R2 WEALTH MANAGEMENT PARTNERS

8101 O Street
Suite 301
Lincoln, Nebraska 68510
Tel: 402-489-9375

About R2 WEALTH MANAGEMENT PARTNERS

R2 WEALTH MANAGEMENT PARTNERS, formally registered with the SEC as R2 WEALTH MANAGEMENT PARTNERS. The firm was established in 03/27/2019. They have over 2 offices throughout the country.

R2 WEALTH MANAGEMENT PARTNERS is a Lincoln, Nebraska based Financial Planning firm with nearly $386,182,129 assets under management, offering retirement planning & investment advisory services to 715 clients. The firm is staffed with 8 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	282055
SEC#	801-114893
Assets Managed by Firm	$386,182,129
No. of Clients	715
No. of Advisors	8

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Publication of periodicals and newsletters
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	715	$386,182,129
Individuals (other than high net worth individuals)	622	$148,055,800
High net worth individuals	80	$209,210,534
Pension and profit sharing plans	11	$28,681,795
Charitable organizations	2	$234,000

More Retirement Planning firms in Lincoln, Nebraska:

Firm Name	Assets Under Management	Total Clients	Total Advisors
ORION PORTFOLIO SOLUTIONS, LLC 17605 Wright St Omaha, NE, 68130	$53,844,463,960	299169	404
AMERITAS INVESTMENT PARTNERS, INC. 5945 R Street Lincoln, NE, 68505-3402	$24,871,650,720	1982	50
BRIDGES INVESTMENT MANAGEMENT INC 13333 California St, Suite 500 Omaha, NE, 68154	$9,882,583,283	2646	76
FIRST NATIONAL ADVISERS, LLC 14010 Fnb Parkway, Suite 200 Omaha, NE, 68154	$6,237,040,948	4052	37
WEITZ INVESTMENT MANAGEMENT, INC. 3555 Farnam Street, Suite 800 Omaha, NE, 68131-3312	$5,153,814,823	20	37

Explore More Retirement Advisors in Lincoln, Nebraska

RetirementPlanning.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. RetirementPlanning.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. RetirementPlanning.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.