Find Top Financial Advisors Near Nebraska
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PROFESSIONAL FINANCIAL ADVISORS, LLC
North Platte, Nebraska
Professional Financial Advisors, LLC is a leading investment advisory firm based in North Platte, NE. With over 1,680 individual clients and an impressive $307,300,000 in assets under management, the company has established itself as a trusted financial partner. Operating from five offices, they offer comprehensive investment advisory services to a diverse range of clients.
While 401K and individual accounts make up less than 30% of their assets under management, Professional Financial Advisors, LLC has the expertise and capability to effectively manage employer funds. A significant 81% of the assets they manage are discretionary, allowing them to provide personalized investment strategies tailored to their clients' needs.
The firm's compensation structure is flexible and offers various options, including a percentage of assets under management, hourly charges, and fixed fees. This allows clients to choose the payment method that best suits their preferences and financial goals.
With a team of seven dedicated professionals, including four experienced investment advisors, Professional Financial Advisors, LLC ensures that clients receive expert guidance and personalized attention. Each investment advisor oversees an average of approximately $76,830,000 in assets under management, demonstrating their commitment to providing quality service.
The firm takes pride in its experienced and tenured advisors, with individuals such as Dennis Hadden, Bernard Wurts, and Douglas Peterson having served clients for an extended period. Their expertise and long-standing relationships contribute to the company's reputation for delivering exceptional financial advice and results.
Overall, Professional Financial Advisors, LLC offers a comprehensive suite of investment advisory services, managing substantial assets for a diverse client base while maintaining a strong commitment to personalized and effective financial strategies.
ALLEN CAPITAL GROUP, LLC
Grand Island, Nebraska
ALLEN CAPITAL GROUP, LLC:
Allen Capital Group, LLC is a local investment advisory firm based out of Grand Island, NE, boasting a network of 7 offices. With a total of 42 dedicated employees, 20 of them specialize in providing comprehensive investment advisory services. The firm has an impressive average of approximately $40,780,000 in assets under management per investment advisor, demonstrating their expertise in wealth management.
In terms of compensation structure, Allen Capital Group, LLC offers a range of options to suit their clients' preferences, including a percentage of assets under management, fixed fees, commissions, and hourly charges. Notably, they possess considerable experience in managing employer 401Ks and individual assets, which make up approximately half of their assets under management. Moreover, all assets managed by the firm are done so on a discretionary basis, reflecting their commitment to client trust and satisfaction.
In addition to their investment advisory services, Allen Capital Group, LLC also acts as an insurance broker or agent, further expanding their offerings to meet clients' diverse financial needs. With an extensive client base of over 1,640 individuals, the firm currently manages a remarkable $815,699,000 in assets under management.
The success of Allen Capital Group, LLC can be attributed, in part, to the expertise and experience of their long-tenured advisors. Esteemed professionals such as James Gardner, Eric Allen, and Mark Allen have played pivotal roles in the firm's growth and have contributed significantly to its reputation as a trusted financial partner.
Overall, Allen Capital Group, LLC stands as a reputable investment advisory firm, offering comprehensive services, a seasoned team, and a commitment to delivering exceptional financial solutions to their clients in Grand Island and beyond.
HBE WEALTH MANAGEMENT, LLC
Lincoln, Nebraska
HBE Wealth Management, LLC, based out of Lincoln, NE, is a small investment advisory firm that caters to over 160 individual clients. With a solid track record, they manage a substantial $128,627,000 in assets. HBE's expertise lies in handling employer 401Ks and individual portfolios, accounting for roughly half of their assets under management. Their reputation in this domain is well-established.
With two offices, HBE Wealth Management focuses on delivering exceptional service to their clients. 98% of the assets they manage are handled on a discretionary basis, allowing them to make informed investment decisions aligned with their clients' objectives. This discretionary approach reflects their commitment to tailored solutions and client satisfaction.
HBE's compensation structure is designed to align their success with that of their clients. They employ various types of fees, including a percentage of assets under management, ensuring that their interests are aligned with their clients' financial goals.
