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Showing 1 - 10 of 10 results
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
CALMWATER FINANCIAL GROUP LLC
CALMWATER FINANCIAL GROUP LLC
Norfolk, Nebraska
1-24 employees
CalmWater Financial Group® is the independent financial planning firm that simplifies your financial life by providing credible knowledge and trusted service to you and those you love. Securities and advisory services offered through Commonwealth Financial Network®, www.FINRA.org / www.SIPC.org, a Registered Investment Adviser. CalmWater Financial Group, 3204 W Benjamin Ave. Suite 200, Norfolk, NE 68701, 800-850-6827. This communication is strictly intended for individuals residing in the states of AZ, CO, IA, IN, KS, MN, NE, SD, TX, VA, WI, AL, FL, MI, NV, OH, SC, ND, MO, NY. No offers may be made or accepted from any resident outside these states due to various state requirements and registration requirements regarding investment products and services. Review our Terms of Use: www.commonwealth.com/termsofuse.html.
Retirement Benefits Rank
Top Benefits
TRUSTED WEALTH PARTNERS
TRUSTED WEALTH PARTNERS
Omaha, Nebraska
1-24 employees
Here at Trusted Wealth Partners, our sole focus is on helping our clients reach and maintain financial independence throughout multiple generations. We do this by building relationships based on trust, creating tailored financial plans, and providing exceptional service. We realize that service, as well as our commitment to you and the “little things,” is what truly sets us apart. We invite you to learn more about us by exploring the pages of our website. Securities and advisory services offered through Commonwealth Financial Network®, https://www.FINRA.org / https://www.SIPC.org, a Registered Investment Adviser. Trusted Wealth Partners 16934 Frances St. Suite 201 Omaha, NE 68130 (402) 502-5700. The Financial Advisor(s) associated with this profile may only discuss or transact business with residents of states in which they are properly registered. Please check FINRA’s Broker Check for a list of current registrations. Review our Terms of Use: https://www.commonwealth.com/termsofuse.html. 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. Please see website for full disclosure.
Retirement Benefits Rank
Market Leading
CAMBRIDGE ADVISORS INC.
CAMBRIDGE ADVISORS INC.
Omaha, Nebraska
1-24 employees
When you work hard to accumulate wealth, you need an investment advisor who takes time to know you...who understands your situation and your goals...someone who will custom-tailor their service to you rather than trying to fit you into their models...someone who will provide clarity about your financial picture and what strategies will help you reach your goals...someone who you can rely on because you know their advice is objective and based on time-proven strategies...someone who will help simplify your life so you can focus on the activities you enjoy...You need Cambridge Advisors. Cambridge Advisors is an independent, fee-only registered investment advisor.  Our team of highly-educated investment professionals is dedicated to helping clients build and preserve their wealth.  We specialize in managing custom-tailored investment portfolios for clients with $500,000 or more of investable assets. We have been helping clients reach their goals for more than 20 years. As we have added new faces to Cambridge Advisors and widened our circle of clients, our core values have remained constant since the beginning: ♦ To always act with integrity ♦ To be aligned with the client's interests ♦ To have highly educated professionals working together as a team ♦ To have a client-focused approach ♦ To provide a high-quality service We invite you to learn more about Cambridge Advisors.  Visit our website at www.cambridgeadvisors.net or call us at 402-697-1166.
Retirement Benefits Rank
Top Benefits
COMMODITY SOLUTIONS, INC.
COMMODITY SOLUTIONS, INC.
Norfolk, Nebraska
1-24 employees
Grain Merchandiser: Oversee and coordinate purchase and shipment to two 4 million bu/year feed mills. Coordinate logistics, rates, and delivery of purchased grain. Negotiate and enforce price management with producers and resellers. Complete and issue cash grain contracts. Commodities TraderActively maintain and service of grain and livestock accounts using futures and options. Work with producers to manage risk and maximize farm income. Basis discovery.
