Jon J. Sevenker
PITTENGER & ANDERSON
LINCOLN, NE 68512
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CRD#: 2865411
Professional summary
Jon Justin Sevenker, CFP® is a registered financial advisor currently at PITTENGER & ANDERSON INC located in Lincoln, Nebraska.
Jon is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Jon has worked at 1 firm and has passed the Series 65 exam.
Biography
I mainly work with people who are at or in retirement and who are looking for an advocate to guide them through the financial maze. There are a lot of major financial decisions that surface around this time and getting them wrong can be costly. As a fee-only advisor, neither myself nor our firm earn commissions or sell financial products. We are only paid by our clients in the form of a transparent fee. For this one fee, we provide investment management and financial planning services. By fully aligning our interests with our clients' interests, we experience shared success.
Question & Answer
What are your service offerings?
Retirement Planning
Socially Responsible Investing
Investment Planning
Comprehensive Financial Planni...
Life Transitions
Do you have an area of expertise or specialization?
Baby Boomers
Business Owners
Charitable Giving
Corporate Executives
Entrepreneurs
Generation X
What is your minimum asset requirement?
500K
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Jon Justin Sevenker's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2007
Experience
Current
March 18, 2002 - Present
PITTENGER & ANDERSON INC
Office #1: 5533 S. 27th St., Suite 201, Lincoln, NE 68512RIA
CRD#: 111033
LINCOLN, NE
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
PITTENGER & ANDERSON INC
PITTENGER & ANDERSON INC | PITTENGER FINANCIAL INC
CRD#: 111033 / SEC#: 801-49107
RIA
Registered Investment Advisory firm - (5/3/2000 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Nebraska(3/18/2002)
Current Firm
PITTENGER & ANDERSON INC
PITTENGER & ANDERSON INC | PITTENGER FINANCIAL INC
CRD#: 111033 / SEC#: 801-49107
RIA
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Contact information
Main Address
5533 S. 27th Street Suite 201, Lincoln, NE 68512
Mailing Address
Phone number
(402) 328-8800
Established
Firm type
Fiscal year end
# of Employees
14
SEC notice filing (13 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 2,126 |
| AUM (Assets Under Management) | $ 3,311,270,399 |
Red Flags
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