3 Best Financial Services in Lincoln, NE

“Shunkwiler Financial is made up of qualified financial professionals who are passionate about helping individuals and families reach their ideal retirements. Brett Shunkwiler is the president of Shunkwiler Financial. Brett has passed his Series 6 (Investment Company and Variable Contracts Representative), Series 63 (Uniform Securities Agent State Law), Series 65 (Uniform Registered Investment Adviser Law), and holds an insurance license in Nebraska and various other states. He earned his bachelor’s in finance from the University of Nebraska-Lincoln. As the firm’s leader, Brett works day in and day out to ensure that Shunkwiler Financial delivers the strategies that clients need to live out their dream retirements.”

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“Flagstone Financial Management's goal is to ensure you are financially prepared to tackle any opportunity and face any challenge. Michael T. Johnson is the founder of Flagstone Financial Management and is also a shareholder and senior wealth advisor at the firm. He graduated from the University of Nebraska College of Law in 1999. He obtained his CFP® certification early in his career, which allowed him to adopt a holistic approach to financial planning. Recognizing the lack of comprehensive financial planning, he transitioned away from the corporate counsel role into a financial planning role. Flagstone Financial Management helps practice owners by giving professional opinions about where to put their excess cash flow, optimize their executive compensation benefits, and balance the need for money in the future with the desire to enjoy life and create memories now.”

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“Bob Bennie Wealth Management specializes in helping people build and preserve assets to meet the challenges of retirement. Bob Bennie is the founder and president of Bob Bennie Wealth Management. Bob received his Bachelor’s degree in Animal Science from the University of Nebraska and was on the UNL Rodeo team, riding bareback horses and bulls. He also holds his Master’s in Business Administration in Finance from Kansas State University. He earned his Certified Financial Planner® certification in 1997 and has since served as a Board Member of the Financial Planning Association of Nebraska and been named one of the Top 1000 Financial Planners in the United States by Barron’s Magazine. As an independent financial advisor and fiduciary, he’s able to focus on his clients’ needs and develop personalized strategies to help them achieve their goals.”

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