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Showing 1 - 12 of 44 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
WEITZ INVESTMENT MANAGEMENT, INC.
WEITZ INVESTMENT MANAGEMENT, INC.
Omaha, Nebraska
25-49 employees
Research-Driven Investing We don’t rely on Wall Street reports. And we never take shortcuts. Founded by value investor Wally Weitz in 1983, Weitz Investment Management, Inc. is a boutique, employee-owned asset management firm headquartered in Omaha, Nebraska. Over the past three decades, Weitz has leveraged its research-driven approach to capitalize on investment opportunities that arise out of market inefficiencies. Decisions are backed by thorough research, logical strategies, extensive debate and our team’s personal commitment to long-term results. The Weitz team builds and manages concentrated, high-conviction, actively managed portfolios. Through bottom-up, proprietary research that emphasizes fundamentals, we focus on creating positive results over the long term. We offer a variety of options for investors with different goals and preferences, including equity and fixed income investment strategies. Weitz Securities, Inc. is the Distributor of the Weitz Funds.
Retirement Benefits Rank
Market Leading
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
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
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AVALON CAPITAL GROUP II, LLC
AVALON CAPITAL GROUP II, LLC
North Sioux City, South Dakota
50-99 employees
Avalon Capital Group, is the wholly owned private investment company with diverse interests, including public and private investments in real estate, technology, health care, finance, and entertainment. It was founded by Ted Waitt, co-founder of Gateway, Inc. Avalon has offices in La Jolla CA and North Sioux City SD. Avalon created and supports the Waitt Foundation and Waitt Institute. Waitt Foundation (https://www.waittfoundation.org/) focuses on restoring our oceans to full productivity. Given the rapid decline of marine resources, the mission of the Waitt Foundation is to protect and restore ocean health. The Foundation funds initiatives globally with a focus on marine protected areas and sustainable fishing policy and practice. We provide grants, technical assistance, strategic advice, and support innovative ocean science. For maximum impact, we partner with unique coalitions of governments, funders, NGO, academics, and businesses. Waitt Institute endeavors to ensure ecologically, economically, and culturally sustainable use of ocean resources. The Institute partners with governments committed to developing and implementing comprehensive, science-based, community-driven solutions for sustainable ocean management. Our goal is to benefit coastal communities while restoring fish populations and habitats. Our approach is to engage stakeholders, provide the tools needed to design locally appropriate policies, facilitate the policy-making process, and build capacity for effective implementation and long-term success.
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
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
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
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
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