How does the advisor help clients – Key Takeaways:
Pittenger & Anderson Inc. is a experienced financial firm that is dedicated to helping their clients achieve their financial goals. They provide a wide range of services and expertise to ensure that their clients are well-informed and make informed decisions regarding their financial future. Their team of advisors are highly knowledgeable and have a strong track record of success in guiding clients towards financial security.
Facts and Insights:
With over 30 years of experience in the financial industry, Pittenger & Anderson Inc. has a deep understanding of the market and how to navigate it. They have become a trusted name in the industry and are known for their exceptional service and commitment to their clients.
The firm currently has over $5 billion in assets under management and a team of 50 advisors. They have been in business since 1987 and have built a solid reputation for providing sound financial advice and excellent customer service.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $5 billion | 50 | 30+ years |
Financial Services Offered:
Pittenger & Anderson Inc. offers a comprehensive range of financial services that cover all aspects of wealth management. Their services include investment planning, retirement planning, tax planning, estate planning, and insurance planning. They also provide guidance and advice on financial strategies, risk management, and investment portfolios.
Client Types:
The firm caters to a diverse client base including individuals, families, and businesses. They specialize in working with high-net-worth individuals and provide customized solutions tailored to each client’s unique needs. They are committed to understanding their clients’ goals and creating a personalized plan to help them achieve financial success.
Fees & Compensation:
Pittenger & Anderson Inc. operates on a fee-based structure, meaning their compensation is based on a percentage of the client’s assets under management. This ensures that their interests are aligned with their clients and they are motivated to help them grow their wealth. They are transparent about their fees and provide a clear breakdown of all costs associated with their services.
Background:
Pittenger & Anderson Inc. was founded in 1987 by John Pittenger and Mark Anderson, two seasoned financial advisors with a passion for helping others achieve financial security. Today, the firm is still owned and managed by them and has grown into one of the most reputable financial firms in the industry. They are committed to providing exceptional service and building long-term relationships with their clients.
Financial Advisor Disclosures to Know:
Pittenger & Anderson Inc. is a registered investment advisor and operates in compliance with all regulatory requirements. They prioritize transparency and provide all necessary disclosures to their clients. They are also committed to ongoing education and training to ensure their advisors stay up-to-date with industry regulations and best practices.