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Julie Moreland Pittenger

PITTENGER & ANDERSON INC·LINCOLN, Nebraska
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5533 S. 27TH STREET, LINCOLN, NE 68512CRD# 4390566Firm CRD# 111033
01

About

Julie Moreland 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.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
PITTENGER & ANDERSON INC
PITTENGER & ANDERSON INC
AUM
$3.3B
Regulatory assets under management
Employees
14
Total firm employees
View all advisors at PITTENGER & ANDERSON INC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Other: FLAT FEE FOR FINANCIAL PLANS FOR NON-AUM CLIENT
Regulatory
SEC/IARD CRD# 4390566
Firm CRD# 111033
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Julie Moreland Pittenger offer?
Julie Moreland Pittenger specializes in Financial Planning, Investment Management. Contact their office in LINCOLN, Nebraska for a consultation.
What are Julie Moreland Pittenger's credentials?
Julie Moreland Pittenger is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Julie Moreland Pittenger located?
Julie Moreland 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 Julie Moreland Pittenger charge for services?
Julie Moreland 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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Nearby cities in Nebraska
OMAHA (429)NORTH PLATTE (20)LA VISTA (19)LAVISTA (14)GRAND ISLAND (10)
City Guides
OMAHA GuideNORTH PLATTE GuideLA VISTA GuideLAVISTA GuideGRAND ISLAND Guide
Research
Advisor Fees in NebraskaNational Fee Analysis
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