inSOURCE Financial Advisors
Financial ServicesView the employees at
inSOURCE Financial Advisors-
Susan Marshall Administrative Office Manager at inSOURCE Financial Advisors
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Lincoln, Nebraska, United States
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Top 5%
John Loudon Finance Major at the University of Nebraska-Lincoln-
Lincoln, Nebraska, United States
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Rising Star
Connor Mabry Financial Professional at inSOURCE Financial Advisors-
Omaha
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Rising Star
Deidre Cadwell Operation Specialist at inSOURCE Financial Advisors-
Rising Star
Laurie Brown Working Part-Time after retiring from Ameritas after 37 years.-
Lincoln, Nebraska, United States
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Rising Star
Overview
inSOURCE Financial Advisors is part of the inSOURCE, Inc Group which also includes inSOURCE Group Benefits, inSOURCERX, and the HomeCareAdvocacy Network (HCAN). At inSOURCE Financial Advisors and Group Benefits, we care for the financial security of our clients. We’re a benefits group of insurance brokers, investment brokers, financial professionals, and retirement plan advisors. We strive to exceed our clients’ service expectations. We serve over 10,000 clients with a sincere desire to help them improve their lives. Our clients stay with us because of our consistency, ethics, and unparalleled service. If you’re looking for solutions to secure and protect your future financially, ensure that your retirement savings will last, receive guidance on investments, protect your loved ones with life insurance, and more – we’re here to help. inSOURCE, Inc. was founded by James (Jim) R. Christensen, Jr. Jim spent much of his early life trading between crutches and a wheelchair. At 15, he negotiated his price for care with hospital and insurance CEOs. He was born with hemophilia A. His understanding of the pharmaceutical, insurance and healthcare industries led him to the creation of inSOURCE, Inc. We welcome you to view our LinkedIn content on this page, on our parent company page inSOURCE, Inc., and on our Affiliate Pages. _ Representatives offer products and services using the following business name: inSOURCE Financial Advisors – insurance and financial services | Ameritas Investment Company, LLC (AIC), Member FINRA/SIPC – securities and investments | Ameritas Advisory Services (AAS) – investment advisory services. AIC and AAS are not affiliated with inSOURCE Benefits Group or inSOURCE Financial Advisors. Representatives of AIC and AAS do not provide tax or legal advice. Please consult your tax planner or attorney regarding your situation.
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