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Qualifications

  • Richard A. Strevey, CFP®, RFC®
    (402) 401-2430
    (888) 978-2412 FAX

    Business History
  • Began in financial services business in Omaha, NE - 1977
  • Principal Securities Registered Representative
  • CERTIFIED FINANCIAL PLANNER™ certification
  • Registered Financial Consultant (RFC®) designee
  • Principal National/Principal Life Financial Representative 
  • Financial Planning Association member
  • National Association of Insurance and Financial Advisors member
  • Nebraska Association of Insurance and Financial Advisors - Omaha, past president
  • NAIFA - Omaha 2002 "Man of the Year"
  • Million Dollar Round Table Life Member
  • Multiple continuing education courses and workshops completed
Personal History
  • Boy Scouts of America Eagle Scout
  • Westside High School
  • Married to Debbie Strevey since 1976
  • Graduated University of Nebraska at Omaha in 1979 with a Bachelor of Science in Business Administration degree majoring in Marketing
  • Two children, one in high school and one in college

    Activities and Interests
     
  • Boy Scouts Troop 429 Assistant Scout Master
  • Christian Business Men's Committee
  • Sonshine Christian Preschool Board Chairman
  • Various church activities and leadership
  • Running, Volleyball, Golf
  • Travel
Million Dollar Round Table (MDRT) An individual becomes a Qualifying Life (QL) member when approved for the 10 year membership. Qualification should not be perceived as a recommendation or an endorsement of services.  https://www.mdrt.org/join/member-requirements/
 
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck