Financial Planning :
Greater Omaha Chamber of Commerce Online Membership Directory

Ameriprise
8712 West Dodge Road, Suite 125
Omaha, NE 68114
Phone: (402) 391-5400
www.hrblock.com
Employees: 1-9

BKD, LLP
Three Pacific Place
1120 South 101 Street Ste. 410
Omaha, NE 68124-1088
Phone: (402) 392-1040
www.bkd.com
Employees: 20-49

Boyle, Hess & Elliott CPA’S PC
617 North 90 Street
Omaha, NE 68114-2821
Phone: (402) 393-1850
www.bhecpa.com
Employees: 10-19

Cella Quinn Investment Services
10908 Forrest Drive
Omaha, NE 68144-1842
Phone: (402) 392-2111
www.cellaquinn.com
Employees: 1-9

Continuum Financial - Mass Mutual
10250 Regency Circle, Suite 250
Omaha, NE 68114-3735
Phone: (402) 397-8600
continuumfinancial.net
Employees: 20-49

Darst & Associates, P.C.
14707 California Street
Omaha, NE 68154-1952
Phone: (402) 498-9100
www.darstcpa.com
Employees: 10-19

Edward Jones - Brad Bertsch
3758 North 156 Street
Omaha, NE 68116
Phone: (402) 965-9363
Employees: 1-9

Edward Jones - Dan Botos
8424 West Center Road, Suite 200
Omaha, NE 68124
Phone: (402) 391-2100
Employees: 1-9

Edward Jones - Joseph Missman
2937 North 108 Street
Omaha, NE 68164
Phone: (402) 963-9074
edwardjones.com/en_us/fa/index.html&cirn=511823

Edward Jones - Karl Rohrbaugh
5818 Center Street
Omaha, NE 68106
Phone: (402) 558-8640
EdwardJones.com
Employees: 1-9

Edward Jones - Mark Kamp
5004 South 108 Street
Omaha, NE 68137
Phone: (402) 330-9119
Employees: 1-9

Edward Jones - Mike Sigmond
1830 North 144 Street
Omaha, NE 68154
Phone: (402) 498-6401

Edward Jones - Tim Matulka
5028 Underwood Avenue
Omaha, NE 68132-8882
Phone: (402) 558-0168
www.edwardjones.com

Edward Jones Investments - Jason Lawrence
2518 South 140 Street
Omaha, NE 68144
Phone: (402) 330-4060
www.edwardjones.com
Employees: 1-9

Egermier Wealth Management Group
15606 Elm Street, Suite 103
Omaha, NE 68130
Phone: (402) 861-9696
www.omahafinancialconsultants.com
Employees: 1-9

Envision Financial Group, Inc.
1065 North 115 Street, Suite 150
Omaha, NE 68154
Phone: (402) 445-6100
www.envisionadvisors.com
Employees: 10-19

Farm Bureau Financial Services - David Long
3335 North 109 Plaza, Suite B
Omaha, NE 68164
Phone: (402) 697-3880
Employees: 20-49

Farm Bureau Financial Services - Justin Jurgens
15475 Ruggles Street, Suite 7
Omaha, NE 68137
Phone: (402) 578-6224
http://www.fbfs.com/fbfs/contact/aol/agt1p4.cfm?AgID=26609&includefbfs=true&lid=65989
Employees: 1-9

Feltz WealthPLAN
101 South 108 Avenue
Second Floor
Omaha, NE 68154
Phone: (402) 333-5448
www.feltzwp.com
Employees: 20-49

Financial Visions
1055 North 115 Street, Suite 200
Omaha, NE 68154
Phone: (402) 827-5547
www.financialvisionsllc.com
Employees: 1-9

First Command Financial Planning
1716 Charleston Drive
Papillion, NE 68133
Phone: (402) 291-3040
www.firstcommand.com
Employees: 20-49

Genereux Investment Management
73 Pelican Drive
Council Bluffs, IA 51501
Phone: (712) 256-7500
www.genereux.net
Employees: 1-9

Harrison Financial Services
9300 Underwood Avenue, #500
Omaha, NE 68114
Phone: (402) 891-2302
www.timjharrison.com
Employees: 1-9

Heritage Financial Services LLC
1010 South 120, Suite 200
Omaha, NE 68154
Phone: (402) 558-6860
www.heritagefinservices.com
Employees: 20-49

