FP Wealth Management, Inc. Employee Directory

Financial ServicesNebraska, United States11-50 Employees

Working with a financial advisor isn’t just about the numbers, it’s about confidence and having someone looking out for your best interests at all times. At FP Wealth Management, Inc., we believe in offering our clients a full-client service experience. We want them to know their financial success is our first priority. Our team of professionals combines decades of financial industry experience with uncompromising integrity and dedication to customer service.

Today, FP Wealth Management, Inc. has grown to a team of five professionals who serve close to 800 households, but we have retained our client-centric approach. The primary focus of our financial services business is wealth management planning for individuals and families.

Our wealth management service starts the day you become a client…continues many years into the future…and eventually leads to helping with the estate transfer to the client’s chosen beneficiaries and favorite charities.

Today. Tomorrow. Forever. FP Wealth Management, Inc.

www.FP-Wealth.com
http://twitter.com/FPWealthManage
http://facebook.com/FPWealthMangement

Securities and investment advisory services offered through SagePoint Financial, Inc., member FINRA and SIPC, and a registered investment advisor. Insurance offered through FP Wealth Management Inc., which is not affiliated with SagePoint Financial.

Find FP Wealth Management, Inc. employees' phone numbers or email addresses

FP Wealth Management, Inc. Global Highlights

Location
Employees

North America
13

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  • United States Of America
    13

FP Wealth Management, Inc.'s Leadership

  • Stylized image of a person
    B. F.
    President, Cfp® Professional
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    R. F.
    President
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  • Stylized image of a person
    T. L. O.
    Fp Wealth Management - Office Manager
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  • Stylized image of a person
    B. B.
    Wealth Advisor
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  • Stylized image of a person
    J. P.
    Private Wealth Advisor
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  • Stylized image of a person
    A. S.
    Client Engagement Specialist
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  • Stylized image of a person
    L. B.
    Client Services Representative
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  • Stylized image of a person
    C. B.
    Intern
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FP Wealth Management, Inc. Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Accounting
  • Administrative
  • Analytics
  • Other
  • Human Resources

Contact profiles from FP Wealth Management, Inc.

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    B. F.
    President, Cfp® Professional
    Phone icon
    United StatesNebraska
    Jan 20, 2026
  • Stylized image of a person
    R. F.
    President
    Phone icon
    Oct 24, 2024
  • Stylized image of a person
    T. L. O.
    Fp Wealth Management - Office Manager
    Phone icon
    United States
    Oct 23, 2024
  • Stylized image of a person
    B. B.
    Wealth Advisor
    Phone icon
    United StatesNebraska
    Dec 26, 2025
  • Stylized image of a person
    J. P.
    Private Wealth Advisor
    Phone icon
    United StatesNebraska
    Oct 20, 2025
  • Stylized image of a person
    A. S.
    Client Engagement Specialist
    Phone icon
    United StatesNebraska
    Jan 20, 2026
  • Stylized image of a person
    L. B.
    Client Services Representative
    Phone icon
    United StatesNebraska
    Nov 19, 2025
  • Stylized image of a person
    C. B.
    Intern
    Phone icon
    Oct 16, 2024
  • Stylized image of a person
    T. B.
    Investment Advisor Representative
    Phone icon
    United StatesNebraska
    Aug 03, 2025

Frequently Asked Questions

What is FP Wealth Management, Inc. known for?

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FP Wealth Management, Inc. operates in the Financial Services industry. The company's main headquarters is located in 770 North Cotner Boulevard Suite 411 Lincoln, Nebraska 68505 United States. Explore FP Wealth Management, Inc.'s company overview page for more information.

What is FP Wealth Management, Inc.'s most common email format?

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FP Wealth Management, Inc. employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more FP Wealth Management, Inc. email formats with LeadIQ.

How many employees does FP Wealth Management, Inc. have currently?

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FP Wealth Management, Inc. has approximately 11 employees as of February 2026. These team members are located across 1 continents, including North America.

Who are FP Wealth Management, Inc.'s key employees and leadership?

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As of February 2026, FP Wealth Management, Inc.'s key employees include:

  • President, Cfp® Professional: B. F.
  • President: R. F.
  • Fp Wealth Management - Office Manager: T. L. O.
  • Wealth Advisor: B. B.
  • Private Wealth Advisor: J. P.

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