The firm employs a total of four dedicated professionals, with two of them providing investment advisory services. Each investment advisor at HBE manages an average of approximately $64,310,000 in assets, which is in line with the industry average. The team's expertise and experience make them well-equipped to guide clients through various market conditions and investment opportunities.
HBE Wealth Management prides itself on its longstanding advisors, including Allison Becker, Christopher Bedient, and Scott Becker. These individuals bring extensive knowledge and tenure to the firm, further enhancing HBE's ability to provide personalized and comprehensive financial guidance to their clients.
BRIDGES INVESTMENT MANAGEMENT INC
Omaha, Nebraska
Bridges Investment Management Inc, a local investment advisory firm headquartered in Omaha, NE, specializes in providing comprehensive investment solutions to a diverse client base. With a team of 75 dedicated professionals, including 23 investment advisors, the firm combines their expertise and experience to manage a substantial amount of assets. On average, each investment advisor oversees approximately $102,430,000 in assets under management, aligning with industry standards.
Bridges Investment Management Inc caters to over 780 individual clients, demonstrating their commitment to personalized service. The firm's impressive track record is reflected in their management of over $7,549,836,000 in assets. While their clientele primarily consists of individuals, comprising more than 70% of their assets under management, the firm also possesses the capability to handle employer funds, expanding their reach and scope.
With a compensation structure that includes various models such as a percentage of assets under management, fixed fees, and performance-based fees, Bridges Investment Management Inc ensures their interests are closely aligned with those of their clients. The majority of the assets they manage, 96% to be exact, are under their discretionary authority, underscoring the trust clients place in their investment expertise.
Bridges Investment Management Inc prides itself on its long-standing presence in the industry, boasting a team of seasoned advisors. Among them, Deborah Grant, Edson Bridges, and Douglas Plahn are recognized as some of the firm's most tenured professionals. With a commitment to providing tailored investment strategies and personalized service, Bridges Investment Management Inc continues to be a trusted partner for individuals and organizations seeking expert guidance to meet their financial goals.
ARBOR POINT ADVISORS
Lavista, Nebraska
Arbor Point Advisors, based out of LaVista, NE, is a renowned regional investment advisory firm with a strong presence in the industry. With 1844 employees, a small percentage of whom are dedicated to providing investment advisory services, they have built a reputation for excellence. Their exceptional asset management expertise is evident in their impressive average of approximately $701,380,000 in assets under management per investment advisor, which surpasses the industry average.
The firm's compensation structure is multifaceted, incorporating various types of remuneration, including a percentage of assets under management. Arbor Point Advisors boasts a substantial client base, with over 17,550 individual clients entrusting them with their investments, amounting to over $6,428,973,000 in assets under management. Notably, around half of their assets under management originate from employer 401Ks or individuals, showcasing their proficiency in this particular segment.
With an impressive 96% of their managed assets being discretionary, Arbor Point Advisors possesses the authority to make independent investment decisions on behalf of their clients. They have established 139 offices, providing convenient access to their services across the region.
Arbor Point Advisors takes pride in their team of experienced professionals. Noteworthy among them are some of the firm's longest-tenured advisors, including Debra Hendrickson, William Webb, and Carole Rominger, who bring a wealth of knowledge and expertise to the organization.
Arbor Point Advisors continues to solidify its position as a leading investment advisory firm, offering comprehensive solutions and delivering exceptional results to their diverse clientele.
ARNOLD WEITZ & CO
Elkhorn, Nebraska
ARNOLD WEITZ & CO is a highly reputable investment advisory firm headquartered in Elkhorn, NE. With over 30 individual clients and a staggering $270,106,000 in assets under management, they are committed to providing exceptional financial guidance and investment strategies.
Established as a small yet prominent firm, ARNOLD WEITZ & CO operates from a single office, catering to a diverse range of clients seeking comprehensive investment solutions. Their extensive expertise allows them to serve as registered representatives of a broker-dealer, enabling them to offer a wide array of investment options.
