8055 'O' Street
Kerry Anderson is the owner of ANDERSON WEALTH AND RETIREMENT GROUP in Lincoln, Nebraska and has over 28 years of experience in the financial services and insurance industry. Kerry began his career with Mutual of Omaha in West Des Moines, Iowa before moving to Lincoln in 1995. Kerry is a registered representative and holds Series 6, 63 and 26 securities registrations with Ameritas Investment Company. Member FINRA/SIPC.
Mr. Anderson provides personalized strategies and guidance in the areas of retirement planning, wealth preservation, personal insurance and risk management – with particular emphasis on assisting clients with the transition from an accumulation phase to an asset preservation and income distribution phase in retirement.
Throughout his career, Kerry has focused on building lifelong relationships with his clients. Kerry has always believed the best way to help people is by truly getting to know and understand each individual’s unique personal and financial priorities and goals.
It’s also the foundation for intelligent, well-considered decisions. When you have retirement in sight, sound decisions are vital in helping you pursue your goals and avoid costly mistakes that can impact your future. For many, understanding every aspect of personal finance can be daunting. From investments to retirement to insurance, the decisions can be overwhelming.
We are committed to helping people just like you create strategies for their retirement assets. Once we understand your risk tolerance, time horizon, and goals, we'll work to develop a program that carefully balances investment strategies with preserving principal.
Today’s economic environment brings challenges. But along with challenges come opportunities and potential rewards. We work closely with our clients to evaluate those opportunities and reap those rewards.
We invite you to check out all the material on our website. If something prompts a question, please send us an email or call the office.