Stephen Abels

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.

Experience

1. Managing Partner

   Mark Street Financial

   Aug 2022 — Present · 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

• Bob Jones University

  Bachelors, Mathematics/Physics

  1988 — 1992

Skills

• Life Insurance
• Actuarial Science
• Reinsurance
• Alm
• Financial Services
• Fixed Annuities
• Product Development
• Variable Annuities
• Enterprise Risk Management
• Underwriting
• General Insurance
• Direct Marketing
• Term Life Insurance
• Risk Management
• Insurance