Mark Kamerzell, RICP®, AIF®
Partner, 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.
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 (LIBA)
- St. Mark's United Methodist Church
- YMCA - Lincoln
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.