Jonathan Galen Neher

Employer firm

Concurrent Investment Advisors, LLC CRD 323135

$15.7B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/2008 → 08/2025
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 12/2008 → 08/2025
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA
• 08/2025 → Present
  Concurrent Investment Advisors D/B/A Avenues To Wealth Financial
  Fort Collins, CO
• 09/2025 → Present
  Purshe Kaplan Sterling Investments
  Albany, NY

Previous Registrations

• 2008-12-01 → 2025-10-01
  Cambridge Investment Research Advisors, Inc.
  Fort Collins, CO
  Cheyenne, WY
  Cheyenne, WY
  Fort Collins, CO
  Fort Collins, CO
  Kearney, NE
  Kissimmee, FL
  Windsor, CO
• 2007-11-27 → 2008-12-04
  Planmember Securities Corporation
  San Marcos, CA
  Fort Collins, CO

Other Businesses

1. Concurrent Investment Advisors d/b/a Avenues To Wealth Financial Advisors, A Legacy Private Wealth Partner. Investment-related. At registered location. RIA. IAR. 08/2025. 160 hrs/month. 160 hrs during trading hrs. Investment advisor. 2. Fixed Insurance. Investment-related. At registered location. Fixed Insurance. Agent. 08/2025. 5 hrs/month. 5 hrs during trading hrs. Provide insurance advice based on the needs of clients. 3. Mountain Lake Financial, LLC. Investment-related. At registered location. Operating LLC/Support Company. President. 02/2006. 5 hrs/month. 0 hrs during trading hrs. This is the holding company for Avenues To Wealth Financial Advisors. All fees and insurance commissions that are paid to me, get transferred into this account and this is the account that I pay salaries and bills from. 4. Midtown Associates, LLC. Not investment-related. 1565 Benfleet Ct, Windsor, CO 80550. Agriculture/Farming. Manager. 05/2020. 2 hrs/month. 0 hrs during trading hrs. I oversee a farm in Kansas that my brothers and I inherited from our father. We have a tenant that farms it for us. My responsibility is to pay the mortgage and other bills and to sell grain. 5. WealthWise College Planning. Not investment-related. At registered location. Consulting Services. Owner. 04/2024. 10 hrs/month. 10 hrs during trading hrs. This was set up as a DBA/Trade name for a college planning business that I was working to set up. At this time it has been shelved, but we continue to do some college planning as part of our regular planning. I am the sole owner of this. 6. Pennsylvania Dutch Properties, LLC. Not investment-related. 1565 Benfleet Ct, Windsor, CO 80550. Real Estate Rental. Owner. 12/2024. 3 hrs/month. 0 hrs during trading hrs. This is a holding company for a rental property and a piece of land that we are owners of in Pennsylvania. Currently the house is not rented and we do not have income coming in, as the place needs to be renovated. Currently the land is vacant. 7. Real Estate Rental - Jonathan & Phyllis Neher. Not investment-related. 1565 Benfleet Ct, Windsor, CO 80550. Real Estate Rental. Owner. 10/2023. 2 hrs/month. 0 hrs during trading hrs. My wife and I own a rental home in Florida that is rented as a short-term rental. We have a property manager that oversees all day-to-day activities. Our responsibilities are to pay the expenses. We are pretty much hands off. 8. Rand Mountain Estates, LLC. Not investment-related. 1565 Benfleet Ct, Windsor, CO 80550. Real Estate Rental. Owner. 11/2021. 10 hrs/month. 0 hrs during trading hrs. Holding company for a rental home, that is owned by myself and my two brothers. It is currently rented to my brother. He takes care of all maintenance on the house. My job is to merely pay taxes and insurance. I am the managing member of the LLC. 9. Copeland Falls Estates, LLC. Not investment-related. 1565 Benfleet Ct, Windsor, CO 80550. Real Estate Rental. Managing Member. 11/2020. 5 hrs/month. 0 hrs during trading hrs. This is a holding company for a rental property that my two brothers and I own together. I am the Managing Member of the LLC and also act as the property manager of the property. Our mother and a friend live in the house. 10. Mountain Lake Financial Holdings, LLC. Investment Related. 1621 Central Ave, Cheyenne, WY 82001. Less than1% of hours/month during business hours. 11. Horsetooth Investment Properties. Non-Investment Related. 1565 Benfleet Ct. Windsor, CO 80550. Less than 1% of hours/month during business hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  2007-11-26
• S63 Uniform Securities Agent State Law Examination
  1997-11-20

Other Names

• Jonathan Neher