Unclaimed Profile

Sue Ann Anderson

PITTENGER & ANDERSON INC·LINCOLN, Nebraska

Clean recordPITTENGER & ANDERSON INC

5533 S. 27TH STREET, LINCOLN, NE 68512CRD# 4390593Firm CRD# 111033

Profile Verification

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

Identity

Sue Ann Anderson · LINCOLN, NE

Registration

CRD #4390593 · PITTENGER & ANDERSON INC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Sue Ann Anderson 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# 4390593

Firm CRD# 111033

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Frequently Asked Questions

What services does Sue Ann Anderson offer?

Sue Ann Anderson specializes in Financial Planning, Investment Management. Contact their office in LINCOLN, Nebraska for a consultation.

What are Sue Ann Anderson's credentials?

Sue Ann Anderson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Sue Ann Anderson located?

Sue Ann Anderson is based in LINCOLN, Nebraska, working with PITTENGER & ANDERSON INC. Their office serves clients in the LINCOLN metropolitan area and surrounding communities.

How does Sue Ann Anderson charge for services?

Sue Ann Anderson'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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