Universal Financial Strategies Advertising Profile
Universal Financial Strategies Company Overview:
Universal Financial Strategies is an independent, locally owned, firm offering securities and Investment Advisory Services through Woodbury Financial Services, Inc. Mike Puls, James Predoehl, and Doug Thompson are Financial Advisors and owners of the company. Together with Jeff Koolen, Certified Financial Planner, the partners offer wealth management plans designed to help you reach your retirement goals*. The core aspects of each individualized client plan include expanding wealth, producing reliable income during retirement, and passing wealth to heirs or charitable interests. Universal Financial Strategies also offers life insurance, long term care insurance, and fixed annuities as an independent insurance agency. As Financial Advisors, Mike, James, Doug, and Jeff serve clients as fiduciaries or "Investment Advisor Representatives" under Woodbury Financial Services, Inc., Registered Investment Advisor. People like you, who have retired or are about to retire, commonly ask these questions of our Financial Advisors as they begin the process of creating a wealth management plan for their retirement years: How much money do I need to retire? Can I avoid losing money in my investment portfolio? What will happen to my nest egg during retirement? Can I take a comfortable retirement income without going broke? What will inflation do to my retirement income? The economy is horrible, should I postpone retirement? What if the next ten years are like 2000-2010? Whether you are retired or thinking about retiring soon, the Financial Advisors who own Universal Financial Strategies will provide you: A real wealth management plan tailored to your wants and needs. A plan to provide predictable retirement income you cannot outlive. Principal protection and growth strategies. Risk based portfolio models, rebalanced annually, with ongoing monitoring by third-party research firms like Ibbotson and Morningstar. Gifting, 529 plans, and other wealth transfer strategies. Life, health, and long-term care insurance reviews. When you ...
Primary Address
7431 O Street
Lincoln, NE 68510
Universal Financial Strategies Advertising Agencies
Explore a detailed list of current and past ad agencies that work with Universal Financial Strategies. Sort its marketing agencies by the type of services they offer including creative, PR, media planning, media buying and more. With Winmo’s detailed database of Universal Financial Strategies's advertising agencies at your fingertips you will quickly be able to answer questions like these:
How many brands does Universal Financial Strategies have?
Universal Financial Strategies has 1 unique brands.
How much does Universal Financial Strategies spend on media?
It is unknown how much Universal Financial Strategies spends on media.
Universal Financial Strategies
Lincoln, NE
AORBranding & IdentityDigital CreativeCreative
Universal Financial Strategies Marketing Team
Winmo tracks marketing team contacts brand by brand (budget by budget), with an update cycle of sixty days for maximum accuracy. With Winmo, you can get detailed information on the entire Universal Financial Strategies marketing team. Find basics on each marketer such as name, job title, brand responsibilities, email, and direct phone number, as well as current marketing strategies, areas of media investment, and do’s and don’ts for engaging. Here’s the kinds of questions you’ll be able to quickly answer with our database:
Who is the CMO at Universal Financial Strategies?
The chief marketing officer at Universal Financial Strategies is N/A.
How big is the Universal Financial Strategies Marketing Team?
There are 1 staff members currently involved in marketing for Universal Financial Strategies.
James P.
Financial Advisor
NE
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Universal Financial Strategies Ad Spend 2025
This section digs into the specifics of the advertising spend at Universal Financial Strategies and activity across channels such as Out of Home, Radio, Broadcast, Print, Digital Display, CTV, Digital Video and Social Media, highlighting their peak buying times, media mix, and a month over month comparison.
Universal Financial Strategies Advertising Spend
Winmo provides comprehensive data detailing annual advertising spend for Universal Financial Strategies, showcasing the total spend broken down by month, fiscal quarter and monthly percentage change to illustrate the company's evolving marketing advertising strategies.
Universal Financial Strategies Media Mix
Explore a detailed breakdown of the last 12 months media spending for Universal Financial Strategies across various advertising channels including digital, broadcast, print, radio and more. Those channels can then be broken down further and viewed monthly or quarterly.
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Universal Financial Strategies Social Media Marketing Ad Spend
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