Bret Klabunde
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Bret Klabunde Email & Phone Number

Registered Representative at inSOURCE Financial Advisors at inSOURCE Financial Advisors
Location: Lincoln, Nebraska, United States 7 work roles 1 school
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✓ Verified Jun 2026 3 data sources Profile completeness 86%

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Current company
inSOURCE Financial Advisors
Role
Registered Representative at inSOURCE Financial Advisors
Location
Lincoln, Nebraska, United States
Company size
13 employees

Who is Bret Klabunde? Overview

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Quick answer

Bret Klabunde is listed as Registered Representative at inSOURCE Financial Advisors at inSOURCE Financial Advisors, a company with 13 employees, based in Lincoln, Nebraska, United States. AeroLeads shows a matched LinkedIn profile for Bret Klabunde.

Bret Klabunde previously worked as Registered Representative at Insource Financial Advisors and Registered Assistant at Insource Financial Advisors. Bret Klabunde holds Bachelor'S Degree, Finance And Economics, 3.779 from University Of Nebraska-Lincoln.

Company email context

Email format at inSOURCE Financial Advisors

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inSOURCE Financial Advisors

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Profile bio

About Bret Klabunde

Bret Klabunde offers products and services using the following business names: Insource Financial Advisors –insurance and financial services | Ameritas Investment Company, LLC (AIC), Member FINRA(www.finra.org)/SIPC(www.sipc.org) – securities and investments | Ameritas Advisory Services (AAS) – investment advisory services. AIC and AAS are not affiliated with Insource Financial Advisors. Products and services are limited to residents of states where the representative is registered. This is not an offer of securities in any jurisdiction, nor is it specifically directed to a resident of any jurisdiction. As with any security, request a prospectus from your representative. Read it carefully before you invest or send money. A representative will contact you to provide requested information. Representatives of AIC and AAS do not provide tax or legal advice. Please consult your tax advisor or attorney regarding your situation.Information posted to this site by 3rd parties or links to 3rd party sites are not created or endorsed by AIC,AAS or their representatives. Their information is believed to be from reliable sources; however, theircontent cannot be guaranteed.

Current workplace

Bret Klabunde's current company

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inSOURCE Financial Advisors
Insource Financial Advisors
Registered Representative at inSOURCE Financial Advisors
lincoln, nebraska, united states
Website
insourcecentral.com
Employees
13
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7 roles

Bret Klabunde work experience

A career timeline built from the work history available for this profile.

Registered Assistant

Insource Financial Advisors

Greater Omaha Area

  • Processed client orders of stocks, bonds, and mutual funds in both the primary and secondary markets.
  • Processed new account applications for IRAs, brokerage accounts, life insurance policies, and annuities in addition to providing customer service to existing clients.
  • Created comprehensive financial plans for clients through tax, estate, life insurance, and retirement analysis.
May 2019 - Jul 2020

Vp Of Finance

Sigma Phi Epsilon Nebraska Alpha

Lincoln, Nebraska Area

  • Collaborated, structured, and proposed newly accepted annual membership dues
  • Served as driving force to cut past due receivables by 65%
  • Responsible for managing house programming budget of $95,000 through effective planning and controlling
Nov 2017 - Nov 2019

Regional Distribution Manager

Abe'S Portables

Omaha, NE

  • Demonstrated work ethic and ability to work independently by planning personal schedule to deliver and service portable restrooms effectively with no supervision
  • Managed 12+ new client relationships each week through effectively communicating customer needs and schedules to supervisor, ensuring needs were met
May 2017 - Jun 2019

Intern

Yeutter Institute

Lincoln, Nebraska

  • Research current events and economic figures regarding international economics to be used in faculty speeches
  • Develop student and community outreach plans to bring awareness to Institute events and class offerings
Dec 2018 - May 2019

Finance And Economics Tutor

Student Support Services

Lincoln, Nebraska Area

  • Educate students with disabilities, low income students, and first-generation college students by analyzing the student’s learning style and conveying concepts accordingly
  • Schedule tutor appointments with students to effectively prepare them for upcoming tests and classwork
Sep 2018 - May 2019

Runner

Seacrest & Kalkowski Law Firm

Lincoln, Nebraska Area

  • Delivered legal documents to and from local businesses and government offices in order to obtain signatures, building permits, and business licenses
  • Directed calls, took messages from clients, and organized meetings for both lawyers at the firm
  • Handled client payments by posting and preparing for deposit
Nov 2017 - May 2018
Team & coworkers

Colleagues at inSOURCE Financial Advisors

Other employees you can reach at insourcecentral.com. View company contacts for 13 employees →

JJ James Janssen James Janssen Colleague at Insource Financial AdvisorsLincoln, Nebraska, United States, United States View → BH Bryan Holen Bryan Holen Colleague at Insource Financial AdvisorsBellevue, Nebraska, United States, United States View → JR James R. Christensen, Jr. James R. Christensen, Jr. Colleague at Insource Financial AdvisorsLa Vista, Nebraska, United States, United States View → JL John Loudon John Loudon Colleague at Insource Financial AdvisorsOmaha, Nebraska, United States, United States View → SM Susan Marshall Susan Marshall Colleague at Insource Financial AdvisorsLincoln, Nebraska, United States, United States View → JK Julie Koborg Julie Koborg Colleague at Insource Financial AdvisorsOmaha, Nebraska, United States, United States View → KL Kimberly Legary Kimberly Legary Colleague at Insource Financial AdvisorsOmaha, Nebraska, United States, United States View → BM Bob Morrow Bob Morrow Colleague at Insource Financial AdvisorsLincoln, Nebraska, United States, United States View → DW Don Wittler Don Wittler Colleague at Insource Financial AdvisorsLincoln, Nebraska, United States, United States View → JT John T. Seberger John T. Seberger Colleague at Insource Financial AdvisorsLincoln, Nebraska, United States, United States View →
1 education record

Bret Klabunde education

FAQ

Frequently asked questions about Bret Klabunde

Quick answers generated from the profile data available on this page.

What company does Bret Klabunde work for?

Bret Klabunde works for inSOURCE Financial Advisors.

What is Bret Klabunde's role at inSOURCE Financial Advisors?

Bret Klabunde is listed as Registered Representative at inSOURCE Financial Advisors at inSOURCE Financial Advisors.

Where is Bret Klabunde based?

Bret Klabunde is based in Lincoln, Nebraska, United States while working with inSOURCE Financial Advisors.

What companies has Bret Klabunde worked for?

Bret Klabunde has worked for Insource Financial Advisors, Sigma Phi Epsilon Nebraska Alpha, Abe'S Portables, Yeutter Institute, and Student Support Services.

Who are Bret Klabunde's colleagues at inSOURCE Financial Advisors?

Bret Klabunde's colleagues at inSOURCE Financial Advisors include James Janssen, Bryan Holen, James R. Christensen, Jr., John Loudon, and Susan Marshall.

How can I contact Bret Klabunde?

You can use AeroLeads to view verified contact signals for Bret Klabunde at inSOURCE Financial Advisors, including work email, phone, and LinkedIn data when available.

What schools did Bret Klabunde attend?

Bret Klabunde holds Bachelor'S Degree, Finance And Economics, 3.779 from University Of Nebraska-Lincoln.

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