Jon Sevenker
CFP®
Pittenger & Anderson, Inc.
Vice President/Principal
Jon Sevenker
CFP®
Pittenger & Anderson, Inc.
Vice President/Principal
As a fee-only investment advisor and Certified Financial Planner, my focus is on helping you find the balance between spending with confidence today and planning for tomorrow. - Jon Sevenker, CFP®
A fee-only Registered Investment Advisor and financial planning firm serving clients in Nebraska and 28 other U.S. states. As of September 2020, P&A manages over $1.8 billion for roughly 600 clients.
Jon Sevenker is a Lincoln, NE fee-only financial planner. Pittenger & Anderson, Inc. provides comprehensive and objective financial planning to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Jon Sevenker is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice. Minimum account size = $500,000.
I’m an avid reader, a lover of nature and travel, and a Husker fan. Most importantly, I’m blessed to be a husband and a father to a daughter and son.
I serve on the Lincoln Children’s Zoo Board, and I’m involved with Teammates and the Lincoln Downtown Athletic Club.
Thanks to a personal finance class in high school, I learned early on what I wanted to do for a living. I’ve been with P&A since 1998, proof that time flies when you’re having fun and doing something you love!
Jon Sevenker is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning
Pittenger & Anderson, Inc. is an independent fee-only Registered Investment Advisor (RIA) based in Lincoln, Nebraska. As of June 2019, we manage over $1.6 billion in assets for roughly 600 families in 29 states. We offer investment management, financial planning, and company retirement plan services. As a fiduciary, we are obligated to put your interests first. We do not sell any financial products nor do we earn commissions. Our only compensation is the management fee you pay us. If you're looking for a wealth management firm to be your financial advocate, please connect with us.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Investment Management
- Retirement Planning
- Charitable Giving
Ideal Clients
- Retirees and Near Retirees
- Suddenly Single
- Business Owners and Executives
- Inheritance & Sudden Wealth
Working Together
- Simple and Transparent Fees
- No Product Sales
- In-Person and Virtual Meetings
- Complimentary Initial Conversation
Professional Designations & Affiliations
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Jon Sevenker is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
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Jon Sevenker is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
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Jon Sevenker is a member of The Financial Planning Association® (FPA®)FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.
Contact Jon Sevenker
Office Locations:
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5533 South 27th Street
Suite 201
Lincoln, NE 68512