Lincoln

 

Lincoln Sat­ur­days & Sundays 8–9 AM on 1400 AM KLIN

Host:
Mike Puls

Founder of Universal Strategies

    Mike is a life-long Lincoln, Nebraska resident and a graduate of the University of Nebraska. He has been an Independent Financial Advisor with Woodbury Financial Services, Inc. since October, 2003. Previously, Mike was with AG Edwards and Ameritas. Since founding Universal Financial Strategies in 2003, he has become an MDRT Top of the Table Member and an Eagles Circle Crystal Member with Woodbury Financial Services, Inc. Mike has over 20 year’s industry experience and multiple securities licenses including 6, 63, 7 and 65 with clients across more than 20 states.

    Much of Mike’s success with Universal Financial Strategies can be attributed to his TEAM approach. Mike spends most of his time working directly with clients and prospects. In addition, clients are served by three other licensed Financial Advisors, one Registered Assistant, an Administrative Assistant, and a Receptionist. Mike’s TEAM allows Universal Financial Strategies to provide the highest quality customer service.

    Universal Financial Strategies’ focal point is helping investors at or near retirement who have at least $250,000 of investable assets. Mike’s TEAM goals include growing client assets and providing them with enough retirement income to accomplish their retirement dreams, while minimizing downside risk to help transfer additional assets to the next generation.

    Marketing is also a big part of Mike’s success as a business owner. Universal Financial Strategies has been sponsoring seminars since 2005 as well as a local radio show, “America’s Wealth Management Show”, since 2008.

    Investment strategies include retirement income planning, investment management, pension and social security analysis, financial planning and modeling, catastrophic health care expense planning and estate/wealth transfer strategies.

    Mike and his wife Kristi have two children, Jack and Alexandra. They both keep busy with their children’s activities including baseball and dance.

     

    Host:
    Doug Thompson

    Partner with Universal Financial Strategies

      Doug Thompson is a Partner with Universal Financial Strategies and 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 the ocean and traveling with their son and daughter, Ry and Meg.

       

      Host:
      James Predoehl

      Partner with Universal Financial Strategies

        James Predoehl is a Partner with Universal Financial Strategies and a Financial Advisor with Woodbury Financial Services, Inc. Mr. Predoehl is 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.

         

        Host:
        Jeff Koolen, CFP®

        Partner with Universal Financial Strategies

          Jeff is a CERTIFIED FINANCIAL PLANNER™ Professional, a Partner with Universal Financial Strategies and Financial Advisor with Woodbury Financial Services, Inc. With more than 15 years of experience in the insurance and financial services industry, Jeff joined our team in 2013 after spending five years as a financial advisor with Edward Jones and 8 years with Hundt Capital Management Inc., where he assisted clients with many issues such as estate and retirement planning. He is a graduate of Hastings College with a degree in Business Administration and Psychology with an emphasis in Finance.

          Jeff enjoys spending time with his wife and three sons, and is an avid baseball fan.

          Visit Universal Financial Strategies’ Website

           

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          Contact Universal Strategies

           

          Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation.

          *Qualifying membership in the MDRT is based on minimum sales production requirements and gross business generated within a year. Each MDRT status designation is granted for one year only. All members must apply every year to continue their affiliation with the Million DollarRound Table.

          **This award is based on sales generated by advisors and is not based upon performance or returns experienced by any client or opinions of clients or former clients.

          Woodbury Financial Services, Inc. and its representatives do not endorse the opinions or views shared in the America’s Wealth Management Show with Dean Barber 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 radio show, 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 consult with a personal tax or legal advisor for specific guidance regarding their individual situation.

          Michael D. Puls, James V. Predoehl, and Douglas A. Thompson are Investment Advisor Representatives of, and offer Securities and Investment Advisory Services through Woodbury Financial Services, Inc., Member FINRA, SIPC, and Registered Investment Adviser. Listed entities are not affiliated.

          This communication is strictly intended for individuals residing in the states of CA, CO, FL, IA, IL, IN, KS, ME, MN, MO, MS, NE, NV, OH, OR, SD, TX, VA, WA, WI. No offers may be made or accepted from any residence outside the specific states referenced. Universal Financial Strategies, 7431 O Street Lincoln, NE 68510.