Craig Willeke, President - Willeke Financial Group, LLC

Lincoln, Nebraska

Call (402) 483-6656 Visit website →

About

Willeke Financial Group, LLC, based in Lincoln, Nebraska, is led by Craig Willeke, a CFP® and LUTCF with over 20 years of experience in financial services since 2003. The firm offers financial planning and insurance analysis with a focus on insurance planning, serving healthcare professionals and business owners. Craig combines training in psychology and occupational therapy with his financial expertise to address behavioral finance and tax planning, emphasizing efficient, automated strategies designed to require minimal ongoing effort once clients are on track.

Specialties

Firm details

Firm type
Insurance-Based
Languages
English
Hours
Sunday: Closed, Monday: 9AM-5PM, Tuesday: 9AM-5PM, Wednesday: 9AM-5PM, Thursday: 9AM-5PM, Friday: 9AM-2:30PM, Saturday: Closed
SEC registered
No
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