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.
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| List of Qualified Financial Advisors in Nebraska | ||
|---|---|---|
| Financial Advisor | Office Location | Phone Number |
| Todd E. Hoins, LUTCF Brokerage Specialists, Inc. |
1828 North Webb Rd., Grand Island, NE 68803 |
308-398-0037 |
| Justin Anderson Cambridge Advisors |
17330 Wright Street, Omaha, NE 68130 |
402-697-1166 |
| Christopher Ziola Edelman Financial Engines, LLC |
233 South 13th Street, Lincoln, NE 68508 541 North 155th Plaza, Omaha, NE 68154 |
402-506-9241 |
| Phil Wood APMA®, CRPC®, AIF® Wealth Partners Ameriprise Financial |
Offices located at Omaha, Fremont and Lincoln, Omaha, NE 68154 |
877-753-3080 |
Qualifications
CRD# 6877017
FirmCRD# 291011
Compensation/Fee
Fee-Based, Based on Assets, Hourly
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 dont 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# 104851
FirmCRD# 104851
Series 63
Compensation/Fee
Fee Only, Based on Assets, Flat Fee
Office Location
17330 Wright Street,
Suite 205,
Omaha,
NE 68130
Phone Number
402-697-1166
Justin has been providing financial advice to clients since 2002. At Cambridge Advisors, he specializes in financial planning, investment management and research, and retirement plan solutions for businesses. Prior to joining Cambridge Advisors, he was an Investment Representative with Edward Jones. Justin is a graduate of the University of Nebraska at Lincoln. He received his Bachelor of Arts degree in Physics and his Masters of Business Administration (MBA) with a specialization in Finance and Agribusiness and he holds the Accredited Asset Manager Specialist (AAMS) designation from the College of Financial Planning. Justin is a founding board member of the Bennington Community Foundation. He is a past moderator of his Christian Business Men?s Continuum (CBMC), and is also a past board member of the Western Douglas County Chamber of Commerce (WDCCC). In addition, he is the finance elder for his church. Justin has also been influencial in leading Dave Ramsey's Financial Peace University at sights in the Omaha area.
Cambridge Advisors is an independent, fee-only investment management firm. Our team of highly- educated investment professionals is dedicated to helping clients build and preserve their wealth. We specialize in managing custom-tailored investment portfolios for clients with $500,000 or more of investable assets. Our advice is not influenced by commissions, revenue-sharing arrangements, products or affiliations, making it free from conflicts of interest. You can be sure investment decisions are based on one primary goal -- meeting your financial objectives. At Cambridge Advisors, we understand that developing financial resources is the key to achieving many of your dreams. For some, the goal is a secure a comfortable retirement. For others, it is building a college fund for their children. Perhaps your dream is to accumulate the wealth you need to begin a new business venture. Whatever your goal may be, we will help you develop a plan to reach your goal and work the plan to make your dream a reality. From our offices in Omaha, Nebraska, Cambridge Advisors serves clients throughout the state of Nebraska, as well as across the country. Please feel free to contact us to begin the Discovery Process to help you determine if a relationship with Cambridge Advisors is right for you.
Qualifications
CRD# 5575697
FirmCRD# 104510
Series 66
Office Location
233 South 13th Street,
Suite 1100,
Lincoln,
NE 68508
Phone Number
402-506-9241
Office Location
541 North 155th Plaza,
Omaha,NE 68154
Phone Number
402-506-9241
I work with families to design strategies to help achieve their financial and retirement goals. When Im not in the office, I enjoy spending time with my family and coaching youth athletics. I also serve as a youth mentor to high school students in the Omaha, NE area.
Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisor, recognized by both InvestmentNews1 and Barron's2, with 180+ planner offices across the country and entrusted by more than 1.1 million clients to manage more than $200 billion in assets. Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high-touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. 1Ranking and status for 2017. For independence methodology and ranking, see InvestmentNews Center (http://data.investmentnews.com/ria/); 2The Top 40 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, the size and experience of teams, and the regulatory records of the advisers and firms. Firms elect to participate, but do not pay to be included in the ranking. Investor returns/experience are not considered. 2018 ranking refers to Edelman Financial Services (EFS), which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of twelfth.
Qualifications
CRD# 1811736
FirmCRD# 6363
Series 7, 24, 63, 65
Compensation/Fee
Fee-Based, Based on Assets, Commissions, Flat Fee, Hourly
Office Location Offices located at Omaha, Fremont and Lincoln
,Putting clients first; it's what I do Ameriprise earned a Hearts & Wallets Top Performer" recognition in:
As an independent financial planning & investment management firm, we represent our clients and their interests rather than any specific company. While some financial institutions recommend investment products that are manufactured by parent or subsidiary business entities, we have no such ties. Our independence is vital to delivering objective, unbiased recommendations.
* Additional advisor listing is provided in partnership with Yext
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