CM
CFP
CM
CFP

Corby Mitchell Mastalir

17 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
160 advisors
Number of Clients
6,529 clients
Average Client Portfolio
$921K average
Assets Under Management
$6.0B

Fee Structure

Minimum Investment:None
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Location

14301 FNB Parkway, Suite 100, Omaha, NE, 68154

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Corby sells life insurance, disability, long-term care, and fixed annuities. This takes minimal time.

Employment History
Current Registrations
Belpointe Asset Management LLC
June 2024 - Present · 1 yr 8 mos
Previous Registrations
Prairie Wealth Advisors, INC.
April 2017 - June 2024 · 7 yrs 2 mos
Cambridge Investment Research, INC.Broker
December 2014 - January 2017 · 2 yrs 1 mo
Financial West GroupBroker
July 2012 - December 2014 · 2 yrs 5 mos
Northwestern Mutual Investment Services, LLCBroker
April 2008 - July 2012 · 4 yrs 3 mos
State Registrations1 state
NE
Advisor
Exams
No exam information available for this advisor.