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UNION INVESTMENT ADVISORS, INC
UNION INVESTMENT ADVISORS, INC
LINCOLN, Nebraska
·
7 registered advisors
·
CRD# 108240
SEC# 801-60008
402-323-1184
01
Firm Overview
AUM
$72M
Regulatory assets under management
Employees
5
Total firm employees
Advisors
7
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (pooled investments)
Compensation
Percentage of AUM
03
Specialties
Investment Management
Fee-Only Advisory
04
Advisors at UNION INVESTMENT ADVISORS, INC
7 registered advisors
Angela Lynn Muhleisen
LINCOLN, Nebraska
CRD# 4175283
Jon Christopher Gross
LINCOLN, Nebraska
CRD# 2161819
Mark Edward Portz
LINCOLN, Nebraska
CRD# 2285546
Michael Sullivan Dunlap
LINCOLN, Nebraska
CRD# 2105105
Ryan Michael Sailer
LINCOLN, Nebraska
CRD# 2962864
Tanya Leigh Lebsock
LINCOLN, Nebraska
CRD# 4919055
Thomas Robert Sullivan
LINCOLN, Nebraska
CRD# 5299237
05
Office Locations
LINCOLN, Nebraska
7 advisors
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Data sourced from SEC Form ADV filings. UNION INVESTMENT ADVISORS, INC (CRD# 108240) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.