Pittenger & Anderson Inc

Blake Anderson is a Series 65-licensed financial advisor with 12 years of industry experience, currently serving at Pittenger & Anderson Inc in Lincoln, NE. He has been with the firm since 2014. Pittenger & Anderson provides discretionary investment management and financial planning services to individuals, families, high-net-worth clients, trusts, estates, qualified retirement plans, donor-advised funds, and nonprofit or public fund clients. The firm uses a combination of passive and active investment approaches overseen by an Investment Committee, emphasizing simplicity, cost control, and diversified portfolios tailored to client needs.

Shane Riley is a CFA® charterholder and holds a Series 65 license with 14 years of industry experience. He has been with Pittenger & Anderson Inc since 2011. Pittenger & Anderson Inc provides discretionary investment management and financial planning services to individuals, families, high-net-worth clients, trusts, estates, qualified retirement plans, donor-advised funds, and nonprofit or public fund clients. The firm combines passive and active investment approaches overseen by an Investment Committee, utilizing diversified model portfolios as well as customized equity and fixed-income solutions for specialized relationships.

Anders Natter is a CFP® with seven years of industry experience, currently associated with Pittenger & Anderson Inc in Lincoln, NE. He has worked with Regulus, LLC and Rohlík Financial Group since 2018 and was previously with Xplosive Edge for one year. Pittenger & Anderson provides discretionary investment management and financial planning services to individuals, families, high-net-worth clients, trusts, estates, qualified retirement plans, donor-advised funds, and nonprofit or public fund clients. The firm employs a blend of passive and active investment approaches overseen by an Investment Committee, focusing on simplicity, cost control, and diversified model portfolios, while also offering customized portfolios for specialized relationships.

Jon Sevenker is a CFP® and holds a Series 65 license with 23 years of industry experience. He has been with Pittenger & Anderson Inc. since 1998. Pittenger & Anderson provides discretionary investment management and financial planning to individuals, families, high-net-worth clients, trusts, estates, qualified retirement plans, donor-advised funds, and nonprofit or public fund clients. The firm combines passive and active investment approaches overseen by an Investment Committee and offers both diversified model portfolios and customized portfolios for specialized relationships.

Audrey Mines is a CFP® with 24 years of industry experience, currently serving as a financial advisor at Pittenger & Anderson Inc since 2016. Prior to this, she worked at Smith Hayes Advisers, Inc. and Smith Hayes Financial Services Corporation from 2012 to 2016. Outside of her advisory role, she is involved with Black Forest Homes LLC, where her duties include providing advice. Pittenger & Anderson Inc offers discretionary investment management and financial planning to individuals, families, high-net-worth clients, trusts, estates, qualified retirement plans, donor-advised funds, and nonprofit or public fund clients. The firm combines passive and active investment approaches overseen by an Investment Committee and is noted for managing donor-advised funds and nonprofit mandates.

Daniel Anderson is a CFP® with 24 years of industry experience and has been with Pittenger & Anderson Inc. since 1996. He is based in Lincoln, NE, and holds a Series 63 registration. Pittenger & Anderson provides discretionary investment management and financial planning to individuals, families, high-net-worth clients, trusts, qualified retirement plans, donor-advised funds, and nonprofit or public fund clients. The firm combines passive and active investment approaches with an emphasis on simplicity and cost control, managing over $3 billion with a small, family-owned advisor team.

Soren Schwan is a financial advisor at Pittenger & Anderson Inc with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Pittenger & Anderson since 2022. Outside of his advisory role, he is involved in direct sales of household and cleaning products through Norwex. Pittenger & Anderson provides discretionary investment management and financial planning services to individuals, families, high-net-worth clients, trusts, qualified retirement plans, donor-advised funds, and nonprofit entities. The firm combines passive and active investment approaches overseen by an Investment Committee and manages over $3 billion with a fee-only model.

