Shunkwiler Financial
Shunkwiler Financial is a Nebraska-based financial planning firm that helps individuals and families achieve their ideal retirements. Shunkwiler works with clients across the country and has offices in Omaha and Lincoln Nebraska. Index Disclosure: Indices are unmanaged and investors cannot invest directly in an index. Unless otherwise noted, performance of indices does not account for any fees, commissions or other expenses that would be incurred. Returns do not include reinvested dividends. The Standard & Poor's 500 (S&P 500) Index is a free-float weighted index that tracks the 500 most widely held stocks on the NYSE or NASDAQ and is representative of the stock market in general. It is a market value weighted index with each stock's weight in the index proportionate to its market value. Insurance products are offered through the insurance business Acadia Life Insurance. Shunkwiler Financial is an Investment Advisory practice that offers products and services through AE Wealth Management, LLC (AEWM), a Registered Investment Adviser. AEWM does not offer insurance products. The insurance products offered by Acadia Life Insurance are not subject to Investment Adviser requirements. AEWM and Acadia Life Insurance are not affiliated companies. Securities and investment advisory services offered through Great Point, LLC, member SIPC. Great Point, LLC is not an affiliated company.
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Decision-makers and verified team members
5 contacts with verified email or phone · masked until revealed.
- BS
Brett Shunkwiler
Owner & President · General Business & Management
EmailPhone - ER
Eric Rickert
Financial Advisor · Finance & Accounting
EmailPhone - SF
Stephanie Farrall
Director of Client Services · Customer/Client Service
EmailPhone - AW
Alexis Wathor
Finance Intern · Finance & Accounting
EmailPhone - CS
Carina Smaus
Associate Advisor · Finance & Accounting
EmailPhone
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Top roles at Shunkwiler Financial
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- 1associate advisor
- 1director of client services
- 1finance intern
- 1financial advisor
- 1owner & president
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