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Find the Best Financial Advisors in Nebraska

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 - 01-Jun-2023

Nebraska has 1 WiserAdvisor vetted Financial Planners and Advisors on the online list below for you to choose from and 442 non-vetted advisors in your local area. These financial advisors in Nebraska have an average of 22 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
Nicholas Randall
RANDALL WEALTH ADVISORS, LLC
16820 Frances St., Ste 202,
Omaha, NE 68130
22 Years Not Specified $10,000 Fee-Only

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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, 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


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

      Frequently Asked Questions

      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?