While the firm manages a significant portion of assets for high net worth individuals, their services extend beyond individual and 401K accounts. They possess the expertise and capability to handle employer funds, further solidifying their reputation in the industry. Notably, approximately 24% of the assets they manage are discretionary, demonstrating their astute decision-making and client-focused approach.
ARNOLD WEITZ & CO employs a talented team of investment advisors who collectively ensure the success of their clients' portfolios. With a compensation structure that includes various methods such as a percentage of assets under management, hourly charges, and fixed fees, they provide flexible and transparent options to meet their clients' needs.
The firm's commitment to excellence is exemplified by their impressive average of $135,050,000 in assets under management per investment advisor, well above the industry average. This level of individual attention and expertise has contributed to the long-standing success of advisors Arnold Weitz and Tiffany Polifka, who have become highly respected figures within the firm.
ARNOLD WEITZ & CO's track record of delivering outstanding results and personalized service has established them as a trusted partner for clients seeking to maximize their financial potential and secure their future.
PFLUG KOORY, LLC
Omaha, Nebraska
Pflug Koory, LLC is a distinguished investment advisory firm located in Omaha, NE, boasting a solid track record of success in the financial industry. With their headquarters in Omaha, they operate from a single office and are deeply committed to providing exceptional services to their esteemed clientele. The firm prides itself on its team of three dedicated professionals, two of whom are seasoned investment advisors.
Pflug Koory, LLC stands out in the industry with its remarkable average assets under management per investment advisor, which currently stands at an impressive $139,550,000. This figure far exceeds the industry average, reflecting the firm's ability to effectively handle substantial financial portfolios. The company's compensation structure is diversified, encompassing various approaches such as a percentage of assets under management and hourly charges, ensuring flexibility and alignment with their clients' unique needs.
While Pflug Koory, LLC manages a diverse range of assets, including 401K and individual accounts, these represent less than 30% of their total assets under management. However, their expertise extends to managing employer funds, demonstrating their capability and versatility in catering to a wide array of financial needs. Notably, an overwhelming 92% of the assets they manage are discretionary, highlighting their expertise in making informed investment decisions on behalf of their clients.
With a predominant focus on high net worth individuals, Pflug Koory, LLC boasts an impressive client base of over 80 individuals, entrusting the firm with assets totaling more than $279,101,000. Among their team of professionals, Thomas Pflug and Marcia Koory stand as two of the longest-tenured registered advisors, exemplifying the firm's commitment to experience and expertise.
Overall, Pflug Koory, LLC has established itself as a reputable investment advisory firm, combining their deep industry knowledge with personalized services to help clients achieve their financial goals effectively.
FOOTPRINTS ASSET MANAGEMENT & RESEARCH, INC.
Omaha, Nebraska
Footprints Asset Management & Research, Inc., a small investment advisory firm based out of Omaha, NE, specializes in providing top-tier investment solutions to a diverse range of clients. With a team of four dedicated professionals, including two highly experienced investment advisors, Footprints Asset Management & Research, Inc. has established itself as a trusted partner in wealth management.
With an impressive average of approximately $337,610,000 in assets under management per investment advisor, Footprints Asset Management & Research, Inc. surpasses the industry average, demonstrating their expertise in delivering exceptional financial services. Their compensation structure encompasses various types, such as a percentage of assets under management, ensuring alignment with their clients' best interests.
The firm boasts a substantial client base, serving over 70 individual clients with assets under management totaling more than $30,134,000. While specializing in managing assets for high net worth individuals, Footprints Asset Management & Research, Inc. also possesses the capability to handle employer funds, showcasing their versatility in catering to diverse investment needs.
A notable feature of their portfolio is that 91% of the assets they manage are discretionary, allowing for efficient decision-making and proactive investment strategies. Operating from a single office in Omaha, NE, the firm prides itself on delivering personalized attention and tailored solutions to each client.
Footprints Asset Management & Research, Inc. has fostered a culture of excellence and longevity, with advisors like Zachary Houston, Rebecca Hendrickson, and Stephen Lococo boasting extensive tenures at the firm. These experienced professionals contribute to the company's reputation for delivering superior financial guidance and investment outcomes.
