inSOURCE Financial Advisors Employee Directory

Financial ServicesNebraska, United States11-50 Employees

Based in Lincoln, Nebraska, inSOURCE Financial Advisors operates in the financial services sector, delivering independent financial planning guidance through teams with specialist knowledge across the field. The firm traces its origins to inSOURCE, Inc., founded by James (Jim) R. Christensen, Jr., and provides services spanning insurance, investments, retirement planning, and related areas. It serves a client base of more than 10,000 individuals and organizations seeking consistent service and professional advice.

The organization functions as a benefits group comprising insurance brokers, investment brokers, financial professionals, and retirement plan advisors. Representatives offer products and services under the inSOURCE Financial Advisors brand and through Ameritas Investment Company for securities and Ameritas Advisory Services for investment advisory services, with AIC and AAS noted as not affiliated with inSOURCE.

Find inSOURCE Financial Advisors employees' phone numbers or email addresses

inSOURCE Financial Advisors Global Highlights

Location
Employees

North America
28

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  • United States Of America
    28

inSOURCE Financial Advisors's Leadership

  • Stylized image of a person
    B. M.
    President
    Phone icon
  • Stylized image of a person
    M. C.
    Owner
    Phone icon
  • Stylized image of a person
    N. S. C.
    Senior Partner
    Phone icon
  • Stylized image of a person
    V. C.
    Owner
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  • Stylized image of a person
    C. V.
    Vice President
    Phone icon
  • Stylized image of a person
    K. L.
    Client Services Director
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  • Stylized image of a person
    J. K.
    Director Of Marketing
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  • Stylized image of a person
    L. B.
    Senior Case Manager - Retirement Plans
    Phone icon

inSOURCE Financial Advisors Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Accounting
  • Administrative
  • Analytics
  • Other
  • Community & Social Services

Contact profiles from inSOURCE Financial Advisors

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    B. M.
    President
    Phone icon
    United StatesNebraska
    Mar 25, 2026
  • Stylized image of a person
    M. C.
    Owner
    Phone icon
    Oct 18, 2024
  • Stylized image of a person
    N. S. C.
    Senior Partner
    Phone icon
    Nov 13, 2025
  • Stylized image of a person
    V. C.
    Owner
    Phone icon
    Oct 16, 2024
  • Stylized image of a person
    C. V.
    Vice President
    Phone icon
    United StatesFlorida
    Jun 25, 2025
  • Stylized image of a person
    K. L.
    Client Services Director
    Phone icon
    United StatesNebraska
    Jun 24, 2026
  • Stylized image of a person
    J. K.
    Director Of Marketing
    Phone icon
    United StatesNebraska
    Jun 01, 2026
  • Stylized image of a person
    L. B.
    Senior Case Manager - Retirement Plans
    Phone icon
    United StatesNebraska
    May 28, 2026
  • Stylized image of a person
    C. F.
    Client Services Manager
    Phone icon
    United StatesNebraska
    Sep 15, 2024
  • Stylized image of a person
    B. K.
    Registered Representative
    Phone icon
    United StatesNebraska
    Mar 02, 2026

Frequently Asked Questions

What is inSOURCE Financial Advisors known for?

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inSOURCE Financial Advisors was founded in 1992 operates in the Financial Services industry. The company's main headquarters is located in 390 North Cotner Boulevard Lincoln, Nebraska 68505 United States. Explore inSOURCE Financial Advisors's company overview page for more information.

What is inSOURCE Financial Advisors's most common email format?

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inSOURCE Financial Advisors employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more inSOURCE Financial Advisors email formats with LeadIQ.

How many employees does inSOURCE Financial Advisors have currently?

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inSOURCE Financial Advisors has approximately 18 employees as of June 2026. These team members are located across 1 continents, including North America.

Who are inSOURCE Financial Advisors's key employees and leadership?

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As of June 2026, inSOURCE Financial Advisors's key employees include:

  • President: B. M.
  • Owner: M. C.
  • Senior Partner: N. S. C.
  • Owner: V. C.
  • Vice President: C. V.

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