# ARBOR POINT ADVISORS, LLC

ARBOR POINT ADVISORS, LLC of LAVISTA, NE is an SEC-registered investment adviser.

## Registration

- CRD: 165127
- Type: SEC-registered investment adviser
- SEC file number: 801-77135
- Location: 12325 PORT GRACE BLVD., LAVISTA, NE, 68128
- Phone: 888-777-1992
- Latest filing: 2024-08-26
- Regulatory AUM: $6.9B
- Discretionary AUM: $6.9B
- Clients: 2,643
- Accounts: 28,010

## Officers, owners & control persons (43)

_Showing 25 of 43 people._

| Name | Role | Location |
| --- | --- | --- |
| Miller Joseph | CHIEF COMPLIANCE OFFICER (CCO); CHIEF COMPLIANCE OFFICER (CCO) AND MANAGER; EXECUTIVE VICE PRESIDENT AND GENERAL COUNSEL (+3 more) | Juniper, FL |
| ROGERS ANDREW BRIAN | MANAGER | — |
| WERTHEIM PAMELA JANINE | DIRECTOR | — |
| NAGENGAST JAMES DELWYN | DIRECTOR; DIRECTOR & CHAIRMAN | — |
| KING DENNIS MICHAEL | PRESIDENT | — |
| SCHLUETER MATTHEW ADAM | EXECUTIVE VICE PRESIDENT | — |
| VAUGHAN JR DAVID JOHN | SENIOR VICE PRESIDENT; SENIOR VICE PRESIDENT, TREASURER | — |
| BAUM JONATHAN RUSSELL | ELECTED MANAGER | — |
| BEAMAN NOREEN DARCY | ELECTED MANAGER | — |
| KINSELLA STEPHEN JOHN | FIRST VICE PRESIDENT & DEPUTY COMPLIANCE OFFICER; VICE PRESIDENT AND CHIEF COMPLIANCE OFFICER, AML OFFICER, PRIVACY OFFICER AND ITPP OFFICER | — |
| COOK DEAN WILLIAM | BOARD MEMBER | — |
| CLARKE TODD PATRICK | ELECTED MANAGER; LIMITED PARTNER; MEMBER/MANAGER | — |
| NIELSEN BRIAN SPENCER | MANAGER | — |
| MIOLA MICHAEL | MEMBER/MANAGER | — |
| BLANCATO PHILIP SALVATORE | DIRECTOR | — |
| FORD ERINN JUNE | DIRECTOR; DIRECTOR, INTERIM CHAIRMAN | — |
| CLARKE ERIC REESE | ELECTED MANAGER | — |
| MORRISON CYNTHIA DENISE | CHIEF COMPLIANCE OFFICER (CCO) | — |
| CROCKETT TODD RICHARD | ELECTED MANAGER | — |
| JOHNSON CARL HOWARD | DIRECTOR | — |
| SWENSON EDWARD CHRISTY | PRESIDENT; PRESIDENT, COO | — |
| BARBACK VERNON RICHARD | ELECTED MANAGER | — |
| BURNS MICHAEL ROY | ELECTED MANAGER | — |
| GULDNER ROBERT JOHN | CHIEF COMPLIANCE OFFICER, RIA | — |
| LASSWELL MARK THOMAS | CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/165127/brochure
- Similar advisers: https://search.stillhousedata.com/firm/165127/similar
- Related entities: https://search.stillhousedata.com/firm/165127/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/165127

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.