Unclaimed Profile

James S Pittenger

PITTENGER & ANDERSON INC·LINCOLN, Nebraska

Clean recordPITTENGER & ANDERSON INC

5533 S. 27TH STREET, LINCOLN, NE 68512CRD# 818823Firm CRD# 111033

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

James S Pittenger · LINCOLN, NE

Registration

CRD #818823 · PITTENGER & ANDERSON INC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

James S Pittenger is a registered financial advisor based in LINCOLN, Nebraska, affiliated with PITTENGER & ANDERSON INC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

PITTENGER & ANDERSON INC

AUM

$3.3B

Regulatory assets under management

Employees

Total firm employees

View all advisors at PITTENGER & ANDERSON INC →

Services

Financial planning

Portfolio management (individuals)

Background

Compensation

Percentage of AUM

Other: FLAT FEE FOR FINANCIAL PLANS FOR NON-AUM CLIENT

Regulatory

SEC/IARD CRD# 818823

Firm CRD# 111033

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Frequently Asked Questions

What services does James S Pittenger offer?

James S Pittenger specializes in Financial Planning, Investment Management. Contact their office in LINCOLN, Nebraska for a consultation.

What are James S Pittenger's credentials?

James S Pittenger is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is James S Pittenger located?

James S Pittenger is based in LINCOLN, Nebraska, working with PITTENGER & ANDERSON INC. Their office serves clients in the LINCOLN metropolitan area and surrounding communities.

How does James S Pittenger charge for services?

James S Pittenger's firm is compensated through percentage of aum, other: flat fee for financial plans for non-aum client. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is PITTENGER & ANDERSON INC?

PITTENGER & ANDERSON INC has approximately 14 employees and manages $3.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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