FLAGSTONE FINANCIAL MANAGEMENT, LLC
Lincoln, Nebraska
Flagstone Financial Management, LLC is a small investment advisory firm headquartered in Lincoln, NE, operating from a single office. With a total of seven employees, three of whom are dedicated to providing investment advisory services, Flagstone Financial Management, LLC has established itself as a trusted partner in the financial industry. Their average assets under management per investment advisor amount to approximately $84,150,000, aligning with the industry average.
The firm's compensation structure is diverse, incorporating various methods such as a percentage of assets under management, hourly charges, and fixed fees. While their portfolio includes a limited portion of 401K and individual accounts, which constitute less than 30% of their assets under management, they possess the capability to effectively manage employer funds. Moreover, Flagstone Financial Management, LLC's management of 100% of assets is discretionary, enabling them to make informed decisions on behalf of their clients.
Specializing in serving high-net-worth individuals, the firm boasts an impressive clientele, with over 180 individual clients and more than $252,462,000 in assets under management. Brenda Zitek, Michael Johnson, and Stephanie Tredway are among the firm's longest-tenured advisors, offering their expertise and experience to guide clients towards their financial goals.
As a dedicated investment advisory firm, Flagstone Financial Management, LLC places a strong emphasis on building lasting relationships with their clients. Through their comprehensive range of services and their team's commitment to excellence, they strive to deliver personalized financial solutions that meet the unique needs of each client.
IRONVINE CAPITAL PARTNERS, LLC
Omaha, Nebraska
IRONVINE CAPITAL PARTNERS, LLC - Empowering Financial Growth
IRONVINE CAPITAL PARTNERS, LLC is a leading investment advisory firm headquartered in Omaha, NE. With a team of highly skilled professionals, they specialize in providing comprehensive financial solutions to individual clients. Their commitment to excellence is reflected in their impressive track record and dedication to delivering exceptional results.
Boasting an experienced team of five, IRONVINE CAPITAL PARTNERS, LLC sets the bar high in the investment advisory industry. Each advisor offers specialized expertise, ensuring clients receive tailored strategies to meet their unique financial goals. The firm's assets under management per investment advisor average a remarkable $186,150,000, surpassing industry standards by a significant margin.
IRONVINE CAPITAL PARTNERS, LLC's compensation structure is designed to align their success with that of their clients. Advisors receive a percentage of assets under management, incentivizing them to maximize returns and secure long-term growth. Performance-based fees further motivate their dedicated team to deliver exceptional results.
With over $827,465,000 in assets under management and more than 50 individual clients, IRONVINE CAPITAL PARTNERS, LLC has earned the trust of investors seeking expert guidance. The firm manages 100% of their clients' assets with full discretionary authority, providing peace of mind and allowing clients to focus on their personal and professional endeavors.
Headed by esteemed advisors, including David Perkins, Ryan Mendlik, and Matthew Barnes, IRONVINE CAPITAL PARTNERS, LLC boasts a wealth of experience. These seasoned professionals, along with the rest of the team, are dedicated to forging enduring client relationships and navigating the ever-evolving financial landscape.
IRONVINE CAPITAL PARTNERS, LLC is committed to empowering individuals to achieve financial success through personalized investment strategies and unwavering dedication. With their local presence and two offices, they stand ready to guide clients in Omaha, NE, and beyond toward a prosperous future.
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IRONVINE CAPITAL PARTNERS, LLC
Omaha, Nebraska
IRONVINE CAPITAL PARTNERS, LLC - Empowering Financial Growth
IRONVINE CAPITAL PARTNERS, LLC is a leading investment advisory firm headquartered in Omaha, NE. With a team of highly skilled professionals, they specialize in providing comprehensive financial solutions to individual clients. Their commitment to excellence is reflected in their impressive track record and dedication to delivering exceptional results.
Boasting an experienced team of five, IRONVINE CAPITAL PARTNERS, LLC sets the bar high in the investment advisory industry. Each advisor offers specialized expertise, ensuring clients receive tailored strategies to meet their unique financial goals. The firm's assets under management per investment advisor average a remarkable $186,150,000, surpassing industry standards by a significant margin.
