Paul Folkers is a CFP, ChFC-designated registered investment advisor, based in Omaha, NE, with 38 years of industry experience.
Location
7216 Graceland Dr., Omaha, NE, 68134
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Paul is an independent insurance agent and co-trustee of an irrevocable life insurance trust, dedicating minimal time to the trust. He also works as an agent at Midwest Capital, an advisory rep at CIRA, and owns PF Inc., and works as an IAR at Mark Street Financial, spending about half his time on these activities.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
Teckmeyer Financial Services, L.L.C.
Teckmeyer Financial Services, L.L.C.Broker
Gwr Investments, INC.Broker
Washington Square Securities, INC.Broker
Arm Securities CorporationBroker
Nwnl Management CorporationBroker
State Registrations17 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.