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.
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 |
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!
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.
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.
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.
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
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
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) |
* 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 |
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.
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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?