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Find Top Financial Advisors in Fremont, Nebraska

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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.

Finding the Top Financial Advisor in Fremont, Nebraska
Last Updated - 19-Jun-2022

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

Information on Qualified Financial Advisors in Fremont

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.

About Southwestern Investment Advisory Services, Inc.

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.

About Southwestern Investment Advisory Services, Inc.

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.

About Cambridge Advisors

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.

About Edelman Financial Engines, LLC

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.

About Central Financial Services

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

About 37 Wealth

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


List of Additional Advisors in Fremont, Nebraska*

* 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
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