Advisor at P23 Financial, Inc
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
P23 Financial, Inc
Location
Lincoln, NE 68510
Credentials
CFP®, Series 65, Series 66
Industry experience
20 years
Bradley Ewerth is a CFP® professional with 20 years of experience in financial advising. He is the principal of P23 Financial, Inc. and has held various roles including managing a certified public accounting firm and involvement in commercial real estate management. Outside of financial advising, he is active as president of Ewerth & Associates CPA, which provides tax consulting, accounting, and college planning services. P23 Financial, Inc. offers fee-based financial planning and serves as a liaison to third-party investment managers, focusing on educational seminars and fixed-fee financial plans. The firm does not manage client assets directly but monitors third-party managers’ performance and assists clients with administrative tasks.
Based on P23 Financial, Inc
Financial Planning Services flat fee between $0 and $2,000.
$0 - $100,000: 0% to 1.5% $100,000 - $249,999: 0% to 1.5% $250,000 - $499,999: 0% to 1.5% $500,000 - $999,999: 0% to 1.5% $1,000,000+: 0% to 1.5%
Account minimum: $50,000 Minimum fee: Financial Planning Services flat fee between $0 and $2,000, due upon delivery of completed plan. Fee-only: Fixed fees for financial planning ($0 to $2,000); Asset-based fees via Third Party Managers with P23 Financial fee portion ranging from 0% to 1.5% depending on TPM and tier.
237 South 70 Th,, Suite 219
Lincoln, NE 68510
Nebraska
Nebraska Slim Clinic
2025 - Present (1 year)
EARC24 LLC
2024 - Present (2 years)
EARC23 LLC
2023 - Present (3 years)
Brad Ewerth, Sole Proprietor
2017 - Present (9 years)
P23 Financial, Inc.
2017 - Present (9 years)
First American National Investment Advisors
2017 - 2018 (1 year)
Be Ventures I, Inc
2010 - 2019 (9 years)
Ewerth & Associates, CPA
1997 - Present (29 years)
Esquire Plaza, Inc.
1994 - Present (32 years)
Mainstreet Theaters Inc.
1988 - 2023 (35 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:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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.
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
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CFP®, Series 63, Series 65
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Series 65
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R2 Wealth Management Partners
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