Ideation Ventures
12020 Shamrock Plaza, Suite 105
Omaha, NE 68154
Phone: (402) 827-9905
www.ideationventures.com
Employees: 1-9

Karstens Investment Counsel, Inc.
10250 Regency Circle, Suite 100
Omaha, NE 68114-4301
Phone: (402) 492-2727
www.karstensinvestments.com
Employees: 1-9

Kelley Financial Services, Inc.
11909 Arbor Street, Suite F
Omaha, NE 68144
Phone: (402) 991-7595
Employees: 1-9

Lincoln Financial Advisors
444 Regency Parkway Drive, Suite 206
Omaha, NE 68114
Phone: (402) 392-0568
Employees: 1-9

Manarin Investment Counsel
15858 West Dodge Road Ste. 310
Omaha, NE 68118-2047
Phone: (402) 330-1166
www.manarin.com
Employees: 1-9

Marcotte Insurance Agency, Inc.
11422 Miracle Hills, Suite 100
Omaha, NE 68154
Phone: (402) 398-9009
www.marcotteins.com
Employees: 20-49

Morey - Voorhees Financial Services
11225 Davenport Street, Suite 109
Omaha, NE 68154
Phone: (402) 502-9399
www.RaymondJames.com/MoreyVoorhees
Employees: 1-9

Mutual of Omaha - Great Plains Division Office
2102 North 117 Avenue
Omaha, NE 68164
Phone: (402) 399-9300
www.mutualofomaha.com
Employees: 20-49

Orizon Group, Inc.
16924 Frances Street Ste. 210
Omaha, NE 68130-2311
Phone: (402) 330-7008
www.orizongroup.com
Employees: 20-49

Pearce Financial Services
2102 North 117 Avenue
Omaha, NE 68164
Phone: (402) 502-6900
www.pearcefinancial.org
Employees: 1-9

PM Financial
11920 Burt Street, Suite 140
Omaha, NE 68154
Phone: (402) 491-3400
pmfinancial.net
Employees: 1-9

QA3 Financial Group
9300 Underwood Avenue, Suite 170
Omaha, NE 68114
Phone: (402) 393-5900
http://www.qa3financialgroup.com
Employees: 10-19

Richardson & Associates, P.C.
1716 North 120 Street
Omaha, NE 68154
Phone: (402) 496-7000
www.richardsonassoc.com
Employees: 10-19

Rick Young Financial Services
11414 West Center Road Ste. 130
Omaha, NE 68144-4420
Phone: (402) 614-8049
www.rickyoungfinancial.com
Employees: 1-9

River City Financial Group, LLC (Securities America, Inc./Securities America Advisors, Inc.)
13520 California Street, Suite 210
Omaha, NE 68154
Phone: (402) 333-7660
www.rivercityfinancialgroup.com
Employees: 1-9

Securities America, Inc.
12325 Port Grace Boulevard
LaVista, NE 68128
Phone: (402) 399-9111
www.securitiesamerica.com
Employees: 250-499

Sharp, Anderson, Arena, Curnes & Associates
260 Regency Parkway Ste. 101
Omaha, NE 68114
Phone: (402) 397-5440
www.arenafinancial.com
Employees: 1-9

Tagge-Rutherford Financial Group
2425 South 144 Street Suite 201
Omaha, NE 68144-3282
Phone: (402) 334-6282
www.tagge-rutherford.com
Employees: 20-49

Tax Help LLC
254 North 114 Street
Omaha, NE 68154-2515
Phone: (402) 334-6708
www.taxhelpomaha.com
Employees: 10-19

The Affiliated Companies, Inc.
1625 Farnam Street Ste. 700
Omaha, NE 68102-2101
Phone: (402) 346-2421
www.odincapital.com
Employees: 1-9

The Regan Group, Inc.
444 Regency Parkway Drive
Ste. 101
Omaha, NE 68114-3779
Phone: (402) 391-8000
Employees: 1-9

UBS Financial Services Inc. Formerly Piper Jaffray
14301 FNB Parkway, Suite 111
Omaha, NE 68154
Phone: (402) 397-1600
www.ubs.com
Employees: 1-9

Waddell & Reed, Inc.
13220 Birch Drive Ste. 130
Omaha, NE 68164
Phone: (402) 496-7800
www.waddell.com
Employees: 20-49

Yocum & Associates, LLC
1403 Farnam Street, Suite 216
Omaha, NE 68102
Phone: (402) 933-8887
Employees: 1-9


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