ARKFELD WEALTH STRATEGIES, L.L.C.
Omaha, NE
AUM
$538.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
402-933-1970
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Retirement Planning advisors in NE
53 advisers found
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
FIRST NEBRASKA FINANCIAL SERVICES
North Platte, NE
AUM
$458.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
251-500
Fees
Percentage of AUM
(308) 534-1322
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
IAMS WEALTH MANAGEMENT, LLC
Omaha, NE
AUM
$397.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
53 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +3 more
(888)255-7670
STONEBRIDGE WEALTH SYSTEMS LLC
Kearney, NE
AUM
$369.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
10 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
308-698-0144
WEALTH ADVISORS NETWORK, INC.
Hastings, NE
AUM
$300.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
8 advisors
Clients
1-10
Fees
Percentage of AUM; REFERRAL FEES FROM THIRD PARTY MONEY MANAGER
402-463-6769
AUM
$258.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
402-391-1021
REVOLUTION CAPITAL, LLC
Omaha, NE
AUM
$241.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
402-933-3371
KEYSTONE FINANCIAL SERVICES, LLC
Omaha, NE
AUM
$240.3M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
7 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
(402) 392-1212
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
AUM
$171.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
(402) 884-1320
GARNETT INVESTMENT STRATEGIES
Beatrice, NE
AUM
$158.0M
Wealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
—
Fees
Percentage of AUM
402-223-3433
INTENTIONAL RETIREMENT, LLC
Omaha, NE
AUM
$150.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
402-885-9090
FAIRWAY ASSET MANAGEMENT, LLC
Omaha, NE
AUM
$117.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM
(402) 932-4630
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
FINANCIAL DESIGN GROUP, LLC
Lavista, NE
AUM
$113.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
0
Fees
Percentage of AUM
402-509-2250
CLARK WEALTH STRATEGIES, INC
Omaha, NE
AUM
$53.0M
Wealth MgmtTrusts & Estates
Team
4 advisors
Clients
0
Fees
Percentage of AUM; CONSULTING FEES
402-504-3531
TECKMEYER FINANCIAL SERVICES, L.L.C.
Omaha, NE
AUM
$51.6M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
402-331-8600
PLANVEST, LLC
Blair, NE
AUM
$46.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
402-426-9833
LEXUS WEALTH MANAGEMENT
Omaha, NE
AUM
$42.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
402-454-7222
AUM
$32.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
285 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +2 more
402-351-3102
MODERN ASSET MANAGEMENT LLC
Columbus, NE
AUM
$30.3M
Wealth Mgmt
Team
1 advisors
Clients
0
Fees
Percentage of AUM
402-563-3538