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Kerri Trecker

Kerri Trecker

Director of Operations and Client Service Associate

Cherokee, IA Office

Take the first step towards financial success by scheduling a personalized consultation with our advisors.

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Home Office

12801 Pierce Street, Suite 100
Omaha NE 68144

Hours:
Monday – Friday 8:00 AM – 5:00 PM

Contact Info

Tel: 402-934-7200
Fax: 402-260-7073

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*The Forbes Best-In-State Wealth Advisor ranking, developed by SHOOK Research, is based on in-person and telephone due diligence meetings and a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK Research receives a fee in exchange for rankings.

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