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Showing 1 - 12 of 46 results
NELNET, INC.
NELNET, INC.
Lincoln, Nebraska
500+ employees
Nelnet is a leading student loan servicer – but we’re even more than that. We provide payment technology for over 1,300 higher education institutions and 11,500 K-12 schools. We deliver world-class fiber internet, TV, and phone services to residents of Nebraska and Colorado. We help borrowers achieve their educational goals with private student loan and refinance solutions. And we help businesses boost their performance with our cutting-edge technology and trusted expertise. Each day, over 6,500 Nelnet associates in more than 30 communities across the country work to serve our customers and make their dreams possible. And we’re on the lookout for new people to help us go even further.
Retirement Benefits Rank
Below Market
ORION ADVISOR SOLUTIONS, INC.
ORION ADVISOR SOLUTIONS, INC.
Omaha, Nebraska
500+ employees
Orion is a wealthtech powerhouse delivering an integrated suite of fully connected, disruptive technology and investment solutions on an open architecture platform. Our tech-enabled fiduciary process empowers financial advisors to seamlessly attract new clients, connect planning goals to investment strategies, and help achieve each investor’s unique definition of financial success. Orion is committed to understanding the needs of growth-minded advisors which directs our M&A and product development strategies. We’ve made it our goal to seamlessly connect each stage of the advisor-client relationship with solutions that are fully connected yet provide the flexibility and choice to be adopted in its entirety or as stand-alone components that complement existing capabilities. Combined, our brand entities, Orion Advisor Tech, Orion Portfolio Solutions, Brinker Capital Investments, Redtail Technology, and TownSquare Capital, create a complete offering that empowers firms to broaden their offering, increase efficiency, and spur growth. Supporting over 5 million technology accounts and thousands of independent advisory firms, Orion is the platform of choice for all growth-focused advisory firms looking to strengthen their client relationships, gain a competitive edge in a crowded marketplace, and build strong, profitable businesses • • • Orion is committed to having a diverse and inclusive workforce. Individuals seeking employment at Orion are considered without regards to age, color, disability status, ethnicity, genetic information, national origin, race, religion, gender, sexual orientation, gender identification, veteran status or any other factor protected by law. Our Social Media Disclosure: https://bit.ly/3oTnWu7
Retirement Benefits Rank
Below Market
ADVISORS EXCEL, LLC
ADVISORS EXCEL, LLC
Topeka, Kansas
500+ employees
Advisors Excel takes a holistic approach to helping independent financial professionals build dynamic practices so they are free to create the businesses and lives they want, while helping their clients create their desired retirement lifestyles as well. Since forming around a kitchen table in 2005, Advisors Excel has maintained a relentless focus on integrity, innovation and independence. We have sought to redefine the role of the independent marketing organization in our industry - helping the most elite financial professionals in the country provide invaluable financial strategies for their valued clientele. As a business, we've been able to make a difference in the lives of our advisors and in those they serve by fostering a culture of community where independent insurance agents and financial advisors are empowered to engage, share and learn from one another. Adhering to our four core principles - the most important being "always do the right thing"​ - has also been instrumental in our ability to affect the lives of our clients and the people they serve. We've expanded that culture and that principle into our community, working to help address some of the most pressing problems facing the community, and providing opportunities for those who work with us to do the same.
Retirement Benefits Rank
Market Laggard
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
AMUR EQUIPMENT FINANCE, INC.
AMUR EQUIPMENT FINANCE, INC.
Grand Island, Nebraska
100-499 employees
Founded in 1996, Amur Equipment Finance (or simply Ah-MORE) is one of the largest and fastest-growing equipment finance companies in the U.S. As Monitor’s #3 independent commercial equipment finance provider with a 4.8 rating on Trustpilot, we’re a reliable partner to brokers, manufacturers, dealers, and business owners. A certified Great Place to Work® with an A+ BBB rating, Amur is headquartered in Grand Island, NE, with locations across the country. Our goal is simple – engage in earnest relationships with excellent partners to build sustained growth and success no matter where you are or who you serve. Amur offers financing terms of up to 84 months for new and used equipment on ticket sizes from $10,000 to $3MM+ across an array of credit profiles. We are a reliable capital partner to many active vendor programs, originating over $4Bn of equipment leases and funding transactions with over 15K vendors across diversified markets in the U.S. Amur serves small and medium-sized businesses in industries from transportation and construction to manufacturing and medicine. With our application-only programs and options to sign documents online with programs like E-Notary and DocuSign, financing essential equipment has never been easier or faster. No matter the industry or equipment type, we’re here to ensure you’re equipped to win now and in the future.
