Dessonville Financial Group Incorporated

Dessonville Financial Group Incorporated (CRD# 118132) is a financial advisory firm headquartered in Omaha, NE. They manage $38,060,607 in 147 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    38
    MILLION
  • Total Number of Accounts
    147
    ACCOUNTS
  • Average Account Value
    $258,916
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • 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.

IA, NE

Financial Advisors at Dessonville Financial Group Incorporated
Showing 1 - 2 of 2 top financial advisors.
1
Keith V. Schmidt
CRD#: 1128840
11711 Arbor Street, Suite 240, Omaha, NE 68144
96
Wealthminder
score

Keith Schmidt (CRD# 1128840) is an Investment Advisor Representative working at Dessonville Financial Group Incorporated in Omaha, NE and has over 33 years of experience in the finance industry. Keith Schmidt 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
Loren E. Dessonville
CRD#: 2410807
11711 Arbor Street, Suite 240, Omaha, NE 68144
93
Wealthminder
score

Loren Dessonville (CRD# 2410807) is an Investment Advisor Representative working at Dessonville Financial Group Incorporated in Omaha, NE and has over 23 years of experience in the finance industry.

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