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Find Best Financial Advisors in Nebraska

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A densely populated state like Nebraska has different types of experienced & certified financial advisors such as fiduciary financial advisors and fee only financial planners making it challenging for you to choose the one that may perfectly meet your financial situation and needs. WiserAdvisor has pre-qualified and selected some of the top qualified financial advisors, independent certified financial planners, financial advisory firms & associations in Nebraska and has listed them below with their details such as qualifications, service offerings, and other important information that you could use while searching for financial advisors to best suit your financial and investment goals. Please note that the list of financial advisors mentioned below does not include all vetted advisors as some have not been listed as per their request. They may be available when you use our free match tool to compare up-to 3 financial advisors if they match your specific requirements and preferences.

Finding the Top Financial Advisor in Nebraska
Last Updated - 24-Jan-2023

Nebraska has 3 WiserAdvisor vetted Financial Planners and Advisors for you to choose from and 437 non-vetted advisors in your local area. These financial advisors in Nebraska have an average of 18 years of experience.

NOTE: The list of financial advisors in Nebraska mentioned below do not include all the advisors in our network due to their compliance listing restrictions. More vetted advisors may be available when you use our free match service to compare financial advisors near you in Nebraska.

List of Qualified Financial Advisors in Nebraska
Financial Advisor Experience AUM Minimum Assets Fee Structure
Nicholas Randall
RANDALL WEALTH ADVISORS, LLC
16820 Frances St., Ste 202,
Omaha, NE 68130
22 Not Specified $10,000 Fee-Only
Todd E. Hoins
LUTCF®
BROKERAGE SPECIALISTS, INC.
1828 North Webb Rd.,
Ste 2,
Grand Island, NE 68803
Not Disclosed Not Specified Not Specified Fee-Based
Michael Haman
CFP®
37 WEALTH
8025 Eiger Dr, Ste. 100,
Lincoln, NE 68516
14 $450,000,000 (team) $500,000 Fee-Based

Information on Qualified Financial Advisors in Nebraska

Qualifications CRD# 6169689
Firm CRD# 283254
Series 65

Compensation/Fee Fee-Only, Based on Assets


Office Location 16820 Frances St., Ste 202,
Omaha,
NE
68130
Phone Number 402-709-9374

Nicholas Randall is the President of Randall Wealth Advisors, LLC. A local Registered Investment Advisory practice based in Omaha, NE. Randall Wealth Advisors, LLC is a fee only practice that takes the responsibility of being a fiduciary seriously. Nicholas is a graduate of the University of Nebraska-Lincoln. He has over 22 years experience in Insurance and Financial Services. He helps a variety of clients in the areas of financial planning, retirement planning, social security claiming strategies and wealth planning. Nicholas also helps individuals with risk planning as well by looking at the whole financial picture, not just investments, but by addressing health care needs, long term care need and helping clients prepare for the unexpected.

About Randall Wealth Advisors, LLC

Randall Wealth Advisors is a fee-only wealth management firm. We are fiducaries and must put your needs before our own. Our firm incepeted in 2015, but we have over 22 years experience in financial services. We customize portfolios to our client's specific needs, which allows us to provide a moe nimble approach to the market, expecially in times of volatility. We are also holistic advisors in the sense that we also look at the risks that can derail your retirement. An understanding of risks is paramount to this approach as our advisors will typically spend a considerable time getting to know you and your unique situation prior to enacting a plan or recommendations.

Advisory Services Provided:

Financial Planning, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Insurance Products & Annuities


Qualifications CRD# 6877017
Firm CRD# 291011

Compensation/Fee Fee-Based, Hourly, Based on Assets


Office Location 1828 North Webb Rd.,
Ste 2,
Grand Island,
NE
68803
Phone Number 308-398-0037

Todd has is a life-long resident of Nebraska. Todd and his family are members of the United Methodist Church and Todd has served on the Financial Benefits board at his church and Evangelists Board of his church. Todd enjoys ushering at his church the most; this is a great way to help meet people from all walks of life and help them find a seat to learn to live in a Christian way.
Todd received his LUTCF designation through financially accredited courses through the National Association of Insurance and Financial Advisors. He is also a member of the Nebraska Better Business Bureau and has received the "Honor Roll Award for Professional Standards of Business." Todd is a Financial Advisor and is certified 403b & 457 planning specialists, working with teachers and also public employees in Nebraska in helping them build a retirement savings. Todd is recognized for his role in working with Community Colleges across Nebraska as a Social Security & Financial Advisory Specialist.
Todd is the founder and President of Brokerage Specialists, a Registered Investment Advisory Firm. The Income Advisory Program helps his clients to get returns on their investments in any kind of "Market Cycle." Todd specializes in helping his clients in protecting their retirement assets. His focus is to help his clients prior to retirement and after to receive safe alternatives to risk based investments. Todd believes that competitive returns don't have be compromised by risk!

About Brokerage Specialists, Inc.

Brokerage Specialists, is a fiduciary investment advisory firm, WE do not sell securities we provide you our Asset management services and advice. Much like a doctor will advise you on your health. We do the same with your retirement plans such as 401k, simple IRA's and Roth IRA's. our firms core principal is to always work for the individual investing money and not the Investment company. This is why we do not sell securities, but offer you our professionally managed investment portfolios. We will also give you a monthly performance report on your assets under management. This is our score card on how your investments are being managed. We will advise you on these topics: 1. Social Security planning with a personalized report on your own benefits, and when to collect them. 2. A Color of money risks analysis, This report gives you a detailed report on how much risks you are taking in your investments. 3. A GPS Report, this is our compass report and this will give you a income based report on when to take money from each of your different retirement plans, including Social Security. Brokers sell products, a fiduciary investment advisor sells advice and management services.


