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portrait of Jeff Bernadt
FINANCIAL ADVISOR

Jeff Bernadt

AAMS™
9809 Giles Rd, La Vista, NE 68128opens in a new window
CallSend Me a Message

About Jeff

As a former teacher, not only am I focused on helping you reach your goals, I also want to help you understand the "why" behind your plan. We use an established process to build personalized strategies to help you achieve your goals. We value strong relationships based on a deep understanding of your personal financial needs.

One-size-fits-all may be fine for some investors, but I believe investments should be tailored to your individual needs, and therefore, my first priority is understanding what's most important to you. Whether your goals include preparing for or living in retirement, paying for education, planning...

Focus Areas

  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Wealth Strategies
  • Portfolio Reviews
  • Estate & Legacy Strategies
  • Insurance & Annuities

Work History

  • Edward JonesJuly 2017 to Current

Certifications

  • AAMS™

    Accredited Asset Management Specialist™

Education

  • Univ of Nebraska at OmahaMaster of Arts
  • Peru State CollegeMaster of Science

Team Members

  • Jenn Francis
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 07:00AM - 04:30PM
Tue 07:00AM - 04:30PM
Wed 07:00AM - 04:30PM
Thu 07:00AM - 04:30PM
Fri By Appointment Only
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Phone

(402) 331-9800

Fax

(877) 222-1264

Office Address

9809 Giles Rd
La Vista, NE 68128opens in a new window

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