PE
PE

Preston Englund

15 Years of Experience
Hastings, NE
BrokerSells Insurance

Preston Englund is a registered investment advisor, based in Hastings, NE, with 15 years of industry experience.

Location

109 N. Hastings Ave., Hastings, NE, 68901

Get directions

History

Regulatory History
Clean regulatory record

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

Preston is a member of the Hastings Chamber of Commerce Finance Committee and part owner of Ridgeline CPAs, LLC. He also uses the DBA Ridgeline Advisors for his financial services and investment business and sells fixed insurance through Pinnacle Group, dedicating minimal time to each activity.

Employment History
Current Registrations
Ifp Securities, LLCBroker
May 2019 - Present · 7 yrs 2 mos
Independent Financial Partners
January 2017 - Present · 9 yrs 6 mos
Previous Registrations
Resources Investment Advisors
January 2015 - February 2017 · 2 yrs 1 mo
LPL Financial LLCBroker
January 2015 - May 2019 · 4 yrs 4 mos
Waddell & Reed
May 2010 - January 2015 · 4 yrs 8 mos
Waddell & ReedBroker
April 2010 - January 2015 · 4 yrs 9 mos
State Registrations8 states
COKSMNMONENJNMTX
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
Preston Englund - Financial Advisor | TrueAdvisor