ARBOR POINT ADVISORS, LLC

ARBOR POINT ADVISORS
LAVISTA, Nebraska·14 registered advisors·CRD# 165127
SEC# 801-77135147888-777-1992
01

Firm Overview

AUM
$6.9B
Regulatory assets under management
Employees
2643
Total firm employees
Advisors
14
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 PlanningInvestment ManagementWealth Management
04

Advisors at ARBOR POINT ADVISORS, LLC

14 registered advisors
Andrew Brian Rogers
LAVISTA, Nebraska
Brian Spencer Nielsen
LAVISTA, Nebraska
Curtis James Reed
LAVISTA, Nebraska
Daniel Robert Mcgarrigle
LAVISTA, Nebraska
David Martin Schmidt
LAVISTA, Nebraska
Dennis Michael King
LAVISTA, Nebraska
Erinn June Ford
LAVISTA, Nebraska
Gregg Howard Johnson
LAVISTA, Nebraska
Gregory Allen Cornick
LAVISTA, Nebraska
Hal Matthew Gilbert
LAVISTA, Nebraska
Kyle William Hiatt
LAVISTA, Nebraska
Michael Miola
LAVISTA, Nebraska
Pamela Janine Wertheim
LAVISTA, Nebraska
William Sayler Wostoupal
LAVISTA, Nebraska
05

Office Locations

LAVISTA, Nebraska
14 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.