R2 Wealth Management Partners

R2 Wealth Management Partners (CRD# 282055) is a financial advisory firm headquartered in Lincoln, NE. They manage $53,650,000 in 465 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    54
    MILLION
  • Total Number of Accounts
    465
    ACCOUNTS
  • Average Account Value
    $115,376
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
  • Pension consulting services
  • Publication of periodicals or newsletters
  • 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.

NE, TX

Financial Advisors at R2 Wealth Management Partners
Showing 1 - 3 of 3 top financial advisors.
1
Andrew W. Pool
CRD#: 2960290
8101 O Street, Suite 301, Lincoln, NE 68510
96
Wealthminder
score

Andrew Pool (CRD# 2960290) is an Investment Advisor Representative working at R2 Wealth Management Partners in Lincoln, NE and has over 16 years of experience in the finance industry. Andrew Pool 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
Robert J. Rossi
CRD#: 2972148
8101 O Street, Suite 301, Lincoln, NE 68510
96
Wealthminder
score

Robert Rossi (CRD# 2972148) is an Investment Advisor Representative working at R2 Wealth Management Partners in Lincoln, NE and has over 19 years of experience in the finance industry.

3
Linda J. Rossi
CRD#: 700202
8101 O Street, Suite 301, Lincoln, NE 68510
93
Wealthminder
score

Linda Rossi (CRD# 700202) is an Investment Advisor Representative working at R2 Wealth Management Partners in Lincoln, NE and has over 27 years of experience in the finance industry.

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