Jon Sevenker
CRD Number: 2865411Current Firm: Pittenger & Anderson Inc.
Compensation Model: Fee Only
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.
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| Company Name | Location | Dates | Years |
|---|---|---|---|
| Pittenger & Anderson, Inc. | Lincoln, NE | Jun 1998 - Current | 25 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jul 1998 |
- NE
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Total Assets Under Management2,479MILLIONS
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Total Number of Accounts2,009ACCOUNTS
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Average Account Value$1,234,165
- A percentage of assets under your management
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
AZ, CA, CO, FL, IA, IL, KS, LA, MN, MO, NE, SD, TX
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