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Andrew P

Series 63, Series 65

Lincoln, NE

R2 Wealth Management Partners

Andrew Peterson is a financial advisor at R2 Wealth Management Partners with 17 years of industry experience. He holds Series 63 and 65 licenses and has worked with several firms including Paradigm Wealth, Alphastar Capital Management, and Ameritas Life Insurance Corp. Outside of his advisory role, Peterson is a 25% owner of Run Pure Sports, a sports media and content company. R2 Wealth Management Partners manages approximately $236 million for around 430 clients, offering tailored discretionary and non-discretionary asset management, financial planning, and retirement plan fiduciary services. The firm serves individuals, high-net-worth clients, employer-sponsored plans, trusts, estates, corporations, and 529/HSA accounts, employing a mix of fundamental, technical, cyclical, and charting analysis.

General retirement planning Retirement income strategy Medicare planning Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
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Travis L

Series 63, Series 65

Lincoln, NE

R2 Wealth Management Partners

Travis Langemeier is a financial advisor at R2 Wealth Management Partners in Lincoln, NE, holding Series 63 and Series 65 licenses with 16 years of industry experience. His previous roles include positions at Paradigm Wealth Management and Alphastar Capital Management. Langemeier is also licensed as an insurance agent, dedicating part of his time to offering insurance products to clients. R2 Wealth Management Partners manages approximately $236 million for around 430 clients, serving individuals, high-net-worth clients, employer-sponsored retirement plans, trusts, estates, corporations, and 529/HSA accounts. The firm provides discretionary and non-discretionary asset management, financial planning, and fiduciary services, employing a range of analytical methods and offering tailored portfolios monitored quarterly.

General retirement planning Retirement income strategy Medicare planning Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
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Robert R

CFP®, ChFC®, Series 63, Series 65

Lincoln, NE

R2 Wealth Management Partners

Robert Rossi is a CFP® and ChFC® with 26 years of experience in the financial services industry. He is currently part of R2 Wealth Management Partners, a team-based advisory firm located in Las Vegas, NV. Rossi has held roles at Paradigm Wealth LLC and Securities America Inc, and he is also president of Rossi Financial Services, where he offers fixed insurance and related support services. R2 Wealth Management Partners provides investment advisory and financial planning services to individuals, including high-net-worth clients, as well as retirement-plan sponsors and participants. The firm uses a combination of fundamental, technical, charting, and cyclical analysis to build portfolios and customize recommendations, incorporating strategies such as options trading, margin use, and discretionary management.

General retirement planning Retirement income strategy Medicare planning Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
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