Insight-based advice

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Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

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Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • David-Kloeckner

    David Kloeckner

    Vice President–Wealth Management

    Financial Advisor

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    • AR
    • AZ
    • CA
    • CO
    • FL
    • GA
    • HI
    • IA
    • IL
    • KS
    • KY
    • LA
    • MA
    • MO
    • NC
    • NE
    • NH
    • NJ
    • NM
    • NY
    • SD
    • TN
    • TX
    • UT
    • WA
    • WY

    David has been a Financial Advisor for over 17 years. In 2002, David partnered with his father Dale bringing both of their skills together. Currently, David focuses on Portfolio management through creating retirement plans, individual investments, and money management. David graduated from Midland Lutheran College in Fremont, NE with a degree in Business Administration. He lives in Omaha with his wife Krissy and their pets. David enjoys sports, cooking, and drumming in various bands in the Omaha area. David is active in his church, and is a member of the Freemasons and the Tangier Shriners.

      • Midland Lutheran College, Business Administration
        13815 FNB Parkway
        Suite 300
        Omaha, NE 68154

      Focus on liquidity management

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