Jon Sevenker (CFP®)

Jon Sevenker focuses in the
following client markets or areas of practice:

  • Baby Boomers
  • Business Owners
  • Charitable Giving
  • Corporate Executives
  • Entrepreneurs
  • Generation X

Planning Specialties

Investment Management, Financial Planning, Retirement Planning, Charitable Giving

Additional Information

I mainly work with people who are at or in retirement and who are looking for an advocate to guide them through the financial maze.  There are a lot of major financial decisions that surface around this time and getting them wrong can be costly.  As a fee-only advisor, neither myself nor our firm earn commissions or sell financial products.  We are only paid by our clients in the form of a transparent fee.  For this one fee, we provide investment management and financial planning services.  By fully aligning our interests with our clients' interests, we experience shared success.  

NAPFA Start Date

November 07, 2018


This Office

5533 S 27th St Ste 201 Lincoln, NE 68512-1664 Phone: (402) 328-8800