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Connecting with the right financial advisor at the right time can help you streamline your financial plan and build financial strategies for the future!

Trusting someone to manage your finances is an audacious step to take! Finding the right financial advisor in Nebraska involves going through a number of financial expert profiles and a large number of options can leave you confused!

How To Find Best Financial Advisors & Planners in Nebraska?

We at financialadvisor.net can help you solve your dilemma by narrowing down the top registered financial advisors in Nebraska to provide you with the best advisors near you.

We understand your various financial needs, & so do our financial advisors! Find, Locate & Compare the best Nebraska financial advisors tailored as per your financial requirements. Check advisor’s qualifications, certifications & experience before you connect.

List of Qualified Financial Advisors in Nebraska

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David Spiess

Ludacka Wealth Partners

9300 Underwood Ave.Suite 500

Omaha, NE 68114

402-203-8182

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Jeffrey Casey

Southwestern Investment Advisory Services, Inc.

15808 West Dodge Rd. Suite 103

Omaha, NE 68118

402-932-4949

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Matt Atchison & Sara Clegg

Southwestern Investment Advisory Services, Inc.

15808 West Dodge Rd. Suite 103

Omaha, NE 68118

402-505-7700

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Christopher Ziola

Edelman Financial Engines, LLC

541 North 155th Plaza

Omaha, NE 68154

402-506-9241

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Justin Anderson

Cambridge Advisors

17330 Wright Street
Suite 205

Omaha, NE 68130

402-697-1166

List of Additional Financial Advisors in Nebraska*

* Additional advisor listing is provided in partnership with Yext

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American IRA Advisor

630 N. D Street

Fremont, NE 68025
402-727-4845

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First Command Financial Advisor - Joel Dighans

1716 Charleston Dr

Papillion, NE 68133
402-291-3040

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Schuster Anderson Wealth Advisors

3008 W. Stolley Park
Suite 1

Grand Island, NE 68801
308-384-3302

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Bob Bennie Wealth Management

1601 Old Cheney Road

Lincoln, NE 68512
402-421-2626

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BOS Enterprises, Inc.

6657 Sorensen Parkway

Omaha, NE 68152
402-571-8224

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Robert O'Neil - Morgan Stanley

13625 California St
Ste 400

Omaha, NE 68154
402-399-6142

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Pete Faubel - Morgan Stanley

1248 O Street
Ste 1100

Lincoln, NE 68508
402-479-1211

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First Command Financial Advisor - Erica Brown

1716 Charleston Dr

Papillion, NE 68133
402-291-3040

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Financial Partners

5831 South 58th Street
Suite D

Lincoln, NE 68516
888-484-8400

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The Militti Group - Morgan Stanley

13625 California St.
Suite 400

Omaha, NE 68154
402-399-1516

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Stifel | BHF Financial Advisory Team

1125 South 103rd Street,
Ste. #300

Omaha, NE 68124
402-955-1033

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Lyvfin

2202 E 16 Rd

Hampton, NE 68843
308-380-3948

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First Command Financial Advisor - Jon Messer

1716 Charleston Dr

Papillion, NE 68133
402-291-3040

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Window World of Siouxland

1001 Dakota Ave

South Sioux City, NE 68776
712-276-5588

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Allstate Personal Financial Representative: Jed Johnson

3201 Pioneers Blvd
Ste 104

Lincoln, NE 68502
402-677-2174

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Edward Jones - Financial Advisor: Joel M Weyand

245 S 84th Street
Suite 110

Lincoln, NE 68510
402-904-7948

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The Dworak Group - UBS Financial Services Inc.

5800 Hidcote
Suite 200

Lincoln, NE 68516
402-328-2077

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Mark Kersenbrock - UBS Financial Services Inc.

1 Valmont Plaza
Suite 300

Omaha, NE 68154
402-963-2901

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Feltz Wealthplan

101 South 108th Avenue
Second Floor

Omaha, NE 68154
402-691-0200

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Lincoln, NE Branch Office - UBS Financial Services Inc.

5800 Hidcote Drive
Suite 200

Lincoln, NE 68516
800-444-0598

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Guy Strevey & Associates, Inc.

11422 Miracle Hills Drive
Suite 202

Omaha, NE 68154
402-493-0253

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RG Investments

222 S 5th Street

Seward, NE 68434
402-643-6669

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Grossman Financial Planning

5715 South 34th Street
Suite 500

Lincoln, NE 68516
402-420-6060

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Hill & Associates CPAs, PC

2900 So. 70th Street
Suite 350

Lincoln, NE 68506
402-489-9300

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Universal Financial Strategies

7431 O Street

Lincoln, NE 68510
402-323-8141

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Marla Sprenger

2243 Illinois Street

Sidney, NE 69162
308-254-0400

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Sweeney Wealth Management Group

718 Fourth Avenue

Holdrege, NE 68949
308-995-1400

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Nicci Clark - Morgan Stanley

13625 California St
Ste 400

Omaha, NE 68154
402-399-6167

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Financial Partners LLC

1026 Illinois Street

Sidney, NE 69162
308-254-0914

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Rodney Ruh - UBS Financial Services Inc.