Qualifications CRD# 5399902
Firm CRD# 6413
Series 6, 7, 63, 65

Compensation/Fee Fee-Based, Based on Assets


Office Location 8025 Eiger Dr, Ste. 100,
Lincoln,
NE
68516
Phone Number 402-480-7189

About 37 Wealth

Our firm was established in 2019 and consists of four partners - Michael Haman, Loren Kampschnieder, Adam Mach, and John Oestreich - who together have over 85 years of experience in financial services. Our entire practice is dedicated to serving individual investors and businesses in the context of a comprehensive financial and investment plan.

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, Wealth Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Investment Advice & Management, Tax Advice and Services


Top Financial Advisor Firms in Nebraska (Ranked by AUM)

Firm Name AUM No. of Clients Fee Structure
ORION PORTFOLIO SOLUTIONS, LLC
17605 Wright St,
Omaha, NE 68130
$14,194,829,219 81242 A percentage of AUM
Fixed fees
Other (ADMINISTRATIVE FEES)
BANCWEST INVESTMENT SERVICES, INC. (BWIS)
13220 California Street , 2nd Floor,
Omaha, NE 68154-9750
$2,505,370,804 10051 A percentage of AUM
IRONVINE CAPITAL PARTNERS, LLC
9290 W. Dodge Rd; Ste 203,
Omaha, NE 68114
$1,021,571,034 279 A percentage of AUM
AMERICA FIRST INVESTMENT ADVISORS LLC
10050 Regency Circle, Suite 515,
Omaha, NE 68114-3721
$463,616,637 546 A percentage of AUM
BELLWETHER WEALTH
140 North 8th Street , Suite 210,
Lincoln, NE 68058
$441,692,923 831 A percentage of AUM
Hourly charges
Fixed fees
OLDFATHER FINANCIAL SERVICES LLC
2033 Central Avenue,
Kearney, NE 68847
$334,612,711 1004 A percentage of AUM
Hourly charges
Fixed fees
ARKFELD WEALTH STRATEGIES, L.L.C.
3512 N. 163rd Plaza,
Omaha, NE 68116
$309,356,500 1483 A percentage of AUM
Hourly charges
Fixed fees
ARNOLD WEITZ & CO
20488 Park Rd,
Elkhorn, NE 68022
$263,046,225 67 A percentage of AUM
Hourly charges
Fixed fees
WEALTH ADVISORS NETWORK, INC.
Foundation Place Ste. 100 , 201,
Hastings, NE 68901
$234,227,943 617 A percentage of AUM
Fixed fees
Other (REFERRAL FEES FROM THIRD PARTY MONEY MANAGER)
RED CEDAR CAPITAL, LLC
8748 Fredrick Street,
Omaha, NE 68124
$228,126,594 83 A percentage of AUM
Fixed fees
NABITY-JENSEN INVESTMENT MANAGEMENT, INC.
9802 Nicholas Street , Suite 105,
Omaha, NE 68114
$200,565,157 213 A percentage of AUM
Hourly charges
Fixed fees
PURPOSEFUL WEALTH
15514 Spaulding Plaza , Suite D02,
Omaha, NE 68116
$180,325,391 746 A percentage of AUM
BAZIS PRIVATE WEALTH, LLC
14301 Fnb Parkway , Ste. 100,
Omaha, NE 68154
$177,222,252 514 A percentage of AUM
Hourly charges
Fixed fees
KEYSTONE FINANCIAL SERVICES, LLC
9802 Nicholas Street , Suite 315,
Omaha, NE 68114
$130,553,059 1127 A percentage of AUM
Fixed fees
ALLSTATE FINANCIAL ADVISORS, LLC
2920 So 84th Street,
Lincoln, NE 68506
$31,119,722 166 Other (THIRD PARTY ADVISORY FEES)

    List of Additional Advisors in Nebraska*

    * Additional advisors listing is provided in partnership with Yext

    Financial Advisor Office Location Phone Number
    American IRA Advisor
    Inquire with American
    630 N. D Street, Fremont, NE  68025 402-727-4845
    Andrew Rehmann
    Inquire with Andrew
    13625 California St, Ste 400, Omaha, NE  68154 402-399-6158
    Al Zach
    Inquire with Al
    13625 California St, Ste 400, Omaha, NE  68154 402-399-6307
    Beau Robinson
    Inquire with Beau
    13625 California St, Ste 400, Omaha, NE  68154 402-548-3438
    Amy E Riggs
    Inquire with Amy
    13625 California St, Ste 400, Omaha, NE  68154 402-399-6143
    Brian Heese
    Inquire with Brian
    3201 Pioneers Blvd, Ste 224, Lincoln, NE  68502 402-421-6672
    Barney Financial Services
    Inquire with Barney
    5508 Avenue N, Kearney, NE  68847 308-237-9167
    Bradley Hess
    Inquire with Bradley
    13625 California St, Ste 400, Omaha, NE  68154 402-399-1578
    Aron D. Huddleston
    Inquire with Aron
    13625 California St, Ste 400, Omaha, NE  68154 402-399-6190
    Andrew Robinson
    Inquire with Andrew
    13625 California St, Ste 400, Omaha, NE  68154 402-399-6151
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