James Pittenger is a CFP® with 22 years of experience in the financial industry and has been with Pittenger & Anderson Inc. since 2006. He is based in Lincoln, NE, and holds a Series 66 license. Pittenger & Anderson provides discretionary investment management and financial planning services to individuals, families, high-net-worth clients, trusts, estates, qualified retirement plans, donor-advised funds, and nonprofit or public fund clients. The firm combines passive and active investment approaches, emphasizing simplicity, cost control, and thorough analysis, and manages over $3 billion with a team of 14 advisors.

Jaxson Simmerman is a Series 65 credentialed advisor at Pittenger & Anderson Inc with two years of industry experience. His prior roles include positions at Modern Woodmen of America, Charles Schwab, Dundee Bank, and Bullpen Tournaments. He has also been involved with the University of Nebraska–Omaha since 2020. Pittenger & Anderson provides discretionary investment management and financial planning to individuals, families, high-net-worth clients, trusts and estates, qualified retirement plans, donor-advised funds, and nonprofit or public fund clients. The firm’s investment approach combines passive and active strategies with an emphasis on simplicity, cost control, and diversified portfolios tailored to client needs.

Diane Klein is a CFP® and holds a Series 65 license with 23 years of industry experience. She has been with Pittenger & Anderson Inc. since 2001. Outside of her advisory role, she is involved in home party sales of totes and purses as a sales consultant. Pittenger & Anderson provides discretionary investment management and financial planning services to individuals, families, high-net-worth clients, trusts, estates, qualified retirement plans, donor-advised funds, and nonprofit or public fund clients. The firm combines passive and active investment approaches, emphasizing simplicity and cost control, and manages over $3 billion with a small, family-owned advisor team.

Julie Sellers is a financial advisor at Pittenger & Anderson Inc in Lincoln, NE, holding Series 65 and Series 66 licenses with six years of industry experience. She previously worked at Union Bank & Trust for nine years before joining her current firm. Outside of her advisory role, she is a managing partner of Jen-Jules, LLC, an insurance trust business. Pittenger & Anderson provides discretionary investment management and financial planning to individuals, families, high-net-worth clients, trusts, qualified retirement plans, donor-advised funds, and nonprofit/public fund clients. The firm employs a blend of passive and active investment approaches overseen by an Investment Committee and offers customized portfolios alongside diversified model portfolios.

Daniel Frost is a CFP® and CFA® credentialed advisor at Pittenger & Anderson Inc with four years of industry experience. He has worked at Pittenger & Anderson since 2021 and previously spent 13 years at Union Bank & Trust. Pittenger & Anderson provides discretionary investment management and financial planning services to individuals, families, high-net-worth clients, trusts, estates, qualified retirement plans, donor-advised funds, and nonprofit or public fund clients. The firm uses a combination of passive and active investment approaches overseen by an Investment Committee and offers both diversified model portfolios and customized individual portfolios.

Elizabeth Sydzyik is a financial advisor at Pittenger & Anderson Inc with 17 years of industry experience. She holds the Series 65 designation and has been with the firm since 2008. Pittenger & Anderson provides discretionary investment management and financial planning to individuals, families, high-net-worth clients, trusts and estates, qualified retirement plans, donor-advised funds, and nonprofit or public fund clients. The firm combines passive and active investment approaches, emphasizing simplicity, cost control, and a blend of fundamental, quantitative, and qualitative analysis, managing over $3 billion with a team of 14 advisors.

Kristin Kliewer is a financial advisor at Pittenger & Anderson Inc with 11 years of industry experience. She holds the Series 65 designation and has been with Pittenger & Anderson since 2014. Pittenger & Anderson provides discretionary investment management and financial planning to a range of clients, including individuals, high-net-worth clients, trusts, qualified retirement plans, donor-advised funds, and nonprofits. The firm employs a blend of passive and active strategies overseen by an Investment Committee, focusing on cost control and diversified portfolios tailored to client needs.