Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters 1

Find a financial advisor

Based on your filters

user avatar
firm logo

Blake A

Series 65

Lincoln, NE

Pittenger & Anderson Inc

Blake Anderson is a Series 65-licensed financial advisor with 12 years of industry experience, currently serving at Pittenger & Anderson Inc in Lincoln, NE. He has been with the firm since 2014. Pittenger & Anderson provides discretionary investment management and financial planning services to individuals, families, high-net-worth clients, trusts, estates, qualified retirement plans, donor-advised funds, and nonprofit or public fund clients. The firm uses a combination of passive and active investment approaches overseen by an Investment Committee, emphasizing simplicity, cost control, and diversified portfolios tailored to client needs.

General retirement planning Income planning Tax-loss harvesting Active portfolio management
user avatar
firm logo

Shane R

CFA®, Series 65

Lincoln, NE

Pittenger & Anderson Inc

Shane Riley is a CFA® charterholder and holds a Series 65 license with 14 years of industry experience. He has been with Pittenger & Anderson Inc since 2011. Pittenger & Anderson Inc provides discretionary investment management and financial planning services to individuals, families, high-net-worth clients, trusts, estates, qualified retirement plans, donor-advised funds, and nonprofit or public fund clients. The firm combines passive and active investment approaches overseen by an Investment Committee, utilizing diversified model portfolios as well as customized equity and fixed-income solutions for specialized relationships.

General retirement planning Income planning Tax-loss harvesting Active portfolio management
user avatar
firm logo

Anders N

CFP®, Series 63, Series 65

Lincoln, NE

Pittenger & Anderson Inc

Anders Natter is a CFP®-designated financial advisor at Pittenger & Anderson Inc with eight years of industry experience. He has worked at Regulus, LLC and Rohlík Financial Group since 2018 and previously spent a year at Xplosive Edge. Pittenger & Anderson provides discretionary investment management and financial planning to a diverse client base, including individuals, families, high-net-worth clients, trusts, and nonprofit funds. The firm employs a blend of passive and active investment approaches overseen by an Investment Committee, focusing on cost control and diversified model portfolios, while managing over $3 billion on a fee-only basis.

General retirement planning Income planning Tax-loss harvesting Active portfolio management
user avatar
firm logo

Jon S

CFP®, Series 65

Lincoln, NE

Pittenger & Anderson Inc

Jon Sevenker is a CFP® and holds a Series 65 license with 23 years of industry experience. He has been with Pittenger & Anderson Inc. since 1998. Pittenger & Anderson provides discretionary investment management and financial planning to individuals, families, high-net-worth clients, trusts, estates, qualified retirement plans, donor-advised funds, and nonprofit or public fund clients. The firm combines passive and active investment approaches overseen by an Investment Committee and offers both diversified model portfolios and customized portfolios for specialized relationships.

General retirement planning Income planning Tax-loss harvesting Active portfolio management
user avatar
firm logo

Audrey M

CFP®, Series 66

Lincoln, NE

Pittenger & Anderson Inc

Audrey Mines is a CFP® with 25 years of industry experience and has been with Pittenger & Anderson Inc in Lincoln, NE since 2016. She holds the Series 66 designation and is involved in advising through a family-owned business, Black Forest Homes LLC. Pittenger & Anderson provides discretionary investment management and financial planning to a diverse client base including individuals, families, high-net-worth clients, and nonprofit organizations. The firm combines passive and active investment strategies overseen by an Investment Committee and is noted for managing donor-advised funds and nonprofit mandates alongside customized portfolio construction.

General retirement planning Income planning Tax-loss harvesting Active portfolio management
user avatar
firm logo

Daniel A

CFP®, Series 63

Lincoln, NE

Pittenger & Anderson Inc

Daniel Anderson is a CFP® with 24 years of industry experience and has been with Pittenger & Anderson Inc. since 1996. He is based in Lincoln, NE, and holds a Series 63 registration. Pittenger & Anderson provides discretionary investment management and financial planning to individuals, families, high-net-worth clients, trusts, qualified retirement plans, donor-advised funds, and nonprofit or public fund clients. The firm combines passive and active investment approaches with an emphasis on simplicity and cost control, managing over $3 billion with a small, family-owned advisor team.

General retirement planning Income planning Tax-loss harvesting Active portfolio management
user avatar
firm logo

James P

CFP®, Series 66

Lincoln, NE

Pittenger & Anderson Inc

James Pittenger is a CFP® with 22 years of experience in the financial industry and has been with Pittenger & Anderson Inc. since 2006. He is based in Lincoln, NE, and holds a Series 66 license. Pittenger & Anderson provides discretionary investment management and financial planning services to individuals, families, high-net-worth clients, trusts, estates, qualified retirement plans, donor-advised funds, and nonprofit or public fund clients. The firm combines passive and active investment approaches, emphasizing simplicity, cost control, and thorough analysis, and manages over $3 billion with a team of 14 advisors.

