BOB SWARTZBAUGH

President/CEO

Bob Swartzbaugh

Bob Swartzbaugh is the President and CEO of Swartzbaugh-Farber & Associates, Inc., specializing in designing and establishing plans that reward corporate executives, enable business succession and continuity, help protect estates, and provide supplemental benefits for executives and their employees.

Before originating Swartzbaugh-Farber & Associates, Inc. in 1993, he was a key executive of Mammel, Schropp, Swartzbaugh in Omaha . Bob is also a founding member of M Financial Group, which is one of the nation’s premier financial services distribution companies comprised of over 130 independent financial services firms.

He graduated from Iowa State University in 1959 with a Bachelor of Science degree in Business Administration. He received his Chartered Life Underwriter in 1966 and has been extremely active in the insurance industry since that time. He earned a Masters degree in Financial Services from the American College in 1989.

He served on the board of Trustees of Brownell-Talbot School for 22 years, and on the Board of Directors of the City of Omaha Public Library Foundation for 15 years.

Bob is a member of the Society of Financial Service Professionals (SFSP); Finseca ; the National Association of Insurance and Financial Advisors (NAIFA); the Million Dollar Round Table (MDRT); and the Omaha Estate Planning Council. He has served as speaker in the field of Employee Benefits and Executive Compensation for the American Management Association.

*Million Dollar Round Table and Top of the Table membership is based upon insurance sale. For details regarding qualifications for these memberships, please visit the following web site address : http ://ihs.mdrt.org

CA Insurance License # 0I72954, AR Insurance License #276727

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Contact Information

Financial Plaza

Address: 9140 West Dodge Road Suite 418 Omaha, NE 68114

Phone: 402-397-5800

Fax: 402-397-5424

Business Hours:

Mon - Fri: 8:30 pm - 5:00 pm
Sat - Sun: Closed

Our Location

Disclaimer

Securities and Investment Advisory Services offered through M Holdings Securities, Inc., a registered Broker/Dealer and Investment Advisor, member FINRA / SIPC. Check the background of this Firm and/or investment professional on FINRA's BrokerCheck.

Swartzbaugh-Farber & Associates, Inc. is a member of M Financial Group. Please go to mfin.com/DisclosureStatement.htm for further details regarding this relationship.

Swartzbaugh-Farber & Associates, Inc. is independently owned and operated.

Registered Representatives are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with, residents of other states will only be made upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States. CA Insurance License #0C10869

This site is for information purposes and should not be construed as legal or tax advice and is not intended to replace the advice of a qualified attorney, financial or tax advisor or plan provider.

For important information related to M Securities, refer to the M Securities’ Client Relationship Summary (Form CRS) by navigating to mfin.com/m-securities.

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