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Showing 1 - 12 of 14 results
CARSON GROUP HOLDINGS, LLC
CARSON GROUP HOLDINGS, LLC
Omaha, Nebraska
100-499 employees
The information included on this website is for informational purposes and is intended for use by advisors only, not for public distribution. Carson Group Partners is a network of advisors offering advisory services through CWM, LLC, an SEC Registered Investment Advisor.
Retirement Benefits Rank
Market Leading
CARLSON CAPITAL MANAGEMENT, INC.
CARLSON CAPITAL MANAGEMENT, INC.
Northfield, Minnesota
50-99 employees
Founded in 1987, Carlson Capital Management (CCM) is a comprehensive wealth management firm and trusted fiduciary advisor that brings together in one place the key disciplines of investment, estate, retirement, risk management, and philanthropic planning to provide fully integrated wealth management. With this structure, clients receive integrated advice from a collaborative team, giving them a greater sense of control and understanding, confidence that each facet of wealth is coordinated and optimized, and, most importantly, peace of mind. CCM serves high net worth individuals and families, and receiving exceptional service and being wrapped in care are defining characteristics of the client experience at CCM.
Retirement Benefits Rank
Market Leading
INTELLICENTS INC
INTELLICENTS INC
Albert Lea, Minnesota
50-99 employees
intellicents was founded by rebranding a 42-year-old company and adopting a business plan to create a national independent financial services firm centered on the employee benefit relationship. Unlike most advisory firms who just want to work with the wealthiest 1% of Americans, intellicents’ passion is to also help the 99% that compose the core of the American workforce. But just think about it…these typical American workers gets the vast majority of their financial needs taken care of at their place of employment: >Their income >Their retirement plan, most likely a 401(k) or 403(b) >Health, dental, vision, disability, and life insurance benefits >Health Savings Accounts and Medical Reimbursement flex plans >Dependent care >Voluntary benefits including identity theft, critical illness, and accident coverage The decision support matrix of these benefits is converging, necessitating ONE RESOURCE for all your employees’ questions. And these are no longer just benefits questions, but rather they are financial planning issues. The wealth management industry is addressing these issues for owners, upper management, and the affluent. But this same industry acknowledges that they have little time or interest in providing this service for the 99% of Americans that they openly refer to as “the underserved.” Towards this end, intellicents has put together a growing team of professionals to provide four core services – retirement plan services at both the plan and participant level, personal financial management, financial wellness education and advice to employers and individuals, and group insurance…all supported by people smarts and great technology, with the end goal of helping the American worker make their dreams REAL. For our Terms and Conditions, please visit https://www.intellicents.com/linkedin-disclosure
Retirement Benefits Rank
Top Benefits
BRIDGES INVESTMENT MANAGEMENT, INC.
BRIDGES INVESTMENT MANAGEMENT, INC.
Omaha, Nebraska
All Size Average employees
We are Bridges Trust. A privately-owned trust and wealth management firm, we provide comprehensive trust, wealth management, family office, and strategic planning services for a growing client base of successful individuals and families, endowments and foundations, business owners, and corporations. Our experienced team of professionals in investments, trusts, and philanthropy are dedicated to helping our clients develop and implement innovative and effective strategies to preserve and maximize their wealth across generations. Please visit our website for additional information and important disclosures at: www.bridgestrust.com
Retirement Benefits Rank
Top Benefits
HANSEN-MUELLER CO.
HANSEN-MUELLER CO.
Omaha, Nebraska
100-499 employees
Hansen-Mueller Co., utilizing the latest technology, provides an individualized approach to grain merchandising through price discovery, marketing, transportation and logistics throughout the world.
Retirement Benefits Rank
Market Leading
AVIOR WEALTH MANAGEMENT GROUP, LLC
AVIOR WEALTH MANAGEMENT GROUP, LLC
Omaha, Nebraska
100-499 employees
Financial Planning and Investment Management services are provided by Avior Wealth Management, LLC, a SEC registered investment advisor. All investments are subject to risk, including loss of principal. Nothing contained herein should be construed as legal or tax advice. Please consult your attorney regarding legal / estate planning or your CPA regarding tax questions. On April 1st 2011, the Campbell Wealth Management Group, Inc combined with Nelson-VanDenburg & Associates to form: Nelson, VanDenburg & Campbell Wealth Management Group, LLC. On September 1, 2021 Nelson, Van Denburg and Campbell rebranded to Avior Wealth Management, LLC ("Avior"). Avior is an SEC-registered investment advisor located in Omaha, NE. Avior and its representatives are in compliance with the current registration and/or notice filing requirements imposed upon SEC-registered advisors by those states in which we maintains clients. Avior may only transact business in those states in which it is notice filed, or qualifies for an exemption or exclusion from notification requirements. Important information describing Avior’s business operations, services, and fees can be viewed on the SEC’s website at www.adviserinfo.sec.gov. Avior will provide its Form ADV disclosure brochure, which serves as the firm’s disclosure document, to all clients. Copies are also available to interested parties upon request. This site is published in the United States for residents of the United States. Avior is not soliciting business in international jurisdictions where it is not registered.
Retirement Benefits Rank
Market Leading
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BERTHEL FISHER & COMPANY, INC.
BERTHEL FISHER & COMPANY, INC.
