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Curnes Financial Group

Your Partner for Life's Financial Journey

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About Curnes Financial Group

Curnes Financial Group is Here to Assist You With All Of Your Financial Planning and Wealth Management Needs in Omaha.

Our firm's main objective is to provide the very best financial guidance and service for our clients. We have over 175 years of combined experience working in financial services, and our team approach provides our clients with many benefits. Working together, we are able to offer our clients a higher level of financial advice, service, and communication, than they could receive from any one financial advisor.

Curnes Financial Group's history is traced back to 1960 when the original company was located in downtown Omaha, NE. As the city and company grew it changed locations several times but has been located in the western part of Omaha for the past 35 years. The current president Terry Curnes is a third generation owner of the company and he and many of his partners have been with the firm for over thirty years.

Our group enjoys a special camaraderie; we work together with energy, enthusiasm, and genuine care for our clients. When you speak to someone on our team, your issue will get to the right person and will be resolved promptly. We enjoy working together, and with our clients, to produce great results.

Curnes Financial Group Services

Our team of financial professionals can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s the best approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.

 

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Curnes Financial Group Team

Terry W. Curnes

Terry W. Curnes

Regional Director/Financial Advisor

402-397-5440
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Terry W. Curnes is the President of Curnes Financial Group (CFG) located in Omaha, Nebraska. He first became affiliated with the business in 1983 when he applied with the then insurance company as a junior assistant to the late partner...

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Carol A. Anderson, CFP,LUTCF

Carol A. Anderson, CFP, LUTCF

Financial Advisor

402-397-5440
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Carol is a Certified Financial Planner and a Life Underwriter Training Council Fellow (LUTCF). Having entered the financial services industry in 1981, Carol has built a clientele specializing in educators, employees of Non-Profit...

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Ken Stevens

Ken Stevens

Financial Advisor

402-397-5440
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Ken Stevens, CLU, ChFC began his career in the financial services industry with New England Mutual Life Insurance Company in November 1974. He believes that the foundation of any business relationship must be honesty and integrity. Ken...

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Paula A. Harris

Paula A. Harris

Financial Advisor

402-397-5440
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Paula Anderson Harris is an Investment Advisor Representative with Cetera Advisor Networks LLC. Paula started in the financial advising industry in 1999 and since has attained her LUTCF and FSS designations. Paula left Central States...

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Kyle L. Miller

Kyle L. Miller

Financial Advisor

402-397-5440
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Kyle Miller is a Registered Representative and Investment Adviser Representative of Cetera Advisor Networks LLC. Cetera Advisor Networks LLC is a full service Broker/Dealer and Registered Investment Adviser, providing financial...

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Ryan D. Palmquist

Ryan D. Palmquist

Financial Advisor

402-397-5440
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As a wealth advisor for Curnes Financial Group Ryan is committed to always doing what is in the best interest of his clients. . His mission is to educate others about the profound, positive impact that sound financial planning will...

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Barbara Cook

Barbara Cook

Financial Advisor

402-397-5440
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Hello and thanks for stopping by! My philosophy is basically to enjoy each day but have a plan for tomorrow. And let’s have a little fun along the way! Financial planning is usually something people dread but we don’t have to make it...

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Michael Sieler

Michael Sieler

Financial Advisor

402-397-5440
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Michael Sieler is Registered Representative and Investment Advisor representative with Cetera Advisor Networks LLC. Cetera Advisor Networks LLC is a full service Broker-Dealer and Registered Investment Advisor providing financial...

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Chris Forcade

Chris Forcade

Financial Advisor

402-397-5440
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Chris Forcade is a Registered Representative and Investment Advisor Representative with Cetera Advisor Networks LLC. Cetera Advisor Networks LLC is a full service Broker / Dealer and Registered Investment Advisor providing financial...

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Rick Blunk

Rick Blunk

Financial Advisor

402-397-5440
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Rick G. Blunk is a Registered Representative and Investment Advisor Representative with Cetera Advisor Networks LLC. Cetera Advisor Networks LLC is a full service Broker/Dealer and Registered Investment Advisor providing financial...

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Matthew Guynan

Matthew Guynan

Financial Advisor

402-397-5440
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Matt Guynan is a Registered Representative and Investment Advisor Representative with Cetera Advisor Networks LLC. Matt prides himself on being a “full service advisor” to all of his clients because of his ability to work with them to...

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Chuck Doane Jr.

Chuck Doane Jr.

Financial Advisor

402-397-5440
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Chuck is a Chartered Financial Consultant and a licensed life, health and disability insurance agent. He is a Financial Consultant with Cetera Advisor Networks LLC. Cetera Advisor Networks is a full service broker/dealer and Registered...

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James D. Gilmore CFS

James D. Gilmore CFS

Financial Consultant

402-397-5440
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James D. Gilmore is Financial Consultant with Cetera Advisor Networks LLC. He joined Curnes Financial Group in 1993, as a junior in High School, and has since completed studies for the designation of Certified Fund Specialist (CFS) and...

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Matthew Wegehaupt

Matthew Wegehaupt

Financial Advisor/OSJ Branch Manager

402-397-5440
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Matthew Wegehaupt has worked with Curnes Financial Group since 2006. As an Investment Advisor Representative, Matthew is responsible for analyzing client objectives, determining strategic and tactical asset allocation policies,...

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Akil Davis

Akil Davis

Financial Advisor

402-397-5440
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Akil Davis has been helping families and small business owners reach their financial goals since 2009. Over the past six years, more than 300 families have been able to establish solid financial plans with the help of Akil’s experience...

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