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).
Total Assets Under Management38MILLION
Total Number of Accounts147ACCOUNTS
Average Account Value$258,916
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
Keith Schmidt (CRD# 1128840) is an Investment Advisor Representative working at Dessonville Financial Group Incorporated in Omaha, NE and has over 34 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.
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.