Bret Klabunde

Bret is a 2020 graduate of the University of Nebraska-Lincoln with a bachelor’s degree in Finance & Economics. He is a Member of the College of Business Honors Academy and Sigma Phi Epsilon Fraternity.

Bret joined inSOURCE in May 2019 and has become a key member of the team. He focuses on financial planning and estate planning for small business owners and family farms. In 2024 Bret began working with Investment Advisors Inc in Fremont, NE.  

Bret became a member of the Ameritas Inner-Circle and earned his green jacket in 2022. In 2023 Bret became a member of Top of the Table, the highest tier in the Million Dollar Round Table.

Bret is a native of Fort Calhoun, NE. When he is not helping clients, he owns and operates his own Sprint car and Midget team and competes at dirt tracks throughout Nebraska, South Dakota, Iowa, Kansas, Missouri, and Oklahoma.

 

 

For additional information on the awards mentioned please follow this link https://cloud.content.ameritas.com/ratings-and-awards

  • Series 7 FINRA, General Securities Representative (Financial Consultant, Stockbroker)
  • Series 66 FINRA, Registered Agent & Investment Advisor
  • Licensed to provide life insurance annuities, and long-term care
  • All securities registrations are held with Ameritas Investment Company, LLC and Ameritas Advisory Services. (Member FINRA/SIPC)