1 Valmont Plaza
Suite 300

Omaha, NE 68154
402-963-2915

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Trinity Financial Group

14301 FNB Pkwy
#210

Omaha, NE 68154
877-331-1217

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Edward Jones - Financial Advisor: Adam Carney

3821 N 167th Ct
Suite 120

Omaha, NE 68116
402-289-2900

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First National Bank

201 E Francis St

North Platte, NE 69101
308-535-6387

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Window World of Lincoln

2940 Cornhuskers Hwy

Lincoln, NE 68505
402-464-7313

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THE SMITH TEAM

115 Canopy Street
Suite 400

Lincoln, NE 68508
402-437-1076

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KLEAGER SUNDERMAN WEALTH STRATEGY GROUP

115 Canopy Street
Suite 400

Lincoln, NE 68508
402-476-3000

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Lewis P. Linkugel Financial Services

5831 South 58th
Suite D

Lincoln, NE 68516
402-423-9500

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Pinnacle Wealth Management

6140 Village Drive
Suite 2

Lincoln, NE 68516
402-434-0390

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Allstate Personal Financial Representative: Christopher Gryzen

3707 N 200th St
Ste B

Elkhorn, NE 68022
402-880-8934

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The Wright Group - Morgan Stanley

13625 California St
Ste 400

Omaha, NE 68154
402-399-6319

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Cetera Investors - Shawn Lorenzen

7571 Main Street

Ralston, NE 68127
402-339-9090

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Trinity Financial Group

8700 Executive Woods Dr
Suite 200

Lincoln, NE 68512
402-817-4474

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Hammes Adams Financial Group - UBS Financial Services Inc.

1 Valmont Plaza
Suite 300

Omaha, NE 68154
402-392-5827

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Valley Wealth Management

3011 Avenue B
Suite B

Scottsbluff, NE 69361
308-632-7587

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Securities America Inc.

321 West Avenue

Holdrege, NE 68949
308-995-2205

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Curnes Group

9900 Nicholas Street
Suite 360

Omaha, NE 68114
402-397-5440

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Lifetime Retirement Partners

2637 South 158th Plaza
Suite 230

Omaha, NE 68130
402-399-9111

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Brett Michael Carver - Morgan Stanley

13625 California St
Ste 400

Omaha, NE 68154
402-399-6343

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DK Legacy Wealth Group

116 S Lincoln Ave

York, NE 68467
402-362-2594

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Muehling Financial

7431 O Street

Lincoln, NE 68510
402-613-0392

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Monahan Financial Inc.

1055 North 115th Street
Suite 204

Omaha, NE 68154
402-493-3917

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Renaissance Financial

12801 Pierce Street
STE 300

Omaha, NE 68144
402-682-3900

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Ryan Haney - UBS Financial Services Inc.

1 Valmont Plaza
Suite 300

Omaha, NE 68154
402-392-5838

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Cetera Investors - Michael Stutzman

7571 Main Street

Omaha, NE 68127
402-339-9090

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First Command Financial Advisor - Jim Dentinger

1716 Charleston Dr

Papillion, NE 68133
402-291-3040

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Echo Wreatha Pelster | Financial Advisor

203 West Arnold Avenue

Arnold, NE 69120
308-325-3153

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First Command Financial Advisor - Scott Carlson

1716 Charleston Dr

Papillion, NE 68133
402-291-3040

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Joe Finelli - Morgan Stanley

13625 California St
Ste 400

Omaha, NE 68154
402-399-6149

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Andrew Robinson - Morgan Stanley

13625 California St
Ste 400

Omaha, NE 68154
402-399-6151

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Omaha, NE Branch Office - UBS Financial Services Inc.

One Valmont Plaza
Suite 300

Omaha, NE 68154
402-963-2900

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First National Bank

201 N Dewey St

North Platte, NE 69101
308-532-1000

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Timothy Zielinski - Morgan Stanley

13625 California St
Ste 400

Omaha, NE 68154
402-399-6157

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Christopher Scott - UBS Financial Services Inc.

