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Kerri Trecker

Kerri Trecker

Director of Operations and Client Service Associate

Carroll, IA Office

Take the first step towards financial success by scheduling a personalized consultation with our advisors.

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Home Office

12801 Pierce Street, Suite 100
Omaha NE 68144

Hours:
Monday – Friday 8:00 AM – 5:00 PM

Contact Info

Tel: 402-934-7200
Fax: 402-260-7073

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The content is developed from sources believed to provide accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation.

Securities offered through LPL Financial, Member FINRA/SIPC. Advisory services offered through Gladstone Institutional Advisory, a Registered Investment Advisor. Silverleaf Wealth Management and Gladstone Institutional Advisory LLC are separate entities from LPL Financial. Registration as an investment adviser does not imply a certain level of skill or training.

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*The Forbes Best-In-State Wealth Advisor ranking, developed by SHOOK Research, is based on in-person and telephone due diligence meetings and a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK Research receives a fee in exchange for rankings.

**The Forbes ranking of the Top-250 Next-Gen Advisors, developed by SHOOK Research, is based on an algorithm of qualitative and quantitative data, rating thousands of wealth advisors born in or after 1980. Advisors are interviewed by telephone and in person to evaluate service models, investing process, experience levels and integrity. Additional factors considered include compliance record, client retention, revenues produced for their firms and assets managed. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receives a fee in exchange for rankings.

† Achievement is based on annual production among LPL Advisors only.

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