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Reuben J. Brauer, CFP®

Managing Director

“In the end, it’s not the years in your life that count. It’s the life in your years.”

- Abraham Lincoln

Education

  • CERTIFIED FINANCIAL PLANNER™ Practitioner
  • Creighton University – MS – Investment Management & Financial Analysis
  • Creighton University – MBA – Master of Business Administration
  • College for Financial Planning – CFP® – Professional Program in Financial Planning
  • University of Nebraska – Omaha – BSBA – Business Finance

Professional Background

  • Member – Financial Planning Association
  • Men’s Group Leader – Lifegate Church
  • Past Campus Team Lead (Midtown) – Lifegate Church

Achievements

Team

  • Top Next-Generation Wealth Advisors – 2018 (Forbes Magazine)
  • Favorite Financial Planning Firm Finalist in Omaha’s Choice Awards – 2016 (Omaha World-Herald)
  • Best Financial Advisor Office of the Big O! – 2015 & 2016 (The Reader)
  • Best Financial Planning Firm – 2013, 2014, & 2016 (B2B Omaha Magazine)

Blog Posts

Should I Rollover My Retirement Account(s) To An IRA?

This is the third in a four part series designed to help you determine the best way to proceed with your previous employer's company retirement plans, including 401(k)s, 403(b)s and more. Part 1 | 2 | 3 | 4 Now that you understand at the pros and cons of leaving your 401(k),...
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Saving Money By Not Paying Commissions

Last week I wrote about the importance of receiving advice from a professional without conflicts of interest-- putting the client's best interest first. Today I'd like to focus on the scenarios in this capacity that can save you money. Without a Sales Commission...  When...
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