Daniel B. Lovercheck,  CFP<sup>&reg;</sup> - Financial Advisor

Daniel B. Lovercheck, CFP®

Certified Financial Planner/President

Lovercheck Financial Services

3300 Fox Hollow Rd
Lincoln, NE 68506
(402) 309-4895


Daniel Lovercheck is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Lovercheck Financial Services in Lincoln, NE and the surrounding communities.

Financial Advisor Experience

Initial licensing in 1976, CFP certification 1987. Personal finances, estate planning, income tax management (not preparation), Senior Health Insurance and Long Term Care planning

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63, 65

Designations & Certifications

  • Other -

Insurance Licenses

  • Life insurance: NE,IA
  • Health/disability insurance: NE,IA
  • Fixed annuities: NE,IA

Broker-Dealer Affiliation


Broker-Dealer Disclaimer

Not currently associated.

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Charitable & Planned Giving, Business Taxes, Estate Planning, Employee Benefits, Insurance, Retirement, Long-term Care, Succession Planning, Personal Taxes


Helpful Financial Planning Resources