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Shunkwiler Financial

Company: Shunkwiler Financial
Contact: Brett Shunkwiler
Address: 1500 S 70th St Ste 201
City: Lincoln
State: NE
Zip: 68506
Phone: 402-466-3919
Fax: 402-464-0648
Email: info@shunkwilerfinancial.com
Website: https://www.shunkwilerfinancial.com/

About My Practice

We strive to build a plan tailored to each individual and focus on Federal Employees with their unique benefits. We serve the Midwest region and are Certified by the National Social Security Association, LLC.

Federal Retirement Workshops

For federal retirement workshop locations and dates, visit:  https://www.fedimpact.com/SF

Offering Advice Since

2005

Areas of Specialty

Comprehensive financial planning
Retirement planning
Investment planning and asset management
Estate planning
Insurance
Long-term and elder care

Licenses, Certifications, Education, and Affiliations

Insurance Licenses:  Life and Health
Security Licenses:  Series 6 (Investment Company and Variable Contracts Representative), Series 63 (Uniform Securities Agent State Law), Series 65 (Uniform Registered Investment Adviser Law)
Education:  Bachelors in Business
Investment Advisor Registration:  Investment Advisor Representative - IAR

Charges to Clients for Services

Fee based on percentage of assets managed
Commissions on insurance products purchased
Trail fees on mutual funds or insurance policies
Commissions and/or loads for investment products purchased

My Association with the Office or Firm

Owner/Partner

My Broker / Dealer Affiliation

Brokers International- Securities and investment advisory services offered through Brokers International Financial Services, LLC is not an affiliated company

DISCLAIMER: Users of the Financial Professionals Directory on MyFederalRetirement.com should be aware that this service is provided solely for informational purposes, and that those professionals listed in the Directory have requested to be included. No representations about the suitability of this information and these services are made or endorsed by My Federal Retirement (MFR). MFR makes no representations or warranties of any kind, express or implied, as to the information, content, materials or products, included on this site. If you choose to use this Directory to locate a professional to assist you with your financial planning needs, you may wish to independently verify whether such professional has met the licensing requirements necessary to provide such services in your state. In many cases a professional will provide you with a disclosure brochure for your review, as well as references. MFR has not verified that the professionals listed are properly licensed to transact business in any jurisdiction, or are qualified to provide financial planning services. Under no circumstances shall My Federal Retirement, or its parent company One Hour Marketing, its officers, directors, employees, or agents be liable for any direct, indirect, incidental, special, punitive or consequential damages that may result in any way from the use of any financial planner or professional, whether an individual or institution, listed in this directory or on the MyFederalRetirement.com Web site.

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