Pittenger & Anderson, based in Lincoln, Nebraska, is ranked No. 5 on this year’s CNBC Financial Advisor 100 list. The firm serves a wide variety of clients who have a breadth of planning needs across multiple generations.
Assets Under Management: $3.1 billion
Accounts Under Management: 2,201
Years in Business: 30
Accepts clients in all 50 statesPhysical offices in Nebraska$1 million minimum asset threshold
Leadership and Contact Information:
Dan Anderson, chairman and chief financial officer
Trey Pittenger, chief executive officer and senior advisor
Blake Anderson, president, chief operating officer and senior advisor
pittand.com
5533 South 27th St., Suite 201, Lincoln, NE 68512
(402) 328-8800