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 |
| Michael Riedmiller Riedmiller Wealth Management |
14301 FNB Parkway, Omaha, NE 68508 |
(402) 904-7575 |
| Justin Anderson Cambridge Advisors |
17330 Wright Street, Omaha, NE 68130 |
(402) 697-1166 |
Qualifications
CRD# 6877017
FirmCRD# 291011
Compensation/Fee
Fee-Based (Fee and Commissions), Based on Assets, Hourly
Office Location
1828 North Webb Rd.,
Ste 2,
Grand Island,
NE 68803
Phone Number
(308) 3980037
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# 6552569
Series 65
Compensation/Fee
Fee-Based (Fee and Commissions), Based on Assets
Office Location
14301 FNB Parkway,
Suite 100,
Omaha,
NE 68508
Phone Number
(402) 9047575
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. Michael Riedmiller is an investment adviser representative of ZEGA Financial LLC.
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. Linden Place 14301 FNB Pkwy | Suite 100 | 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
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) 6971166
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.
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