Advisor at Capital Consulting & Asset Management
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Capital Consulting & Asset Management
Location
Lincoln, NE 68508
Credentials
Series 65
Industry experience
10 years
Amber Roemer is a Series 65-licensed advisor with Capital Consulting & Asset Management in Lincoln, NE, where she has worked since 2008. She has 10 years of industry experience and is part of a small, supported team at the firm. Capital Consulting & Asset Management serves both individual and institutional clients, offering financial planning, portfolio management, and qualified plan consulting. The firm employs diversified, asset-allocation-based model portfolios and provides access to third-party managers for larger accounts.
Based on Capital Consulting & Asset Management
Based on Capital Consulting & Asset Management
$0 - $150,000: 1.50% $150,000 - $250,000: 1.25% $250,000 - $500,000: 1.15% $500,000 - $1,000,000: 1.00% $1,000,000+: 0.90%
Insurance product commissions paid directly by insurance companies; transaction fees paid if securities are purchased through Kovack Securities, Inc.
$200-$400 per hour for financial planning services
140 N. 8 Th Street, 410 The Apothecary
Lincoln, NE 68508
Arizona · California · Minnesota · Nebraska · Texas · Washington
Capital Consulting And Asset Management
2009 - Present (17 years)
Geneos Wealth Management
2009 - Present (17 years)
Capital Consulting & Asset Management
2008 - Present (18 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65
Lincoln, NE
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CFP®, Series 65
Lincoln, NE
AlphaOmega Wealth Management, LLC
CFP®, Series 63, Series 65
Lincoln, NE
R2 Wealth Management Partners
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