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Curtis LeValley, CFP®, RICP®

Curtis LeValley, CFP®, RICP®

Financial Advisor

Curtis Levalley, CFP®, RICP®
Financial Advisor
Phone: 402-483-0125
Fax: 402-420-9280
5700 Old Cheney Rd., Ste. 3
Lincoln, NE 68516

Curt LeValley, CFP®, RICP® is a Financial Planner for LeValley Wealth Management, LLC. He interacts with clients daily on their financial goal setting, retirement planning, cash flow, and estate planning needs.

Mr. LeValley is a graduate of North Park University in Chicago, Illinois, with a degree in Mathematics. In 2007, he earned his Certified Financial Planner certification and his Retirement Income Certified Professional certification in 2016. He is a member of the Financial Planning Association (FPA).

Before starting his own firm in 2013, Mr. LeValley worked for Wells Fargo for 12 years. The last five years were spent as a Wealth Advisor. He was responsible for clients with $1 million or more at Wells Fargo. He was the generalist relationship manager, coordinating with Trust Officers, Investment Managers, Private Bankers, and Financial Consultants for seven years. Before that, he served as an Investment Manager by developing, recommending, and directing execution of investment strategies for clients. Mr. LeValley was responsible for managing the most complex investment portfolios.

Before Wells Fargo, he served as an Investment Officer at Union Bank and Trust, managing investment portfolios for the bank’s most important clients. He also developed the investment portion of Nebraska’s 529 Education Plan, working with the State Investment Officer and former Nebraska governor, Dave Heineman.