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Ken Thomason, Financial Advisor

FINANCIAL ADVISOR
Ken Thomason

CFP®, ChFC®
17241 Oak Dr, Omaha, NE 68130opens in a new window
CallSend Me a Message

Focus Areas

  • Retirement Income Strategies
  • Wealth Strategies
  • Portfolio Reviews
  • College Savings
  • Estate & Legacy Strategies
  • Intergenerational Planning

About Ken

Life happens. Family dynamics shift. Needs change. Thus, financial strategies need to evolve. As your financial advisor, I partner with you to help implement these strategies.

My clients trust and respect our professional relationship. They value the courageous conversations we have because I tell them what they need to hear, not just what they want to hear. Ultimately, clients make the final decisions, many of which are not easy. However, I lead every interaction with integrity and honesty as I help guide clients toward their financial security.

I am a lifelong student and believe if you are not learning, you are not...

Work History

  • Edward JonesMarch 2022 to Current
  • Morgan Stanley Private BankJuly 2018 to March 2022

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

  • ChFC®

    Chartered Financial Consultant®

Education

  • Webster UniversityMaster of Business Admin
  • Bellarmine UniversityBachelor of Arts

Team Members

  • Donna Long
    Branch Office Administrator

Send Me a Message

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Office Information

Phone

(402) 330-2837

Fax

(855) 655-9528

Office Address

17241 Oak Dr
Omaha, NE 68130opens in a new window

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