1 Valmont Plaza
Suite 300

Omaha, NE 68154
402-963-2924

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Ken Thomason, CFP® - Morgan Stanley

13625 California St
Ste 400

Omaha, NE 68154
402-399-6169

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Amy E Riggs - Morgan Stanley

13625 California St
Ste 400

Omaha, NE 68154
402-399-6143

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Jonathan Kendall, CRPC - UBS Financial Services Inc.

1 Valmont Plaza
Suite 300

Omaha, NE 68154
402-963-2954

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Gary L. Beller - Morgan Stanley

13625 California St
Ste 400

Omaha, NE 68154
402-399-6348

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Dave Dunham - Morgan Stanley

13625 California St
Ste 400

Omaha, NE 68154
402-399-6352

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RetirePath Advisors

419 West Judy Drive

Fremont, NE 68025
402-721-1762

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Nicholaus D. Richters - Morgan Stanley

1248 O Street
Ste 1100

Lincoln, NE 68508
402-479-1244

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First Command Financial Advisor - Marshall Lane

1716 Charleston Dr

Papillion, NE 68133
402-291-3040

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Stephen Alexander - UBS Financial Services Inc.

5800 Hidcote
Suite 200

Lincoln, NE 68516
402-328-4506

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Miller Financial Group, Inc.

2211 Capehart Road
Unit 105

Bellevue, NE 68123
402-991-9020

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The Kloeckner Group - UBS Financial Services Inc.

1 Valmont Plaza
Suite 300

Omaha, NE 68154
402-963-2923

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First Command Financial Advisor - Dan Gonzalez

1716 Charleston Dr

Papillion, NE 68133
402-291-3040

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Trusted Wealth Partners

16934 Frances Street
Suite 201

Omaha, NE 68130
402-502-5700

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John P Wright - Morgan Stanley

13625 California St
Ste 400

Omaha, NE 68154
402-399-6326

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Mary Ann Miller - Morgan Stanley

1248 O Street
Ste 1100

Lincoln, NE 68508
402-479-1231

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First Command Financial Advisor - Kevin Schmidt

1716 Charleston Dr

Papillion, NE 68133
402-291-3040

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John Belford - Morgan Stanley

13625 California St
Ste 400

Omaha, NE 68154
402-399-6154

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Jason Hillyard - Morgan Stanley

13625 California St
Ste 400

Omaha, NE 68154
402-399-1504

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Beau Robinson - Morgan Stanley

13625 California St
Ste 400

Omaha, NE 68154
402-548-3438

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First Command Financial Advisor - Omar Nurse

1716 Charleston Dr

Papillion, NE 68133
402-291-3040

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Morgan Stanley Financial Advisors

1248 O Street
Ste 1100

Lincoln, NE 68508
402-474-2400

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The Welsh Friesen Group - Morgan Stanley

13625 California St
Ste 400

Omaha, NE 68154
402-399-1541

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The Rehmann Group - Morgan Stanley

13625 California St
Ste 400

Omaha, NE 68154
402-399-1545

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Morgan Stanley Financial Advisors

13625 California St
Ste 400

Omaha, NE 68154
402-397-0900

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Stephen Burt, CFP? - UBS Financial Services Inc.

5800 Hidcote
Suite 200

Lincoln, NE 68516
402-328-2079

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Tim Bastian - Morgan Stanley

13625 California St
Ste 400

Omaha, NE 68154
402-399-6330

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Matthew Shalhoob - Morgan Stanley

13625 California St
Ste 400

Omaha, NE 68154
402-399-6150

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Eric Butler, CRPC - UBS Financial Services Inc.

1 Valmont Plaza
Suite 300

Omaha, NE 68154
402-963-2958

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Patrick J DiBiase - Morgan Stanley

13625 California St
Ste 400

Omaha, NE 68154
402-399-6324

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Al Zach - Morgan Stanley

13625 California St
Ste 400

Omaha, NE 68154
402-399-6307

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Tatreau Financial Group - UBS Financial Services Inc.

1 Valmont Plaza
Suite 300

Omaha, NE 68154
402-392-5834

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First Command Financial Advisor - Nate Rachwitz

1716 Charleston Dr

Papillion, NE 68133
402-291-3040

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The Frederick Group - UBS Financial Services Inc.

5800 Hidcote
Suite 200

Lincoln, NE 68516
402-328-4529

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The Lindstrom Group - UBS Financial Services Inc.

1 Valmont Plaza
Suite 300

Omaha, NE 68154
402-392-5900

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Butler Huseth Wealth Management - UBS Financial Services Inc.

1 Valmont Plaza
Suite 300

Omaha, NE 68154
402-963-2958

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Cory Epstein - Morgan Stanley

13625 California St
Ste 400

Omaha, NE 68154
402-399-6156

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William Huseth, Jr. - UBS Financial Services Inc.

