Lincoln, NE Advisors
1400 AM KLIN, Saturdays 7–9 AM
Mike Puls
Mike Puls, founder of Universal Financial Strategies, is a seasoned Financial Advisor with industry experience since 1994. Universal Financial Strategies is a locally owned, independent retirement investing firm with a mission to help clients and their families live comfortable and secure retirement lifestyles.
Fidelity Investments has identified Mike as an Advisor Council Member. As a Financial Advisor with Woodbury Financial Services, Inc., Mr. Puls has qualified as an Eagles Circle Platinum member, an exclusive program designed for Woodbury's top representatives. As a member of the National Association of Insurance and Financial Advisors (NAIFA), Mike achieved membership in the Million Dollar Round Table (MDRT), a rank achieved by only the top 20% of NAIFA members nationwide.
Mike is a life-long Lincoln, Nebraska resident and a graduate of the University of Nebraska. He and his wife Kristi enjoy spending time with their two children, Jackson and Alexandra.
James Predoehl
Mr. Predoehl is a Partner with Universal Financial Strategies. James is a Financial Advisor with Woodbury Financial Services, Inc., a bonded Notary Public, and a graduate of the University of Nebraska (1989) with B.S. Degrees in Economics and Finance. James and his wife Sue enjoy spending time with their son and daughter, Nathan and Anna.
Doug Thompson
Mr. Thompson is a Partner with Universal Financial Strategies. Doug is a Financial Advisor with Woodbury Financial Services, Inc. He is a life-long Lincoln, Nebraska resident and a graduate of the University of Nebraska (1991). Doug and his wife, Liz, enjoy spending time with their son and daughter, Ry and Meg. The Thompson family enjoys spending time in Colorado.
Woodbury Financial Services, Inc. and its representatives do not endorse the opinions or views shared in this publication and may not be held liable for the accuracy of the information provided. Investment decisions should not be based solely on the information provided in this publication, as sound investment strategies are different for each person and should be based on an individual's goals, time horizon, and tolerance for risk. Woodbury Financial Services, Inc. and its representatives do not offer tax or legal advice. Investors should check with their personal tax or legal advisor for specific guidance regarding their individual situation.
Mike Puls, James Predoehl, and Doug Thompson are Investment Advisor Representatives of, and offer Securities and Investment Advisory Services through Woodbury Financial Services, Inc., PO Box 64284, St. Paul, MN 55164, 800-800-2638, Member FINRA, SIPC, and Registered Investment Advisor.
Barber Financial Group, Universal Financial Strategies, Woodbury Financial Services, Inc., and NPC are separate and unrelated companies.
Services offered only where licensed to do business. Currently licensed in: CO, FL, KS, IN, ME, MO, MS, NE, WA, VA.
