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P23 FINANCIAL, INC

CRD 291112

Visit website

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