Retirement Benefits Rank
Below Market
RETIREPATH ADVISORS, LLC
RETIREPATH ADVISORS, LLC
Fremont, Nebraska
25-49 employees
RetirePath Advisors is a financial planning firm. At our firm, you’ll be treated like family and welcomed into our comfortable, approachable firm. We like to say that we have that “small-town feel." We partner with Thrivent Advisor Network and have access to cutting-edge investments similar to other large firms. We consider it the best of both worlds. We’ve built a reputation with our clients and their families that we uphold through trust, transparency, objective advice, and a high level of care. We believe this attention to our clients is what really sets us apart. RetirePath Advisors may utilize third-party websites, including social media websites, blogs and other interactive content. We consider all interactions with clients, prospective clients and the general public on these sites to be advertisements under the securities regulations. As such, we generally retain copies of information that we or third parties may contribute to such sites. This information is subject to review and inspection by Thrivent Advisor Network or the securities regulators. Advisory Persons of Thrivent provide advisory services under a “doing business as” name or may have their own legal business entities. However, advisory services are engaged exclusively through Thrivent Advisor Network, LLC, a registered investment adviser. RetirePath Advisors and Thrivent Advisor Network, LLC are not affiliated companies. Securities offered through Purshe Kaplan Sterling Investments (“PKS”), Member FINRA/SIPC. PKS is headquartered at 80 State Street, Albany, NY 12207. PKS and RetirePath Advisors are not affiliated companies.
Retirement Benefits Rank
Below Market
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ARKFELD WEALTH STRATEGIES
ARKFELD WEALTH STRATEGIES
Omaha, Nebraska
1-24 employees
We help business owners and individuals make good decisions with their money!
Retirement Benefits Rank
Market Competitive
DPF FINANCIAL, INC.
DPF FINANCIAL, INC.
Elkhorn, Nebraska
1-24 employees
Feltz WealthPLAN’s goal is to regard each client with integrity and honesty and to be considered a trusted and indispensable advisor. We strive to develop innovative solutions to address each client’s situation, focusing on ‘Return on Life, ’ as well as ‘Return on Investment.’ These solutions often go beyond financial advice and may involve our strategic alliances with a respected network of Estate Planning, Tax, and Insurance professionals. Clients have unique investment goals and objectives that change as they pass through each phase of their life. Accumulation, Preservation, and Distribution of assets represent the ultimate challenge for investors. Feltz WealthPLAN’s mission is to provide a comprehensive customized financial plan to help guide our clients through these challenges. We are and have been committed for 30 years to building a culture of compassion and competence in our staff, so each team member can take pride in their contribution to our client’s well-being. Securities offered through Securities America, Inc. Member FINRA (www.finra.org)/SIPC (www.sipc.org). Advisory services offered through Feltz WealthPLAN, DBA of WealthPLAN Partners. Feltz WealthPLAN is not affiliated with the Securities America companies. The third party comments displayed are not verified and may not be accurate and are not necessarily representative of all client experiences. For a list of states in which we are registered to do business, please visit our website below. Please see our website for full disclosures.
Retirement Benefits Rank
Market Leading
PARKER FINANCIAL ASSOCIATES, LLC
PARKER FINANCIAL ASSOCIATES, LLC
Elkhorn, Nebraska
1-24 employees
Parker Financial is an independent financial services company. We are not tied to any product—so the advice we provide along with the recommendations we make are independent and objective. They are based on your individual needs with your best interests and goals in mind. We value education. Our goal is for you to walk away from every meeting knowing more about your overall financial position, the investments you have, and how you are best positioned for the future. Securities and advisory services offered through Commonwealth Financial Network®, www.FINRA.org / www.SIPC.org, a Registered Investment Adviser. Parker Financial Associates, 1315 N 205th Street Suite 3, Elkhorn, NE 68022, 5000 Central Park Drive Suite 204, Lincoln, NE 68504, (531) 999-1732. This communication is strictly intended for individuals residing in the states of AR, AZ, CA, CO, FL, IA, IN, KS, MO, NE, OK, SC, SD, TX, VA, WI. No offers may be made or accepted from any resident outside these states due to various state requirements and registration requirements regarding investment products and services. Review our Terms of Use: http://www.commonwealth.com/termsofuse.html.
Retirement Benefits Rank
Market Leading
LS VENTURES INC. DBA STADIUM SPORTS
LS VENTURES INC. DBA STADIUM SPORTS
Wayne, Nebraska
1-24 employees
Bookkeeping for 2 locations. AP, AR, Payroll, sales, inventory
Retirement Benefits Rank
Market Competitive