Retirement Benefits Rank
Market Competitive
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
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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
WERTH WEALTH MANAGEMENT, LLC
WERTH WEALTH MANAGEMENT, LLC
Hays, Kansas
1-24 employees
WERTH WEALTH MANAGEMENT, LLC is a financial services company based out of 1200 Main St, 6th Fl, Hays Kansas, United States. Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. Werth Wealth Management, LLC is not a registered broker/dealer and is independent of Raymond James Financial Services, Inc. Securities offered through Raymond James Financial Services, Inc., Member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Important Disclosure Information: http://raymondjames.com/smicd.htm Source: Forbes.com (January, 2020). The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria and quantitative data. Those advisors who are considered have a minimum of seven years of experience, and the algorithm weighs factors like revenue trends, AUM, compliance records, industry experience and those who encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 32,000 advisors nominated by their firms, 4,000 received the award (32 were from Kansas). This ranking is not indicative of an advisor’s future performance, is not an endorsement, and may not be representative of an individual client’s experience. Neither Raymond James nor any of its financial advisors or RIA firms pay a fee in exchange for this award/rating. Raymond Ja
Retirement Benefits Rank
Top Benefits
JARRED, GILMORE & PHILLIPS, P.A.
JARRED, GILMORE & PHILLIPS, P.A.
Chanute, Kansas
1-24 employees
JARRED, GILMORE & PHILLIPS, P.A. is an accounting company based out of 1815 S. SANTA FE AVENUE, CHANUTE, Kansas, United States.
Retirement Benefits Rank
Below Market
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
MOYLAN KROPP LLC
MOYLAN KROPP LLC
Omaha, Nebraska
1-24 employees
Moylan Kropp is a comprehensive financial planning firm dedicated to tailoring recommendations for each individual client. Our specialty is bringing all aspects of your financial and non-financial life into focus and then creating a realistic plan for the most efficient way to reach your unique goals. We work as a team, and we seek to develop long-term relationships with our clients. Four Certified Financial Planner Professionals, an estate planning attorney, and an accountant are ready to provide you the best service possible. Securities offered through Securities America, Inc. Member FINRA (www.finra.org) /SIPC (www.sipc.org). Kimberly Kropp, Sean Moylan, Patrick Moylan, and Devin Moylan, Registered Representatives. Advisory services offered through Securities America Advisors, Inc. and Arbor Point Advisors. Kimberly Kropp, Sean Moylan, Patrick Moylan, and Devin Moylan, Investment Advisor Representatives. Moylan Kropp, LLC, Arbor Point Advisors, and Securities America companies are unaffiliated. This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed.
Retirement Benefits Rank
Top Benefits
FUND ADMINISTRATIVE SERVICES,LLC
FUND ADMINISTRATIVE SERVICES,LLC
Salina, Kansas
1-24 employees
Allied Fund Services, LLC (AFS) provides a wide array of fund administration services to alternative asset management companies with a concentration on private equity. As a boutique third-party administration (TPA) firm, we offer a variety of customized services to meet the needs of our clients as they manage a multitude of fund strategies and structures. We serve as TPAs for onshore and offshore domiciled funds and different tax jurisdictions. Our clients benefit from the vision and experience of our senior management team who have served in the roles such as Director of Operations, Controller, Chief Financial Officer, Chief Operating Officer and Chief Compliance Officer. The CPAs on our team have deep public accounting and industry experience. AFS has offices located in the Greater New York metropolitan-area and Houston, Texas. Learn more about our firm by visiting www.alliedfundservices.com or send an email to [email protected].
Retirement Benefits Rank
Top Benefits