Advisor at R2 Wealth Management Partners
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
R2 Wealth Management Partners
Location
Lincoln, NE 68510
Credentials
CFP®, Series 63, Series 65
Industry experience
25 years
Andrew Pool is a CFP® with 25 years of industry experience, currently serving as an advisor at R2 Wealth Management Partners, where he has worked since 2015. He previously worked at Securities America Inc. from 2016 to 2019. Outside of his advisory role, Pool is president of the Waverly Band Boosters, an organization supporting school instrumental music programs. R2 Wealth Management Partners provides investment advisory and financial planning services to individuals, including high-net-worth clients, as well as retirement-plan sponsors and participants. The firm uses a combination of fundamental, technical, charting, and cyclical analysis in portfolio construction, employing strategies such as options trading and margin usage, and offers ERISA fiduciary retirement-plan management and variable annuity sub-account management.
Based on R2 Wealth Management Partners
Based on R2 Wealth Management Partners
Fixed fees for financial planning services ranging from $250 to $1,000
$0 - $1,000,000: 1.25% $1,000,001+: 1.00%
Investment adviser representatives may also sell insurance and receive commissions, which may offset advisory fees
$200 per hour for financial planning services
Minimum fee: $250 minimum for financial planning services Fee-only: Financial planning services charged hourly ($200/hour) or fixed fees ($250 to $1,000)
8101 O Street, Suite 301
Lincoln, NE 68510
Nebraska
Securities America Inc
2016 - 2019 (3 years)
R2 Wealth Management Partners
2015 - Present (11 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
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
TRJ Wealth Management, Inc.
Series 63, Series 65
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Liberty Advisers Inc.
CFP®, Series 65, Series 66
Lincoln, NE
P23 Financial, Inc
Series 63, Series 65
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Foy Financial Services, Inc.
CFP®, Series 65
Lincoln, NE
AlphaOmega Wealth Management, LLC
Series 65
Lincoln, NE
R2 Wealth Management Partners
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