Silverleaf Wealth Management
At Silverleaf Wealth Management in Omaha, NE, we understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether your goal is preparing for retirement, college savings, or estate strategy, our personalized service focuses on your needs, wants, and financial goals and objectives. Our professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you through all stages of your life. Securities offered through LPL Financial, Member SIPC Investment advice offered through Gladstone Institutional Advisory, a registered investment advisor. Gladstone Institutional Advisory and Silverleaf Wealth Management are separate entities from LPL Financial. For a list of states in which we are registered to do business, please visit Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.
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Verified contacts
21
available on Kipplo
LinkedIn employees
23
1 to 10 range
Open roles
—
no listings
Distinct roles
11
indexed titles
Tech stack
2
tools in use
Monthly traffic
225
organic / mo
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Decision-makers and verified team members
21 contacts with verified email or phone · masked until revealed.
- RC
Rhys Cooper
Wealth Advisor · Finance & Accounting
EmailPhone - RW
Renee Welch
Wealth Advisor and Director of Operations · Other
EmailPhone - CK
Curt Krueger
Wealth Advisor · Finance & Accounting
EmailPhone - JS
James Stanek
Wealth Advisor · Finance & Accounting
EmailPhone - SK
Scott Karl
Senior Wealth Manager · Finance & Accounting
EmailPhone - TK
Tim Kelly
Wealth Advisor · Finance & Accounting
EmailPhone - AT
Allison Trexler
Client Services Associate · Customer/Client Service
EmailPhone - HV
Heather Vondra
Client Service Coordinator · Customer/Client Service
EmailPhone - PS
Patty Sacco Krueger
Client Services Assistant, Fpqp · Other
EmailPhone
Showing 9 of 21 verified contacts
Top roles at Silverleaf Wealth Management
11 distinct titles indexed · top 10 shown.
- 6wealth advisor
- 2client services associate
- 2portfolio manager
- 1client service coordinator
- 1client services assistant, fpqp
- 1director of business development & executive to the president
- 1personal banker
- 1president
- 1program manager
- 1senior wealth manager
- +1more titles
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