Pittenger & Anderson INC
Financial planning in Lincoln, NE
SEC registeredNo commissions reported
Public-record details
- Address
- 5533 S. 27th Street, Suite 201, Lincoln, NE 68512
- Phone
- (402) 328-8800
- Listed under
- Financial planning, % of assets managed
- CRD number
- 111033
- Registration
- SEC registered since 2000-05-03
- Compensation (Form ADV 5.E)
- Percentage of assets under management; Other (Flat Fee for Financial Plans for Non-Aum Client)
- Commissions
- None reported (Form ADV Item 5.E)
- Services (Form ADV 5.G)
- Financial planning; Portfolio management for individuals/small businesses
- Regulatory assets under management
- $3.0 billion
- Accounts managed
- 2,261
- Clients reported (Form ADV 5.D)
- 920
- Individual / high-net-worth clients
- 553 / 341
- Employees
- 14
- Other business activities (Form ADV 6.A)
- None reported
- Disclosures reported on Form ADV
- None reported
- Latest Form ADV filing
- 2026-01-07
Read the official record
- SEC IAPD summary for CRD 111033 — registration, Form ADV, the Part 2 brochure (fees, conflicts, minimums).
- FINRA BrokerCheck — look up the individual advisers at this firm.
- Firm website (as listed on Form ADV)
All figures are self-reported by the firm on Form ADV Part 1A. The firm's Part 2A brochure (linked from IAPD) explains its fees, minimums and conflicts of interest in plain language — read it before you sign.
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