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ECHO FINANCIAL LLC

CRD 324698

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203 W. ARNOLD, ARNOLD, NE, 69120, United States

Phone

308-848-2244

Fax

—

Registration

— (—)

Source

State registered

Total AUM

$3.4M

Discretionary AUM

$3.4M

Team

1 total employees; 1 advisory reps; 4 broker-dealer reps

Clients

1-10

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-06-18

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Selection of other advisersEducational seminars

Client types

TypeClientsAUM
Individuals27$1.5M
High net worth individuals14$1.9M

All web addresses on file

Official SEC filing: View on IAPD