Brian Urban

A collaborative approach defines my practice. I partner with professionals such as Attorneys, C.P.A.s, RaiStone associates, and a broad network to offer clients top-tier resources. An alumnus of the University of Nebraska-Lincoln, where I earned a BA and studied at Oxford University, I was also active in the Sigma Alpha Epsilon Fraternity. Married since 2008, my wife Rachael and I share our home in Valley, NE with our four children.

Throughout my career in finance, I've gained the FINRA Series 7, 63 and 65 registrations and insurance licenses. My expertise lies in Retirement Planning, Employee and Executive Benefit Packages, and General Risk and Wealth Management Strategies. My practice is client-focused, with a commitment to align recommendations with clients' interests and objectives.

Away from professional responsibilities, I dedicate myself to serving God, nurturing my family, and supporting my clients. In my leisure time, I enjoy outdoor activities like hunting, fishing, and staying active. My enduring curiosity is fueled by a desire to understand the nuances of various industries and professions that contribute to the American economy, ranging from artisans to C-Suite executives.

Accomplishments

• Accredited Investment Fiduciary® designation, Fi360 – 2019
• Company Awards:
  Centurion, – 2013, 2016, 2017, 2018, 2019, 2020, 2021, 2022, 2023, 2024
  National Leaders Corp, – 2011, 2013, 2014, 2015
  Bronze Eagle -2021, 2022, 2023, 2024
  Hall of Fame - Equitable Advisors - 2023, 2024
• Underwriter of the Year, National Association of Health Underwriters, NE Chapter – 2010
• Shining Star Excellence in Leadership Award, National Association of Health Underwriters – 2009
• Healthcare Policy Roundtable Member, Senator Mike Johanns (NE) – 2009
• Underwriter of the Year, National Association of Health Underwriters, Omaha Chapter – 2006
• Legislative Achievement Award, National Association of Health Underwriters – 2005 - 2012
• Featured in numerous national and local publications, including: NPR, HIU, Agent’s Journal

Connect

Phone: 402-392-8438
E-mail: Urban@raistonewealth.com