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- Custodian
- Altruist · Charles Schwab & Company · Truist Bank
- Clients
- Retail
- Platforms
- Available
- Established Date
- 06-10-2024
- Office Locations
- 1
Office Locations
About 402 Financial
402 Financial is an independent, fee-only fiduciary RIA in Lincoln, Nebraska focused on retirees and pre-retirees. The firm pairs comprehensive planning (retirement, tax planning, and Social Security claiming) with ongoing investment management, creating cash flow from bond coupons, dividends, and systematic sales—often via ETF-based portfolios. Notably, they can replicate a monthly “paycheck” with direct deposit and tax withholding, using platforms like Altruist, Schwab, and RightCapital.
Team overview
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CRM
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
Christian Duraine Classen
Co-founder, Financial Advisor
- CRD
- #7331005
- Ownership
- 50% but less than 75%
Joseph Fowler
Chief Compliance Officer, Co-founder
- CRD
- #7470183
- Ownership
- 50% but less than 75%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $10,774,791 | -- |
| Non-Discretionary | $0 | -- |
| Total | $10,774,791 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Private Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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