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Stephen Abels

Managing Partner @Mark Street Financial

Omaha, NE, US
EMAILS
s••••••@markstreetfinancial.com
MOBILE NUMBERS
+14•••••••65

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WORK HISTORY

Aug 2022 — Present

Managing Partner @Mark Street Financial

Omaha, NE, US

Estate & Wealth Planning is a family owned full service financial services firm.Our Distinctives:Partnership: Strategic vs TacticalPhilosophy: Durable Outcomes vs Specific ForecastsApproach: Goal Driven vs Means FixatedMethod: Create Income vs Single Bucket of Assets

EDUCATION

1988 — 1992

Bob Jones University

Bachelors, Mathematics/Physics

SKILLS

Life InsuranceActuarial ScienceReinsuranceAlmFinancial ServicesFixed AnnuitiesProduct DevelopmentVariable AnnuitiesEnterprise Risk ManagementUnderwritingGeneral InsuranceDirect MarketingTerm Life InsuranceRisk ManagementInsurance

ABOUT STEPHEN ABELS

Securities offered through Registered Representatives of Cambridge Investment Research, Inc, a broker-dealer, member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc, a Registered Investment Advisor. Estate & Wealth Planning and Cambridge are not affiliated. Content provided via links to third party sites should not be considered an endorsement of third party content. We make no representation as to the completeness or accuracy of information provided at these websites. Reviews on this site may or may not be by clients of the firm. No compensation is being provided for sharing of opinions and experiences on this site. The reviewer\'s comments may not be representative of any other person\'s experience and is no guarantee of future performance or success.

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