inSOURCE Financial Advisors

inSOURCE Financial Advisors

Financial Services Lincoln, Nebraska, United States 19 employees
Employees
19
Contacts
4
Emails
4
Phones
4

inSOURCE Financial Advisors Overview

Headquarters
Lincoln, Nebraska, United States
Industry
Financial Services
Employees
19
Founded
1992
Funding
,
NAICS
Finance and Insurance
Monetary Authorities-Central Bank
Keywords

About inSOURCE Financial Advisors

InSOURCE Financial Advisors’ mission is to give our clients the best financial outcomes, transparent costs, and total peace of mind. We do this through independent, skilled professional advice from teams with specialist knowledge in all areas of financial planning. At inSOURCE Financial Advisors and Group Benefits, we care for the financial security of our clients. We’re a benefits group of insurance brokers, investment brokers, financial professionals, and retirement plan advisors. We strive to exceed our clients’ service expectations. We serve over 10,000 clients with a sincere desire to help them improve their lives. Our clients stay with us because of our consistency, ethics, and unparalleled service. If you’re looking for solutions to secure and protect your future financially, ensure that your retirement savings will last, receive guidance on investments, protect your loved ones with life insurance, and more – we’re here to help. inSOURCE, Inc. was founded by James (Jim) R. Christensen, Jr. Jim spent much of his early life trading between crutches and a wheelchair. At 15, he negotiated his price for care with hospital and insurance CEOs. He was born with hemophilia A. His understanding of the pharmaceutical, insurance and healthcare industries led him to the creation of inSOURCE, Inc. We welcome you to view our LinkedIn content on this page, on our parent company page inSOURCE, Inc., and on our Affiliate Pages. _ Representatives offer products and services using the following business name: inSOURCE Financial Advisors – insurance and financial services | Ameritas Investment Company, LLC (AIC), Member FINRA/SIPC – securities and investments | Ameritas Advisory Services (AAS) – investment advisory services. AIC and AAS are not affiliated with inSOURCE Benefits Group or inSOURCE Financial Advisors. Representatives of AIC and AAS do not provide tax or legal advice. Please consult your tax planner or attorney regarding your situation.

inSOURCE Financial Advisors Contact Details

People in AeroLeads
4
With contact data
4
Email contacts
4
100.0% coverage
Phone contacts
4
100.0% coverage

inSOURCE Financial Advisors Org Chart

Sample employees and titles
Name Title Contact
Don Wittler Financial Advisor at Insource Financial
Email Phone
Bryan Holen Financial Advisor at Insource Financial
Email Phone
Kimberly Legary Client Services Director at Insource
Email Phone
Will Wittler Financial Advisor at Insource Financial
Email Phone

Employees by Management Level

Individual contributor 10 profiles
Executive 1 profile
Director 1 profile
Manager 1 profile

Department Contact Coverage

Department Contacts Email Phone
Finance 7 7 3
General 1 1 0
Executive 1 1 0

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