Michael  Egermier,  CFP<sup>&reg;</sup> - Financial Advisor

Michael Egermier, CFP®

Egermier Wealth Management Group

15606 Elm St, Ste 103
Omaha, NE 68130
FINANCIAL ADVISOR'S WEBSITE
(402) 861-9696 CONNECT WITH Michael
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General

Michael Egermier is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Egermier Wealth Management Group in Omaha, NE and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 6, 24, 63, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Life insurance: NE, IA, MO, LA
  • Fixed annuities: NE, IA, MO, LA
  • Variable annuities: NE, IA, MO, LA

Broker-Dealer Affiliation

LPL Financial

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Annuities, Asset Allocation, Cross-border Planning, Business Taxes, Corporate Finance, Investment Management, Limited Partnerships, Getting Divorced, Employee Benefits, Government & Military, Mutual Funds, Irregular Income, Getting Married, Job Loss, Real Estate, Insurance, Retirement, Stocks & Bonds, Life Planning, Startup, Succession Planning, Tangible Assets, Long-term Care, Sudden Wealth, Men's Finances, Nontraditional Households, Special Needs, Personal Taxes, Women's Finances

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