Mark Kamerzell, RICP®, AIF®

Partner, Financial Advisor

Mark is a native Nebraskan. Growing up surrounded by agriculture and small business family he understands the importance of money management and investment strategies. He focuses on tailored portfolios and financial plans that are specific to individual needs and goals. Through building relationships, education, and establishing trust he has become the person hin clients go to for questions regarding anythijg to do with finances.

"My passion is helping people make informed financial decisions that align with their individual values and meets their goals." Mark Kamerzell

Registrations and Awards:

  • Series 7 - General Securities Representative Examination
  • Series 66 - Uniform Combined State Law Examination 
  • RICP® (Retirement Income Certified Professional®)
  • AIF® (Accredited Investment Fiduciary®)

Business and Community Development:

  • Chamber of Commerce - Lincoln
  • Lincoln Independent Business Association Member
  • Nebraska Chamber of Commerce
  • Red Cross Volunteer
  • Junior Achievement Volunteer
  • YMCA - Lincoln Volunteer

AIF® (Accredited Investment Fiduciary®) is an educational designation only, obtained by the holder by completing the requisite coursework. The AIF Designation does not mean the holder is acting in a fiduciary capacity.

Phone 402-434-8050
Fax 402-434-8051