referral process Archives - Pittenger & Anderson, Inc.

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How we “ask” for referrals

by Trey Pittenger | Feb 2, 2021 | P&A Articles

Fresh on the heels of graduating from college in 2001, I came to my dad (with a job offer to P&A in mind) and said, “All right Dad, what is...

Since 1995, Pittenger & Anderson has guided individuals and families going through money-in-motion events. We are a fee-only Registered Investment Advisor and a full-time fiduciary providing investment management, financial planning, and complimentary services to 800+ clients in over 30 U.S. states.

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Pittenger & Anderson, Inc. ("P&A) is an SEC registered investment advisor located in Lincoln, Nebraska. Registration with the SEC does not constitute an endorsement of the firm by the Commission, nor does it indicate that P&A has attained a particular level of skill or ability. P&A may only transact business in states where it is properly registered, or is excluded or exempted from registration from requirements. This website is limited to the dissemination of general information pertaining to P&A's investment advisory services. The information contained herein is not intended to be personal investment advice or a solicitation to engage in a particular investment strategy. All investments involve risk.

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How we “ask” for referrals

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How we “ask” for referrals

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