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Financial decisions are often complicated. Decisions like saving for the future, preparing for retirement, protecting your assets, planning to acquire an estate are all complex enough to make your head spin. A trusted financial advisor can help you to sail you through your journey!

We understand your financial needs are not always the same! Choosing the right financial advisor in Omaha is a tedious task to do. financialadvisor.net give you extensive options to compare best advisors in Omaha & pick the one as per your needs

How To Find Best Financial Advisors & Planners in Omaha?

Looking for a qualified financial advisor in Omaha? We can help you by narrowing down your options & listing the best financial advisors in Omaha as per their qualifications & experience.

Find! Compare & Connect with the top financial advisors in Omaha near you with the list of certified and vetted Omaha financial advisors.

List of Qualified Financial Advisors in Omaha, Nebraska

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Jerry Sharkey

Creative Planning

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Omaha, NE 68154
(402) 2554944

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John Simonson

Creative Planning

12925 W. Dodge Rd.

Omaha, NE 68154
(402) 3432556

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Nate Farmer

Creative Planning

12925 W. Dodge Rd.

Omaha, NE 68154
(402) 3432557

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Ryan Swartz

Creative Planning

12925 W. Dodge Rd.

Omaha, NE 68154
(402) 3432554

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Christopher Ziola

Edelman Financial Engines, LLC

541 North 155th Plaza

Omaha, NE 68154
(402) 5069241

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Justin Anderson

Cambridge Advisors

17330 Wright Street
Suite 205

Omaha, NE 68130
(402) 6971166

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Phil Wood APMA®, CRPC®, AIF®

Wealth Partners Ameriprise Financial

<strong>Offices located at Omaha, Fremont and Lincoln</strong></p>
570 Fallbrook Blvd Ste 103

Lincoln, NE 68521
(877) 7533080

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Christopher Ziola

Edelman Financial Engines, LLC

233 South 13th Street
Suite 1100

Lincoln, NE 68508
(402) 5069241

List of Additional Financial Advisors in Omaha, Nebraska*

* Additional advisor listing is provided in partnership with Yext

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Andrew Rehmann - Morgan Stanley

13625 California St
Ste 400

Omaha, NE 68154
4023996158

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Al Zach - Morgan Stanley

13625 California St
Ste 400

Omaha, NE 68154
4023996307

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John G Leyden - Ameriprise Financial Services, LLC

17310 Wright St
Ste 102

Omaha, NE 68130
4026977320

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Bradley Hess - Morgan Stanley

13625 California St
Ste 400

Omaha, NE 68154
4023991578

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Amy E Riggs - Morgan Stanley

13625 California St
Ste 400

Omaha, NE 68154
4023996143

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Angelia Thomas - Ameriprise Financial Services, LLC

17310 Wright St
Ste 102

Omaha, NE 68130
4026977320

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Beau Robinson - Morgan Stanley

13625 California St
Ste 400

Omaha, NE 68154
4025483438

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Andrew Robinson - Morgan Stanley

13625 California St
Ste 400

Omaha, NE 68154
4023996151

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Leyden, Thomas & Associates - Ameriprise Financial Services, LLC

17310 Wright St
Ste 102

Omaha, NE 68130
4026977320

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Aron D. Huddleston - Morgan Stanley

13625 California St
Ste 400

Omaha, NE 68154
4023996190

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BOS Enterprises, Inc.

6657 Sorensen Parkway

Omaha, NE 68152
4025718224

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Curtis Bohn - Ameriprise Financial Services, LLC

14769 California St
Ste 3

Omaha, NE 68154
4022814845

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Brett Michael Carver - Morgan Stanley

13625 California St
Ste 400

Omaha, NE 68154
4023996343

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Michael Thomas - Ameriprise Financial Services, LLC

17310 Wright St
Ste 102

Omaha, NE 68130
4026977320

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Steve Sadler - Ameriprise Financial Services, LLC

1111 N 102nd Ct
Ste 320

Omaha, NE 68114
4023347265

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Rodney Williams - Ameriprise Financial Services, LLC

15858 W Dodge Rd
Ste 110

Omaha, NE 68118
4023915400

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Chad Petersen - Ameriprise Financial Services, LLC

15858 W Dodge Rd
Ste 110

Omaha, NE 68118
4023915400

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Michael Quinn - Ameriprise Financial Services, LLC

15858 W Dodge Rd
Ste 110

Omaha, NE 68118
4023915400

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Ray Beck - Ameriprise Financial Services, LLC

15858 W Dodge Rd
Ste 110

Omaha, NE 68118
4023433222

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Gabriel Kerlik - Ameriprise Financial Services, LLC

1111 N 102nd Ct
Ste 320

Omaha, NE 68114
4023347265

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Edward Jones - Financial Advisor: Adam Carney

3821 N 167th Ct
Suite 120

Omaha, NE 68116
4022892900

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Trinity Financial Group

14301 FNB Pkwy
#210

Omaha, NE 68154
8773311217

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Madison Doughty - Ameriprise Financial Services, LLC

1935 N 120th St

Omaha, NE 68154
4028984600

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Morgan Stanley

13625 California St
Ste 400

Omaha, NE 68154
4023970900

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Steve Flynn - Ameriprise Financial Services, LLC

2424 S 153rd St

Omaha, NE 68144
4026971753

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Stephen Haakinson - Ameriprise Financial Services, LLC

14769 California St
Ste 3

Omaha, NE 68154
4022814844

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Joseph Zeisler - Ameriprise Financial Services, LLC

1111 N 102nd Ct
Ste 320

Omaha, NE 68114
4023347265

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Patrick Friesen - Morgan Stanley

13625 California St
Ste 400

Omaha, NE 68154
4023991580

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Feltz Wealthplan

101 South 108th Avenue
Second Floor

Omaha, NE 68154
4026910200

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Guy Strevey & Associates, Inc.

