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Randy Trost

Fred Phelan

Brian Phares

Josh Mikus*

John Loudon*

Noah Lohan*

Bret Klabunde*

James Janssen*

Bryan Holen*

Pam Goswick*

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  • Our Team
  • Our Partners
  • Succession Planning
  • Careers
  • Contact
  • Form CRS

Services

  • Individual Services
  • Business Services

Our Offices

Headquarters

390 N Cotner Boulevard
Lincoln, NE 68505

(402) 827-4467

La Vista Office

12120 Port Grace Blvd, Suite 101
La Vista, NE 68128

Fremont Office

1910 N. Bell St
Fremont, NE 68025

Mon–Fri: 8:30 AM – 5:00 PM CT

 

Trussville Office

8178 Gadsden Highway, Suite 104
Trussville, AL 35173

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Quick Links

  • Our Team
  • Our Partners
  • Succession Planning
  • Careers
  • Contact
  • Form CRS

Services

  • Individual Services
  • Business Services

Our Offices

Headquarters

390 N Cotner Boulevard
Lincoln, NE 68505

(402) 827-4467

La Vista Office

12120 Port Grace Blvd, Suite 101
La Vista, NE 68128

Fremont Office

1910 N. Bell St
Fremont, NE 68025

Mon–Fri: 8:00 AM – 5:00 PM CT

 

Trussville Office

8178 Gadsden Highway, Suite 104
Trussville, AL 35173

inSOURCE Financial Advisors is a registered investment adviser. Registration does not imply a certain level of skill or training. The information on this website is for informational purposes only and does not constitute a solicitation, offer, or recommendation to buy or sell any security or to engage in any particular investment strategy. Investing involves risk, including the possible loss of principal. Past performance is not indicative of future results. Please consult with a qualified financial professional before making any investment decisions.

(AIC), Member FINRA/SIPC securities and investments and Ameritas Advisory Services, LLC (AAS) – investment advisory services.AIC and AAS are not affiliated with inSOURCE Financial Advisors.

*Representatives offer products and services using the following business names: inSOURCE, Inc. – insurance and financial services | Ameritas Investment Company, LLC (AIC), Member FINRA/SIPC – securities and investments | Ameritas Advisory Services (AAS) – investment advisory services. AIC and AAS are not affiliated with inSOURCE, Inc. or any other entity mentioned herein.

**Associates are registered in an administrative capacity with Ameritas Investment Company, LLC. Additionally, Kimberly LeGary, John Loudon and Melissa Phelan are registered in an administrative capacity with Ameritas Advisory Services, LLC. Products and services are limited to residents of states where the representative is registered. This is not an offer of securities in any jurisdiction, nor is it specifically directed to a resident of any jurisdiction. As with any security, request a prospectus from your representative. Read it carefully before you invest or send money. A representative will contact you to provide requested information. Representatives of AIC and AAS do not provide tax or legal advice. Please consult your tax advisor or attorney regarding your situation.

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