Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Preston? Claim Your ProfilePreston J. Englund is an Investment Advisor Representative at Independent Financial Partners. Preston has been in the financial industry since April 2010. Preston is registered in 26 states. Preston holds the Series 7 and Series 66 licenses and the SIE exam. Preston specializes in working with individuals, high-net-worth individuals, businesses, pension and profit-sharing plans, and charitable organizations. Preston's current firm, Independent Financial Partners, provides financial planning, investment advisory services, and educational seminars. The firm offers a variety of compensation arrangements, including percentage of assets under advisement, hourly charges, and fixed fees.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Non-discretionary investment advice
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Percentage of assets under advisement
1
2
NE
02/13/2017 - Present
Independent Financial Partners (Hastings NE)
NE
01/16/2015 - 05/23/2019
LPL FINANCIAL LLC (HASTINGS NE)
NE
04/09/2010 - 01/23/2015
WADDELL & REED (LINCOLN NE)
BOTH
Issued 05/07/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/08/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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