11422 Miracle Hills Drive
Suite 202

Omaha, NE 68154
4024930253

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Linehan Financial Group, LLC

10840 Old Mill Road
Suite 200

Omaha, NE 68154
4029347887

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The Wright Group - Morgan Stanley

13625 California St
Ste 400

Omaha, NE 68154
4023996319

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Stifel

1125 South 103rd Street,
Ste. #300

Omaha, NE 68124
4029551033

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Nick Nalbach - Morgan Stanley

13625 California St
Ste 400

Omaha, NE 68154
4023996195

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Ted Rehmann - Morgan Stanley

13625 California St
Ste 400

Omaha, NE 68154
4023991545

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Edward J. Militti, Sr. - Morgan Stanley

13625 California St
Ste 400

Omaha, NE 68154
4023991542

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Ken Thomason - Morgan Stanley

13625 California St
Ste 400

Omaha, NE 68154
4023996169

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Monahan Financial Inc.

1055 North 115th Street
Suite 204

Omaha, NE 68154
4024933917

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Matthew Shalhoob - Morgan Stanley

13625 California St
Ste 400

Omaha, NE 68154
4023996150

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Jason Hillyard - Morgan Stanley

13625 California St
Ste 400

Omaha, NE 68154
4023991504

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Lifetime Retirement Partners

2637 South 158th Plaza
Suite 230

Omaha, NE 68130
4023999111

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Nicci Clark - Morgan Stanley

13625 California St
Ste 400

Omaha, NE 68154
4023996167

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Gary L. Beller - Morgan Stanley

13625 California St
Ste 400

Omaha, NE 68154
4023996348

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The Welsh Friesen Group - Morgan Stanley

13625 California St
Ste 400

Omaha, NE 68154
4023991541

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Joe Finelli - Morgan Stanley

13625 California St
Ste 400

Omaha, NE 68154
4023996149

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Curnes Group

9900 Nicholas Street
Suite 360

Omaha, NE 68114
4023975440

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John Belford - Morgan Stanley

13625 California St
Ste 400

Omaha, NE 68154
4023996154

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Dave Dunham - Morgan Stanley

13625 California St
Ste 400

Omaha, NE 68154
4023996352

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Carroll Militti Hacker - Morgan Stanley

13625 California St
Ste 400

Omaha, NE 68154
4023991518

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The Rehmann Group - Morgan Stanley

13625 California St
Ste 400

Omaha, NE 68154
4023991545

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Patrick J DiBiase - Morgan Stanley

13625 California St
Ste 400

Omaha, NE 68154
4023996324

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Matthew Ewin - Morgan Stanley

13625 California St
Ste 400

Omaha, NE 68154
4025483420

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John P Wright - Morgan Stanley

13625 California St
Ste 400

Omaha, NE 68154
4023996326

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O'Daniel/Ewin Group - Morgan Stanley

13625 California St
Ste 400

Omaha, NE 68154
4023996327

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EJ Militti Jr. - Morgan Stanley

13625 California St
Ste 400

Omaha, NE 68154
4023991513

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Mark Robert Yosten - Morgan Stanley

13625 California St
Ste 400

Omaha, NE 68154
4025483427

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Timothy Robert Bastian - Morgan Stanley

13625 California St
Ste 400

Omaha, NE 68154
4023996330

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Robert S Howard - Morgan Stanley

13625 California St
Ste 400

Omaha, NE 68154
4023996339

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William J Carver - Morgan Stanley

13625 California St
Ste 400

Omaha, NE 68154
4023996342

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Robert O'Neil - Morgan Stanley

13625 California St
Ste 400

Omaha, NE 68154
4023996142

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Timothy Zielinski - Morgan Stanley

13625 California St
Ste 400

Omaha, NE 68154
4023996157

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Deep Sky Wealth - Ameriprise Financial Services, LLC

1111 N 102nd Ct
Ste 320

Omaha, NE 68114
4023347265

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First Nebraska Credit Union

10655 Bedford Ave

Omaha, NE 68134
4024929100

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Robert D Sieps - Ameriprise Financial Services, LLC

1935 N 120th St

Omaha, NE 68154
4028984600

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The Militti Group - Morgan Stanley

13625 California St.
Suite 400

Omaha, NE 68154
4023991513

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Cetera Investors - Michael Stutzman

7571 Main Street

Omaha, NE 68127
4023399090

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Renaissance Financial

12801 Pierce Street
STE 300

Omaha, NE 68144
4026823900

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Bret Salomon - Ameriprise Financial Services, LLC

15858 W Dodge Rd
Ste 110

Omaha, NE 68118
4023911512

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Chris Knust - Ameriprise Financial Services, LLC

15858 W Dodge Rd
Ste 110

Omaha, NE 68118
4023433228

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Jack Swanda Jr - Ameriprise Financial Services, LLC

11819 Miracle Hills Dr
Ste 101

Omaha, NE 68154
4024913400

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Morris Friedman - Ameriprise Financial Services, LLC

14769 California St
Ste 3

Omaha, NE 68154
4026977300

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David Knight - Ameriprise Financial Services, LLC

1935 N 120th St

Omaha, NE 68154
4028984600

* 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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