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.
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 |
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.
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!
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
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) |
* 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 |
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.
Financial advisors strategize financial planning and help you make the right decision about your investments. They weigh the pros and cons, and are abreast with the latest industry updates regarding tax issues and investment vehicles. These valuable insights guide you to make investments that meet your financial requirements and goals such as buying a house, education, having a baby or securing your retirement. Learn more about the cost of a financial advisor?.
A financial advisor can help you manage your finances especially when you don't have the time to do it yourself or when there are major changes in your life, such as getting married or having a baby. Even if you've managed your investment on your own, the best financial planners can vet your plan and assess it from a different perspective, to add surety to your decisions. Learn more about the best time to hire a financial advisor.
While choosing a financial planner to help you with your investment decisions, it's important to do some spadework. Meet different consultants and compare and contrast their advice. Pick up clues that demonstrate their experience and integrity. It is also important to verify the credentials of an independent financial planner before making a decision. Read the guide on choosing the best financial advisor.
Finding the right person or a financial advisory firm to help with your retirement planning might take some effort, but the effort is worth it. Financial advisors might have different specializations, look for one who has had past experience in retirement planning. Also, this could translate to a long - term relationship, so it's important to find someone whom you like, trust and respect. Read here the importance of retirement planning.
A fiduciary is any person or firm who acts on behalf of another individual or firm to manage their assets. Fiduciary financial advisors provide their client the highest quality of care while maintaining 'good faith', meaning they wouldn't act in favor of anyone else's interests, including their own. The best way to be certain that a financial advisor is a fiduciary is to simply ask. Learn more about what is a fiduciary financial advisor.
A financial advisor is any person who helps their client manage their money by giving valuable investment insights to help financial decision making. A financial planner is also a financial advisor but specializes in creating comprehensive plans for their clients to match their specific goals. Learn more about financial advisor vs financial planner: Who do you need?