Our Business Is Based On Trust 

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Address:

15606 Elm St Ste 103
Omaha, NE 68130

Phone:

(402) 861-9696

Fax/Other:

(402) 861-9115

Jerry Egermier, CFP®

Jerry Egermier, CFP®

Chairman Emeritus and Founder

Prior to retiring in 2018, Jerry provided investment guidance and financial services to both individuals and businesses for over 30 years. In 1993 he opened his own office, now known as Egermier Wealth Management Group, dedicated to giving clients confidence by providing experienced, trustworthy recommendations to help them work toward their goals of financial independence. In 2006, with the growth of his firm, Jerry purchased and constructed the firm's current office, located one block south of 156th and West Center Road.

Jerry is a CERTIFIED FINANCIAL PLANNER and has actively pursued his education in financial services, participating in professional study programs and completing advanced courses in the investment planning field including training specializing in IRA distributions. Jerry has served as the president of the Financial Planning Association of Nebraska as well as serving on its Board. Jerry has also served as a FINRA arbitrator. He has been called upon to provide his financial expertise, including television and radio appearances, and has been quoted in publications such as the Midlands Business Journal, InvestmentNews, USA Today and the Omaha World-Herald.

In January of 2018, 25 years after founding Egermier Wealth Management Group, Jerry has decided to start spending more time enjoying his retirement and changed roles to Chairman Emeritus. Jerry has been enjoying following his interests in travel, and can often be found spending time with his family and grandkids when not overseas.

 

*Jerry Egermier no longer offers securities and/or investment advice, and is not affiliated with Egermier Group Wealth Management or LPL Financial.

Phone (402) 861-9696