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

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    B. M.
    President
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    M. C.
    Owner
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    N. S. C.
    Senior Partner
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    V. C.
    Owner
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    C. V.
    Vice President
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    K. L.
    Client Services Director
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    J. K.
    Director Of Marketing
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    L. B.
    Senior Case Manager - Retirement Plans
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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
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    B. H.
    Financial Advisor
    Phone icon
    United StatesNebraska
    Mar 02, 2026
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    J. T. S.
    Semi Retired
    Phone icon
    United StatesNebraska
    Jun 27, 2026
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    W. W.
    Financial Advisor
    Phone icon
    United StatesNebraska
    Jun 26, 2026
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    J. J.
    Financial Services Consultant
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    United StatesNebraska
    May 31, 2026
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    J. L.
    Registered Representative
    Phone icon
    United StatesNebraska
    Jun 30, 2026
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    T. W.
    Client Relations And Operations Coordinator
    Phone icon
    United StatesNebraska
    Apr 17, 2026
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    B. M.
    Financial Advisor
    Phone icon
    United StatesNebraska
    Mar 24, 2026
  • Stylized image of a person
    V. C.
    Financial Advisor
    Phone icon
    United StatesNebraska
    Mar 02, 2026
  • Stylized image of a person
    D. W.
    Financial Advisor
    Phone icon
    United StatesNebraska
    Apr 15, 2026
  • Stylized image of a person
    D. W.
    Financial Advisor
    Phone icon
    United StatesNebraska
    Sep 10, 2025

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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