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Find Best Financial Advisors in Nebraska

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A densely populated state like Nebraska has different types of experienced & certified financial advisors such as fiduciary financial advisors and fee only financial planners making it challenging for you to choose the one that may perfectly meet your financial situation and needs. WiserAdvisor has pre-qualified and selected some of the top qualified financial advisors, independent certified financial planners, financial advisory firms & associations in Nebraska and has listed them below with their details such as qualifications, service offerings, and other important information that you could use while searching for financial advisors to best suit your financial and investment goals. Please note that the list of financial advisors mentioned below does not include all vetted advisors as some have not been listed as per their request. They may be available when you use our free match tool to compare up-to 3 financial advisors if they match your specific requirements and preferences.

Finding the Top Financial Advisor in Nebraska
Last Updated - 04-Aug-2022

Nebraska has 6 WiserAdvisor vetted Financial Planners and Advisors for you to choose from and 423 non-vetted advisors in your local area. These financial advisors in Nebraska have an average of 14 years of experience.

NOTE: The list of financial advisors in 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 Nebraska.

List of Qualified Financial Advisors in Nebraska
Financial Advisor Experience AUM Minimum Assets Fee Structure
Todd E. Hoins
LUTCF®
BROKERAGE SPECIALISTS, INC.
1828 North Webb Rd.,
Ste 2,
Grand Island, NE 68803
Not Disclosed Not Specified Not Specified 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
Christopher Ziola
EDELMAN FINANCIAL ENGINES, LLC
541 North 155th Plaza,
Omaha, NE 68154
13 Not Specified Not Specified Fee-Based
Michael Haman
CFP®
37 WEALTH
8025 Eiger Dr, Ste. 100,
Lincoln, NE 68516
14 $450,000,000 (team) $500,000 Fee-Based
Michael Bridgman
ChFC®
CAMBRIDGE ADVISORS
17330 Wright Street,
Suite 205,
Omaha, NE 68130
31 $500000 Not Specified Not Specified

Information on Qualified Financial Advisors in Nebraska

Qualifications CRD# 6877017
Firm CRD# 291011

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


Office Location 1828 North Webb Rd.,
Ste 2,
Grand Island,
NE
68803
Phone Number 308-398-0037

Todd has is a life-long resident of Nebraska. Todd and his family are members of the United Methodist Church and Todd has served on the Financial Benefits board at his church and Evangelists Board of his church. Todd enjoys ushering at his church the most; this is a great way to help meet people from all walks of life and help them find a seat to learn to live in a Christian way. Todd received his LUTCF designation through financially accredited courses through the National Association of Insurance and Financial Advisors. He is also a member of the Nebraska Better Business Bureau and has received the Honor Roll Award for Professional Standards of Business. Todd is a Financial Advisor and is certified 403b & 457 planning specialists, working with teachers and also public employees in Nebraska in helping them build a retirement savings. Todd is recognized for his role in working with Community Colleges across Nebraska as a Social Security & Financial Advisory Specialist. Todd is the founder and President of Brokerage Specialists, a Registered Investment Advisory Firm. The Income Advisory Program helps his clients to get returns on their investments in any kind of Market Cycle. Todd specializes in helping his clients in protecting their retirement assets. His focus is to help his clients prior to retirement and after to receive safe alternatives to risk based investments. Todd believes that competitive returns dont have be compromised by risk!

About Brokerage Specialists, Inc.

Brokerage Specialists, is a fiduciary investment advisory firm, WE do not sell securities we provide you our Asset management services and advice. Much like a doctor will advise you on your health. We do the same with your retirement plans such as 401k, simple IRA's and Roth IRA's. our firms core principal is to always work for the individual investing money and not the Investment company. This is why we do not sell securities, but offer you our professionally managed investment portfolios. We will also give you a monthly performance report on your assets under management. This is our score card on how your investments are being managed. We will advise you on these topics: 1. Social Security planning with a personalized report on your own benefits, and when to collect them. 2. A Color of money risks analysis, This report gives you a detailed report on how much risks you are taking in your investments. 3. A GPS Report, this is our compass report and this will give you a income based report on when to take money from each of your different retirement plans, including Social Security. Brokers sell products, a fiduciary investment advisor sells advice and management services.


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# 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# 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


Qualifications CRD# 1953229

Compensation/Fee Based on Assets


Office Location 17330 Wright Street,
Suite 205,
Omaha,
NE
68130
Phone Number 402-697-1166

About Cambridge Advisors

Cambridge Advisors Inc. is a fee-only investment management firm that was established to help our clients meet their financial goals through sound investment principles. Our client centered approach means that each client will have a unique portfolio designed specifically for their needs and preferences.Out of respect for our clients we are committed to full disclosure, clear reporting, easy access to our portfolio managers, strict confidentiality, and professional education.

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Money Management, Financial Planning for Individuals, Investment Advice & Management


Top Financial Advisor Firms in 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)
Bancwest Investment Services, Inc. (Bwis)
13220 California Street , 2nd Floor,
Omaha, NE 68154-9750
$2,505,370,804 10051 A percentage of AUM
Hourly charges
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
Hourly charges
Bellwether Wealth
140 North 8th Street , Suite 210,
Lincoln, NE 68058
$441,692,923 831 A percentage of AUM
Fixed fees
Oldfather Financial Services Llc
2033 Central Avenue,
Kearney, NE 68847
$334,612,711 1004 A percentage of AUM
Fixed fees
Arkfeld Wealth Strategies, L.L.C.
3512 N. 163rd Plaza,
Omaha, NE 68116
$309,356,500 1483 A percentage of AUM
Fixed fees
Arnold Weitz & Co
20488 Park Rd,
Elkhorn, NE 68022
$263,046,225 67 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
Plan A Wealth, Llc
7221 Plaza Court,
Lincoln, NE 68516
$219,433,628 1243 A percentage of AUM
Hourly charges
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
Hourly charges
Bazis Private Wealth, Llc
14301 Fnb Parkway , Ste. 100,
Omaha, NE 68154
$177,222,252 514 A percentage of AUM
Fixed fees
Keystone Financial Services, Llc
9802 Nicholas Street , Suite 315,
Omaha, NE 68114
$130,553,059 1127 A percentage of AUM
Fixed fees
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 Nebraska*

    * Additional advisors listing is provided in partnership with Yext

    Financial Advisor Office Location Phone Number
    American IRA Advisor
    Inquire with American
    630 N. D Street, Fremont, NE  68025 402-727-4845
    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
    Brian Heese
    Inquire with Brian
    3201 Pioneers Blvd, Ste 224, Lincoln, NE  68502 402-421-6672
    Barney Financial Services
    Inquire with Barney
    5508 Avenue N, Kearney, NE  68847 308-237-9167
    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
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