Hub Investment Advisors, Inc.

Hub Investment Advisors, Inc. (CRD# 164600) is a financial advisory firm headquartered in Omaha, NE. They manage $1,062,233,856 in 418 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,062
    MILLION
  • Total Number of Accounts
    418
    ACCOUNTS
  • Average Account Value
    $2,541,229
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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.

CA, IA, NE, SD

Financial Advisors at Hub Investment Advisors, Inc.
Showing 1 - 6 of 6 top financial advisors.
1
Amy A. Brown
CRD#: 4816201
11516 Miracle Hills Dr., Suite 100, Omaha, NE 68154

Amy Brown (CRD# 4816201) is an Investment Advisor Representative working at Hub Investment Advisors, Inc. in Omaha, NE and has over 15 years of experience in the finance industry.

2
Patrick M. Fay
CRD#: 3073542
11516 Miracle Hills Dr., Suite 100, Omaha, NE 68154

Patrick Fay (CRD# 3073542) is an Investment Advisor Representative working at Hub Investment Advisors, Inc. in Omaha, NE and has over 23 years of experience in the finance industry.

3
Josef N. Ghaussy
CRD#: 6869069
11516 Miracle Hills Dr., Suite 100, Omaha, NE 68154

Josef Ghaussy (CRD# 6869069) is an Investment Advisor Representative working at Hub Investment Advisors, Inc. in Omaha, NE and has over 2 years of experience in the finance industry.

4
Zachary C. Horner
CRD#: 5644468
11516 Miracle Hills Dr., Suite 100, Omaha, NE 68154

Zachary Horner (CRD# 5644468) is an Investment Advisor Representative working at Hub Investment Advisors, Inc. in Omaha, NE and has over 11 years of experience in the finance industry. Zachary Horner 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
Jeffrey D. Sharp
CRD#: 1408285
11516 Miracle Hills Dr., Suite 100, Omaha, NE 68154

Jeffrey Sharp (CRD# 1408285) is an Investment Advisor Representative working at Hub Investment Advisors, Inc. in Omaha, NE and has over 35 years of experience in the finance industry. Jeffrey Sharp 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
Thomas J. Vonriesen
CRD#: 2235723
11516 Miracle Hills Dr., Suite 100, Omaha, NE 68154

Thomas Vonriesen (CRD# 2235723) is an Investment Advisor Representative working at Hub Investment Advisors, Inc. in Omaha, NE and has over 29 years of experience in the finance industry.

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