Arbor Point Advisors

Arbor Point Advisors (CRD# 165127) is a financial advisory firm headquartered in La Vista, NE. They manage $9,133,185,913 in 39,792 accounts and serve the financial needs of clients across 53 states (or territories).

By the Numbers
  • Total Assets Under Management
    9,133
    MILLION
  • Total Number of Accounts
    39,792
    ACCOUNTS
  • Average Account Value
    $229,523
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • 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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
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, VI, VT, WA, WI, WV, WY

Financial Advisors at Arbor Point Advisors
Showing 1 - 10 of 164 top financial advisors.
1
Chad A. Abel
CRD#: 2692648
828 S Main St, Saint Peters, MO 63301

Chad Abel (CRD# 2692648) is an Investment Advisor Representative working at Arbor Point Advisors in Saint Peters, MO and has over 26 years of experience in the finance industry.

2
Mark E. Abraham
CRD#: 4545110
Tarrytown, NY

Mark Abraham (CRD# 4545110) is an Investment Advisor Representative working at Arbor Point Advisors in Tarrytown, NY and has over 19 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.

3
Richard D. Almond
CRD#: 733613
1414 E Center St, Pocatello, ID 83201

Richard Almond (CRD# 733613) is an Investment Advisor Representative working at Arbor Point Advisors in Pocatello, ID and has over 34 years of experience in the finance industry. Richard Almond 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
Richard L. Anderson
CRD#: 1327737
5900 Landerbrook Drive Suite 205, Mayfield Hts, OH 44124

Richard Anderson (CRD# 1327737) is an Investment Advisor Representative working at Arbor Point Advisors in Mayfield Hts, OH and has 1 year of experience in the finance industry.

5
Robert A. Armstrong
CRD#: 5311077
3766 N Highway 81, Duncan, OK 73533

Robert Armstrong (CRD# 5311077) is an Investment Advisor Representative working at Arbor Point Advisors in Duncan, OK and has over 15 years of experience in the finance industry.

6
Roger S. Augustyn
CRD#: 1587934
11422 Miracle Hills Dr Ste 310, Omaha, NE 68154

Roger Augustyn (CRD# 1587934) is an Investment Advisor Representative working at Arbor Point Advisors in Omaha, NE and has over 29 years of experience in the finance industry.

7
Gregory S. Aynesworth
CRD#: 2317755
12325 Port Grace Blvd., La Vista, NE 68128

Gregory Aynesworth (CRD# 2317755) is an Investment Advisor Representative working at Arbor Point Advisors in La Vista, NE and has over 29 years of experience in the finance industry. Gregory Aynesworth 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.

8
Shannon C. Barry
CRD#: 4848041
Sheffield Village, OH

Shannon Barry (CRD# 4848041) is an Investment Advisor Representative working at Arbor Point Advisors in Sheffield Village, OH and has 1 year of experience in the finance industry.

9
James E. Bell
CRD#: 2225733
421 W Riverside Ave, Suite 1450, Spokane, WA 99201

James Bell (CRD# 2225733) is an Investment Advisor Representative working at Arbor Point Advisors in Spokane, WA and has over 30 years of experience in the finance industry.

10
Stephen D. Black
CRD#: 4273023
7304 West 130th St Suite 350, Overland Park, KS 66213

Stephen Black (CRD# 4273023) is an Investment Advisor Representative working at Arbor Point Advisors in Overland Park, KS and has over 21 years of experience in the finance industry.

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