Pittenger & Anderson Inc.

Pittenger & Anderson Inc. (CRD# 111033) is a financial advisory firm headquartered in Lincoln, NE. They manage $2,046,309,746 in 1,470 accounts and serve the financial needs of clients across 13 states (or territories).

By the Numbers
  • Total Assets Under Management
    2,046
    MILLION
  • Total Number of Accounts
    1,470
    ACCOUNTS
  • Average Account Value
    $1,392,047
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Financial planning services
  • 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.

AZ, CA, CO, FL, IA, KS, LA, MN, MO, NE, NM, SD, TX

Financial Advisors at Pittenger & Anderson Inc.
Showing 1 - 10 of 12 top financial advisors.
1
Blake A. Anderson
CRD#: 6293121
5533 S. 27th Street, Suite 201, Lincoln, NE 68512

Blake Anderson (CRD# 6293121) is an Investment Advisor Representative working at Pittenger & Anderson Inc. in Lincoln, NE and has over 7 years of experience in the finance industry.

2
Daniel L. Anderson
CRD#: 1430537
5533 S. 27th St., Suite 201, Lincoln, NE 68512

Daniel Anderson (CRD# 1430537) is an Investment Advisor Representative working at Pittenger & Anderson Inc. in Lincoln, NE and has over 35 years of experience in the finance industry. Daniel Anderson 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
Diane L. Klein
CRD#: 4519237
5533 S. 27th St., Suite 201, Lincoln, NE 68512

Diane Klein (CRD# 4519237) is an Investment Advisor Representative working at Pittenger & Anderson Inc. in Lincoln, NE and has over 20 years of experience in the finance industry. Diane Klein 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
Kristin M. Kliewer
CRD#: 6238875
5533 S. 27th Street, Suite 201, Lincoln, NE 68512

Kristin Kliewer (CRD# 6238875) is an Investment Advisor Representative working at Pittenger & Anderson Inc. in Lincoln, NE and has over 6 years of experience in the finance industry.

5
Audrey L. Mines
CRD#: 4352590
5533 S. 27th Street, Suite 201, Lincoln, NE 68512

Audrey Mines (CRD# 4352590) is an Investment Advisor Representative working at Pittenger & Anderson Inc. in Lincoln, NE and has over 14 years of experience in the finance industry. Audrey Mines 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
James S. Pittenger
CRD#: 818823
5533 S. 27th St., Suite 201, Lincoln, NE 68512

James Pittenger (CRD# 818823) is an Investment Advisor Representative working at Pittenger & Anderson Inc. in Lincoln, NE and has over 41 years of experience in the finance industry. James Pittenger 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
James S. Pittenger
CRD#: 4681560
5533 S. 27th Street, Suite 201, Lincoln, NE 68512

James Pittenger (CRD# 4681560) is an Investment Advisor Representative working at Pittenger & Anderson Inc. in Lincoln, NE and has over 17 years of experience in the finance industry. James Pittenger 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
Shane M. Riley
CRD#: 5932686
5533 S. 27th Street, Suite 201, Lincoln, NE 68512

Shane Riley (CRD# 5932686) is an Investment Advisor Representative working at Pittenger & Anderson Inc. in Lincoln, NE and has over 10 years of experience in the finance industry.

9
Jon J. Sevenker
CRD#: 2865411
5533 S. 27th St., Suite 201, Lincoln, NE 68512

As a Certified Financial Planner (CFP®), I help people find the balance between spending with confidence today and planning for tomorrow.

 

Pittenger & Anderson is an independent fee-only Registered Investment Advisor (RIA) based in Lincoln, Nebraska. As of September 30, 2019, we manage over $1.7 billion in assets for roughly 600 families in 29 states. We offer investment management, financial planning, and company retirement plan services. As a fiduciary, we are obligated to put your interests first. We do not sell any financial products nor do we earn commissions. Our only compensation is the management fee you pay us. If you're looking for a wealth management firm to be your financial advocate, please connect with us.  Find out who we work with and how we help on our website.

 

Jon Sevenker (CRD# 2865411) is an Investment Advisor Representative working at Pittenger & Anderson Inc. in Lincoln, NE and has over 20 years of experience in the finance industry. Jon Sevenker 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 putclients' interests first and comply with the Financial Planning Practice Standards.

10
Elizabeth A. Sydzyik
CRD#: 5517695
5533 S. 27th Street, Suite 201, Lincoln, NE 68512

Elizabeth Sydzyik (CRD# 5517695) is an Investment Advisor Representative working at Pittenger & Anderson Inc. in Lincoln, NE and has over 13 years of experience in the finance industry.

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