Cole G. Stichler, CFP®, President of Stichler Wealth Management, started the firm with a vision and passion for providing realistic, straight forward financial planning and wealth management advice. Our firm strives to provide an experience that is new, enlightening, interactive, and that will always put our clients interests' before our own. With over a decade of experience in the financial services industry, Cole can develop a plan that will help give you and your family confidence. Comprehensive Financial Planning is the goal for Cole and our firm to provide to our clients. Retirement Planning, especially, is an area we really emphasize when developing a plan for our clients. Whether you are trying to prepare for retirement, or you are already retired, you owe it to yourself to make sure you are maximizing your income without taking on unnecessary risks. As a CERTIFIED FINANCIAL PLANNER™ Practitioner, Cole can assure you that your best interests will always come first. Below are some of the major categories that we will address with you during the planning process: •Retirement Planning •Social Security Income Maximization Planning •Investment Management •Risk Management (Insurance Planning) •Estate Planning •Tax Friendly Investments •Alternative Investments •Retirement Income Planning •Education Planning •Our Investment Process Please enjoy and utilize the wealth of information that is provided on our website. If you have any questions or would like to schedule a complimentary initial first meeting, please contact us. Registered Representative, securities offered through Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Investment Advisor Representative Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Stichler Wealth Management are separate entities. This communication is strictly intended for individuals residing in the states of NE, IA, IN, SD, CA, and AZ to conduct securities business, and if applicable, as an investment advisor. No offers may be made or accepted from any resident outside the specific states referenced.
View Top Employees from Stichler Wealth ManagementWebsite | http://www.stichlerwealthmanagement.com |
Revenue | $27 million |
Employees | 1 (0 on RocketReach) |
Founded | 2014 |
Address | 13304 W Center Rd. Suite 102, Omaha, Nebraska 68144, US |
Phone | (402) 697-5652 |
Fax | (402) 509-3358 |
Technologies |
JavaScript,
HTML,
Twitter
+15 more
(view full list)
|
Industry | Financial Services, Finance General, Finance |
Competitors | JLB Wealth Management Group LLC |
SIC | SIC Code 874 Companies, SIC Code 87 Companies |
NAICS | NAICS Code 561 Companies, NAICS Code 56 Companies, NAICS Code 5611 Companies, NAICS Code 561110 Companies, NAICS Code 56111 Companies |
Looking for a particular Stichler Wealth Management employee's phone or email?
The Stichler Wealth Management annual revenue was $27 million in 2024.
Stichler Wealth Management is based in Omaha, Nebraska.
The NAICS codes for Stichler Wealth Management are [561, 56, 5611, 561110, 56111].
The SIC codes for Stichler Wealth Management are [874, 87].