CARSON GROUP INVESTING
Omaha, NE
AUM
$2.05B
Wealth MgmtInstitutional
Team
7 advisors
Clients
—
Fees
Percentage of AUM
402-334-6270
Full profileNo website
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Wealth Management advisors in NE
105 advisers found
THE MAGNOLIA GROUP, LLC
Omaha, NE
AUM
$710.6M
Wealth Mgmt
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
402-509-8456
Full profileNo website
AUM
$301.2M
Wealth Mgmt
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
402-289-3217
Full profileNo website
WALNUT PRIVATE EQUITY PARTNERS, LLC
Omaha, NE
AUM
$172.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
402-991-2201
Full profileNo website
ALLSTATE FINANCIAL ADVISORS, LLC
Lincoln, NE
AUM
$142.4M
Wealth Mgmt
Team
341 employees
Clients
0
Fees
THIRD PARTY ADVISORY FEES
877-232-2142
Full profileNo website
AGMAN CAPITAL
Omaha, NE
AUM
$140.2M
Wealth MgmtTrusts & Estates
Team
3 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
(574) 607-7329
Full profileNo website
AUM
$52.1M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
—
Fees
Percentage of AUM
402-305-5165
Full profileNo website
EXECUTIVE WEALTH PARTNERS
Omaha, NE
AUM
$18.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
402-991-1700
Full profileNo website
SKYLINE WEALTH MANAGEMENT
Hastings, NE
AUM
$0
Financial PlanningWealth Mgmt
Team
1 advisors
Clients
0
Fees
Percentage of AUM
402-303-8424
Full profileNo website
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