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TURNER FINANCIAL

TURNER FINANCIAL LLC

CRD 334842

Visit website

11060 OAK ST, SUITE 1, OMAHA, NE, 68144, United States

Phone

402-578-0300

Fax

—

Registration

— (—)

Source

State registered

Total AUM

$5.0M

Discretionary AUM

$4.3M

Team

1 total employees; 1 advisory reps; 1 broker-dealer reps

Clients

26-50

Fees

Percentage of AUM; Fixed fees

Org form

Limited Liability Company

Filing date

2026-03-06

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Pension consulting

Client types

TypeClientsAUM
Individuals20$4.1M
High net worth individuals1$183K
Pension/profit sharing plans5$715K

All web addresses on file

Official SEC filing: View on IAPD