Do you want a portfolio manager, but feel like you need more flexibility than is typically offered?
This is an investment account in which the advisor’s compensation is based on a set percentage of the client’s assets, instead of on commissions.
At Asset Strategies, we believe in helping clients live financially free while building a legacy for generations to come. Our financial advisors have been proudly serving the needs of families in Omaha, Lincoln, Nebraska, and the surrounding areas.
Securities and Advisory Services offered through Western International Securities, Inc., Members FINRA and SIPC. Check the background of this investment professional on FINRA’s BrokerCheck. Asset Strategies and Western International Securities Inc. are separate and unaffiliated entities.
Schedule 10-15 minutes to learn a bit more about us here at Asset Strategies, understand our philosophy, and ask all of your financial questions. I hope that this introductory call will help you decide if we would be a good fit for you and your family.
If you were previously logging in through Wealthscape Investor, you can now access your accounts through LPL Financial’s Account View.
(If you have accounts held directly with a mutual fund company, you may still access those accounts directly through the fund company’s website using your existing login credentials.)
If your account balance appears incorrect or if some information seems incomplete, please don’t be concerned – this can occur temporarily during the final stages of the conversion process. We’re actively working to complete the updates, and full accuracy will be restored soon.
We’ve sent detailed, step-by-step instructions to your email to help you navigate your new online account access.
As always, we’re here to help. If you have any questions or need assistance, please don’t hesitate to give us a call.
