Mark Lookabill
Wealth Advisor at Carson Wealth Management Group
- Role
- Wealth Advisor at Carson Wealth
- Location
- Omaha, NE, US
- LinkedIn followers
- 500 followers
Experience
Wealth Advisor
Aug 1998 — Present · US
14600 Branch St.Omaha, NE 68164Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Carson Partners, a division of CWM, LLC, is a nationwide partnership of advisors.Third party posts found on this profile do not reflect the views of CWM, LLC and have not been reviewed by CWM, LLC as to accuracy or completeness.Endorsements, Recommendation and/or Reviews received on this profile may or may not be from a verified client, and as such may or may not reflect real-life experiences of individuals who used our services. Individual results may vary, and CWM, LLC does not claim, nor should the reader assume, that any individual experience recounted are representative of what anyone using our services may experience.
Education
Creighton University
BSBA, Finance & Economics
1988 — 1993
Skills
- Financial Services
- Asset Management
- Series 7
- Investment Advisory
- Retirement Planning
- Asset Allocation
- Financial Advisory
- Investments
- Wealth Management
- Finance
- Series 63
- Mutual Funds
- Portfolio Management
- Wealth
- Securities
- Financial Planning
- Alternative Investments
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