Omaha, NE North 102nd Court Office

Team
Updated today
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Equitable Advisors

Institution

Firm-wide stats for Equitable Advisors

Total advisors

4,687

Across 972 offices

Clients per advisor

16 Very Low

Avg AUM per client

$609,299 High

HNW client ratio

47% Very High

About

Equitable Advisors advises individuals (including non‑HNW and high‑net‑worth clients), pension and profit‑sharing plans, corporations, charitable organizations and other institutional clients, offering financial planning, retirement plan consulting, and a range of asset‑management programs. Its services are delivered through a network of Investment Adviser Representatives (IARs) and include firm‑offered programs (notably the SAM program) as well as referrals to third‑party asset managers and LPL‑sponsored advisory programs.

The firm’s client work is built around gathering personal and plan information, assessing risk tolerance, and matching clients to program models or discretionary managers; many advisory models are implemented by third‑party TAMPs or LPL (OMP, MWP, PWP, Manager Select) while certain IARs act as portfolio advisors within SAM and, with client consent, may exercise discretion. Equitable’s advice and implementation tools cover mutual funds (including affiliate 1290 Funds and AllianceBernstein funds), ETFs, separately managed accounts, and select alternative investments such as non‑traded REITs and BDCs, and it provides ERISA fiduciary services to qualified plans through credentialed IARs.

Noteworthy distinctions for this firm include that it does not sponsor its own wrap fee program and does not advertise hypothetical performance, instead relying on third‑party program sponsors and endorsed TAMPs for most wrap‑style and model delivery. Its affiliation with a publicly traded parent, the announced merger of equals with Corebridge, and integration with affiliated asset managers and an insurance distribution affiliate affect its product availability and referral arrangements, which can result in the firm recommending both proprietary and third‑party solutions.

Based on Equitable Advisors

Expertise

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Concentrated stock management Equity Recipients (RS/RSU, SOP, ESPP) Long-term care insurance

Based on Equitable Advisors

Occupation focus

Founder/Business Owner Retired Executive

Based on Equitable Advisors

Demographic focus

Approaching retirement Sandwich Generation

Based on Equitable Advisors

Location

1111 North 102nd Court, Ste 228

Omaha NE 68114

Advisors at this office

13

Advisors at this office

user avatar

Mark L

Series 63, Series 65

Omaha, NE

Equitable Advisors

Mark Ludwig is a financial advisor with Equitable Advisors in Omaha, NE, holding Series 63 and Series 65 licenses and 26 years of industry experience. He has worked at Equitable Advisors since 2013, following roles at Axa Advisors and Orion Portfolio Solutions. He also serves as a proctor for the AIF exam. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management programs to individuals, institutions, and charitable organizations. The firm emphasizes matching clients to advisory models or discretionary managers, using a range of investment vehicles and third-party program sponsors.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Concentrated stock management Equity Recipients (RS/RSU, SOP, ESPP) Long-term care insurance Founder/Business Owner Retired Executive Approaching retirement Sandwich Generation
user avatar

Jack W

Series 66

Omaha, NE

Equitable Advisors

Jack Wolfgram is a financial advisor with Equitable Advisors in Omaha, NE, holding a Series 66 designation and four years of industry experience. Prior to joining Equitable Advisors, he was associated with Scott Sladovnik. His background includes roles outside of finance, such as involvement with Creighton Men’s Basketball and Creighton University. Equitable Advisors serves a diverse client base, including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset-management programs, often implementing advisory models through third-party managers and providing ERISA fiduciary services for qualified plans.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Concentrated stock management Equity Recipients (RS/RSU, SOP, ESPP) Long-term care insurance Founder/Business Owner Retired Executive Approaching retirement Sandwich Generation
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T N

