| Advisor Profile |
 |
| Name: |
Adam Klestinec |
| Phone Number: |
(402) 215-0683 |
|
|
 |
| Request More Information |
|
|
|
|
|
|
Business Description |
|
|
| |
|
|
General Information |
|
|
|
|
| States Licensed in: |
NE and NV
|
|
| States Willing to do Business in: |
NE and NV
|
|
| Years of Experience in Financial Services: |
3
|
|
| Number of Years with Current Firm: |
1
|
|
| Work Experience: |
Financial Advisor and Broker, along with public accounting.
|
|
| I work with the following types of clients: |
Investment Clubs, Individual Investors, Businesses
|
|
| |
|
Education |
| Academic Background |
| |
| B.A Professional Accounting |
|
| |
|
Services |
| Investment Types: |
Mutual Funds, Alternative Investments, Exchange Traded Funds (ETFs), Insurance, Bonds, Annuities, Stocks
|
|
| |
|
Qualifications & Memberships |
| Securities Licenses: |
Series 7, Series 63
|
|
| Insurance and Annuity Licenses: |
Variable Life, Long Term Care, Variable Annuity, Disability, Life, Health, Annuity
|
|
| Financial Organization Memberships: |
National Association of Insurance and Financial Advisors (NAIFA)
|
|
| Non-Financial Organization Memberships: |
ASPCA, LDL Fraternity, and Westside of Omaha Church
|
|
| |
|
Firm Information |
| Number of Advisors in Office: |
10 - 99 employees
|
|
| Assets Managed by Firm: |
$570 Billion
|
|
| |
|
Compliance |
| Compliance Disclosures in Last 5 years: |
I have a clean record
|
|
| Criminal Disclosures in Last 5 years: |
I have a clean record
|
|
| |
|
Compensation & Fees |
| Minimum Portfolio Size for New Managed Accounts: |
$250,000.00
|
|
| Compensation Methods: |
Commissions
|
|
| |
|
| |
| |
| Prepared By: |
Adam Klestinec |
Frequently Asked Questions |
|
| Q. |
Are there any pre-existing conditions that you can not cover? |
| |
We have an extensive underwriting process and depending on your individual situation, we will have to determine that in a scenario taylored to your needs. |
|
| Q. |
How long does it take to complete the application and approval process? |
| |
The process is fairly quick and again, depending on your individual situation, it could be fast with not very much underwriting work needed to be done, or it could take longer if there are many pre existing conditions that need to be further inquired about. |
|
| Q. |
Is there a maximum age that you can insure? |
| |
We can insure term policies up to age 75 years old, and variable products up to age 85. |
|
| Q. |
What services do you provide? What are your specialties? |
| |
I specialize in retirement planning and general investing. Where most people are unaware about things to think about for retirement, I am asking those specific questions to find out how much you will need at retirement, how much risk are you willing to take to reach that amount, what you want to do at retirement as far as socially, etc. |
|
| Q. |
Why should I choose you as my financial advisor? |
| |
As far as the old ways of handling investing for clients, I am more interested in new and improved services to help make dreams come true. I want to find out what "YOU" want and not what I want. So many times you hear people say "Well my advisor told me to do this." I am here to be a resource and a guide to achieving financial success. |
|
| Q. |
What is your approach to 401 K plan rollovers? |
| |
I will work directly with the customer to get all the information needed to handle the rollover for the client so that they will not be hassled with a bunch of administration work and phone calls. |
|
| Q. |
How many years of experience do you have? |
|
| Q. |
Why should I roll over my 401K plan to your firm? |
| |
We have exciting ways to manage your wealth and protect yourself from many different risks in the market today. We will work to provide our clients service to help safe guard them from losing their retirement and not having enough to live off in the later years. Let us plan your retirement so that you have a solid idea of where you will stand at the time you are planning to retire. |
|
| Q. |
Do you provide a free initial consultation? |
| |
Free consultation and it does not cost you anything out of your pocket or hourly. We will talk and there will never be a bill sent to you for services rendered. |
|
|
|
