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There are hundreds of financial professionals in your area. However, choosing the right advisor that understands your financial situation and meets your needs may be quite daunting. WiserAdvisor has a network of vetted financial advisors and advisory firms and has listed them below. You can find the details of each advisor, such as their qualifications, service offerings, etc. that you could use while searching for the financial advisor that best suits your financial and investment goals.
We have been in business for the last 2 decades and constantly update and maintain a highly trusted directory of vetted fiduciary advisors that meet rigorous standards.
Fremont
has
6
WiserAdvisor vetted Financial Planners and Advisors for you to
choose from and
9
non-vetted advisors in your local area. These financial advisors in
Fremont, Nebraska
have an average of
14
years of experience.
NOTE: The list of financial
advisors in
Fremont, 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
Fremont, Nebraska.
| Qualified Financial Advisors in Fremont, Nebraska | ||||
|---|---|---|---|---|
| Financial Advisor | Experience | AUM | Minimum Assets | Fee Structure |
| Atchison Wealth Team
SOUTHWESTERN INVESTMENT ADVISORY SERVICES, INC. 15808 West Dodge Rd. Suite 103, Omaha, NE 68118 |
9 | 215,000,000 | Not Specified | Fee-Based |
| Jeffrey Casey
CFP® SOUTHWESTERN INVESTMENT ADVISORY SERVICES, INC. 15808 West Dodge Rd. Suite 103, Omaha, NE 68118 |
5 | Not Specified | Not Specified | Fee-Based |
| Justin Anderson
Accredited Asset Management Specialist (AAMS®) CAMBRIDGE ADVISORS 17330 Wright Street, Suite 205, Omaha, NE 68130 |
22 | $650,000,000 | $500,000 | Fee-Only |
| Christopher Ziola
EDELMAN FINANCIAL ENGINES, LLC 541 North 155th Plaza, Omaha, NE 68154 |
13 | Not Specified | Not Specified | Fee-Based |
| Curtis Harrington
CENTRAL FINANCIAL SERVICES 11126 O Street, Omaha, NE 68137 |
21 | Not Specified | $50,000 | 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# 6084156
FirmCRD# 6694
Series 7, 66
Compensation/Fee Fee-Based, Based on Assets, Commissions
Office Location
15808 West Dodge Rd. Suite 103,
Omaha,
NE
68118
Phone Number
402-505-7700
Matt’s team has been providing comprehensive financial planning and investment management to their clients since 2012. Our clients are served by a team of four professionals, two of which are CERTIFIED FINANCIAL PLANNER PROFESSIONALS, CFP®. Our advising team approach is built to offer high-level financial planning, tax-planning, and tax-efficient investment counsel. Brett Murray, CFP® joined the planning team to bring additional analysis and planning insight to help clients ensure they seeing important decisions from every angle. Our focus is centered on developing a deep relationship with clients, and providing thoughtful and creative planning advice through all phases of your life. We are committed educating clients from day one, keeping the heart of a teacher at our core. Matt has also been involved with the Dave Ramsey program for his entire career, teaching Financial Peace University regularly within the community.
Southwestern Investment Group operates as a family. Through our broker-dealer, Raymond James, we have the support of a large company, while offering you the intimate service of a small firm. We build our relationships through trust. Over time, we come together to serve you in your pursuit of financial independence and a plan for the future.
