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Grand Island
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Find Top Financial Advisors in Grand Island, Nebraska

Looking for a financial advisor? Look no further than WiserAdvisor. It is an excellent place to start your search to compare pre-screened and trustworthy financial advisors and firms to find the one that meets your needs. It is important for those who want to make informed decisions about their finances to consider working with a financial advisor, as seeking assistance from a skilled professional can provide you with insights that can greatly impact your financial journey. On our directory for Grand Island, Nebraska, you can find a vetted financial professional proficient in services including financial planning, investment management, and more. We also recommend using our free advisor match tool to compare up to 3 financial advisors matched to your specific needs.

How To Find Trusted Financial Advisors in Grand Island, Nebraska

Each and every financial advisor in our network from large Fortune 500 companies to small independent financial firms are pre-screened for industry experience, disclosures and registrations with SEC and FINRA. Collectively, our Pre-Screened advisors, serve thousands of happy clients, managing billions of dollars and providing financial freedom and security for families and individuals like you.

Qualified Financial Advisors in Grand Island, Nebraska

VETTED
Financial Advisor
Stonebridge Wealth Systems834 N Diers AveGrand Island, NE 68803
ExperienceN/A
AUM$0
Minimum AssetsNot Specified
Fee StructureFee-Based
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Information on Qualified Financial Advisors in Grand Island, Nebraska

Stonebridge Wealth Systems
VETTED
Stonebridge Wealth Systems
About Stonebridge Wealth Systems, LLC
Stonebridge Wealth Systems is an independent wealth management firm dedicated to helping individuals and families navigate to and through retirement with confidence. Through our Retirement Compass Process, we provide personalized guidance across income, investment, tax, healthcare, and legacy planning. We believe lasting financial strategies are built on lasting relationships, taking the time to understand each client's goals, values, and vision for the future so we can serve as a trusted partner for every stage of retirement.
Advisory Services Provided
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Risk Management, Financial Advice & Consulting, Financial Planning for Individuals, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities
Qualifications
Firm CRD# 327894
Compensation/Fee
Fee-Based, Based on Assets
Office Location
834 N Diers Ave,Grand Island,NE 68803
Phone Number
308-698-0144

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FINRA/SEC Registered Advisors

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Firm Name
ORION PORTFOLIO SOLUTIONS, LLCOmaha, NE
No. of Advisors404
AUM$53,844,463,960
No. of Clients299169
Fee StructureA percentage of AUM, Fixed fees, Performance Based
Firm Name
AMERITAS INVESTMENT PARTNERS, INC.Lincoln, NE
No. of Advisors50
AUM$24,871,650,720
No. of Clients1982
Fee StructureA percentage of AUM, Fixed fees, Other (VARIOUS MORTGAGE LOAN, BRIDGE LOAN AND REAL ESTATE FEES)
Firm Name
BRIDGES INVESTMENT MANAGEMENT INCOmaha, NE
No. of Advisors76
AUM$9,882,583,283
No. of Clients2646
Fee StructureA percentage of AUM, Hourly charges, Fixed fees, Other (CONSULTING)
Firm Name
FIRST NATIONAL ADVISERS, LLCOmaha, NE
No. of Advisors37
AUM$6,237,040,948
No. of Clients4052
Fee StructureA percentage of AUM
Firm Name
WEITZ INVESTMENT MANAGEMENT, INC.Omaha, NE
No. of Advisors37
AUM$5,153,814,823
No. of Clients20
Fee StructureA percentage of AUM
Firm Name
AVIOR WEALTH MANAGEMENT, LLCOmaha, NE
No. of Advisors201
AUM$5,083,670,234
No. of Clients4385
Fee StructureA percentage of AUM, Fixed fees
Firm Name
MCCARTHY CAPITALOmaha, NE
No. of Advisors29
AUM$4,030,326,449
No. of Clients12
Fee StructureA percentage of AUM, Performance Based, Other (SEE SCHEDULE D - MISCELLANEOUS)
Firm Name
PRODIGY ASSET MANAGEMENT LLCOmaha, NE
No. of Advisors9
AUM$3,360,649,795
No. of Clients201
Fee StructureA percentage of AUM
Firm Name
PITTENGER & ANDERSON INCLincoln, NE
No. of Advisors14
AUM$3,311,270,399
No. of Clients2126
Fee StructureA percentage of AUM, Other (FLAT FEE FOR FINANCIAL PLANS FOR NON-AUM CLIENT)
Firm Name
WHITETAIL ROCK CAPITAL MANAGEMENT, LLCLincoln, NE
No. of Advisors3
AUM$3,273,838,712
No. of Clients9
Fee StructureA percentage of AUM, Performance Based
Firm Name
WEALTH MANAGEMENTNorfolk, NE
No. of Advisors60
AUM$2,782,818,058
No. of Clients3482
Fee StructureA percentage of AUM, Hourly charges, Fixed fees
Firm Name
LUTZ FINANCIALOmaha, NE
No. of Advisors20
AUM$2,279,041,520
No. of Clients2186
Fee StructureA percentage of AUM, Hourly charges, Fixed fees
Firm Name
TRIBUTARY CAPITAL MANAGEMENT, LLCOmaha, NE
No. of Advisors16
AUM$2,134,689,805
No. of Clients813
Fee StructureA percentage of AUM
Firm Name
CARSON GROUP INVESTINGOmaha, NE
No. of Advisors7
AUM$1,953,744,394
No. of Clients13359
Fee StructureA percentage of AUM
Firm Name
PRIVATE WEALTH ASSET MANAGEMENTOmaha, NE
No. of Advisors37
AUM$1,874,861,239
No. of Clients1849
Fee StructureA percentage of AUM, Fixed fees

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