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Mission and Core Values

Mission - Our mission is to help clients achieve their financial goals and inspire them to explore and enjoy an improved quality of life.

Core Values - Our guiding philosophy is to serve our clients in a manner that is built on trust, demonstrates respect and a genuine caring to help them live their lives to the fullest. 
 

  • We are driven by honesty, integrity and commitment to the ethical pursuit of achievement.
  • Inspiration comes from positive emotions and motivations, not the use of negative emotions of fear and greed.
  • We honor commitments, accept responsibility for our actions and appreciate being held accountable. We expect the same from those we serve.
  • We help individuals learn. Understanding that education and knowledge are the basis for making good decisions in any situation. 
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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)

*Securities and investment advisory services are offered solely through Ameritas Investment Corp. (AIC). Member FINRASIPC.  AIC and CFS/Financialiq are not affiliated.  Additional products and services may be available through Ken Broman or CFS/Financial IQ that are not offered through AIC.  Securities products are limited to residents of AZ, CA, CO, IA, KS, MA, MO, NE, SD, UT and WI.

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 Registered Representative. Read it carefully before you invest or send money. A Representative from CFS will contact you to provide requested information.  Kenneth Broman, Investment Advisor Representative, securities e-mail: kbroman@aicinvest.com.

Representatives of AIC do not provide tax or legal advice. Please consult your tax advisor or attorney regarding your situation.

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