Welcome
Financial IQ and Ameritas Wealth Advisors are independent financial services and insurance consulting firms. Our clients include families, individuals and small/mid-sized businesses.
Our collaborative approach to working with clients focuses on establishing priorities and goals that are important to the client. We get to know our clients on a personal level to better understand their priorities and goals. After reviewing these priorities and goals we develop a customized action plan and work closely with our clients to achieve their desired results. We firmly believe that a client’s needs should always come first, and we practice this daily.
As an independent firm, we offer objective strategies that focus on your needs. Your goals deserve comprehensive strategies, not cookie cutter products.
Our Products and Services include:
- 401(k) retirement plans and Individual Retirement Accounts
- 529 college savings plans*
- Annuities
- Mutual Funds*
- Certificates of Deposit
- U.S.Treasuries Securities*
- Group retirement and savings plans
- Simplified Employee Pension Plans
- Qualified Retirement Plans
- Other retirement savings plans designed specifically for employee groups
- Life insurance
- Long-term care, disability income insurance and critical illness
We welcome the opportunity to introduce our unique personal approach and help you to create fiscal stability in your future financial plans. It all starts with a conversation. To schedule a complimentary meeting to learn more about our services, please contact us at (402) 423-4022.
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CRS - Ameritas Investment Company, LLC
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Financial IQ Advisors
6355 S 56th Street
Lincoln, NE 68516
(402) 488-1888
Office Hours: 8:00am to 5:00pm M-F (or by appointment)
*Kenneth Broman offers products and services using the following business names: Financial IQ – insurance and financial services | Ameritas Investment Company, LLC (AIC), Member FINRA/SIPC – securities and investments | Ameritas Advisory Services (AAS) – investment advisory services. AIC and AAS are not affiliated with Financial IQ or any other entity mentioned herein. Products and services are limited to residents of states where the representative is registered. This is not an offer of securities in any jurisdiction, nor is it specifically directed to a resident of any jurisdiction. As with any security, request a prospectus from your representative. Read it carefully before you invest or send money. A representative will contact you to provide requested information. Representatives of AIC and AAS do not provide tax or legal advice. Please consult your tax advisor or attorney regarding your situation.
Representatives of AIC do not provide tax or legal advice. Please consult your tax advisor or attorney regarding your situation.
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