IRONVINE CAPITAL PARTNERS, LLC's compensation structure is designed to align their success with that of their clients. Advisors receive a percentage of assets under management, incentivizing them to maximize returns and secure long-term growth. Performance-based fees further motivate their dedicated team to deliver exceptional results.
With over $827,465,000 in assets under management and more than 50 individual clients, IRONVINE CAPITAL PARTNERS, LLC has earned the trust of investors seeking expert guidance. The firm manages 100% of their clients' assets with full discretionary authority, providing peace of mind and allowing clients to focus on their personal and professional endeavors.
Headed by esteemed advisors, including David Perkins, Ryan Mendlik, and Matthew Barnes, IRONVINE CAPITAL PARTNERS, LLC boasts a wealth of experience. These seasoned professionals, along with the rest of the team, are dedicated to forging enduring client relationships and navigating the ever-evolving financial landscape.
IRONVINE CAPITAL PARTNERS, LLC is committed to empowering individuals to achieve financial success through personalized investment strategies and unwavering dedication. With their local presence and two offices, they stand ready to guide clients in Omaha, NE, and beyond toward a prosperous future.
ALLSTATE FINANCIAL ADVISORS, LLC
Lincoln, Nebraska
Allstate Financial Advisors, LLC is a reputable investment advisory firm headquartered in Lincoln, NE. With over 140 individual clients and an impressive $28,519,000 in assets under management, they have established themselves as a trusted partner in the financial industry. The company operates from 40 offices, providing personalized financial services to a diverse range of clients.
Specializing in managing employer 401K plans and individual portfolios, Allstate Financial Advisors, LLC demonstrates their expertise and dedication to helping clients maximize their investments. Over 80% of their assets under management are derived from employer 401K plans and individual investors. This showcases their proficiency in handling retirement planning and investment strategies for both employers and employees.
With a total of 335 employees, Allstate Financial Advisors, LLC boasts a skilled and knowledgeable team. While only a small percentage of their workforce provides investment advisory services, they ensure that each client receives individualized attention and comprehensive financial advice. The firm takes pride in their experienced advisors, with James Badorek, Gerald Heiple, and Tammy Larson being among the longest tenured professionals.
Allstate Financial Advisors, LLC offers a diverse compensation structure that includes various options tailored to meet the specific needs of their clients. By utilizing their extensive financial expertise and resources, they strive to provide effective wealth management solutions, empowering their clients to make informed financial decisions.
With a strong track record and a commitment to excellence, Allstate Financial Advisors, LLC is well-positioned to continue assisting individuals and employers in achieving their financial goals.
WEALTH ADVISORS NETWORK, INC.
Hastings, Nebraska
Wealth Advisors Network, Inc. is a prominent local investment advisory firm based out of Hastings, NE, operating from 10 strategically located offices. With a team of 12 dedicated professionals, each employee at Wealth Advisors Network provides comprehensive investment advisory services to their clients. The firm boasts an impressive average of $18,340,000 in assets under management per investment advisor, highlighting their expertise in managing substantial portfolios.
Their compensation structure is diverse and includes various types, such as a percentage of assets under management and fixed fees. Notably, Wealth Advisors Network manages a significant portion of their assets from employer 401Ks and individual clients, exhibiting their strong experience in this domain. An impressive 87% of the assets they manage are discretionary, showcasing their ability to make informed investment decisions on behalf of their clients.
Apart from investment advisory services, Wealth Advisors Network offers additional expertise as a registered representative of a broker-dealer and as an insurance broker or agent. With a substantial client base of over 360 individuals, they manage an impressive $220,065,000 in assets. The firm's success can be attributed to their highly experienced team, which includes notable advisors such as Max Kathol, Jeffrey Anderson, and Marlin Johnson, who have been with the company for many years.
Wealth Advisors Network, Inc. is dedicated to providing personalized financial guidance, leveraging their extensive knowledge and expertise to help clients achieve their financial goals.
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