Mark Kamerzell
Financial Advisor
Mark graduated from Chadron State College with a secondary education degree, spent time teaching and coaching in O'Neill, Kearney, and Alliance before earning a Master's degree in education administration. He left the education field and worked on the BNSF Railway for 5 years.
As time went on, Mark combined his passion for helping others through teaching and finance to create a personalized financial planning experience. Marks loves that as a Financial Advisor, he can educate and coach people to reach their individual and business goals. He believes that in creating a culture of financial literacy that can be passed on to future generations.
Mark and his wife, Joan, have five kids: Alexis, Jude, Blythe, Brecken, and Ronnie. They love to spend time outdoors, watch Husker football, and play games together.
Specialties:
- Investments
- Retirement Plans; 401(k), SEP IRA, Simple IRA
- Business Succession Planning
- Non-Qualified Deferred Compensation & bonus Incentive Plans
- Retirement Income Planning
- Comprehensive Financial Planning
Registrations:
- Series 7 - General Securities Representative Examination
- Series 66 - Uniform Combined State Law Examination
Business and Community Involvement:
- CenterSphere Chapter President - Lincoln
- Chamber of Commerce – Lincoln
- Lincoln Independent Business Association Member (LIBA)
- Habitat for Humanity
- St. Mark's United Methodist Church
- YMCA- Lincoln