This Business Is Not BBB Accredited

Egermier Wealth Management Group

Egermier Wealth Management Group

(402) 861-9696

Egermier Wealth Management Group

25 years in business
15606 Elm St # 103
Omaha, NE 68130-1938
Additional Email Addresses
BBB File Opened: 09/15/1999
Business Started: 05/01/1991
Business Incorporated: 02/22/2002 in NE
Type of Entity
Contact Information
  • Principal: Mr. Jerry Egermier, President
  • Customer Service: Ms. Deb Egermier, Vice President
Business Category
  • Financial Planning Consultants
  • Insurance Companies
  • Insurance - Life
  • Insurance - Long Term Care
  • Insurance - Senior Products
  • Annuities
  • Insurance Consultants
  • Investment Advisory Service
  • Mutual Funds
  • Retirement Planning Service
  • Stock & Bond Brokers
  • Insurance - Viatical
  • Financial Services

Products & Services
This company offers services provided by Certified Financial Planner (CFP) practitioners to assist with life planning events, to include retirement planning and consulting, estate planning coordination and management, education, and insurance. They provide annuities, mutual funds, stocks, bonds, IRAs, 401(k)s, long term care and life insurance.
Alternate Business Names
  • Egermier Retirement & Financial Services, Inc.
Licensing, Bonding or Registration
This business is in an industry that may require professional licensing, bonding or registration. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.


BBB Reason for Ratings

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BBB reports on known significant government actions involving the business's marketplace conduct.

BBB reports on a company that is out of business for three years from the date the company closes its doors or ceases to do business.

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BBB reports on a business’s bankruptcy as long as the business remains in bankruptcy.

BBB reports when mail sent to the business was returned by the Postal Service.

Egermier Wealth Management Group


Egermier Wealth Management Group

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