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ARBOR POINT ADVISORS, LLC
ARBOR POINT ADVISORS, LLC
ARBOR POINT ADVISORS
LAVISTA, Nebraska
·
12 registered advisors
·
CRD# 165127
SEC# 801-77135
147
888-777-1992
01
Firm Overview
AUM
$6.9B
Regulatory assets under management
Employees
2643
Total firm employees
Advisors
12
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at ARBOR POINT ADVISORS, LLC
12 registered advisors
Brian Spencer Nielsen
LAVISTA, Nebraska
CRD# 4455509
Curtis James Reed
LAVISTA, Nebraska
CFP
CRD# 2857586
Daniel Robert Mcgarrigle
LAVISTA, Nebraska
CRD# 6006371
David Martin Schmidt
LAVISTA, Nebraska
CRD# 5675524
Dennis Michael King
LAVISTA, Nebraska
CFP
CRD# 707144
Erinn June Ford
LAVISTA, Nebraska
CRD# 2176816
Gregg Howard Johnson
LAVISTA, Nebraska
CRD# 2110658
Gregory Allen Cornick
LAVISTA, Nebraska
CRD# 3132991
Hal Matthew Gilbert
LAVISTA, Nebraska
CRD# 726962
Kyle William Hiatt
LAVISTA, Nebraska
CRD# 3055130
Pamela Janine Wertheim
LAVISTA, Nebraska
CRD# 1311477
William Sayler Wostoupal
LAVISTA, Nebraska
CRD# 2429802
05
Office Locations
LAVISTA, Nebraska
12 advisors
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Data sourced from SEC Form ADV filings. ARBOR POINT ADVISORS, LLC (CRD# 165127) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.