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Find the Best Financial Advisors in Nebraska

Nebraska is a state with a population of over 1.9 million people and a cost of living that is 8% lower than the national average. Compared to other states, Nebraska residents may have access to various opportunities for financial growth due to the state's low costs. However, finding the right financial advisor who can provide guidance on investment strategies, retirement planning, estate planning, wealth management, and more can be challenging. Below you will find WiserAdvisor's directory of pre-screened financial advisors in Nebraska, providing you with a convenient and efficient way to find and compare qualified financial advisors. Therefore, if you're looking for a trustworthy financial advisor in Nebraska, browse our list of vetted financial advisors and advisory firms and connect with the right advisor based on your specific financial needs.

Finding the Top Financial Advisor in Nebraska

Last Updated - November 24, 2023

Nebraska has 4 WiserAdvisor vetted Financial Planners and Advisors on the online list below for you to choose from and 452 non-vetted advisors in your local area. These financial advisors in Nebraska have an average of 15 years of experience.

NOTE: The list of vetted financial advisors in Nebraska mentioned below does 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
Geoffrey Hemenway
HEMENWAY FINANCIAL SERVICES
5310 S 139th Plz Ste 301,
Omaha, NE 68137
9 Years $37,000,000 $250,000 Fee-Based
Nicholas Randall
RANDALL WEALTH ADVISORS, LLC
16820 Frances St., Ste 202,
Omaha, NE 68130
22 Years Not Specified $10,000 Fee-Only
Michael Riedmiller
CFF
RIEDMILLER WEALTH MANAGEMENT
12112 Shamrock Plaza,
Omaha, NE 68154
Not Disclosed Not Specified Not Specified Fee-Based
Carson Wealth
CARSON WEALTH
14600 Branch Street,
Omaha, NE 68154
Not Disclosed Not Specified $100,000 Fee-Based

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Information on Qualified Financial Advisors in Nebraska

Qualifications CRD# 6382170
Firm CRD# 6413
Series 6, 7, 63, 65

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


Office Location 5310 S 139th Plz Ste 301,
Omaha,
NE
68137
Phone Number 402-339-4040

Geoffrey J. Hemenway is an Financial Advisor and Financial Planner. He joined Hemenway Financial Services in 2014. In 2020, Geoff purchased Hemenway Financial Services from his late grandfather, Joseph Hemenway. Geoff is passionate about helping individuals and families to plan and work toward their unique goals as they approach and enjoy retirement (or as he likes to call it - Financial Independence). Geoff proudly has a Bachelor of Science degree from Creighton University. He enjoys spending time with his wife, Shannon, and son, Joseph, along with friends and family. He is also a big sports fan and enjoys traveling

About Hemenway Financial Services

Hemenway Financial Services

Since 1986, Hemenway Associates, Inc. has provided a comprehensive offering of wealth management, tax, and accounting services to clients throughout Omaha, Nebraska and its surrounding cities. Our firm was founded by Joseph Hemenway with the desire to serve the extensive tax and accounting needs of both individuals and business owners. While our team has grown and our services have expanded to include wealth management, our mission has remained the same and now offer both under the name of Hemenway Financial Services. We seek to provide accurate, useful information to our clients regarding their current financial situation, which will enable them to react to current business and personal needs while planning for future growth and requirements. Today, we offer in-depth services, from retirement and estate planning to bookkeeping and IRS representation. In all that we do, we are dedicated to upholding our key principles: Our team will always consist of talented professionals dedicated to providing quality services to our clients. We tailor our services to our clients individual needs. We communicate with our clients frequently to foster a better understanding of both the clients expectations and needs. We are here to help our clients implement solutions to their problems by providing the information, tools, and technology needed. We are proactive in informing our clients of changing regulations and tax laws, allowing them to best anticipate the effects these changes will have on their bottom line. We protect the confidentiality of our clients financial information.

Advisory Services Provided:

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


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, 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# 6552569
Firm CRD# 6552569
Series 65

Compensation/Fee Fee-Based


Office Location 12112 Shamrock Plaza,
Omaha,
NE
68154
Phone Number 402-904-7575

Michael Riedmiller is the President of Riedmiller Wealth Management. In order for Michael to be able to act in the best interests of his clients, he is both Securities-Licensed for equities and Insurance-Licensed for life, annuities, sickness, accident and health. This allows him to put together a Total Plan for his clients based upon their true financial goals and risk tolerance. He believes very strongly that it is important to bring the competitive worlds of safe money and risk management together. Michael Riedmiller received an award for the best-selling book titled "The Road To Success" that he co-wrote with Jack Canfield and other industry professionals. He is a member of the National Academy of Best-Selling Authors. Investment advisory services offered through the Impact Partnership Wealth, LLC ("IPW"), a Registered Investment Advisor firm. Registration is not an endorsement of the firm by securities regulators and does not mean the advisor has achieved a specific level of skill or ability. Investing involves risk. There is always the potential of losing money when you invest in securities. Asset allocation, diversification and rebalancing do not ensure a profit or protect against loss in declining markets.