1 Valmont Plaza
Suite 300

Omaha, NE 68154
402-963-2922

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Lincoln, NE Private Wealth Management - UBS Financial Services Inc.

5800 Hidcote Dr.
Suite 200

Lincoln, NE 68516
800-444-0598

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First Command Financial Advisor - Curt Prohaska

1716 Charleston Dr

Papillion, NE 68133
402-291-3040

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Matthew Frederick - UBS Financial Services Inc.

5800 Hidcote
Suite 200

Lincoln, NE 68516
402-328-4529

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First Command Financial Advisor - Chris George

1716 Charleston Dr

Papillion, NE 68133
402-291-3040

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Forrest (Frosty) Anderson - Morgan Stanley

1248 O Street
Ste 1100

Lincoln, NE 68508
402-479-1221

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EJ Militti Jr. - Morgan Stanley

13625 California St
Ste 400

Omaha, NE 68154
402-399-1513

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Bradley Hess - Morgan Stanley

13625 California St
Ste 400

Omaha, NE 68154
402-399-1578

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Nick Nalbach - Morgan Stanley

13625 California St
Ste 400

Omaha, NE 68154
402-399-6195

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Matthew Ewin - Morgan Stanley

13625 California St
Ste 400

Omaha, NE 68154
402-548-3420

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Kenneth Koop - Morgan Stanley

1248 O Street
Ste 1100

Lincoln, NE 68508
402-479-1229

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William J Carver - Morgan Stanley

13625 California St
Ste 400

Omaha, NE 68154
402-399-6342

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Aron D. Huddleston - Morgan Stanley

13625 California St
Ste 400

Omaha, NE 68154
402-399-6190

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Tony Eynetich, Washington National Agent

3601 N North Rd

Grand Island, NE 68803
308-379-3798

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Jani Martinez - Morgan Stanley

1248 O Street
Ste 1100

Lincoln, NE 68508
402-479-1212

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Mark Robert Yosten - Morgan Stanley

13625 California St
Ste 400

Omaha, NE 68154
402-548-3427

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Andrew Rehmann - Morgan Stanley

13625 California St
Ste 400

Omaha, NE 68154
402-399-6158

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Stewart C Hartman - Morgan Stanley

13625 California St
Ste 400

Omaha, NE 68154
402-399-1517

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Patrick Friesen - Morgan Stanley

13625 California St
Ste 400

Omaha, NE 68154
402-399-1580

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Ted Rehmann - Morgan Stanley

13625 California St
Ste 400

Omaha, NE 68154
402-399-1545

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Carroll Militti Hacker - Morgan Stanley

13625 California St
Ste 400

Omaha, NE 68154
402-399-1518

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Edward J. Militti, Sr. - Morgan Stanley

13625 California St
Ste 400

Omaha, NE 68154
402-399-1542

* Additional advisor listing is provided in partnership with Yext

Frequently Asked Questions

Why should I hire a financial advisor to manage my money?

The core objective of a financial advisor is to get your finances on the right track & help you strategize your spendings, investments & savings to mitigate the future financial risks. A financial advisor creates a plan for you based on your short term & long term financial goals keeping the market situations into consideration and provides you a roadmap to attain those goals.

How can I pick a good financial advisor?

A good financial advisor is the one who has a sound knowledge of managing finances, the experience of working with market ups & downs & most importantly - understands your financial goals & needs well. To find a 'good' financial advisor, you need to get your financial goals defined & choose the best fiduciary financial advisor that puts your best interest on priority. Choose the best financial advisor for you with our financial advisor's directory.

What's the difference between a financial planner and a financial advisor?

A financial advisor provides a vast spectrum of advisory investment management, debt repayment, tax planning, estate planning, retirement planning, insurance depending on your need, whereas a financial planner helps you create a financial plan to help you meet your goals. While the work of a financial planner & a financial overlap at a certain point, there is a fine line of difference based on cost, goals & way of working between the two.

How much money should I have before getting a financial advisor?

The cost of a financial advisor depends upon factors like experience, certifications & the type of financial advisor. Cost varies as per the type of financial advisor you choose as no one-size-fits-all compensation option for advisors. The most common ways a financial advisor is compensated are fee-only, hourly rates, commission-based, fixed flat rates & percentage of the account. You need to talk to your advisor about the cost involved before hiring the one.

What type of financial advisor do I need?

Given a wide variety of financial advisors, if you are unable to analyze the type of financial advisor you need, you should consult an advisor who can look at the complete picture. In general terms, the CFP or ChFC certified financial advisor is a preferred choice as in order to achieve the certification one needs a good amount of hands-on experience.

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