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Company Background
We work to understand your business and help you grow.
History
1948
CPA Firm was founded.
1999
Entered investment advisory business.
NE
Headquarters in
Norfolk, NE.
Today
85+
Employees across the US. (HQ remains in NE)
TWO
Strategic business units.
Wealth Management
Retirement Plan Consultants
>$3B
Assets under advisement. (in billions)
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