Joe Fowler
Advisor at 402 Financial
Updated today
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.
About
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.
Expertise
General tax planning
Retirement income strategy
Demographic focus
Young Families
Gen X (Born 1965-1980)
Fee options
1.25%
$175
Work history
Yellow Finch, LLC dba 402 Financial, LLC
2024 - Present (2 years)
Plan A Wealth, LLC
2022 - 2024 (2 years)
Lawnscape Inc.
2022 - 2022 (1 year)
Financial Transitions Inc
2021 - 2022 (1 year)
Nelnet
2015 - 2021 (6 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
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