WealthBridge Advisory Group - Stifel

WealthBridge Advisory Group - Stifel We take a team-oriented, consultative approach to help you Accumulate, Grow, Mitigate Risk, Enjoy, and Transfer your Wealth. Stifel Financial Corp.

Wayne Breyfogle, Branch Manager, Dan Hoeft, Vice President/Investments, Scott Fuhrman, Financial Advisor. After hours by appointment only.
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Stifel Financial Corp. and its affiliated companies (“Stifel”) reserve the right to retain, monitor, and reproduce all electronic communications consistent with applicable law. is the parent company of Stifel, Nicolaus & Company, Incorporated, Membe

r SIPC & NYSE. Stifel will not accept purchase or sales orders via LinkedIn, Facebook, or any electronic messaging systems. The comments, postings, or views expressed are my own and do not necessarily reflect that of Stifel. Stifel is not responsible for content posted by third parties. Statements and messages are for U.S. residents only and are subject to the following terms: www.stifel.com/disclosures.

The Savings Incentive Match Plan for Employees (SIMPLE) is an alternative to the 401(k) for small business owners. Emplo...
06/23/2026

The Savings Incentive Match Plan for Employees (SIMPLE) is an alternative to the 401(k) for small business owners. Employers and employees can make deductible contributions directly into IRAs that are owned and controlled by each participant in the plan.

Discover how SIMPLE works:
https://livesocial.seismic.com/aSqiTt

Distributions from a qualified retirement plan prior to the participant reaching age 59½, that are not rolled over, are ...
06/22/2026

Distributions from a qualified retirement plan prior to the participant reaching age 59½, that are not rolled over, are generally subject to taxation and a 10% penalty. However, the law allows several exceptions to the penalty.

Learn more about these exceptions here:
https://livesocial.seismic.com/ahg497

To all the fathers who lead with love and wisdom, today we honor you. Happy Father's Day!
06/21/2026

To all the fathers who lead with love and wisdom, today we honor you. Happy Father's Day!

Join us June 24 at 4 PM ET for a NextGen Voices webinar featuring Tom Michaud, President & CEO of KBW. Get practical ins...
06/19/2026

Join us June 24 at 4 PM ET for a NextGen Voices webinar featuring Tom Michaud, President & CEO of KBW. Get practical insights on standing out early, making smart career decisions, building relationships, and staying resilient through industry cycles.

Register now: https://livesocial.seismic.com/aqlONE

Our office is closed as we honor freedom and resilience this Juneteenth. Together, we celebrate progress and unity.
06/19/2026

Our office is closed as we honor freedom and resilience this Juneteenth. Together, we celebrate progress and unity.

Wondering how you should save for retirement? The answer depends on your goals and your financial situation. There are n...
06/18/2026

Wondering how you should save for retirement? The answer depends on your goals and your financial situation. There are no cookie-cutter ways to invest, and where you invest can depend on many factors.

Learn about some ideas for different retirement saving strategies here:
https://livesocial.seismic.com/aqfSpo

Resilient earnings, easing Middle East tensions, and renewed artificial intelligence enthusiasm extended the U.S. equity...
06/03/2026

Resilient earnings, easing Middle East tensions, and renewed artificial intelligence enthusiasm extended the U.S. equity rally to nine straight weeks, even with sticky inflation and an increasingly divided Federal Reserve.

Read more here: https://livesocial.seismic.com/aWV-IN

Tax-free growth potential, college tuition, K–12 tuition, apprenticeships, and even student loan repayment, 529 Plans of...
05/29/2026

Tax-free growth potential, college tuition, K–12 tuition, apprenticeships, and even student loan repayment, 529 Plans offer flexibility and long-term value potential. Use 529 Day to review your plan or start planning on how to fund your child's education.

Read more:https://www.stifel.com/newsletters/adgraphics/pdf/wp/A-Parents-Guide-To-529-Plans.pdf and contact me to discuss your options.

Individuals may choose to set aside gifts for minors for different reasons. Some gifts are for educational expenses. Oth...
05/20/2026

Individuals may choose to set aside gifts for minors for different reasons. Some gifts are for educational expenses. Others may be for a future purchase. A gift may also help the donor with estate or tax planning goals. Whatever the reason, it is important to review the account options available for holding those gifts on a minor's behalf.

View more here: https://e.gv6.co/l3gfH4

Address

13030 Pierce Street Suite 201
Omaha, NE
68144

Opening Hours

Monday 8am - 4:30pm
Tuesday 8am - 4:30pm
Wednesday 8am - 4:30pm
Thursday 8am - 4:30pm
Friday 8am - 4:15pm

Telephone

+14029551033

Website

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