Custer Plumb Financial Services Corporate Profile

Our Managing Partners have more than 86 years of combined experience in financial planning and investing.

Our firm offers services related to fixed-income as well as equities. Our assets under management include tens of millions of dollars in bonds and bond funds.

Our client base consists of:

  • Individuals

  • Family Trusts

  • Businesses

  • Non-profit entities

  • Private Foundations

  • Local and Statewide charitable endowments

  • Retirement plans

Custer Plumb Financial Services has roughly $353,000,000 in client invested assets and our clientele is comprised of the following:

206 clients have accounts of at least $300,000 to as much as $7 million.

These client portfolios total almost $143 million.

A significant portion of these portfolios has socially responsible concerns. These portfolios range in size from $20,000 to $7 million. The screening criteria and the percentage of assets subject to such screening can be adjusted to meet clients’requests.

Our firm helps clients to use stocks, bonds and alternative investments in a coherent, risk-conscious strategy.

Additionally, more than 2,000 clients use our firm for retirement assets for which the managing partners have ultimate responsibility and oversight. These additional assets total more than $132 million.

The duration of our client relationships range from two months to 43 years.

Lincoln Financial Advisors (LFA) is the broker-dealer for the registered representatives of Custer Plumb Financial Services. LFA is a member of the Lincoln Financial Group (LFG) consisting of Lincoln National Corporation and affiliates, with the oldest affiliate more than 100 years old. The breadth of LFG’s operation offers Custer Plumb Financial Services a significant advantage by providing the company with advanced technological tools as well as administrative and regulatory services essential towards success within the industry. The representatives of Custer Plumb Financial Services are able to maintain this strong and secure relationship with Lincoln Financial Advisors while still remaining both small and autonomous in size and stature so that we can continue to provide our clients with personalized service and individualized attention.