wiseradvisor


Michael Haman, CFP®
37 Wealth

Tel: 402-480-7189
8025 Eiger Dr, Ste. 100
Lincoln, NE 68516
37 Wealth | Financial Advisor in Lincoln ,NE

About 37 Wealth

Our firm was established in 2019 and consists of four partners - Michael Haman, Loren Kampschnieder, Adam Mach, and John Oestreich - who together have over 85 years of experience in financial services. Our entire practice is dedicated to serving individual investors and businesses in the context of a comprehensive financial and investment plan.

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General Information

Firm Start Year:   2007
No.of Employees:   2-4
Insurance License#:   9688693
Name of Broker/Dealer:   LPL Financial
Name of Custodial Firm:   LPL Financial
Number of Years with Current Firm:   14
Work with the following types of clients:   Individual Investors, Businesses
Advisory Services Provided:   Tax Advice and Services, Financial Planning for Individuals, Education Funding and Planning, Wealth Management, Retirement Planning, Portfolio Management, Financial Planning, Investment Advice & Management, Financial Advice & Consulting, Risk Management

Services

Investment Types:   Mutual Funds, Bonds, Stocks, Annuities, Insurance, Exchange Traded Funds (ETFs), Alternative Investments, Socially Responsible Investments (SRI)
Can meet clients in the following ways:   Your Office, Via Email, Via Phone, Our Office, Your Home, Video Conference, Our Offices

Qualifications & Memberships

Insurance and Annuity Licenses:   Annuity, Life, Variable Annuity, Long Term Care, Variable Life

Firm Information

Firm's Number of Clients:   1400
Firm's Number of Planning Clients:   840
Firm's Number of Managed Clients:   840
Assets Managed by Firm:   $450,000,000
Advisor's Number of Clients:   177
Advisor's Number of Managed Clients:   106
Advisor's Number of Planning Clients:   106
Assets Managed by Advisor:   $450,000,000 (team)

Compensation and Fees

Fee Structure:   Fee-Based
Minimum Portfolio Size for New Managed Accounts:   $500,000
Compensation Methods:   Based on Assets
Fee % Based on Assets:   0.75-1.5%
Additional Details on Charges:   Asset-based fee based on household size and complexity of the financial and investment plan.

Education

BS  - Biology   Hastings College  - Hastings, NE
08/2003-05/2007

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Financial Services

Financial Planning for Individuals

This is our bread and butter as the individual investor is at the heart of our expertise and solutions.

Portfolio Management

We provide both active and passive strategies designed to suit different types of investors and the different things their plan requires. Tax-efficiency in taxable accounts is also a significant consideration.

Retirement Planning

We provide in depth retirement planning, beginning high level with how much, and then moving to more detailed questions of how and when. Which accounts and in what order take us from having enough to maximizing the tax-efficiency of your portfolio and plan.

401K Rollovers

We can educate you on the pros and cons of rollovers and give you the tools needs to decide if/when they make sense for you.

Insurance Planning

We do this in the context of a comprehensive plan.

Estate Planning & Trusts

We don't provide legal advice, but can help in getting your assets positioned correctly with the aim to maximize both your total net worth and the your net worth after taxes.

Tax Advice and Services

We can help with tax-planning as it relates to the tax-efficiency of portfolios, as well how distributions from accounts can impact your total tax picture. While our advisors aren't tax preparers, we can point you in the right direction if you are in need of one.

Wealth Management

At the highest level, our relationship with clients is all-encompassing. Building on a foundation of a comprehensive financial plan, we then make informed decisions about the portfolio, insurance, tax-planning and tax-efficiency, retirement goals, estate goals, and ultimately being a source of connections when you have needs outside our expertise.

Risk Management

We don't use risk management as a portfolio strategy or to generate sales, but to make plans comprehensive and remove weaknesses where they exist.


Faqs

Why should I choose you as my financial advisor?

If your goal is thorough answers to financial planning and retirement questions, I could be a good fit. I prefer to be detailed in not just the how much of retirement, but also the how and the why, as they can be equally important for clients to get the best results from their financial plan.

What are your qualifications? What is your education background?

I am a CFP® with over 14 years of experience in financial and investment planning.

How are you compensated? How will I pay for your services?

We can be compensated through either fees or commissions depending upon the type of relationship. We prefer to lean towards fee-based relationships, as they are longer-lasting and more comprehensive by nature, but it is the client's choice as to how they ultimately engage with us.

If you are going to manage my account, will you obtain my permission every time you buy or sell something?

This depends upon your preference at the onset of our relationship. Accounts can be discretionary (we are allowed to buy and sell without your permission) or non-discretionary and that will be your choice.

How many clients do you currently manage?

About 175

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Disclaimer

Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA (https://www.finra.org/#/)/SIPC(https://www.sipc.org/). The LPL Financial Registered Representative associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Compliance

Registered Representative:

Yes


Investment Advisor Representative:

Yes


Acknowledged fiduciary:

Yes


Compliance Disclosures in Last 5 years:

Have a clean record


Criminal Disclosures in Last 5 years:

Have a clean record


Office Hours

wiseradvisor-balck-li-img Mon. 8:00 AM - 4:00 PM
wiseradvisor-balck-li-img Tue. 8:00 AM - 4:00 PM
wiseradvisor-balck-li-img Wed. 8:00 AM - 4:00 PM
wiseradvisor-balck-li-img Thu. 8:00 AM - 4:00 PM
wiseradvisor-balck-li-img Fri. 8:00 AM - 3:00 PM

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