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Find Top Financial Advisors in Lincoln, Nebraska

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Lincoln, Nebraska, named after President Abraham Lincoln, is the capital of Nebraska and the second most populated city in the state. Lincoln is considered part of the Midwest Silicon Prairie that is also one of the best places for businesses and careers. Latest studies also show that the cost of living is approximately 7% lower than the national average, so working with one of the 820 or more financial advisors in Lincoln, or one of the 1600 advisors in Nebraska, who are knowledgeable of the Nebraska financial state rules and regulations, could prove beneficial. Choosing a financial advisor who you trust with your financial future and who assists you in making the right financial plans and investments may be quite intimidating. At WiserAdvisor, we are able to understand your requirements and match you to a short list of 2-3 screened financial advisors that you can interview to find the one that would best suit your needs. You can also use the directory below to connect with a financial advisor after doing your own research.


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 Lincoln, Nebraska.

Finding the Top Financial Advisor in Lincoln, Nebraska
Last Updated - 11-Aug-2022

Lincoln has 4 WiserAdvisor vetted Financial Planners and Advisors for you to choose from and 76 non-vetted advisors in your local area. These financial advisors in Lincoln, Nebraska have an average of 10 years of experience.

NOTE: The list of financial advisors in Lincoln, 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 Lincoln, Nebraska.

Qualified Financial Advisors in Lincoln, Nebraska
Financial Advisor Experience AUM Minimum Assets Fee Structure
Michael Haman
CFP®
37 WEALTH
8025 Eiger Dr, Ste. 100,
Lincoln, NE 68516
14 $450,000,000 (team) $500,000 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
Christopher Ziola
EDELMAN FINANCIAL ENGINES, LLC
541 North 155th Plaza,
Omaha, NE 68154
13 Not Specified Not Specified Fee-Based

Information on Qualified Financial Advisors in Lincoln

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# 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.


Top Financial Advisor Firms in Lincoln, Nebraska (Ranked by AUM)

Firm Name AUM No. of Clients Fee Structure
Ameritas Investment Partners, Inc.
5945 R Street,
Lincoln, NE 68505-3402
$23,088,801,137 1640 A percentage of AUM
Fixed fees
Other (VARIOUS MORTGAGE LOAN, BRIDGE LOAN AND REAL ESTATE FEES)
Ameritas Advisory Services, Llc
5900 O Street,
Lincoln, NE 68510
$9,451,450,525 32295 A percentage of AUM
Hourly charges
Fixed fees
Other (SOLICITOR FEES)
Whitetail Rock Capital Management, Llc
121 South 13th Street , Suite 100,
Lincoln, NE 68508-1911
$2,603,692,162 9 A percentage of AUM
Performance Based
Pittenger & Anderson Inc
5533 S. 27th Street , Suite 201,
Lincoln, NE 68512
$2,423,729,077 1701 A percentage of AUM
Hourly charges
Other (FLAT FEE FOR FINANCIAL PLANS FOR NON-AUM CLIENT)
Lincoln Capital, Llc
6003 Old Cheney Rd , Suite 350,
Lincoln, NE 68516
$585,237,732 1009 A percentage of AUM
Fixed fees
Bellwether Wealth
140 North 8th Street , Suite 210,
Lincoln, NE 68058
$441,692,923 831 A percentage of AUM
Fixed fees
R2 Wealth Management Partners
8101 O Street , Suite 301,
Lincoln, NE 68510
$306,052,826 1663 A percentage of AUM
Fixed fees
Capital Consulting & Asset Management
140 N. 8th Street , 410 The Apothecary,
Lincoln, NE 68508
$278,531,997 1427 A percentage of AUM
Flagstone Financial Management, Llc
5801 Hidcote Dr. Ste 100,
Lincoln, NE 68516
$261,311,572 842 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
Hbe Wealth Management, Llc
7140 Stephanie Lane,
Lincoln, NE 68516
$121,196,833 414 A percentage of AUM
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 Lincoln, Nebraska*

    * Additional advisors listing is provided in partnership with Yext

    Financial Advisor Office Location Phone Number
    Brian Heese
    Inquire with Brian
    3201 Pioneers Blvd, Ste 224, Lincoln, NE  68502 402-421-6672
    Bob Bennie Wealth Management
    Inquire with Bob
    1601 Old Cheney Road, Lincoln, NE  68512 402-421-2626
    David E Keller
    Inquire with David
    7011 Kentwell Ln, Ste 100, Lincoln, NE  68516 402-323-6550
    Debra Cirksena
    Inquire with Debra
    8535 Executive Woods Dr, Ste 300, Lincoln, NE  68512 402-441-4141
    Mason Doughty
    Inquire with Mason
    8535 Executive Woods Dr, Ste 300, Lincoln, NE  68512 402-441-4141
    Sharon Kresse
    Inquire with Sharon
    8535 Executive Woods Dr, Ste 300, Lincoln, NE  68512 402-441-4141
    Morgan Stanley Financial Advisors
    Inquire with Morgan
    1248 O Street, Ste 1100, Lincoln, NE  68508 402-474-2400
    Grossman Financial Planning
    Inquire with Grossman
    5715 South 34th Street, Suite 500, Lincoln, NE  68516 402-420-6060
    Universal Financial Strategies
    Inquire with Universal
    7431 O Street, Lincoln, NE  68510 402-323-8141
    Hill & Associates CPAs, PC
    Inquire with Hill
    2900 So. 70th Street, Suite 350, Lincoln, NE  68506 402-489-9300
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