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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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David Spiess

Ludacka Wealth Partners

9300 Underwood Ave.Suite 500

Omaha, NE 68114

402-203-8182

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Christopher Ziola

Edelman Financial Engines, LLC

541 North 155th Plaza

Omaha, NE 68154

402-506-9241

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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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Justin Anderson

Cambridge Advisors

17330 Wright Street
Suite 205

Omaha, NE 68130

402-697-1166

List of Additional Financial Advisors in Omaha, Nebraska*

* Additional advisor listing is provided in partnership with Yext

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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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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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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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Guy Strevey & Associates, Inc.

11422 Miracle Hills Drive
Suite 202

Omaha, NE 68154
402-493-0253

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Nicci Clark - Morgan Stanley

13625 California St
Ste 400

Omaha, NE 68154
402-399-6167

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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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The Wright Group - Morgan Stanley

13625 California St
Ste 400

Omaha, NE 68154
402-399-6319

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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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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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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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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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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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The Kloeckner Group - UBS Financial Services Inc.

1 Valmont Plaza
Suite 300

Omaha, NE 68154
402-963-2923

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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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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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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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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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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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Matthew Ewin - Morgan Stanley

13625 California St
Ste 400

Omaha, NE 68154
402-548-3420

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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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William J Carver - Morgan Stanley

13625 California St
Ste 400

Omaha, NE 68154
402-399-6342

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Mark Robert Yosten - Morgan Stanley

13625 California St
Ste 400

Omaha, NE 68154
402-548-3427

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Aron D. Huddleston - Morgan Stanley

13625 California St
Ste 400

Omaha, NE 68154
402-399-6190

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Andrew Rehmann - Morgan Stanley

13625 California St
Ste 400

Omaha, NE 68154
402-399-6158

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Carroll Militti Hacker - Morgan Stanley

13625 California St
Ste 400

Omaha, NE 68154
402-399-1518

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EJ Militti Jr. - Morgan Stanley

13625 California St
Ste 400

Omaha, NE 68154
402-399-1513

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Stewart C Hartman - Morgan Stanley

13625 California St
Ste 400

Omaha, NE 68154
402-399-1517

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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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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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