NIL Financial Advisor Directory

NIL Financial Advisor Directory

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If you’d like to be listed, please fill out this form. If you need your listing updated, please email us here ([email protected]).
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Advisors are listed in alphabetical order. The directory is for informational purposes only. In most cases, we have no firsthand knowledge of the agents or their experience. Details have been provided by the agents listed and are subject to change.

Zachary Berezowitz

Company: Meridian Wealth Management LLC

https://www.meridianwealthllc.com

[email protected]

Services: Wealth management, Portfolio management, Financial planning, Investment planning, Tax Planning, Life insurance, Annuities
Charge for an initial consult: No
Certifications: Series 65
Meeting Formats: In-person, virtual, phone
Additional Notes: Played football at the University of Kentucky.

Chuck Carson

Company: Benjamin F. Edwards

https://www.benjaminfedwards.com

[email protected]

Services: Wealth management, Portfolio management, Financial planning, Investment planning, Life insurance, Annuities
Charge for an initial consult: No
Certifications: Series 7, Series 66
Meeting Formats: In-person, virtual, phone
Additional Notes: Worked in athletics administration for 14 years at the high school, junior college, DII and DI-FBS levels. Also founded and serves as President of an NIL collective.

Karl Campbell

Company: Ameriprise Financial

https://www.ameripriseadvisors.com

[email protected]

Services: Wealth management, Portfolio management, Financial planning, Investment planning, Tax Planning, Small business planning, Life insurance, Annuities
Charge for an initial consult: No
Meeting Formats: In-person, virtual, phone

Tanner Owen

Company: Renaissance Financial

https://www.renaissancefinancial.com

[email protected]

Services: Wealth management, Portfolio management, Financial planning, Investment planning, Life insurance, Annuities
Charge for an initial consult: No
Certifications: SIE, Series 65, Series 66, Life and Health
Meeting Formats: In-person, virtual, phone
Additional Notes: Played golf at University of Nebraska-Lincoln and served on the board of SAAC as the Big Ten representative.

Matt Surrency

Company: Edward Jones

https://www.edwardjones.com/us-en/financial-advisor/matt-surrency

[email protected]

Services: Wealth management, Portfolio management, Financial planning, Investment planning, Small business planning, Life insurance, Annuities
Charge for an initial consult: No
Certifications: None

Thomas Weber

Company: APT Asset Management, LLC

https://www.aptam.com

[email protected]

Services: Wealth management, Portfolio management, Financial planning, Investment planning, Life insurance, Annuities
Charge for an initial consult: No
Certifications: Certified Financial Planner
Meeting Formats: In-person, virtual, phone
If you’d like to be listed, please fill out this form. If you need you listing updated, please email us here ([email protected]).
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