Cedar Rapids, Iowa
50-99 employees
Since the day we opened our doors in Cedar Rapids, Iowa, our financial professionals have been our top priority. We’re owned and managed by people who know what it’s like to be in the field, working hard to grow a business. Even today, CEO Tom Berthel still maintains his personal clients. For over 35 years we’ve offered a wide array of investment products and back-office support to provide outstanding service to our financial professionals. Today, as a top financial services firm, we support a diverse array of investment specialties and skills. With our investment products and advisory services, you will have all the tools and programs available to meet the needs of your clients. We’re constantly adapting to the ever-changing industry, but our philosophy of providing financial professionals with the support and resources necessary for their business to succeed will never change. "Berthel Fisher Companies"​ is a trade name owned by the parent company, Berthel Fisher & Company, an Iowa corporation. It refers to Berthel Fisher & Company and its several subsidiaries. The parent company and its subsidiaries are each separate, independent legal entities. Berthel Fisher & Company Financial Services, Inc. Member FINRA/SIPC; Securities Management & Research, Inc. Member FINRA/SIPC; BFC Planning, Inc. Registered SEC Investment Advisory Firm; BFC Insurance, Inc. Licensed Insurance Firm www.berthel.com/disclosures - www.finra.org - www.sipc.org
Retirement Benefits Rank
Below Market
MCP MANAGEMENT CORP.
MCP MANAGEMENT CORP.
Omaha, Nebraska
25-49 employees
In 1972, brothers Mike and Bruce McPherson set out with one goal in mind: Build the future. The MCP GROUP is an expansion of our services to meet client needs and expectations in the ever-changing and evolving design and construction industry. Our experienced group of associates will deliver a positive experience based on our core values of: HONOR THE CLIENT There are few things more rewarding than taking a client’s vision and building it to reality—we get to do that every day. This means our decision-making is centered around creating positive solutions for the client. We know who matters the most to us, and we work hard to earn their trust and loyalty. PURSUE GREATNESS MCP GROUP has high standards—especially when it comes to quality. Our pursuit of topnotch development planning and construction experiences is driven by relentless curiosity and determination to be the best. We challenge the status quo and find new ways to grow our company and each other. CHARACTER MATTERS We depend on everyone at MCP GROUP to act with integrity and be accountable to our clients and each other. We do what we say we will do. We’re not afraid to surface issues and acknowledge when we’re wrong, and we trust each other to help us turn challenges into opportunities. WORK WITH PURPOSE Nothing replaces hard work. When the time comes, we roll up our sleeves and go to work for our clients and community. We are passionate about doing work that matters and makes a positive impact. It’s not enough to build awesome buildings. Everything we do—from client interactions to community work—adds value and drives results. CULTIVATE FAMILY SPIRIT Our team is our family. We’re made up of unique and talented individuals who serve from the heart. We believe we’re successful because those talents work together to collectively create great experiences and foster a positive, supportive company culture. Please check out our website: themcpgroup.com
Retirement Benefits Rank
Top Benefits
MOOV FINANCIAL, INC.
MOOV FINANCIAL, INC.
Cedar Falls, Iowa
50-99 employees
Moov makes it easy for businesses to accept, store, send, and spend – all in one platform. Gone are the days of stitching together multiple vendors to move money. While most payment providers only handle part of the payment picture, Moov orchestrates the entire money movement story from start to finish, giving software companies visibility and control over the whole experience. As a modern money movement platform, Moov offers a simple, powerful, and scalable way to integrate payments into products. Moov is uniquely a payment Processor, issuer, registered PayFac, program manager, and technology provider, making it an all-in-one payment solution for businesses wanting to facilitate complex money movement as quickly and securely as possible.
Retirement Benefits Rank
Market Leading
WEALTHPLAN PARTNERS, LLC
WEALTHPLAN PARTNERS, LLC
Omaha, Nebraska
25-49 employees
WealthPlan Partners strives to develop innovative solutions to address each client's situation, branding 'Return On Life and Return On Investment'. Our mission is to provide a comprehensive customized financial plan to help guide our clients through the challenges of each phase of their lives. Our philosophy represents an evolution of investment thought that movies beyond a simple 'Buy and Hold' model; transitioning basic asset allocation into strategy diversification. Focusing more on how investments directly interact and relate to one another. It looks closely at how investments are managed, how they seek to gain returns, and how they address risk exposures. While no firm can guarantee success, our fee-based approach ensures that we don’t succeed unless you succeed.
Retirement Benefits Rank
Market Leading
FREMONT FARMS OF IOWA LLP
FREMONT FARMS OF IOWA LLP
Newton, Iowa
100-499 employees
Fremont Farms is a company based out of 3205 295th St, Fremont, Iowa, United States.
Retirement Benefits Rank
Below Market
NIS, INC.
NIS, INC.
Lincoln, Nebraska
25-49 employees
NIS. was founded in 1995 in Davenport, IA with one goal: Thoroughly understand customer needs and design custom business solutions to meet those needs. By utilizing this philosophy, NIS has since grown into a leading provider of value added third party logistics (3PL). Focusing on three core competencies of assembly, inventory management, & warehousing and distribution. NIS incorporates lean practices, continuous improvement, as well as world class quality systems into value-added solutions for its customers. With over 17 years of experience in the industry, focus for NIS remains the same: See a need, provide a comprehensive solution, and save clients time and money. That was, and still is, the premise for NIS.
Retirement Benefits Rank
Market Laggard