General retirement planning Income planning Tax-loss harvesting Active portfolio management
user avatar
firm logo

Jaxson S

Series 65

Lincoln, NE

Pittenger & Anderson Inc

Jaxson Simmerman is a Series 65 credentialed advisor at Pittenger & Anderson Inc with two years of industry experience. His prior roles include positions at Modern Woodmen of America, Charles Schwab, Dundee Bank, and Bullpen Tournaments. He has also been involved with the University of Nebraska–Omaha since 2020. Pittenger & Anderson provides discretionary investment management and financial planning to individuals, families, high-net-worth clients, trusts and estates, qualified retirement plans, donor-advised funds, and nonprofit or public fund clients. The firm’s investment approach combines passive and active strategies with an emphasis on simplicity, cost control, and diversified portfolios tailored to client needs.

General retirement planning Income planning Tax-loss harvesting Active portfolio management
user avatar
firm logo

Diane K

CFP®, Series 65

Lincoln, NE

Pittenger & Anderson Inc

Diane Klein is a CFP® and holds a Series 65 license with 23 years of industry experience. She has been with Pittenger & Anderson Inc. since 2001. Outside of her advisory role, she is involved in home party sales of totes and purses as a sales consultant. Pittenger & Anderson provides discretionary investment management and financial planning services to individuals, families, high-net-worth clients, trusts, estates, qualified retirement plans, donor-advised funds, and nonprofit or public fund clients. The firm combines passive and active investment approaches, emphasizing simplicity and cost control, and manages over $3 billion with a small, family-owned advisor team.

General retirement planning Income planning Tax-loss harvesting Active portfolio management
user avatar
firm logo

Julie S

Series 65, Series 66

Lincoln, NE

Pittenger & Anderson Inc

Julie Sellers is a financial advisor at Pittenger & Anderson Inc in Lincoln, NE, holding Series 65 and Series 66 licenses with six years of industry experience. She previously worked at Union Bank & Trust for nine years before joining her current firm. Outside of her advisory role, she is a managing partner of Jen-Jules, LLC, an insurance trust business. Pittenger & Anderson provides discretionary investment management and financial planning to individuals, families, high-net-worth clients, trusts, qualified retirement plans, donor-advised funds, and nonprofit/public fund clients. The firm employs a blend of passive and active investment approaches overseen by an Investment Committee and offers customized portfolios alongside diversified model portfolios.

General retirement planning Income planning Tax-loss harvesting Active portfolio management
user avatar
firm logo

Daniel F

CFP®, CFA®, Series 63

Lincoln, NE

Pittenger & Anderson Inc

Daniel Frost is a CFP® and CFA® credentialed advisor at Pittenger & Anderson Inc with four years of industry experience. He has worked at Pittenger & Anderson since 2021 and previously spent 13 years at Union Bank & Trust. Pittenger & Anderson provides discretionary investment management and financial planning services to individuals, families, high-net-worth clients, trusts, estates, qualified retirement plans, donor-advised funds, and nonprofit or public fund clients. The firm uses a combination of passive and active investment approaches overseen by an Investment Committee and offers both diversified model portfolios and customized individual portfolios.

General retirement planning Income planning Tax-loss harvesting Active portfolio management
user avatar
firm logo

Clayton F

Series 65

Lincoln, NE

Pittenger & Anderson Inc

Clayton Finck is a financial advisor at Pittenger & Anderson Inc in Lincoln, NE, holding a Series 65 designation. He joined the firm in 2026 and has prior experience with The Investor's Podcast Network, Assurity Life Insurance Company, and CSG Actuarial. Pittenger & Anderson provides discretionary investment management and financial planning to individuals, families, high-net-worth clients, trusts, estates, qualified retirement plans, donor-advised funds, and nonprofit or public fund clients. The firm combines passive and active investment approaches, focusing on simplicity and cost control, and manages over $3 billion with a relatively small advisor team.

General retirement planning Income planning Tax-loss harvesting Active portfolio management
user avatar
firm logo

Elizabeth S

Series 65

Lincoln, NE

Pittenger & Anderson Inc

Elizabeth Sydzyik is a financial advisor at Pittenger & Anderson Inc with 17 years of industry experience. She holds the Series 65 designation and has been with the firm since 2008. Pittenger & Anderson provides discretionary investment management and financial planning to individuals, families, high-net-worth clients, trusts and estates, qualified retirement plans, donor-advised funds, and nonprofit or public fund clients. The firm combines passive and active investment approaches, emphasizing simplicity, cost control, and a blend of fundamental, quantitative, and qualitative analysis, managing over $3 billion with a team of 14 advisors.

General retirement planning Income planning Tax-loss harvesting Active portfolio management
user avatar
firm logo

Kristin K

Series 65

Lincoln, NE

Pittenger & Anderson Inc

Kristin Kliewer is a financial advisor at Pittenger & Anderson Inc with 11 years of industry experience. She holds the Series 65 designation and has been with Pittenger & Anderson since 2014. Pittenger & Anderson provides discretionary investment management and financial planning to a range of clients, including individuals, high-net-worth clients, trusts, qualified retirement plans, donor-advised funds, and nonprofits. The firm employs a blend of passive and active strategies overseen by an Investment Committee, focusing on cost control and diversified portfolios tailored to client needs.

General retirement planning Income planning Tax-loss harvesting Active portfolio management
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")