AMERITAS ADVISORY SERVICES, LLC
Lincoln, NE
AUM
$13.75B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
366 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +2 more
800-335-9858
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Financial Planning advisors in NE, LINCOLN
12 advisers found
PITTENGER & ANDERSON INC
Lincoln, NE
AUM
$3.03B
Financial PlanningWealth MgmtTrusts & Estates
Team
14 advisors
Clients
101-250
Fees
Percentage of AUM; FLAT FEE FOR FINANCIAL PLANS FOR NON-AUM CLIENT
402-328-8800
LINCOLN CAPITAL, LLC
Lincoln, NE
AUM
$844.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
4024831400
BELLWETHER WEALTH
Lincoln, NE
AUM
$784.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
7 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
402-476-8844
FLAGSTONE FINANCIAL MANAGEMENT, LLC
Lincoln, NE
AUM
$467.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
402-413-0440
PLAN A WEALTH, LLC
Lincoln, NE
AUM
$433.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
402-975-8008
R2 WEALTH MANAGEMENT PARTNERS
Lincoln, NE
AUM
$236.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
402-489-9375
CAPITAL CONSULTING & ASSET MANAGEMENT
Lincoln, NE
AUM
$218.7M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM; Hourly charges
402-477-2500
PARADIGM WEALTH MANAGEMENT
Lincoln, NE
AUM
$116.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
531-333-2728
MJB FINANCIAL PLANNING
Lincoln, NE
AUM
$60.2M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
402-413-1097
P23 FINANCIAL, INC
Lincoln, NE
AUM
—
Financial Planning
Team
1 advisors
Clients
0
Fees
Fixed fees; REFERRAL FEES
402-486-3777
SIPHERD WEALTH MANAGEMENT, LLC
Lincoln, NE
AUM
—
Financial PlanningTrusts & Estates
Team
1 advisors
Clients
11-25
Fees
Fixed fees; SELECTION OF OTHER ADVISERS FEES
(402) 488-5656