Pittenger & Anderson Inc.

Pittenger & Anderson Inc. (CRD# 111033) is a financial advisory firm headquartered in Lincoln, NE. They manage $1,098,986,007 in 916 accounts and serve the financial needs of clients across 9 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,099
    MILLION
  • Total Number of Accounts
    916
    ACCOUNTS
  • Average Account Value
    $1,199,766
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, KS, LA, NE, SD, TX

Financial Advisors at Pittenger & Anderson Inc.
Showing 1 - 10 of 10 top financial advisors.
1
Daniel L. Anderson
CRD#: 1430537
5533 S. 27th St., Suite 201, Lincoln, NE 68512
96
Wealthminder
score

Daniel Anderson (CRD# 1430537) is an Investment Advisor Representative working at Pittenger & Anderson Inc. in Lincoln, NE and has over 30 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.

2
Diane L. Klein
CRD#: 4519237
5533 S. 27th St., Suite 201, Lincoln, NE 68512
96
Wealthminder
score

Diane Klein (CRD# 4519237) is an Investment Advisor Representative working at Pittenger & Anderson Inc. in Lincoln, NE and has over 15 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.

3
James S. Pittenger
CRD#: 818823
5533 S. 27th St., Suite 201, Lincoln, NE 68512
96
Wealthminder
score

James Pittenger (CRD# 818823) is an Investment Advisor Representative working at Pittenger & Anderson Inc. in Lincoln, NE and has over 36 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.

4
Jon J. Sevenker
CRD#: 2865411
5533 S. 27th St., Suite 201, Lincoln, NE 68512
96
Wealthminder
score

Jon Sevenker (CRD# 2865411) is an Investment Advisor Representative working at Pittenger & Anderson Inc. in Lincoln, NE and has over 18 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 put clients' interests first and comply with the Financial Planning Practice Standards.

5
Audrey L. Mines
CRD#: 4352590
5533 S. 27th Street, Suite 201, Lincoln, NE 68512
93
Wealthminder
score

Audrey Mines (CRD# 4352590) is an Investment Advisor Representative working at Pittenger & Anderson Inc. in Lincoln, NE and has over 9 years of experience in the finance industry.

6
Elizabeth A. Sydzyik
CRD#: 5517695
5533 S. 27th Street, Suite 201, Lincoln, NE 68512
93
Wealthminder
score

Elizabeth Sydzyik (CRD# 5517695) is an Investment Advisor Representative working at Pittenger & Anderson Inc. in Lincoln, NE and has over 8 years of experience in the finance industry.

7
Shane M. Riley
CRD#: 5932686
5533 S. 27th Street, Suite 201, Lincoln, NE 68512
90
Wealthminder
score

Shane Riley (CRD# 5932686) is an Investment Advisor Representative working at Pittenger & Anderson Inc. in Lincoln, NE and has over 5 years of experience in the finance industry.

8
Blake A. Anderson
CRD#: 6293121
5533 S. 27th Street, Suite 201, Lincoln, NE 68512
89
Wealthminder
score

Blake Anderson (CRD# 6293121) is an Investment Advisor Representative working at Pittenger & Anderson Inc. in Lincoln, NE and has over 2 years of experience in the finance industry.

9
Kristin M. Brummett
CRD#: 6238875
5533 S. 27th Street, Suite 201, Lincoln, NE 68512
88
Wealthminder
score

Kristin Brummett (CRD# 6238875) is an Investment Advisor Representative working at Pittenger & Anderson Inc. in Lincoln, NE and has 1 year of experience in the finance industry.

10
James S. Pittenger
CRD#: 4681560
5533 S. 27th Street, Suite 201, Lincoln, NE 68512
76
Wealthminder
score

James Pittenger (CRD# 4681560) is an Investment Advisor Representative working at Pittenger & Anderson Inc. in Lincoln, NE and has over 13 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.

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