Registered Representative of Sll Investments, Inc.
619 North Diers Avenue
P.O. Box 160
Grand Island, NE 68802-0160
800-641-5046
308-382-3136
Jim has been involved in the financial services industry for almost 20 years. He's a native of Columbus, Nebraska and graduated from the University of Nebraska at Lincoln.
Jim believes that financial success is not an accident but a result of sound planning. He is a firm believer in investment fundamentals and asset allocation - following the philosophy of not "putting all your eggs in one basket."
Jim maintains a strong personal commitment to maximizing his clients' wealth and he receives tremendous gratification from seeing them realize their dreams. Jim's unique perspective and conservative approach to business enable his clients to feel more confident and comfortable in a sometimes confusing and difficult investment environment.
When he's not at Equitable Wealth Management, Jim is active in volunteer activities and his local church. He's also an avid fisherman and a self-described "poor golfer."
Registered Representative of Sll Investments, Inc.
920 South Jeffers
North Platte, NE 69101
877-602-7200
308-532-3648
Since entering the financial services field in 1987, Jack Engdahl has been committed to providing sound financial advice and quality customer service. After graduation from Kearney State College, Jack taught math and coached for four years.
Becoming a financial planner was a natural extension of his teaching days. Jack continues to educate, motivate and shape futures at Equitable Wealth Management. With his unique background, Jack shares a sincere desire to teach clients of all ages and financial status about the importance of retirement and financial planning.
Jack combines professional dedication and personal commitment to offer each client a creative financial plan. He is particularly adept at helping his clients deal with estate planning issues so their assets can be passed to the next generation in the most tax-efficient manner.
Jack has lived in the North Platte community all of his life and has served on many community boards and organizations. He has always been eager to contribute his time and efforts to give back to his community.
Managing Principal of Sll Investments, Inc.
113 North Locust Street
P.O. Box 160
Grand Island, NE 68802-0160
800-641-5046
308-382-3136
Since 1984, Tom has been assisting individuals and institutions with the management of their financial resources. A commitment to deliver the highest standard of professional integrity and competency has been a standard for Tom during his 20 years in the financial services industry.
Tom uses his experience to help clients and associates strive to reach higher levels of personal accomplishment. His clients and peers benefit from his broad range of investment experience.
Tom is an Investment Advisor Representative of SII Investments, Inc. His FINRA Registrations include Series 7, 24 and 65, as well as life and health insurance licenses.
A native of Fullerton, Nebraska, Tom is a graduate of the University of Nebraska at Lincoln. He and his wife, Becky, have two sons.
SII Investments, Inc. Privacy Policy
SII Investments, Inc. member FINRA / SIPC and a Registered Investment Advisor is not affiliated with Equitable Bank or Equitable Wealth Management. Securities and advisory services offered through SII Investments, Inc., are *not insured by the FDIC or any other Federal Government Agency *not a deposit or other obligation of, or guaranteed by any bank or their affiliates *subject to risks including the possible loss of principal amount invested. SII does not provide tax or legal advice.