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Find The Best Financial Advisors in Nebraska

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 a big 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 The 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 that may best suit your needs.

We understand that each individual’s financial needs are unique to them, and so do our financial advisors. Find, locate and compare financial advisors in Nebraska. Check the advisor’s qualifications, certifications & experience to find the best advisor or planner that would meet your financial requirements.

List of Qualified Financial Advisors in Nebraska

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Todd E. Hoins

Brokerage Specialists, Inc.

1828 North Webb Rd.
Ste 2

Grand Island, NE 68803

308-398-0037

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Atchison Wealth Team

SageSpring Wealth Partners

15808 West Dodge Rd. Suite 103

Omaha, NE 68118

402-505-7700

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Jeffrey Casey

SageSpring Wealth Partners

15808 West Dodge Rd. Suite 103

Omaha, NE 68118

402-932-4949

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Christopher Ziola

Edelman Financial Engines, LLC

541 North 155th Plaza

Omaha, NE 68154

402-506-9241

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Michael Haman

37 Wealth

8025 Eiger Dr, Ste. 100

Lincoln, NE 68516

402-480-7189

Top Financial Advisor Firms in Nebraska (Ranked by AUM)

Firm Name Firm CRD# Total AUM No. of Clients Fee Structure
ORION PORTFOLIO SOLUTIONS, LLC
17605 Wright St, Omaha, NE 68130
125446 $14,194,829,219 81242 A percentage of AUM
Fixed fees
Other (ADMINISTRATIVE FEES)
BANCWEST INVESTMENT SERVICES, INC. (BWIS)
13220 California Street, 2nd Floor Omaha, NE 68154-9750
29357 $2,505,370,804 10051 A percentage of AUM
IRONVINE CAPITAL PARTNERS, LLC
9290 W. Dodge Rd; Ste 203, Omaha, NE 68114
168892 $1,021,571,034 279 A percentage of AUM
AMERICA FIRST INVESTMENT ADVISORS LLC
10050 Regency Circle, Suite 515, Omaha, NE 68114-3721
106984 $463,616,637 546 A percentage of AUM
BELLWETHER WEALTH
140 North 8th Street, Suite 210 Lincoln, NE 68058
300012 $441,692,923 831 A percentage of AUM
Hourly charges
Fixed fees
OLDFATHER FINANCIAL SERVICES LLC
2033 Central Avenue, Kearney, NE 68847
112505 $334,612,711 1004 A percentage of AUM
Hourly charges
Fixed fees
ARKFELD WEALTH STRATEGIES, L.L.C.
3512 N. 163rd Plaza, Omaha, NE 68116
293175 $309,356,500 1483 A percentage of AUM
Hourly charges
Fixed fees
ARNOLD WEITZ & CO
20488 Park Rd, Elkhorn, NE 68022
108026 $263,046,225 67 A percentage of AUM
Hourly charges
Fixed fees
WEALTH ADVISORS NETWORK, INC.
Foundation Place Ste. 100, 201 Hastings, NE 68901
113836 $234,227,943 617 A percentage of AUM
Fixed fees
Other (REFERRAL FEES FROM THIRD PARTY MONEY MANAGER)
RED CEDAR CAPITAL, LLC
8748 Fredrick Street, Omaha, NE 68124
141642 $228,126,594 83 A percentage of AUM
Fixed fees
NABITY-JENSEN INVESTMENT MANAGEMENT, INC.
9802 Nicholas Street, Suite 105 Omaha, NE 68114
128455 $200,565,157 213 A percentage of AUM
Hourly charges
Fixed fees
PURPOSEFUL WEALTH
15514 Spaulding Plaza, Suite D02 Omaha, NE 68116
317517 $180,325,391 746 A percentage of AUM
BAZIS PRIVATE WEALTH, LLC
14301 Fnb Parkway, Ste. 100 Omaha, NE 68154
148605 $177,222,252 514 A percentage of AUM
Hourly charges
Fixed fees
KEYSTONE FINANCIAL SERVICES, LLC
9802 Nicholas Street, Suite 315 Omaha, NE 68114
308397 $130,553,059 1127 A percentage of AUM
Fixed fees
ALLSTATE FINANCIAL ADVISORS, LLC
2920 So 84th Street, Lincoln, NE 68506
109524 $31,119,722 166 Other (THIRD PARTY ADVISORY FEES)

Additional Financial Advisors in Nebraska

* Additional advisors listing is provided in partnership with Yext

Financial Advisor Office Location Phone Number
American IRA Advisor
Inquire with American
630 N. D Street, Fremont, NE 68025 402-727-4845
Andrew Rehmann
Inquire with Andrew
13625 California St, Ste 400 Omaha, NE 68154 402-399-6158
Al Zach
Inquire with Al
13625 California St, Ste 400 Omaha, NE 68154 402-399-6307
Beau Robinson
Inquire with Beau
13625 California St, Ste 400 Omaha, NE 68154 402-548-3438
Amy E Riggs
Inquire with Amy
13625 California St, Ste 400 Omaha, NE 68154 402-399-6143
Brian Heese
Inquire with Brian
3201 Pioneers Blvd, Ste 224 Lincoln, NE 68502 402-421-6672
Barney Financial Services
Inquire with Barney
5508 Avenue N, Kearney, NE 68847 308-237-9167
Bradley Hess
Inquire with Bradley
13625 California St, Ste 400 Omaha, NE 68154 402-399-1578
Aron D. Huddleston
Inquire with Aron
13625 California St, Ste 400 Omaha, NE 68154 402-399-6190
Andrew Robinson
Inquire with Andrew
13625 California St, Ste 400 Omaha, NE 68154 402-399-6151

Select other cities around Nebraska to broaden your search for a financial advisor

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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