Moylan Kropp is a comprehensive financial planning firm dedicated to tailoring recommendations for each individual client. Our specialty is bringing all aspects of your financial and non-financial life into focus and then creating a realistic plan for the most efficient way to reach your unique goals. We work as a team, and we seek to develop long-term relationships with our clients. Four Certified Financial Planner Professionals, an estate planning attorney, and an accountant are ready to provide you the best service possible. Securities offered through Securities America, Inc. Member FINRA (www.finra.org) /SIPC (www.sipc.org). Kimberly Kropp, Sean Moylan, Patrick Moylan, and Devin Moylan, Registered Representatives. Advisory services offered through Securities America Advisors, Inc. and Arbor Point Advisors. Kimberly Kropp, Sean Moylan, Patrick Moylan, and Devin Moylan, Investment Advisor Representatives. Moylan Kropp, LLC, Arbor Point Advisors, and Securities America companies are unaffiliated. This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed.

Here at Trusted Wealth Partners, our sole focus is on helping our clients reach and maintain financial independence throughout multiple generations. We do this by building relationships based on trust, creating tailored financial plans, and providing exceptional service. We realize that service, as well as our commitment to you and the “little things,” is what truly sets us apart. We invite you to learn more about us by exploring the pages of our website. Securities and advisory services offered through Commonwealth Financial Network®, https://www.FINRA.org / https://www.SIPC.org, a Registered Investment Adviser. Trusted Wealth Partners 16934 Frances St. Suite 201 Omaha, NE 68130 (402) 502-5700. The Financial Advisor(s) associated with this profile may only discuss or transact business with residents of states in which they are properly registered. Please check FINRA’s Broker Check for a list of current registrations. Review our Terms of Use: https://www.commonwealth.com/termsofuse.html. This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed. Please see website for full disclosure.

When you work hard to accumulate wealth, you need an investment advisor who takes time to know you...who understands your situation and your goals...someone who will custom-tailor their service to you rather than trying to fit you into their models...someone who will provide clarity about your financial picture and what strategies will help you reach your goals...someone who you can rely on because you know their advice is objective and based on time-proven strategies...someone who will help simplify your life so you can focus on the activities you enjoy...You need Cambridge Advisors. Cambridge Advisors is an independent, fee-only registered investment advisor.  Our team of highly-educated investment professionals is dedicated to helping clients build and preserve their wealth.  We specialize in managing custom-tailored investment portfolios for clients with $500,000 or more of investable assets. We have been helping clients reach their goals for more than 20 years. As we have added new faces to Cambridge Advisors and widened our circle of clients, our core values have remained constant since the beginning: ♦ To always act with integrity ♦ To be aligned with the client's interests ♦ To have highly educated professionals working together as a team ♦ To have a client-focused approach ♦ To provide a high-quality service We invite you to learn more about Cambridge Advisors.  Visit our website at www.cambridgeadvisors.net or call us at 402-697-1166.

Balanced Growth specializes in Strategy, Innovation, and Operational Excellence in the Insurance, Financial Services, and Healthcare sectors. Our mission is to create enduring value for organizations who are driven by both purpose and profit through strategic and operational innovation. In collaboration with client leaders and teams, we design, implement, and accelerate high-impact strategic, operational, technology, and innovation initiatives.

Since our founding, Mokosak Advisory Group has acted as a trusted advisor in all aspects of our clients' financial lives. Successful medical professionals, widows/widowers, individuals and families work with us to: - Develop a comprehensive wealth management plan to help them reach their financial goals. - Preserve their wealth to have enough money to fund their lifestyle whether simple or extravagant. - Design and implement strategies to make work "optional". - Find ways to cut the tax burden from income tax to capital gains tax to estate tax. - Obtain an independent second opinion from a top wealth management firm.

Insight Wealth Group works with a select group of high net worth investors to provide a holistic approach to wealth management. Securities offered through Arete Wealth Management. Member SIPC/FINRA/NFA. Management Services through Arete Wealth Advisors, a Registered Investment Advisor. Tax and accounting services are offered through Insight CPA. Insight CPA is not affiliated with Arete Wealth Management or Arete Wealth Advisors.

Personalized service. Consistent guidance. Honoring your trust. You’ve worked hard to get here. We recognize the trust you place in us, and we take it very seriously. Committed to serving you with integrity, we offer personalized, independent advice and asset management. And understanding that performance is really only impressive when it delivers what you need, we are committed to creating logical, disciplined investment strategies as a means of achieving your unique financial objectives. Listening. Planning. Guiding. Protecting. Strategic solutions to simplify your financial journey. Quad Cities Investment Group, LLC is an SEC-Registered Investment Advisory firm offering personalized financial advice, planning, and asset management. Registered Investment Advisory Services offered through Quad Cities Investment Group, LLC. Third-party posts found on this profile do not reflect the views of Quad Cities Investment Group, LLC and have not been reviewed as to accuracy or completeness.

Nikulski Financial, Inc. is a fee only Registered Investment Advisory (RIA) firm that emphasizes comprehensive financial planning. Being an RIA means that we have a fiduciary duty to keep our clients’ best interests at the forefront of all decisions. We believe this is accomplished through the values-based relationships we build with our clients. The level of personalized service we provide is the engine that drives us to achieve excellence in our industry.

Valiant Wealth is a boutique multi-family office and financial planning firm with offices in West Des Moines, IA, Franklin, TN, and Jupiter, FL. We help our clients will all aspects of their financial lives.

• Supported the Chief Investment Officer, Chief Operating Officer, and the Research & Trading Department. • Supervised reception staff. Head of accounts payable, accounts receivable, billing and invoicing as well as 1099 tax forms. Prepared and sent reminder statements as well as administered monthly collection calls. Payroll preparation including upper management payroll and coordinate with third party vendor to administer payroll, payroll taxes and 401K. Processed and coded timesheets, employee expense reports and company American Express statements. Responsible for maintaining confidentiality of business and personal information. Typed correspondence and generated reports. Process and distribute selected research reports. • Coordinated travel arrangements, manage and maintain calendar in Outlook. Updated research analyst meetings and conference calendars. Coordinated team meetings and lunches.

First Capital Partners is a junior capital investment firm that provides mezzanine loans and equity to companies with revenues of $10 to $100 million and EBITDA of $2 to $10 million. We offer a broad range of financing solutions, from mezzanine loans to making minority and majority equity investments using a combination of mezzanine debt and equity. We have offices in Omaha, NE and Chicago, IL and are currently investing from our third fund, FCP Fund III, L.P., which has $150 million in committed capital.

Founded in 2005, NCP is a leading investment banking boutique focusing on providing a level of service, independence and financial expertise that is unmatched for lower and middle market companies across all major industries and geographies. As a relationship-driven firm, we provide innovative strategic advice and solutions, including mergers and acquisitions, merchant banking and corporate finance. NCP specialized in industries that are reflective of the Midwest economy, including manufacturing, distribution, agriculture, transportation and similar tangential business services or technology companies in support of these sectors. Our firm also works extensively within the insurance and financials space, leveraging deep networks throughout Iowa which maintains one of the largest concentrations in insurance and banking entities in the entire US.