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OLDFATHER FINANCIAL SERVICES
OFS ENTERPRISE LLC
CRD 339739 · SEC 801-135156
2033 CENTRAL AVE, KEARNEY, NE, 68847, United States
Phone
308-237-4571
Fax
308-237-7679
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$556.3M
Discretionary AUM
$542.6M
Team
6 total employees; 4 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-05-29
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 405 | $324.8M |
| High net worth individuals | 30 | $169.1M |
| Pension/profit sharing plans | 2 | $793K |
| Charitable organizations | 6 | $58.2M |
| Corporations/business entities | 5 | $3.4M |
States served
CO, KS, NE, TX
All web addresses on file
Official SEC filing: View on IAPD