About Riedmiller Wealth Management

Riedmiller Wealth Management

Mike Riedmiller is the President of Riedmiller Wealth Management, a financial firm that is free from the product-focused, sales-driven environment that can be prevalent at financial institutions. Pacific Hills 12112 Shamrock Plaza | Omaha, NE 68154 U.S. Bank Building 233 S. 13th Street | Suite 1100 | Lincoln, NE 68508 He is a Fiduciary Financial Advisor and the creator of the Smart Money Planning educational course. He is also the co-author of The Road to Success, which hit the best-seller list. Mike specializes in retirement planning and wealth management. He believes it is more important than ever for people to be educated about money and their financial options so they can secure their financial futures. Proud Member of the Better Business Bureau. You can discover more online at: RiedmillerWealth. com

Advisory Services Provided:

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


Qualifications Firm CRD# 155344

Compensation/Fee Fee-Based, Based on Assets


Office Location 14600 Branch Street,
Omaha,
NE
68154
Phone Number 888-829-1791

About Carson Wealth

Carson Wealth

Get wealth management and financial advice from Carson Partner's award-winning network of fiduciary advisors. Let us help you define your why and create a financial plan designed to let you live out your unique vision of freedom. Ranked by Barron's as one of the Top RIA Firms in the nation, Carson currently manages $21 billion in assets, serving over 45,000 families through its network of more than 460 financial advisors in 190+ offices throughout the country.

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management


Customer Reviews

Top Financial Advisor Firms in Nebraska (Ranked by AUM)

Firm Name No. of Advisors No. of Clients AUM Fee Structure
ORION PORTFOLIO SOLUTIONS, LLC
17605 Wright St, Omaha, NE 68130
112 81242 $14,194,829,219
A percentage of AUM, Fixed fees, Other (ADMINISTRATIVE FEES)
BANCWEST INVESTMENT SERVICES, INC. (BWIS)
13220 California Street, 2nd Floor, Omaha, NE 68154-9750
372 10051 $2,505,370,804
A percentage of AUM
IRONVINE CAPITAL PARTNERS, LLC
9290 W. Dodge Rd; Ste 203, Omaha, NE 68114
4 279 $1,021,571,034
A percentage of AUM
AMERICA FIRST INVESTMENT ADVISORS LLC
10050 Regency Circle, Suite 515, Omaha, NE 68114-3721
6 546 $463,616,637
A percentage of AUM
BELLWETHER WEALTH
140 North 8th Street, Suite 210, Lincoln, NE 68058
8 831 $441,692,923
A percentage of AUM, Hourly charges, Fixed fees
OLDFATHER FINANCIAL SERVICES LLC
2033 Central Avenue, Kearney, NE 68847
3 1004 $334,612,711
A percentage of AUM, Hourly charges, Fixed fees
ARKFELD WEALTH STRATEGIES, L.L.C.
3512 N. 163rd Plaza, Omaha, NE 68116
5 1483 $309,356,500
A percentage of AUM, Hourly charges, Fixed fees
ARNOLD WEITZ & CO
20488 Park Rd, Elkhorn, NE 68022
2 67 $263,046,225
A percentage of AUM, Hourly charges, Fixed fees
WEALTH ADVISORS NETWORK, INC.
Foundation Place Ste. 100, 201, Hastings, NE 68901
12 617 $234,227,943
A percentage of AUM, Fixed fees, Other (REFERRAL FEES FROM THIRD PARTY MONEY MANAGER)
RED CEDAR CAPITAL, LLC
8748 Fredrick Street, Omaha, NE 68124
2 83 $228,126,594
A percentage of AUM, Fixed fees
NABITY-JENSEN INVESTMENT MANAGEMENT, INC.
9802 Nicholas Street, Suite 105, Omaha, NE 68114
3 213 $200,565,157
A percentage of AUM, Hourly charges, Fixed fees
PURPOSEFUL WEALTH
15514 Spaulding Plaza, Suite D02, Omaha, NE 68116
3 746 $180,325,391
A percentage of AUM
BAZIS PRIVATE WEALTH, LLC
14301 Fnb Parkway, Ste. 100, Omaha, NE 68154
2 514 $177,222,252
A percentage of AUM, Hourly charges, Fixed fees
KEYSTONE FINANCIAL SERVICES, LLC
9802 Nicholas Street, Suite 315, Omaha, NE 68114
7 1127 $130,553,059
A percentage of AUM, Fixed fees
ALLSTATE FINANCIAL ADVISORS, LLC
2920 So 84th Street, Lincoln, NE 68506
346 166 $31,119,722
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
    630 N. D Street, Fremont, NE  68025 402-727-4845
    13625 California St, Ste 400, Omaha, NE  68154 402-399-6158
    13625 California St, Ste 400, Omaha, NE  68154 402-399-6307
    13625 California St, Ste 400, Omaha, NE  68154 402-548-3438
    13625 California St, Ste 400, Omaha, NE  68154 402-399-6143
    3201 Pioneers Blvd, Ste 224, Lincoln, NE  68502 402-421-6672
    5508 Avenue N, Kearney, NE  68847 308-237-9167
    13625 California St, Ste 400, Omaha, NE  68154 402-399-1578
    13625 California St, Ste 400, Omaha, NE  68154 402-399-6190
    13625 California St, Ste 400, Omaha, NE  68154 402-399-6151

      Select other cities in Nebraska to broaden your search for a financial advisor

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      Financial advisors help their client by providing financial advice and strategy to build wealth and eliminate risk. They assess the client's risk appetite, their unique needs and requirements, their short-term and long-term goals and guide them towards adopting the right financial plan, retirement plan, estate plan or education plan etc. as necessary. Learn more about the roles & benefits of a financial advisor.

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