Serving Clients Since 1927

Omaha (402) 398-9009 | Kearney (308) 234-5258

Kirk C. Swartzbaugh CLU

Advisor

Kirk has been in the financial services industry since 1998 and has worked with a number of public and privately-owned corporate clients to design Employee Benefit, Executive Benefit, and Business Succession Plans to help facilitate a smooth transition of their businesses and retention of their valuable human capital.  He has also been very privileged to work with a number of families to help develop their Estate Plans and manage their Wealth. Kirk confers extensively with his clients, learning their plans and goals in order to create the best financial package to fit their needs.

Kirk earned his Master of Business Administration Degree from Creighton University.  He also earned his Bachelor and Master of Science in Civil Engineering Degrees from the University of Kansas.  Kirk holds a Series 7, 63, and 65 Securities Licenses as well as Nebraska Health & Life Insurance licenses.  He has also completed his Chartered Life Underwriter (CLU) designation from the American College.

Kirk is a member of the Omaha Estate Planning Council (OEPC), Society of Financial Service Professionals (FSP), and Financial Planning Association of Nebraska (FPA).Kirk is a graduate of the Omaha Chamber of Commerce Leadership Omaha Class 30. Kirk is actively involved in the community.  He and his wife have served the Boys & Girls Club, Nebraska Humane Society, United Way of the Midlands, Omaha Public Schools, Boy Scouts of America, Child Saving Institute, and Brownell-Talbot School. Kirk and his wife Sue have two teenage boys that are year-round swimmers. Kirk is an avid water skier.

 

 

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Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC, to residents of: AZ | CA | CO | FL | IA | KS | ME | MO | MS | NE | OK | SD | TX | UT | VA  Investment Advisory Services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor.  Marcotte Wealth Management, LLC and Cambridge are not affiliated companies.  © Marcotte Insurance Agency, Inc

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