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P23 FINANCIAL, INC
CRD 291112
237 SOUTH 70TH,, SUITE 219, LINCOLN, NE, 68510, United States
Phone
402-486-3777
Fax
402-486-4805
Registration
— (—)
Source
State registered
Total AUM
—
Discretionary AUM
—
Team
1 total employees; 1 advisory reps; 15 broker-dealer reps
Clients
0
Fees
Fixed fees; REFERRAL FEES
Org form
Corporation
Filing date
2026-03-06
Disciplinary history
No
Services
Financial planningSelection of other advisersEducational seminars
All web addresses on file
Official SEC filing: View on IAPD