HUB INVESTMENT ADVISORS, INC of OMAHA, NE is an SEC-registered investment adviser (CRD 164600). Regulatory assets under management: $2.1B.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities.
| Name | Role | Location |
|---|---|---|
| Greg Lee Koleno | DIRECTOR; RPW COO | — |
| Mariane Ashley Lee | INTERIM CHIEF COMPLIANCE OFFICER | — |
| Jeffrey Donald Sharp | CHIEF EXECUTIVE OFFICER AND PRESIDENT | — |
| Adam Sokolic | VICE PRESIDENT | — |
| MAYS ELISABETH MARIE | CHIEF COMPLIANCE OFFICER | — |
| REICH ANDREW | PRESIDENT | — |
| DENOYIOR JOSEPH FREDRICK | PRESIDENT, HUB RETIREMENT AND PRIVATE WEALTH | — |
| NELSON CASEY H | PRESIDENT; SHAREHOLDER | — |
| SORRENTINO ANTHONY JOSEPH | CHIEF COMPLIANCE OFFICER, SECRETARY | — |
| SHARP JEFFREY DONALD | CEO; CHIEF EXECUTIVE OFFICER AND PRESIDENT; PRESIDENT (+2 more) | — |
| VONRIESEN THOMAS JOHN | TREASURER | — |
| NELSON JOHN PHILLIP | SHAREHOLDER | — |
| Sokolic Adam | VICE PRESIDENT; VICE PRESIDENT, COO HUB RETIREMENT AND PRIVATE WEALTH | — |
| LEE MARIANE ASHLEY | INTERIM CHIEF COMPLIANCE OFFICER | — |
| City | State | Employees | Phone |
|---|---|---|---|
| OMAHA | NE | 5 | 402-964-5594 |
| OMAHA | NE | 5 | 402-964-5594 |
| COUNCIL BLUFFS | IA | 1 | 712-325-1717 |
| — | — | 1 | 4029645416 |
| COUNCIL BLUFFS | IA | 1 | 712-325-1717 |
| — | — | 1 | 4029645416 |