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Professional Financial Advisors, Llc
Professional Financial Advisors, Llc
Nebraska, North Platte
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
Allen Capital Group, Llc
Nebraska, Grand Island
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
Hbe Wealth Management, Llc
Nebraska, Lincoln
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.
Arbor Point Advisors
Arbor Point Advisors
Nebraska, Lavista
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
Arnold Weitz & Co
Nebraska, Elkhorn
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.
Footprints Asset Management & Research, Inc.
Footprints Asset Management & Research, Inc.
Nebraska, Omaha
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.
Ironvine Capital Partners, Llc
Ironvine Capital Partners, Llc
Nebraska, Omaha
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
Allstate Financial Advisors, Llc
Nebraska, Lincoln
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.
Ameritas Advisory Services, Llc
Ameritas Advisory Services, Llc
Nebraska, Lincoln
Ameritas Advisory Services, LLC, headquartered in Lincoln, NE, is a reputable regional investment advisory firm. With 249 offices, they serve a diverse client base of over 23,190 individuals and manage a substantial $8,534,798,000 in assets. The firm boasts extensive expertise in employer 401Ks and individual investment strategies, with roughly half of their assets under management sourced from these areas. Furthermore, Ameritas Advisory Services, LLC has demonstrated proficiency in discretionary asset management, handling approximately 35% of the assets they oversee in a discretionary capacity. Their compensation structure is flexible and accommodating, offering multiple options such as a percentage of assets under management, fixed fees, and hourly charges. This variety ensures that clients can choose a payment arrangement that best suits their needs. The firm takes pride in its dedicated team, comprising a total of 592 employees, with 529 of them specializing in investment advisory services. Each investment advisor manages an average of $16,130,000 in assets, reflecting their competence and commitment to delivering quality service to clients. Notably, Ameritas Advisory Services, LLC values longevity and stability, as evidenced by the long tenures of prominent advisors like David Lucas, David Lien, and David McCraw. With their robust client base, extensive experience in the industry, and a team of highly skilled professionals, Ameritas Advisory Services, LLC continues to establish itself as a trusted partner for individuals and businesses seeking expert investment advice and management.
Td Ameritrade Investment Management, Llc
Td Ameritrade Investment Management, Llc
Nebraska, Omaha
TD Ameritrade Investment Management, LLC, based out of Omaha, NE, is a reputable local investment advisory firm with a strong track record. With over 93,720 individual clients and assets under management totaling more than $15,827,987,000, they have established themselves as a trusted partner for investors seeking expert guidance. Their extensive network spans 381 offices, allowing them to provide personalized services to clients across the country. One of TD Ameritrade Investment Management, LLC's key strengths lies in managing assets from employer 401Ks and individuals, accounting for roughly half of their impressive asset base. They have amassed considerable experience in this domain, ensuring that their clients' investments are in capable hands. Moreover, the firm operates on a fully discretionary basis, meaning they have complete authority to make investment decisions on behalf of their clients. TD Ameritrade Investment Management, LLC's compensation structure encompasses various types, including a percentage of assets under management. With a team of 20 dedicated employees, 12 of whom provide investment advisory services, they maintain a favorable client-to-advisor ratio. On average, each investment advisor oversees approximately $1,319,000,000 in assets under management, surpassing the industry average and highlighting their expertise in delivering exceptional results. The firm boasts several highly experienced advisors, including Rhonda Carter, Chad Mcconachie, and Michael Spillan, who have been with the company for an extended period. Their longevity and expertise contribute to the firm's strong reputation and client satisfaction. TD Ameritrade Investment Management, LLC is committed to providing reliable and effective investment solutions tailored to each client's unique goals and financial aspirations.
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Cambridge Advisors Inc
Cambridge Advisors Inc
Nebraska, Omaha
Cambridge Advisors Inc is a local investment advisory firm based out of Omaha, NE, with one office. With a team of five experienced professionals, Cambridge Advisors Inc offers comprehensive investment advisory services to a diverse range of clients. The firm manages an average of approximately $106,100,000 in assets under management per investment advisor, which aligns with the industry average. The compensation structure at Cambridge Advisors Inc encompasses various types, including a percentage of assets under management and fixed fees. While the majority of their assets under management consist of non-discretionary accounts, such as 401K and individual accounts, the firm also possesses the expertise to manage employer funds. Notably, a significant portion of the assets they oversee, around 95%, are under discretionary management. Cambridge Advisors Inc boasts an extensive client base, serving over 200 individual clients who entrust them with more than $530,482,000 in assets under management. The firm takes pride in its long-standing relationships and the dedication of its advisors. Among the notable and tenured professionals at the firm are Justin Anderson, Michael Bridgman, and Lori Liffring. With a commitment to providing personalized and strategic investment advice, Cambridge Advisors Inc is recognized for its professionalism, expertise, and strong track record. They aim to help clients achieve their financial goals through tailored investment solutions, while also adapting to market dynamics and staying abreast of industry trends.
Wealth Advisors Network, Inc.
Wealth Advisors Network, Inc.
Nebraska, Hastings
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.