 5299276) is an Investment Advisor Representative working at Arbor Point Advisors in San Diego, CA and has over 9 years of experience in the finance industry. Michael Gallion 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 put clients' interests first and comply with the Financial Planning Practice Standards.

4
Mark D. Loop
CRD#: 2521160
407 Wekiva Springs Road, Ste 217b, Longwood, FL 32779
96
Wealthminder
score

Mark Loop (CRD# 2521160) is an Investment Advisor Representative working at Arbor Point Advisors in Longwood, FL and has over 20 years of experience in the finance industry. Mark Loop 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 put clients' interests first and comply with the Financial Planning Practice Standards.

5
Monica B. Phillip
CRD#: 806865
1001 W Glen Oaks Ln Ste 108, Mequon, WI 53092
96
Wealthminder
score

Monica Phillip (CRD# 806865) is an Investment Advisor Representative working at Arbor Point Advisors in Mequon, WI and has over 30 years of experience in the finance industry. Monica Phillip 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 put clients' interests first and comply with the Financial Planning Practice Standards.

6
Robert A. Armstrong
CRD#: 5311077
1951 West Elk Ave, Duncan, OK 73533
93
Wealthminder
score

Robert Armstrong (CRD# 5311077) is an Investment Advisor Representative working at Arbor Point Advisors in Duncan, OK and has over 9 years of experience in the finance industry.

7
Blanche S. Berenzweig
CRD#: 1072969
1001 W Glen Oaks Ln Ste 108, Mequon, WI 53092
93
Wealthminder
score

Blanche Berenzweig (CRD# 1072969) is an Investment Advisor Representative working at Arbor Point Advisors in Mequon, WI and has over 32 years of experience in the finance industry.

8
Kevin N. Berenzweig
CRD#: 5063028
3550 Camino Del Rio N Ste 207, San Diego, CA 92108
93
Wealthminder
score

Kevin Berenzweig (CRD# 5063028) is an Investment Advisor Representative working at Arbor Point Advisors in San Diego, CA and has over 10 years of experience in the finance industry.

9
Kim M. Bolden
CRD#: 1048575
Parma Heights, OH
93
Wealthminder
score

Kim Bolden (CRD# 1048575) is an Investment Advisor Representative working at Arbor Point Advisors in Parma Heights, OH and has over 34 years of experience in the finance industry.

10
David A. Doorneweerd
CRD#: 3192484
407 Wekiva Springs Rd, Ste 217b, Longwood, FL 32779
93
Wealthminder
score

David Doorneweerd (CRD# 3192484) is an Investment Advisor Representative working at Arbor Point Advisors in Longwood, FL and has over 17 years of experience in the finance industry.

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