Curtis  LeValley,  CFP<sup>&reg;</sup> - Financial Advisor

Curtis LeValley, CFP®

RICP®

LeValley Wealth Management

6215 S 44th
Lincoln, NE 68516
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General

Curtis LeValley is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at LeValley Wealth Management in Lincoln, NE and the surrounding communities.

Financial Advisor Overview

I work with affluent individuals on their wholistic financial picture, specializing in retirement income planning.

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Financial Advisor Experience

Wealth Advisor for 5 years and Discretionary Investment Manager for 15 years. I also co-designed Nebraska's 529 Plan.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 24, 63

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - RICP®

Insurance Licenses

  • Life insurance
  • Health/disability insurance

Broker-Dealer Affiliation

Royal Alliance Associates, Inc.

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Banking, Asset Allocation, Investment Management, Estate Planning, Mutual Funds, Insurance, Retirement, Stocks & Bonds, Life Planning, Long-term Care, Sudden Wealth, Men's Finances, Women's Finances

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Helpful Financial Planning Resources