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Find Top Financial Advisors in Omaha, Nebraska

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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.

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

Omaha has 6 WiserAdvisor vetted Financial Planners and Advisors for you to choose from and 138 non-vetted advisors in your local area. These financial advisors in Omaha, Nebraska have an average of 14 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
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
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
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 Omaha

Qualifications CRD# 5575697
Firm CRD# 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
Firm CRD# 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# 6084156
Firm CRD# 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
Firm CRD# 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
Firm CRD# 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# 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

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


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
Wealthplan Partners
101 South 108 Avenue,
Omaha, NE 68154
$1,794,164,088 7891 A percentage of AUM
Hourly charges
Fixed fees
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
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
Walnut Private Equity Partners, Llc
111 S. 108th Ave.,
Omaha, NE 68154
$111,746,243 2 A percentage of AUM
Hourly charges
Fixed fees
Purposeful Wealth
15514 Spaulding Plaza , Suite D02,
Omaha, NE 68116
$0 0 A percentage of AUM

    List of Additional Advisors in Omaha, Nebraska*

    * 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
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