Lincoln, the capital of Nebraska, is named after President Abraham Lincoln. The second most populated city in the state, Lincoln is considered one of the best cities in the United States for career starters. With the cost of living 7% lower than the national average, creating a solid financial plan with the help of a financial advisor would help you take advantage of this low-cost city. If you’re looking for a qualified financial advisor in this city that can assist you in your retirement and investment planning needs, look no further than FinancialAdvisor.net. With around 1,600 financial advisors to choose from in the Lincoln area, our mission is to connect you with 1-3 top advisors that meet your specific financial needs.
Last Updated - 13-Jun-2023
If you’re looking for qualified financial advisors in Lincoln, Nebraska, FinancialAdvisor.net is a useful resource. We've compiled a list of the 1 vetted financial advisors and 12 non-vetted financial advisors in Lincoln, Nebraska, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Lincoln, Nebraska have an average of 9 years of experience.
If you need more personalized assistance, you may also use our free financial advisor match service to find, compare and connect with 2 to 3 financial advisors matched to your specific needs, who serve in your area.
Firm Name | Firm CRD# | Total AUM | No. of Clients | Fee Structure |
---|---|---|---|---|
AMERITAS INVESTMENT PARTNERS, INC. 5945 R Street, Lincoln, NE, 68505-3402 | 109381 | $24,871,650,720 | 1982 | A percentage of AUM, Fixed fees, Other (VARIOUS MORTGAGE LOAN, BRIDGE LOAN AND REAL ESTATE FEES) |
AMERITAS ADVISORY SERVICES, LLC 5900 O Street, Lincoln, NE, 68510 | 317245 | $10,289,301,520 | 39033 | A percentage of AUM, Hourly charges, Fixed fees, Other (SOLICITOR FEES) |
PITTENGER & ANDERSON INC 5533 S. 27th Street, Suite 201 Lincoln, NE, 68512 | 111033 | $3,311,270,399 | 2126 | A percentage of AUM, Other (FLAT FEE FOR FINANCIAL PLANS FOR NON-AUM CLIENT) |
WHITETAIL ROCK CAPITAL MANAGEMENT, LLC 121 South 13th Street, Suite 100 Lincoln, NE, 68508-1911 | 156675 | $3,273,838,712 | 9 | A percentage of AUM, Performance Based |
LINCOLN CAPITAL, LLC 6003 Old Cheney Rd, Suite 350 Lincoln, NE, 68516 | 168307 | $644,332,628 | 1131 | A percentage of AUM, Hourly charges, Fixed fees |
BELLWETHER WEALTH 140 North 8th Street, Suite 210 Lincoln, NE, 68058 | 300012 | $516,613,791 | 1119 | A percentage of AUM, Hourly charges, Fixed fees |
R2 WEALTH MANAGEMENT PARTNERS 8101 O Street, Suite 301 Lincoln, NE, 68510 | 282055 | $386,182,129 | 715 | A percentage of AUM, Hourly charges, Fixed fees |
FLAGSTONE FINANCIAL MANAGEMENT, LLC 5801 Hidcote Dr. Ste 100, Lincoln, NE, 68516 | 285484 | $375,178,791 | 324 | A percentage of AUM, Hourly charges, Fixed fees |
PLAN A WEALTH, LLC 7221 Plaza Court, Lincoln, NE, 68516 | 287860 | $326,862,915 | 1682 | A percentage of AUM, Hourly charges, Fixed fees |
CAPITAL CONSULTING & ASSET MANAGEMENT 140 N. 8th Street, 410 The Apothecary Lincoln, NE, 68508 | 41438 | $296,326,030 | 1490 | A percentage of AUM, Hourly charges |
HBE WEALTH MANAGEMENT, LLC 7140 Stephanie Lane, Lincoln, NE, 68516 | 128315 | $201,222,368 | 584 | A percentage of AUM |
ALLSTATE FINANCIAL ADVISORS, LLC 151 N 8th Street, Suite 450, Lincoln, NE, 68508 | 109524 | $62,134,830 | 189 | Other (THIRD PARTY ADVISORY FEES) |
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