| 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.
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
