Arbor Point Advisors

Arbor Point Advisors (CRD# 165127) is a financial advisory firm headquartered in La Vista, NE. They manage $975,451,425 in 5,754 accounts and serve the financial needs of clients across 52 states (or territories).

By the Numbers
  • Total Assets Under Management
    975
    MILLION
  • Total Number of Accounts
    5,754
    ACCOUNTS
  • Average Account Value
    $169,526
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, WY

Financial Advisors at Arbor Point Advisors
Showing 1 - 10 of 61 top financial advisors.
1
Mark E. Abraham
CRD#: 4545110
Sleepy Hollow, NY
96
Wealthminder
score

Mark Abraham (CRD# 4545110) is an Investment Advisor Representative working at Arbor Point Advisors in Sleepy Hollow, NY and has over 15 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 31 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
Marco F. Bronzini
CRD#: 2210036
2303 Camino Ramon Ste 137, San Ramon, CA 94583
96
Wealthminder
score

Marco Bronzini (CRD# 2210036) is an Investment Advisor Representative working at Arbor Point Advisors in San Ramon, CA and has over 26 years of experience in the finance industry. Marco Bronzini 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
Rita C. Bruton
CRD#: 1656907
Eastland, TX
96
Wealthminder
score

Rita Bruton (CRD# 1656907) is an Investment Advisor Representative working at Arbor Point Advisors in Eastland, TX and has over 30 years of experience in the finance industry.

5
Julie A. Coombs
CRD#: 4198245
16655 W Wisconsin Ave, Ste 105, Brookfield, WI 53005
96
Wealthminder
score

Julie Coombs (CRD# 4198245) is an Investment Advisor Representative working at Arbor Point Advisors in Brookfield, WI and has over 13 years of experience in the finance industry. Julie Coombs 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
Michael B. Gallion
CRD#: 5299276
12396 World Trade Drive Suite 310, San Diego, CA 92128
96
Wealthminder
score

Michael Gallion (CRD# 5299276) 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. 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.

7
Janet G. Hart
CRD#: 2137359
5213 El Mercado Pkwy Ste F, Santa Rosa, CA 95403
96
Wealthminder
score

Janet Hart (CRD# 2137359) is an Investment Advisor Representative working at Arbor Point Advisors in Santa Rosa, CA and has over 22 years of experience in the finance industry. Janet Hart 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
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 22 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.

9
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 31 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.

10
Timothy J. Plonski
CRD#: 5941575
5005 Rockside Rd, Ste. 915, Independence, OH 44131
96
Wealthminder
score

Timothy Plonski (CRD# 5941575) is an Investment Advisor Representative working at Arbor Point Advisors in Independence, OH and has over 5 years of experience in the finance industry. Timothy Plonski 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.

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