Find Top Financial Advisors in Lincoln, Nebraska

Advisor Match Advisor Match

Lincoln, Nebraska, named after President Abraham Lincoln, is the capital of Nebraska and the second most populated city in the state. Lincoln is considered part of the Midwest Silicon Prairie that is also one of the best places for businesses and careers. Latest studies also show that the cost of living is approximately 7% lower than the national average, so working with one of the 820 or more financial advisors in Lincoln, or one of the 1600 advisors in Nebraska, who are knowledgeable of the Nebraska financial state rules and regulations, could prove beneficial. Choosing a financial advisor who you trust with your financial future and who assists you in making the right financial plans and investments may be quite intimidating. At WiserAdvisor, we are able to understand your requirements and match you to a short list of 2-3 screened financial advisors that you can interview to find the one that would best suit your needs. You can also use the directory below to connect with a financial advisor after doing your own research.

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. You need a financial advisor who will understand your specific financial situation, and has the relevant financial qualifications in Lincoln, Nebraska.

Finding the Top Financial Advisor in Lincoln, Nebraska
Last Updated - 25-Jun-2022

Lincoln has 5 WiserAdvisor vetted Financial Planners and Advisors for you to choose from and 75 non-vetted advisors in your local area. These financial advisors in Lincoln, Nebraska have an average of 15 years of experience.

NOTE: The list of financial advisors in Lincoln, 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 Lincoln, Nebraska.

Qualified Financial Advisors in Lincoln, Nebraska
Financial Advisor Experience AUM Minimum Assets Fee Structure
Michael Haman
8025 Eiger Dr, Ste. 100,
Lincoln, NE 68516
14 $450,000,000 (team) $500,000 Fee-Based
Justin Anderson
Accredited Asset Management Specialist (AAMS®)
17330 Wright Street,
Suite 205,
Omaha, NE 68130
22 $650,000,000 $500,000 Fee-Only
Curtis Harrington
11126 O Street,
Omaha, NE 68137
21 Not Specified $50,000 Fee-Based
Atchison Wealth Team
15808 West Dodge Rd. Suite 103,
Omaha, NE 68118
9 215,000,000 Not Specified Fee-Based
Christopher Ziola
541 North 155th Plaza,
Omaha, NE 68154
13 Not Specified Not Specified Fee-Based

Information on Qualified Financial Advisors in Lincoln

Qualifications CRD# 5399902
Firm CRD# 6413
Series 6, 7, 63, 65

Compensation/Fee Fee-Based, Based on Assets

Office Location 8025 Eiger Dr, Ste. 100,
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

Qualifications CRD# 4575428
Firm CRD# 104851
Series 63

Compensation/Fee Fee-Only, Based on Assets, Flat Fee

Office Location 17330 Wright Street,
Suite 205,
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# 4162327
Firm CRD# 14869
Series 7, 24

Compensation/Fee Fee-Based, Based on Assets, Commissions, Flat Fee

Office Location 11126 O Street,
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# 6084156
Firm CRD# 6694
Series 7, 66

Compensation/Fee Fee-Based, Based on Assets, Commissions

Office Location 15808 West Dodge Rd. Suite 103,
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# 5575697
Firm CRD# 104510
Series 66

Compensation/Fee Fee-Based

Office Location 541 North 155th Plaza,
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.

Top Financial Advisor Firms in Lincoln, Nebraska (Ranked by AUM)

Firm Name AUM No. of Clients Fee Structure
Ameritas Investment Partners, Inc.
5945 R Street,
Lincoln, NE 68505-3402
$23,088,801,137 1640 A percentage of AUM
Fixed fees
Ameritas Advisory Services, Llc
5900 O Street,
Lincoln, NE 68510
$9,451,450,525 32295 A percentage of AUM
Hourly charges
Fixed fees
Whitetail Rock Capital Management, Llc
121 South 13th Street , Suite 100,
Lincoln, NE 68508-1911
$2,603,692,162 9 A percentage of AUM
Performance Based
Pittenger & Anderson Inc
5533 S. 27th Street , Suite 201,
Lincoln, NE 68512
$2,423,729,077 1701 A percentage of AUM
Lincoln Capital, Llc
6003 Old Cheney Rd , Suite 350,
Lincoln, NE 68516
$585,237,732 1009 A percentage of AUM
Hourly charges
Fixed fees
Bellwether Wealth
140 North 8th Street , Suite 210,
Lincoln, NE 68058
$441,692,923 831 A percentage of AUM
Hourly charges
Fixed fees
R2 Wealth Management Partners
8101 O Street , Suite 301,
Lincoln, NE 68510
$306,052,826 1663 A percentage of AUM
Hourly charges
Fixed fees
Capital Consulting & Asset Management
140 N. 8th Street , 410 The Apothecary,
Lincoln, NE 68508
$278,531,997 1427 A percentage of AUM
Hourly charges
Flagstone Financial Management, Llc
5801 Hidcote Dr. Ste 100,
Lincoln, NE 68516
$261,311,572 842 A percentage of AUM
Hourly charges
Fixed fees
Plan A Wealth, Llc
7221 Plaza Court,
Lincoln, NE 68516
$219,433,628 1243 A percentage of AUM
Hourly charges
Fixed fees
Hbe Wealth Management, Llc
7140 Stephanie Lane,
Lincoln, NE 68516
$121,196,833 414 A percentage of AUM
Allstate Financial Advisors, Llc
2920 So 84th Street,
Lincoln, NE 68506
$31,119,722 166 Other (THIRD PARTY ADVISORY FEES)

    List of Additional Advisors in Lincoln, Nebraska*

    * Additional advisors listing is provided in partnership with Yext

    Financial Advisor Office Location Phone Number
    Brian Heese
    Inquire with Brian
    3201 Pioneers Blvd, Ste 224, Lincoln, NE  68502 402-421-6672
    Bob Bennie Wealth Management
    Inquire with Bob
    1601 Old Cheney Road, Lincoln, NE  68512 402-421-2626
    David E Keller
    Inquire with David
    7011 Kentwell Ln, Ste 100, Lincoln, NE  68516 402-323-6550
    Debra Cirksena
    Inquire with Debra
    8535 Executive Woods Dr, Ste 300, Lincoln, NE  68512 402-441-4141
    Mason Doughty
    Inquire with Mason
    8535 Executive Woods Dr, Ste 300, Lincoln, NE  68512 402-441-4141
    Sharon Kresse
    Inquire with Sharon
    8535 Executive Woods Dr, Ste 300, Lincoln, NE  68512 402-441-4141
    Morgan Stanley Financial Advisors
    Inquire with Morgan
    1248 O Street, Ste 1100, Lincoln, NE  68508 402-474-2400
    Grossman Financial Planning
    Inquire with Grossman
    5715 South 34th Street, Suite 500, Lincoln, NE  68516 402-420-6060
    Universal Financial Strategies
    Inquire with Universal
    7431 O Street, Lincoln, NE  68510 402-323-8141
    Hill & Associates CPAs, PC
    Inquire with Hill
    2900 So. 70th Street, Suite 350, Lincoln, NE  68506 402-489-9300
      Talk to an advisor
      • Find pre-screened advisors
      • Review matched profiles
      • Receive free initial consultation

      Are You A Financial Advisor
      in Nebraska?

      Grow your AUM with pre-qualified leads!


      Select other cities around Lincoln, Nebraska to broaden your search for a financial advisor

      Customer Reviews

      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?