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Oakeson Steiner Wealth & Retirement Employee Directory

Financial ServicesNebraska, United States2-10 Employees

Oakeson Steiner Wealth & Retirement is a financial services firm based in Hastings, Nebraska, that concentrates on wealth management and retirement plan services. The practice emphasizes personalized service and leverages its industry affiliations to offer clients a broad selection of products and technology platforms. Investment advisory services are conducted through CWM, LLC, an SEC-registered investment adviser. Carson Partners, a division of CWM, LLC, operates as a nationwide network of advisors aligned with the firm. With a long-standing presence in the local community, the firm prioritizes maintaining local relationships while supporting clients in planning for the future. The organization serves individuals and organizations seeking wealth management and retirement planning in Hastings.

Find Oakeson Steiner Wealth & Retirement employees' phone numbers or email addresses

Oakeson Steiner Wealth & Retirement Global Highlights

Location
Employees

North America
19

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  • United States Of America
    19

Oakeson Steiner Wealth & Retirement's Leadership

  • Stylized image of a person
    J. Y.
    President And Wealth Advisor
    Phone icon
    Mobile Phone
  • Stylized image of a person
    J. S.
    President
    Phone icon
    Mobile Phone
  • Stylized image of a person
    N. G.
    Client Relationship Manager
    Phone icon
    Mobile Phone
  • Stylized image of a person
    C. B.
    Client Service Associate
    Phone icon
    Mobile Phone
  • Stylized image of a person
    L. S.
    Wealth Advisor
    Phone icon
    Mobile Phone
  • Stylized image of a person
    R. K.
    Wealth Advisor
    Phone icon
    Mobile Phone
  • Stylized image of a person
    N. S.
    Client Services Representative
    Phone icon
    Mobile Phone
  • Stylized image of a person
    A. K.
    Intern
    Phone icon
    Mobile Phone

Oakeson Steiner Wealth & Retirement Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Accounting
  • Administrative
  • Analytics
  • Arts & Design
  • Other

Contact profiles from Oakeson Steiner Wealth & Retirement

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    J. Y.
    President And Wealth Advisor
    Phone icon
    Mobile Phone
    United StatesNebraska
    May 28, 2026
  • Stylized image of a person
    J. S.
    President
    Phone icon
    Mobile Phone
    UNITED STATES
    Mar 08, 2023
  • Stylized image of a person
    N. G.
    Client Relationship Manager
    Phone icon
    Mobile Phone
    United StatesNebraska
    Oct 17, 2024
  • Stylized image of a person
    C. B.
    Client Service Associate
    Phone icon
    Mobile Phone
    United StatesNebraska
    Oct 17, 2025
  • Stylized image of a person
    L. S.
    Wealth Advisor
    Phone icon
    Mobile Phone
    United StatesNebraska
    May 30, 2026
  • Stylized image of a person
    R. K.
    Wealth Advisor
    Phone icon
    Mobile Phone
    United StatesFlorida
    Apr 13, 2026
  • Stylized image of a person
    N. S.
    Client Services Representative
    Phone icon
    Mobile Phone
    United StatesNebraska
    May 30, 2026
  • Stylized image of a person
    A. K.
    Intern
    Phone icon
    Mobile Phone
    UNITED STATES
    Mar 08, 2023
  • Stylized image of a person
    A. F.
    Sales And Service Assistant
    Phone icon
    Mobile Phone
    United StatesNebraska
    Jul 26, 2024
  • Stylized image of a person
    K. K.
    Financial Advisor
    Phone icon
    Mobile Phone
    United StatesNebraska
    Feb 03, 2024

Frequently Asked Questions

What is Oakeson Steiner Wealth & Retirement known for?

Minus sign iconPlus sign iconOakeson Steiner Wealth & Retirement operates in the Financial Services industry. The company's main headquarters is located in Hastings, Nebraska United States. Explore Oakeson Steiner Wealth & Retirement's company overview page for more information.

What is Oakeson Steiner Wealth & Retirement's most common email format?

Minus sign iconPlus sign iconOakeson Steiner Wealth & Retirement employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Oakeson Steiner Wealth & Retirement email formats with LeadIQ.

How many employees does Oakeson Steiner Wealth & Retirement have currently?

Minus sign iconPlus sign iconOakeson Steiner Wealth & Retirement has approximately 7 employees as of April 2026. These team members are located across 1 continents, including North America.

Who are Oakeson Steiner Wealth & Retirement's key employees and leadership?

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As of April 2026, Oakeson Steiner Wealth & Retirement's key employees include:

  • President And Wealth Advisor: J. Y.
  • President: J. S.
  • Client Relationship Manager: N. G.
  • Client Service Associate: C. B.
  • Wealth Advisor: L. S.

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