Arbor Point Advisors
Arbor Point Advisors (CRD# 165127) is a financial advisory firm headquartered in La Vista, NE. They manage $6,929,575,682 in 28,010 accounts and serve the financial needs of clients across 53 states (or territories).
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Total Assets Under Management6,930MILLION
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Total Number of Accounts28,010ACCOUNTS
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Average Account Value$247,396
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
Robert Reynolds (CRD# 5122059) is an Investment Advisor Representative working at Arbor Point Advisors in Boise, ID and has over 17 years of experience in the finance industry.
William Rolser (CRD# 2635236) is an Investment Advisor Representative working at Arbor Point Advisors in Sterling, VA and has over 28 years of experience in the finance industry.
Carole Rominger (CRD# 2858356) is an Investment Advisor Representative working at Arbor Point Advisors in Durango, CO and has over 27 years of experience in the finance industry.
Robert Sandberg (CRD# 3033297) is an Investment Advisor Representative working at Arbor Point Advisors in South Jordan, UT and has over 25 years of experience in the finance industry.
Lee Scharenberg (CRD# 1200136) is an Investment Advisor Representative working at Arbor Point Advisors in Coeur D`alene, ID and has over 40 years of experience in the finance industry.
Ralph Schroeder (CRD# 1282281) is an Investment Advisor Representative working at Arbor Point Advisors in The Woodlands, TX and has over 39 years of experience in the finance industry.
Austin Scott (CRD# 6762180) is an Investment Advisor Representative working at Arbor Point Advisors in Wenatchee, WA and has over 6 years of experience in the finance industry.
Marie Seabury (CRD# 5170348) is an Investment Advisor Representative working at Arbor Point Advisors in South Jordan, UT and has over 17 years of experience in the finance industry.
Lonnie Simpson (CRD# 4195982) is an Investment Advisor Representative working at Arbor Point Advisors in Auburn, AL and has over 23 years of experience in the finance industry.
Gwendolyn Slater (CRD# 3168141) is an Investment Advisor Representative working at Arbor Point Advisors in Daytona Beach, FL and has over 12 years of experience in the finance industry.