Bryan Holen

Bryan Holen Email and Phone Number

Financial Advisor at inSOURCE Financial Advisors @ inSOURCE Financial Advisors
lincoln, nebraska, united states
Bryan Holen's Location
Bellevue, Nebraska, United States, United States
Bryan Holen's Contact Details

Bryan Holen personal email

n/a

Bryan Holen phone numbers

About Bryan Holen

You’re a planner—but are your personal and business finances on course? A review ofyour goals and finances can help to make sure you’re on track. I can help with that—providing acomprehensive financial picture, and suggesting customized solutions designed to address gaps.*Bryan Holen 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, their content cannot be guaranteed.

Bryan Holen's Current Company Details
inSOURCE Financial Advisors

Insource Financial Advisors

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Financial Advisor at inSOURCE Financial Advisors
lincoln, nebraska, united states
Employees:
13
Bryan Holen Work Experience Details
  • Insource Financial Advisors
    Financial Advisor
    Insource Financial Advisors Mar 2020 - Present
    Focusing on Business Owner and Executive Strategies and Estate Planning, I help clients set and achieve financial goals to help benefit themselves, their families, their businesses and their communities.
  • Plat1Num One Investment And Insurance Group
    Senior Managing Partner
    Plat1Num One Investment And Insurance Group Jul 2015 - Feb 2020
    Omaha And Kearney
  • Principal Financial Group
    Financial Representative
    Principal Financial Group Aug 2000 - Jul 2015
  • Bristol-Myers Squibb
    Medical/Pharmaceutical Sales
    Bristol-Myers Squibb 1996 - 1999
    Bristol-Myers Squibb
    Cardiovascular Division
  • Mead Johnson Nutritionals
    Medical Sales Representative
    Mead Johnson Nutritionals 1987 - 1995
    Medical, Nutritional, Pharmaceutical Sales

Bryan Holen Skills

Retirement Planning Life Insurance Fixed Annuities Term Life Insurance Iras Mutual Funds Financial Needs Analysis Estate Planning Strategies Simple Iras Traditional Iras Universal Life Insurance Variable Annuities Long Term Care Insurance Disability Income Insurance Annuities Roth Ira's Series 65 Series 6

Bryan Holen Education Details

Frequently Asked Questions about Bryan Holen

What company does Bryan Holen work for?

Bryan Holen works for Insource Financial Advisors

What is Bryan Holen's role at the current company?

Bryan Holen's current role is Financial Advisor at inSOURCE Financial Advisors.

What is Bryan Holen's email address?

Bryan Holen's email address is bh****@****usa.com

What is Bryan Holen's direct phone number?

Bryan Holen's direct phone number is +130844*****

What schools did Bryan Holen attend?

Bryan Holen attended University Of Nebraska- Lincoln, University Of Nebraska-Lincoln, University Of Nebraska Medical Center, Trinity International University.

What skills is Bryan Holen known for?

Bryan Holen has skills like Retirement Planning, Life Insurance, Fixed Annuities, Term Life Insurance, Iras, Mutual Funds, Financial Needs Analysis, Estate Planning Strategies, Simple Iras, Traditional Iras, Universal Life Insurance, Variable Annuities.

Who are Bryan Holen's colleagues?

Bryan Holen's colleagues are Julie Koborg, Susan Marshall, Connor Mabry, James Janssen, Bob Morrow, Don Wittler, Bret Klabunde.

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