The Team

Rath, Walling & Associates

Putting clients first; it’s what we do

Ameriprise earned a Hearts & Wallets Top Performer recognition in:

· “Unbiased, puts my interest first”

· “Explains things in understandable terms”

· “Understands me and shares my values”

We’re proud to be associated with a firm known for its service and how it relates to clients, because serving your interests is our priority. We offer comprehensive financial advice and a broad range of solutions to help you and your loved ones live brilliantly, now and in the future.

With the right financial advisor, life can be brilliant.


Our Advisors

Scott Rath

Scott Rath

Financial Advisor

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Top Areas of Focus

  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Saving for Education
AR License #2186191

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Craig Walling

Craig Walling

Financial Advisor

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Designations

CFP®

Top Areas of Focus

  • Estate Planning Strategies
  • Retirement Planning Strategies

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Justin Davis

Justin Davis

Financial Advisor

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Top Areas of Focus

  • Tax Planning Strategies
  • Retirement Planning Strategies
  • Investment Management

Education

•BS Bachelor of Science - Wayne State College - Wayne, NE

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Tracey Jackson

Tracey Jackson

Financial Advisor

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Designations

CFP®

Top Areas of Focus

  • Small Business
  • Wealth Preservation Strategies
  • Women's Financial Strategies

Education

B.A., Economics, Macalester College, St. Paul, Minnesota

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Our Staff

Karen Karr

Paraplanner

Office Manager
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Qualifications

  • CERTIFIED FINANCIAL PLANNER™ professional
  • Series 7, Series 63, Series 65, State of Nebraska Insurance License