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Your service helped us connect with Brian who had clients similar to our situation.
Former advisor put our cash in a cookie-cutter investment plan and we wanted to find alternative options...
Susan, a Retired Executive from New York
Omaha, Nebraska, with its small town charm, is constantly voted best place to raise a family, best place to start a business and best place for buying a home. The cost of living is about 8% lower than the national average, leaving more money in your pocket to play with. Why not create a solid financial plan and secure your financial future with all the added benefits of living in a low cost city? The Omaha area has over 1500 financial advisors to choose from and it could be a bit overwhelming to find a trusting advisor. That's where we come in. Our mission is to help people like you find an advisor to work with who has your specific financial needs in mind.
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 Omaha, Nebraska.
Omaha
has
2
WiserAdvisor vetted Financial Planners and Advisors for you to
choose from and
141
non-vetted advisors in your local area. These financial advisors in
Omaha, Nebraska
have an average of
18
years of experience.
NOTE: The list of financial
advisors in
Omaha, 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
Omaha, Nebraska.
| Qualified Financial Advisors in Omaha, Nebraska | ||||
|---|---|---|---|---|
| Financial Advisor | Experience | AUM | Minimum Assets | Fee Structure |
| Nicholas Randall
RANDALL WEALTH ADVISORS, LLC 16820 Frances St., Ste 202, Omaha, NE 68130 |
22 | Not Specified | $10,000 | Fee-Only |
| Michael Haman
CFP® 37 WEALTH 8025 Eiger Dr, Ste. 100, Lincoln, NE 68516 |
14 | $450,000,000 (team) | $500,000 | Fee-Based |
Qualifications
CRD# 6169689
Firm CRD# 283254
Series 65
Compensation/Fee Fee-Only, Based on Assets
Office Location
16820 Frances St., Ste 202,
Omaha,
NE
68130
Phone Number
402-709-9374
Nicholas Randall is the President of Randall Wealth Advisors, LLC. A local Registered Investment Advisory practice based in Omaha, NE. Randall Wealth Advisors, LLC is a fee only practice that takes the responsibility of being a fiduciary seriously. Nicholas is a graduate of the University of Nebraska-Lincoln. He has over 22 years experience in Insurance and Financial Services. He helps a variety of clients in the areas of financial planning, retirement planning, social security claiming strategies and wealth planning. Nicholas also helps individuals with risk planning as well by looking at the whole financial picture, not just investments, but by addressing health care needs, long term care need and helping clients prepare for the unexpected.
Randall Wealth Advisors is a fee-only wealth management firm. We are fiducaries and must put your needs before our own. Our firm incepeted in 2015, but we have over 22 years experience in financial services. We customize portfolios to our client's specific needs, which allows us to provide a moe nimble approach to the market, expecially in times of volatility. We are also holistic advisors in the sense that we also look at the risks that can derail your retirement. An understanding of risks is paramount to this approach as our advisors will typically spend a considerable time getting to know you and your unique situation prior to enacting a plan or recommendations.
Advisory Services Provided:
Financial Planning, 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
CRD# 5399902
Firm CRD# 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
Top Financial Advisor Firms in Omaha, Nebraska (Ranked by AUM) |
|||
|---|---|---|---|
| Firm Name | AUM | No. of Clients | Fee Structure |
| ORION PORTFOLIO SOLUTIONS, LLC
17605 Wright St, Omaha, NE 68130 |
$14,194,829,219 | 81242 |
A percentage of AUM Fixed fees Other (ADMINISTRATIVE FEES) |
| BRIDGES INVESTMENT MANAGEMENT INC
13333 California St , Suite 500, Omaha, NE 68154 |
$8,736,963,182 | 2085 |
A percentage of AUM Hourly charges Fixed fees Other (CONSULTING) |
| BANCWEST INVESTMENT SERVICES, INC. (BWIS)
13220 California Street , 2nd Floor, Omaha, NE 68154-9750 |
$2,505,370,804 | 10051 |
A percentage of AUM |
| IRONVINE CAPITAL PARTNERS, LLC
9290 W. Dodge Rd; Ste 203, Omaha, NE 68114 |
$1,021,571,034 | 279 |
A percentage of AUM |
| AMERICA FIRST INVESTMENT ADVISORS LLC
10050 Regency Circle, Suite 515, Omaha, NE 68114-3721 |
$463,616,637 | 546 |
A percentage of AUM |
| SEQUENT PLANNING, LLC
8420 West Dodge Road , Suite 110, Omaha, NE 68114 |
$350,356,731 | 3103 |
A percentage of AUM Hourly charges Fixed fees |
| ARKFELD WEALTH STRATEGIES, L.L.C.
