Search Results

70 advisors in nebraska
FirmFeeAUMMin.Clients

INTERALPEN PARTNERS, LLC

Fee-Only, No ConflictsClean Record
Omaha, NebraskaCRD #315587
Typical Fee--
AUM$208M
Minimum--
Clients8

IRONVINE CAPITAL PARTNERS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Omaha, NebraskaCRD #168892
Typical Fee--
AUM$1.1B
Minimum--
Clients516

KEYSTONE FINANCIAL SERVICES, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Omaha, NebraskaCRD #308397
Typical Fee--
AUM$193M
Minimum--
Clients1,530

LAWSON KROEKER INVESTMENT MANAGEMENT INC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Omaha, NebraskaCRD #105053
Typical Fee--
AUM$683M
Minimum--
Clients406

LEIBMAN FINANCIAL SERVCES, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Louisville, NebraskaCRD #323120
Typical Fee--
AUM$173M
Minimum--
Clients573

LINCOLN CAPITAL, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Lincoln, NebraskaCRD #168307
Typical Fee--
AUM$743M
Minimum--
Clients1,176

LUTZ FINANCIAL

Fee-OnlyClean RecordAlso Compensated via Product Sales
Omaha, NebraskaCRD #117273
Typical Fee--
AUM$2.6B
Minimum--
Clients2,386

M-ONE CAPITAL

Fee-OnlyClean RecordAlso Compensated via Product Sales
Omaha, NebraskaCRD #158782
Typical Fee--
AUM$4.1B
Minimum--
Clients12

MCMILL CPA AND ADVISORS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Norfolk, NebraskaCRD #129015
Typical Fee--
AUM$730M
Minimum--
Clients4,118

MOREY & QUINN WEALTH PARTNERS

Clean RecordAlso Compensated via Brokerage
Omaha, NebraskaCRD #332074
Typical Fee--
AUM$328M
Minimum--
Clients1,473

MUTUAL ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Omaha, NebraskaCRD #167658
Typical Fee2.00%
AUM$6.8B
Minimum--
Clients21,515

MUTUAL OF OMAHA INVESTOR SERVICES, INC.

Also Compensated via Brokerage
Omaha, NebraskaCRD #611
Typical Fee--
AUM$24M
Minimum--
Clients116

NABITY-JENSEN INVESTMENT MANAGEMENT, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Omaha, NebraskaCRD #128455
Typical Fee--
AUM$238M
Minimum--
Clients217

OLDFATHER FINANCIAL SERVICES

Fee-OnlyClean RecordAlso Compensated via Product Sales
Kearney, NebraskaCRD #339739
Typical Fee--
AUM$542M
Minimum--
Clients1,210

ORION PORTFOLIO SOLUTIONS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Omaha, NebraskaCRD #107975
Typical Fee--
AUM$57.7B
Minimum--
Clients203,878

PANORAMA POINT PARTNERS, LLC

Fee-Only, No ConflictsClean Record
Omaha, NebraskaCRD #165704
Typical Fee--
AUM$193M
Minimum--
Clients19

PFLUG KOORY, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Omaha, NebraskaCRD #109268
Typical Fee--
AUM$347M
Minimum--
Clients124

PITTENGER & ANDERSON INC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Lincoln, NebraskaCRD #111033
Typical Fee--
AUM$3.0B
Minimum--
Clients2,261

PLAN A WEALTH, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Lincoln, NebraskaCRD #287860
Typical Fee--
AUM$370M
Minimum--
Clients1,930

PRAIRIE WEALTH ADVISORS, INC.

Fee-OnlyAlso Compensated via Product Sales
Omaha, NebraskaCRD #165266
Typical Fee--
AUM$472M
Minimum--
Clients388

PRIVATE WEALTH ASSET MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
Omaha, NebraskaCRD #315819
Typical Fee--
AUM$1.8B
Minimum--
Clients1,947

PRODIGY ASSET MANAGEMENT LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Omaha, NebraskaCRD #106457
Typical Fee--
AUM$2.4B
Minimum--
Clients282

PROFESSIONAL FINANCIAL ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
North Platte, NebraskaCRD #173719
Typical Fee--
AUM$614M
Minimum--
Clients2,991

R2 WEALTH MANAGEMENT PARTNERS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Lincoln, NebraskaCRD #282055
Typical Fee--
AUM$421M
Minimum--
Clients1,912

REVOLUTION CAPITAL, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Omaha, NebraskaCRD #300496
Typical Fee--
AUM$242M
Minimum--
Clients750

SEQUENT PLANNING, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Omaha, NebraskaCRD #160381
Typical Fee--
AUM$395M
Minimum--
Clients5,102

SMART WEALTH, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Omaha, NebraskaCRD #315496
Typical Fee--
AUM$448M
Minimum--
Clients3,291

STEVENS CAPITAL PARTNERS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Omaha, NebraskaCRD #317517
Typical Fee--
AUM$601M
Minimum--
Clients2,137

STONEBRIDGE WEALTH SYSTEMS LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Kearney, NebraskaCRD #327894
Typical Fee--
AUM$276M
Minimum--
Clients2,152

THE MAGNOLIA GROUP, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Omaha, NebraskaCRD #171102
Typical Fee--
AUM$812M
Minimum--
Clients2
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