Advisory Services Provided:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Businesses, Investment Advice & Management
Qualifications
CRD# 6616204
FirmCRD# 6694
Series 7, 66
Compensation/Fee Fee-Based, Based on Assets, Commissions
Office Location
15808 West Dodge Rd. Suite 103,
Omaha,
NE
68118
Phone Number
402-932-4949
Jeff Casey is originally from Ashland, MO and was raised as the youngest in a family of five. He attended Central Methodist University, where he enjoyed playing baseball and graduated with a degree in business. In a 2016 transition, Jeff and his wife, Kim, moved from St. Louis to make Omaha their home. They are loving raising their two children, Paige and Luke, in this community that continues to impress. After graduating from college, Jeff worked as an insurance agent for many years, consulting families on their supplemental health benefits. While servicing hundreds of families in this capacity, Jeff recognized a need for most people to have a trusted advisor for all their financial matters. Being limited in the services he could provide as a captive agent and inspired by Dave Ramsey’s Financial Peace University, Jeff sought an opportunity to become an comprehensive financial advisor. As a financial advisor who obtains referrals through the SmartVestor Pro referral service, Jeff is proud to uphold these timeless principles as a pillar of the financial planning process. He specializes in retirement planning, investment management, tax strategies, and gifting strategies, while his primary focus is developing meaningful relationships with clients to be able to help them navigate the array of life’s challenging decisions. You’ll often hear Jeff say he’s incredibly fortunate to be able to serve people in this way and that he’s lucky to have landed his dream job.
Southwestern Investment Group operates as a family. Through our broker-dealer, Raymond James, we have the support of a large company, while offering you the intimate service of a small firm. We build our relationships through trust. Over time, we come together to serve you in your pursuit of financial independence and a plan for the future.
Qualifications
CRD# 4575428
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
Compensation/Fee Fee-Based
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 I'm 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 advisory firm, recognized by Barron's,1 awarded September 2021 based on data within a 12-month period. Compensation paid for use and distribution of rating. We have 145+ offices across the country and are entrusted by more than 1.3 million clients to manage more than $291 billion in assets.2 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. 1The 2021 Top 100 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, revenue generated, regulatory record, staffing levels and diversity, technology spending and succession planning. Firms elect to participate but do not pay to be included in the ranking. Compensation is paid for use and distribution of rating. Investor experience and returns are not considered. 2Data as of Dec. 31, 2021.
Qualifications
CRD# 4162327
FirmCRD# 14869
Series 7, 24
Compensation/Fee Fee-Based, Based on Assets, Commissions, Flat Fee
Office Location
11126 O Street,
Omaha,
NE
68137
Phone Number
402-659-4427
Curtis has a master's degree in counseling and enjoys all aspects of the financial planning process. When not helping clients with what keeps them up at night, Curt enjoys coaching and spending time with his wife and four children.
Ameritas Financial Center, Nebraska provides individuals, families and small businesses comprehensive financial services. We're currently anchored in Lincoln and Omaha; one firm in two distinct locations. The firm's history dates back over one hundred years, providing service throughout Nebraska and neighboring states. The Lincoln office dates back to November of 1912 while the Omaha office traces back to 1922. The two offices consolidated operations to become one firm in 2002.
Advisory Services Provided:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities
Qualifications
CRD# 5399902
FirmCRD# 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
* 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 |
| Christopher Sullivan Inquire with Christopher |
509 N D St, Fremont, NE 68025 | 402-721-3100 |
| RetirePath Advisors Inquire with RetirePath |
419 West Judy Drive, Fremont, NE 68025 | 402-721-1762 |
| Edward Jones Inquire with Edward |
1156 E 16th Street, Fremont, NE 68025 | 402-919-7030 |
| Edward Jones Inquire with Edward |
2155 E. 23rd Ave S, Suite C, Fremont, NE 68025 | 402-727-1406 |
| Edward Jones Inquire with Edward |
3140 Elk Ln, Ste 200, Fremont, NE 68025 | 402-512-4334 |
| Edward Jones Inquire with Edward |
2215 North Clarkson, Fremont, NE 68025 | 402-721-2700 |
| Edward Jones Inquire with Edward |
1745 E Military Ave, Fremont, NE 68025 | 402-721-0902 |
| Edward Jones Inquire with Edward |
124 East 6th Street, Fremont, NE 68025 | 402-721-4751 |
Grow your AUM with pre-qualified leads!
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?
