Wealth ManagementFinancial Consultant Services
Norfolk
| Lisa Meyer Financial Consultant 1500 Market Lane Norfolk, NE 68701 Phone:402-371-0151 or 888-825-6167 Fax:402-379-4961
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At First National Investments & Planning we are uniquely qualified to help you secure your financial well-being. I represent a multitude of the very best financial products available today, offering the highest level of personal service and expertise to create comprehensive financial plans for businesses and individuals. With over 20 years of financial services experience and both my Series 7 and 63 Registrations, I can provide sound financial advice and work with you to design a plan to help you achieve your individual or business goals.
I hold a bachelors degree from the Bellevue University and attend regular educational seminars to keep up with regulatory and industry trends. I have also received numerous service awards over the years. When I am not busy assisting clients with their financial plans or spending time with my grandchildren and dog Bandit, I enjoy hitting the highways on my Harley Davidson or the by ways on my horse Chester.
Columbus
| Aaron Kosch Financial Consultant 2623 13th Street Columbus, NE 68601 Phone:402-563-1432 or 800-456-7735 Fax:402-563-4016
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At First National Investments & Planning, we are uniquely qualified to help you secure your financial future. I represent a multitude of the very best financial products available today, offering the highest level of personal service and expertise to create comprehensive financial plans for businesses and individuals. I can provide sound financial advice and design a plan to help you achieve your individual or business goals.
I hold a bachelor's degree from Creighton University and I am fully registered to sell stocks, bonds, mutual funds, life insurance and annuities. When I am not busy assisting clients, I enjoy spending time with my wife, Shannon, our three children, family and friends.
Securities provided by First National Capital Markets, Inc. (FNCM), a registered broker/dealer and registered investment advisor. Member FINRA and SIPC. Advisory services may only be offered by Investment Advisor Representatives in connection with an appropriate FNCM Advisory Services Agreement and disclosure brochure as provided.
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Financial Advisors are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with residents of other states will only be made upon compliance with applicable licensing and registration requirements. The information in this web site is for U.S. residents only. The information on this web site does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.
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