Pittenger & Anderson: A Leading Financial Advisory Firm
Pittenger & Anderson is a financial advisory firm headquartered in Lincoln, Nebraska, consistently recognized among the top firms in the United States. As of October 26, 2023, the firm manages approximately $3.1 billion in assets for over 2,200 accounts https://www.cnbc.com/financial-advisor-100/. Founded three decades ago, Pittenger & Anderson provides comprehensive financial planning and investment management services to clients across all 50 states.
Services & Client Focus:
The firm caters to a diverse clientele with multi-generational planning needs, offering services that include:
* Investment Management
* Financial Planning
* Retirement Planning
* Estate Planning
* Tax Planning
Pittenger & Anderson requires a minimum of $1 million in assets to establish a client relationship, indicating a focus on high-net-worth individuals and families.They maintain physical offices in Nebraska, providing localized service alongside their national reach.
Leadership:
The firm is led by a seasoned team of professionals:
* Dan Anderson: Chairman and Chief Financial Officer
* Trey Pittenger: Chief Executive Officer and Senior Advisor
* Blake Anderson: President,Chief Operating Officer and Senior Advisor
Contact Facts:
* Website: http://pittand.com
* Address: 5533 South 27th st., Suite 201, Lincoln, NE 68512
* Phone: (402) 328-8800
Primary Topic: Financial Advisory Firm Profile
Primary keyword: Pittenger & Anderson
Secondary Keywords: financial advisor, wealth management, investment management, financial planning, Nebraska financial advisor, high-net-worth financial advisor, retirement planning, estate planning.
Sources:
* CNBC Financial Advisor 100: https://www.cnbc.com/financial-advisor-100/
* Pittenger & Anderson Website: http://pittand.com