Series 63, Series 65

Omaha, NE

Equitable Advisors

T Newman is a financial advisor with Equitable Advisors in Omaha, NE, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. His prior firms include Axa Advisors, LLC and PRUCO Securities, LLC. He serves on the Boards of Directors for the West Omaha Chamber of Commerce, KOF Inc. (a 501(c)(3) organization), and the I-80 Cosmopolitan Club Omaha. Equitable Advisors provides financial planning, retirement consulting, and asset management services to individuals, plans, corporations, and nonprofit organizations. The firm utilizes a range of advisory programs, many implemented through third-party managers, and offers ERISA fiduciary services for qualified plans.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Concentrated stock management Equity Recipients (RS/RSU, SOP, ESPP) Long-term care insurance Founder/Business Owner Retired Executive Approaching retirement Sandwich Generation
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Brad O

Series 66

Omaha, NE

Equitable Advisors

Brad Olsen is a financial advisor with Equitable Advisors in Omaha, NE, holding a Series 66 designation and eight years of industry experience. His prior roles include positions at The Mark and AXA Advisors, LLC. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset management through a network of Investment Adviser Representatives and third-party program sponsors.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Concentrated stock management Equity Recipients (RS/RSU, SOP, ESPP) Long-term care insurance Founder/Business Owner Retired Executive Approaching retirement Sandwich Generation
user avatar

Erik A

Series 66

Omaha, NE

Equitable Advisors

Erik Aden is a financial advisor with Equitable Advisors in Omaha, NE, holding a Series 66 credential and 22 years of industry experience. He has been with Equitable Advisors and its predecessor Axa Advisors since 2004. Outside of his advisory work, he is president of Aden Group LLC, a non-investment-related business. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients, offering financial planning, retirement plan consulting, and various asset-management programs. The firm utilizes a range of third-party asset managers and advisory programs to tailor solutions based on client risk tolerance and personal information.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Concentrated stock management Equity Recipients (RS/RSU, SOP, ESPP) Long-term care insurance Founder/Business Owner Retired Executive Approaching retirement Sandwich Generation
user avatar

David J

Series 66

Omaha, NE

Equitable Advisors

David Janssen is a financial advisor with Equitable Advisors in Omaha, NE, holding the Series 66 designation and 17 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors, since 2009. Janssen is also the managing partner of Raistone Wealth Partners, LLC, and is involved in outside insurance brokerage activities. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, and charitable organizations by providing financial planning, retirement plan consulting, and asset-management services. The firm utilizes a variety of advisory programs and third-party asset managers to tailor investment solutions based on client risk tolerance and goals.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Concentrated stock management Equity Recipients (RS/RSU, SOP, ESPP) Long-term care insurance Founder/Business Owner Retired Executive Approaching retirement Sandwich Generation
user avatar

Kylee S

Series 66

Omaha, NE

Equitable Advisors

Kylee Simon is a financial advisor with Equitable Advisors in Omaha, NE, holding a Series 66 designation and 16 years of industry experience. She has worked at Equitable Advisors since 2008 and is also associated with W.I.T. Capital Management, LLC. Outside of advisory work, she manages a rental property business through MONEY PIT INVESTMENTS, LLC. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, and charitable organizations by offering financial planning, retirement plan consulting, and various asset-management programs. The firm utilizes a network of Investment Adviser Representatives and third-party asset managers to deliver customized investment solutions.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Concentrated stock management Equity Recipients (RS/RSU, SOP, ESPP) Long-term care insurance Founder/Business Owner Retired Executive Approaching retirement Sandwich Generation
user avatar

Paul K

Series 66

Omaha, NE

Equitable Advisors

Paul Keatts is a financial advisor with Equitable Advisors in Omaha, NE, holding a Series 66 designation and 25 years of industry experience. He has been with Equitable Advisors since 2001, including time under its former name, Axa Advisors. Keatts serves as a board member and treasurer for the Bennington Lions Club and is managing partner of Raistone Wealth Partners, LLC. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension plans, corporations, and charitable organizations. The firm utilizes a variety of program models and third-party managers, offering solutions including mutual funds, ETFs, separately managed accounts, and select alternative investments.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Concentrated stock management Equity Recipients (RS/RSU, SOP, ESPP) Long-term care insurance Founder/Business Owner Retired Executive Approaching retirement Sandwich Generation
user avatar

