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Our financial advice team


James Pekelder, Financial Advisor serving the Omaha, NE area - Ameriprise Advisors

James Pekelder

Financial Advisor

Managing Director
Prairie Pointe Financial Group
40
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Client Satisfaction 5.0 out of 5 rating based on 8 reviews

Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Investment Management
  • Retirement Income Strategies
  • Estate Planning Strategies
  • Tax Planning Strategies
  • Wealth Preservation Strategies
  • Retirement Plan Distribution
  • Social Security Retirement Benefits
  • Intergenerational Planning

Qualifications

  • Series 65 - Uniform Investment Adviser Law Examination
  • Series 63 - Uniform Securities Agent State Law Examination
  • Series 3 - National Commodity Futures Examination
  • Series 7 - General Securities Representative Examination
  • Series 12 - NYSE Branch Manager Examination
  • Series 53 - Municipal Securities Principal Examination
  • Series 4 - Registered Options Principal Examination
  • Series 24 - General Securities Principal Examination

Education

  • University of South Dakota - Business Management

Professional associations

  • University of South Dakota Alumni Association

Previous experience

  • Wells Fargo, 1998-2019
  • Principal Financial Securities, Inc., 1991-1998

Stay informed on financial planning, stock market and economic impacts, and more - before even becoming a client. Through my monthly newsletters, you'll get a sense of the personalized financial advice you can expect to receive from my practice.

Community participation

Working with Karen refugee family from Burma (Myanmar)

Open Door Mission

Salvation Army Winter Night Watch

Interests

Spending time with family and friends. Fishing and boating on Lake Okoboji. Playing drums, travel, photography, reading biographies and James Michener novels. Nebraska Cornhuskers, Creighton Blue Jays, and Green Bay Packers.