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PITTENGER & ANDERSON INC
CRD 111033 · SEC 801-49107
5533 S. 27TH STREET, SUITE 201, LINCOLN, NE, 68512, United States
Phone
402-328-8800
Fax
402-328-8500
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$3.03B
Discretionary AUM
$3.03B
Team
14 total employees; 14 advisory reps; 1 broker-dealer reps
Clients
101-250
Fees
Percentage of AUM; FLAT FEE FOR FINANCIAL PLANS FOR NON-AUM CLIENT
Org form
Corporation
Filing date
2026-01-07
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 553 | $264.1M |
| High net worth individuals | 341 | $1.37B |
| Charitable organizations | 11 | $209.0M |
| Corporations/business entities | 15 | $1.19B |
States served
AZ, CA, CO, IL, IA, KS, LA, MN, NE, MO, TX, FL, SD
All web addresses on file
Official SEC filing: View on IAPD