3512 N. 163rd Plaza, Omaha, NE 68116 |
$309,356,500 | 1483 |
A percentage of AUM Hourly charges Fixed fees |
| RED CEDAR CAPITAL, LLC
8748 Fredrick Street, Omaha, NE 68124 |
$228,126,594 | 83 |
A percentage of AUM Fixed fees |
| NABITY-JENSEN INVESTMENT MANAGEMENT, INC.
9802 Nicholas Street , Suite 105, Omaha, NE 68114 |
$200,565,157 | 213 |
A percentage of AUM Hourly charges Fixed fees |
| PURPOSEFUL WEALTH
15514 Spaulding Plaza , Suite D02, Omaha, NE 68116 |
$180,325,391 | 746 |
A percentage of AUM |
| BAZIS PRIVATE WEALTH, LLC
14301 Fnb Parkway , Ste. 100, Omaha, NE 68154 |
$177,222,252 | 514 |
A percentage of AUM Hourly charges Fixed fees |
| HILEY HUNT WEALTH MANAGEMENT, INC.
9850 Nicholas Street , Suite 315, Omaha, NE 68114 |
$164,832,127 | 707 |
A percentage of AUM Hourly charges Fixed fees |
| KEYSTONE FINANCIAL SERVICES, LLC
9802 Nicholas Street , Suite 315, Omaha, NE 68114 |
$130,553,059 | 1127 |
A percentage of AUM Fixed fees |
| IAMS WEALTH MANAGEMENT, LLC
14507 California Street, Omaha, NE 68154 |
$122,605,609 | 1202 |
A percentage of AUM Hourly charges Fixed fees Other (SOLICITOR FEES FROM OTHER INVESTMENT ADVISERS) |
| WALNUT PRIVATE EQUITY PARTNERS, LLC
111 S. 108th Ave., Omaha, NE 68154 |
$111,746,243 | 2 |
A percentage of AUM Hourly charges Fixed fees |
* Additional advisors listing is provided in partnership with Yext
| Financial Advisor | Office Location | Phone Number |
| Andrew Rehmann Inquire with Andrew |
13625 California St, Ste 400, Omaha, NE 68154 | 402-399-6158 |
| Al Zach Inquire with Al |
13625 California St, Ste 400, Omaha, NE 68154 | 402-399-6307 |
| Beau Robinson Inquire with Beau |
13625 California St, Ste 400, Omaha, NE 68154 | 402-548-3438 |
| Amy E Riggs Inquire with Amy |
13625 California St, Ste 400, Omaha, NE 68154 | 402-399-6143 |
| Bradley Hess Inquire with Bradley |
13625 California St, Ste 400, Omaha, NE 68154 | 402-399-1578 |
| Aron D. Huddleston Inquire with Aron |
13625 California St, Ste 400, Omaha, NE 68154 | 402-399-6190 |
| Andrew Robinson Inquire with Andrew |
13625 California St, Ste 400, Omaha, NE 68154 | 402-399-6151 |
| Bret Salomon Inquire with Bret |
15858 W Dodge Rd, Ste 110, Omaha, NE 68118 | 402-391-1512 |
| Angelia Thomas Inquire with Angelia |
17310 Wright St, Ste 102, Omaha, NE 68130 | 402-697-7320 |
| BOS Enterprises, Inc. Inquire with BOS |
6657 Sorensen Parkway, Omaha, NE 68152 | 402-571-8224 |
Grow your AUM with pre-qualified leads!
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