Thank you for visiting our website. Please use one of the following contact methods for more information on our firm or more information on one or more of our service offerings. We look forward to talking with you.
Direct - 402.371.1160
Toll Free - 800.694.1160
We take calls Monday to Friday (Saturdays during tax season) 8:00 AM to 5:00 PM CST
To send us documents use our fax line by dialing 402.379.3818
125 South 4th Street
P.O. Box 1264
Norfolk, NE 68702
Office hours are 8:00 AM to 5:00 PM CST Monday through Friday, evening and weekend hours by appointment. From January 10th through April 15th, our office is open Monday through Saturday, 8:00 AM to 5:00 PM CST, evening hours by appointment.
We cannot accept trade orders or other investment account transaction requests by voicemail, fax, or email. Trade orders or account transaction requests, important letters or documents, emails, or fax messages regarding your investments must be confirmed or conveyed by calling 402-371-1160 or 1-800-694-1160 and asking to speak directly to either your investment advisor representative or an available investment advisor representative. Emails, faxes, and voicemails may not be monitored daily, or after normal business hours and cannot be relied upon to timely communicate your wishes. Requests for trade orders and other transaction requests received after 1 PM CST, will be processed on a best efforts basis and may not take place until the following trading day.