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.

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