CRD: 39000
Teckmeyer Financial Services, L.l.c.
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- Custodian
- RBC
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 05-01-1995
- Office Locations
- 1
Office Locations
About Teckmeyer Financial Services, L.l.c.
Teckmeyer Financial Services is an Omaha, Nebraska-based firm serving individuals and families with investment and retirement planning, insurance solutions, and college planning. Operating as a broker/dealer, registered investment adviser, and insurance agency, it emphasizes principle-based investing and long-term relationships; custodies assets with RBC.
Team overview
Insights
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
THOMAS NEIL TECKMEYER
Chief Compliance Officer, Financial Consultant, President
- CRD
- #1236532
- Ownership
- 50% but less than 75%
LORI LYNN TECKMEYER
Co-Owner, President
- CRD
- --
- Ownership
- 25% but less than 50%
Showing 2 of 3 owners & executives
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DOUGLAS EDWARD GUSTIN
President
- CRD
- #2202043
JOEL BRIAN HIETBRINK
Financial Consultant
- CRD
- #3248699
Showing 2 of 9 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $51,602,611 | -- |
| Total | $51,602,611 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Total | Available | Available |
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