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Find Top Financial Advisors in Omaha, Nebraska

How To Find Trusted Financial Advisors in Omaha, Nebraska

Qualified Financial Advisors in Omaha, Nebraska

VETTED
Financial Advisor
SageSpring Wealth Partners15808 West Dodge RoadOmaha, NE 68118
Experience10 Years
AUM$8,000,000,000
Minimum Assets$500,000
Fee StructureFee-Based
Financial Advisor
Carson Wealth14600 Branch StreetOmaha, NE 68154
ExperienceNot Disclosed
AUMNot Specified
Minimum Assets$100,000
Fee StructureFee-Based
Financial Advisor
Edelman Financial Engines, LLC18881 West Dodge RoadOmaha, NE 68022
ExperienceNot Disclosed
AUM$270,770,414,647
Minimum AssetsNot Specified
Fee StructureFee-Only
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Information on Qualified Financial Advisors in Omaha, Nebraska

SageSpring Wealth Partners
VETTED
SageSpring Wealth Partners
SageSpring Wealth Partners
About SageSpring Wealth Partners
We'll help guide you along the way by bringing you our wisdom and valuable financial advice. From taxes, retirement accounts, insurance, and investments, we'll help you craft a financial plan that fits your needs and help you reach your desired outcome.

We believe that helping our clients with their financial lives helps improve all other aspects of their lives. When you have a strong financial plan in place, you can relax while knowing that the future is a little less uncertain.

Since we function as an independent advisor, you can trust that we are committed to protecting your interests and your assets. Set up a meeting today and we'll give you our feedback on your current financial plan and how it can be improved.

To better serve our clients, The Kew Wealth Team has two convenient locations in Iowa and Nebraska.
Advisory Services Provided
Financial Planning, Portfolio Management, 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
Qualifications
Firm CRD# 283515Series 7, 66
Compensation/Fee
Fee-Based, Based on Assets
Office Location
15808 West Dodge Road,Suite 103,Omaha,NE 68118
Phone Number
402-715-4278
Carson Wealth
VETTED
Carson Wealth
Carson Wealth
About Carson Wealth
Get wealth management and financial advice from Carson Partner's award-winning network of fiduciary advisors. Let us help you define your why and create a financial plan designed to let you live out your unique vision of freedom. Ranked by Barron's as one of the Top RIA Firms in the nation, Carson currently manages $21 billion in assets, serving over 45,000 families through its network of more than 460 financial advisors in 190+ offices throughout the country.
Advisory Services Provided
Financial Planning, Portfolio Management, Retirement Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management
Qualifications
Compensation/Fee
Fee-Based, Based on Assets
Office Location
14600 Branch Street,Omaha,NE 68154
Phone Number
888-829-1791
Edelman Financial Engines, LLC
VETTED
Edelman Financial Engines, LLC
Edelman Financial Engines, LLC
About Edelman Financial Engines, LLC
Get a free financial plan

What if you didn't need to be ultra-wealthy for personal, top-to-bottom financial guidance and investment advice? Since 1986, we've helped millions of people get the ball rolling on their financial plans — with straightforward guidance built around their story and where they're headed next. Today, we're proud to be one of America's top independent investment advisory firms as ranked by Barron's (awarded each September, based on data within a 12-month period), with nearly 1.3 million clients and more than $300 billion assets under management (as of June 2025) — and prouder still of the trust clients place in us.

Edelman Financial Engines ranked as the 2nd Mega RIA by Barron's in the 2025 Top 100 RIA Firms list. This annual ranking of independent advisory firms is qualitative and quantitative. Firms elect to participate but do not pay to be included in the ranking.
Qualifications
Compensation/Fee
Fee-Only, Based on Assets
Office Location
18881 West Dodge Road,Suite 240W,Omaha,NE 68022
Phone Number
877-208-7414

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