Scott S

Series 63, Series 65

Omaha, NE

Equitable Advisors

Scott Sladovnik is a financial advisor with Equitable Advisors in Omaha, NE, holding Series 63 and Series 65 registrations and totaling 28 years of industry experience. He has been with Equitable Advisors and its predecessor, AXA Advisors, LLC, since 1999. Outside of his advisory role, Sladovnik serves as a board member’s spouse for a local nonprofit organization. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management programs to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm’s approach includes matching clients to program models or discretionary managers through both firm-offered and third-party advisory programs.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Concentrated stock management Equity Recipients (RS/RSU, SOP, ESPP) Long-term care insurance Founder/Business Owner Retired Executive Approaching retirement Sandwich Generation
user avatar

Gregory M

Series 63, Series 65

Omaha, NE

Equitable Advisors

Gregory Mieras is a financial advisor with Equitable Advisors in Omaha, NE, holding Series 63 and Series 65 designations and bringing 46 years of industry experience. He has been with Equitable Advisors since 1999, including its prior iteration as Axa Advisors, LLC, totaling over two decades at the firm. Equitable Advisors serves a diverse client base, including individual investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and a variety of asset management programs through a network of Investment Adviser Representatives, using both firm-offered and third-party managed solutions.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Concentrated stock management Equity Recipients (RS/RSU, SOP, ESPP) Long-term care insurance Founder/Business Owner Retired Executive Approaching retirement Sandwich Generation
user avatar

Michael S

Series 63, Series 65

Omaha, NE

Equitable Advisors

Michael Sufficool is a financial advisor with Equitable Advisors in Omaha, Nebraska, holding Series 63 and Series 65 licenses and carrying 34 years of industry experience. He has been with Equitable Advisors since 1999, including its predecessor AXA Advisors, and serves as managing partner of Raistone Wealth Partners, LLC. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension plans, corporations, charitable organizations, and other institutional clients. The firm’s approach involves assessing client information and risk tolerance to match clients with appropriate advisory models and third-party investment programs.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Concentrated stock management Equity Recipients (RS/RSU, SOP, ESPP) Long-term care insurance Founder/Business Owner Retired Executive Approaching retirement Sandwich Generation
user avatar

Bradley K

Series 66

Omaha, NE

Equitable Advisors

Bradley Kenyon is a financial advisor with Equitable Advisors in Omaha, NE, holding a Series 66 designation and two years of industry experience. Prior to joining Equitable Advisors, he worked for Hewlett-Packard Enterprise for seven years. Outside of his advisory role, he is active as a guitarist with local music groups and serves as a personal representative on his parents' will. Equitable Advisors provides financial planning, retirement consulting, and asset management services to individuals, pension plans, corporations, and charitable organizations. The firm utilizes a range of advisory programs and third-party asset managers to tailor solutions based on client risk tolerance and financial goals.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Concentrated stock management Equity Recipients (RS/RSU, SOP, ESPP) Long-term care insurance Founder/Business Owner Retired Executive Approaching retirement Sandwich Generation
user avatar

Michael K

Series 63, Series 65

Omaha, NE

Equitable Advisors

Michael Kint is a financial advisor with Equitable Advisors in Omaha, NE, holding Series 63 and Series 65 credentials and seven years of industry experience. His prior roles include positions at Mutual of Omaha, Mutual of Omaha Investor Services, and West Gate Bank. He is also the owner of Kint Insurance Agency, LLC, a fixed insurance business. Equitable Advisors serves a diverse client base including individual investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and various asset-management programs delivered through a network of Investment Adviser Representatives, utilizing both proprietary and third-party advisory models.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Concentrated stock management Equity Recipients (RS/RSU, SOP, ESPP) Long-term care insurance Founder/Business Owner Retired Executive Approaching retirement Sandwich Generation
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