Craig Baete

Advisor at Edward Jones

Updated today
Edward Jones logo

Firm

Edward Jones

Location

Lincoln, NE 68516

Credentials

Series 66

Industry experience

6 years

Expertise

College savings (529s, UTMA, etc.) Divorce financial planning

Work history

Edward Jones

2019 - Present (7 years)

State Farm

2002 - 2019 (17 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Joe F

CFP®

Lincoln, NE

402 Financial

402 Financial is a fee-only financial advisor firm serving Lincoln, NE and surrounding areas, founded by Christian Classen and Joseph Fowler, CFP®. We specialize in retirement planning. We started 402 because we were tired of "financial advisors" who made their living selling annuities and expensive mutual funds, without adding any value to the clients they claimed to serve. Our process goes beyond investments; we focus on minimizing your lifetime tax bill and enabling you to give to the charities you love.

General tax planning Retirement income strategy Young Families Gen X (Born 1965-1980)

Jack E

CFP®, Series 66

Lincoln, NE

Edward Jones

Retirement income strategy Business exit / sale strategy Charitable giving & philanthropy Business ownership considerations General estate planning guidance Founder/Business Owner

Mark C

Series 66

Lincoln, NE

Edward Jones

College savings (529s, UTMA, etc.) General estate planning guidance Retirement income strategy General retirement planning Wealth management

Bethany A

CFP®, Series 66

Lincoln, NE

Edward Jones

Retirement income strategy Wealth management

Megan G

ChFC®, Series 66

Lincoln, NE

Edward Jones

Retirement income strategy Charitable giving & philanthropy General estate planning guidance Multi-generational wealth transfer Wealth management

Robert M

CFP®, Series 63, Series 66

Lincoln, NE

Edward Jones

Retirement income strategy General retirement planning Wealth management Retirement withdrawal strategies
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