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.

Capital Consulting & Asset Management is a small investment advisory firm based out of Lincoln, NE. With one office, they serve a diverse clientele seeking expert financial guidance. The firm boasts six highly skilled employees, two of whom specialize in providing comprehensive investment advisory services. Their collective expertise has allowed them to achieve an impressive average of approximately $132,750,000 in assets under management per investment advisor, surpassing industry standards. Capital Consulting & Asset Management's compensation structure is designed to align their interests with those of their clients. They employ various methods, including a percentage of assets under management and hourly charges, ensuring transparency and fairness in their fee structure. An essential aspect of their success lies in their extensive experience managing employer 401Ks and individual accounts. These two categories contribute to almost half of the firm's assets under management. This significant exposure has helped Capital Consulting & Asset Management develop deep insights and expertise in this specialized area. With 62% of the assets under their management being discretionary, clients trust the firm's expert judgment and rely on their guidance to make informed investment decisions. Furthermore, as an insurance broker or agent, Capital Consulting & Asset Management offers comprehensive solutions to protect their clients' assets and mitigate potential risks. The firm takes pride in its vast client base, serving over 100 individual clients who have entrusted them with more than $265,501,000 in assets under management. Among their team of accomplished professionals, Robert Nixon and Amber Roemer stand out as the firm's longest tenured registered advisors, providing continuity and expertise to their valued clients.

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.

Oldfather Financial Services LLC, based out of Kearney, NE, is a small investment advisory firm committed to providing exceptional financial solutions to their clients. With a team of three highly skilled professionals, they offer a wide range of investment advisory services. Each investment advisor at Oldfather Financial Services LLC manages an average of approximately $120,310,000 in assets, aligning with the industry average. The firm's compensation structure comprises various types, including a percentage of assets under management and performance-based fees. They have established themselves as experts in managing employer 401Ks and individual assets, which collectively account for half of their impressive $345,552,000 in assets under management. Notably, 96% of the assets they oversee are discretionary, showcasing their clients' trust in their expertise. Oldfather Financial Services LLC takes pride in their extensive client base, serving over 390 individual clients. Their focus on personalized financial solutions and attention to detail has allowed them to build strong relationships with their clients and assist them in achieving their financial goals. The firm operates from a single office in Kearney, NE, and boasts a team of highly experienced advisors. Among them are Brandi Horacek, Troy Brockmeier, and William Oldfather, who have been with the company for an extended period, contributing their expertise and guidance to the firm's success. Oldfather Financial Services LLC is dedicated to delivering tailored investment strategies and exceptional service, ensuring that their clients' financial well-being remains at the forefront of their operations.

McMill CPA and Advisors, based out of Norfolk, NE, is a reputable local investment advisory firm with a strong presence in the region. With three offices, McMill CPA and Advisors has built a dedicated team of 50 professionals, of which 17 specialize in providing comprehensive investment advisory services. Demonstrating their expertise and commitment, each investment advisor manages an average of $32,090,000 in assets under management, showcasing their ability to handle substantial portfolios. At McMill CPA and Advisors, the compensation structure is designed to cater to clients' diverse needs. Their options include a percentage of assets under management, hourly charges, and fixed fees, ensuring flexibility and fairness. While a majority of their assets under management is derived from individual accounts and 401K plans, they possess the necessary expertise to effectively manage employer funds as well. Importantly, McMill CPA and Advisors exercises full discretionary control over the entirety of the assets they manage, instilling trust and confidence in their clients. In addition to their investment advisory services, McMill CPA and Advisors also offer comprehensive accounting services, reinforcing their position as a trusted partner for all financial matters. With over 2,650 individual clients, they currently oversee an impressive $545,605,000 in assets under management, solidifying their position as a trusted and experienced financial services provider. McMill CPA and Advisors is proud to have a team of dedicated professionals, some of whom have been with the firm for many years. Notable long-tenured advisors include Danny Fuerhoff, Larry Hilkemann, and Jared Faltys, whose extensive experience and expertise contribute to the firm's success and reputation.

Wealth Management is a leading regional investment advisory firm based out of Norfolk, NE, with a strong presence in the wealth management industry. With 60 dedicated professionals on their team, 48 of whom are specialized in providing investment advisory services, they possess a robust workforce to meet their clients' diverse needs. The firm boasts an impressive track record, managing an average of $88,690,000 in assets per investment advisor. While this figure aligns with the industry average, Wealth Management's expertise shines through their extensive experience in managing over $2,348,931,000 in assets for more than 2,540 individual clients. Notably, they excel in handling employer 401Ks and individual accounts, accounting for half of their total assets under management. Wealth Management adopts a flexible compensation structure, offering various fee types such as a percentage of assets under management, hourly charges, and fixed fees. This approach ensures clients have the freedom to choose a payment method that aligns with their preferences and financial goals. With 30 offices spread across the region, Wealth Management is conveniently accessible to their clientele. The firm's seasoned advisors, including Marcy Luth, Corey Breneman, and Gary Breneman, are among the longest tenured professionals within the organization. Their wealth of knowledge and expertise contribute to the firm's strong reputation and client satisfaction. In summary, Wealth Management is a well-established investment advisory firm in Norfolk, NE, that combines experience, personalized service, and a broad range of compensation options to effectively manage and grow clients' assets.

Stevens Capital Partners, a small investment advisory firm based out of Omaha, NE, is dedicated to providing personalized financial solutions to its clients. With over 220 individual clients and an impressive $207,097,000 in assets under management, the firm has established a strong presence in the financial industry. Focusing on employer 401Ks and individual investments, Stevens Capital Partners has developed extensive expertise in this space. They offer a comprehensive range of services and manage all client assets on a discretionary basis, ensuring a hands-on approach to investment management. The firm's compensation structure is flexible, offering various options such as a percentage of assets under management, hourly charges, and fixed fees. This adaptability allows clients to choose the arrangement that best suits their financial goals. Comprised of a total of six employees, four of whom are dedicated investment advisors, Stevens Capital Partners maintains a low client-to-advisor ratio, allowing for personalized attention and tailored strategies. The team's collective experience and knowledge in the financial markets ensure that clients receive informed advice and effective portfolio management. Notably, the firm boasts several long-tenured advisors who have played a pivotal role in its success. Key individuals like Elizabeth Campney, Jason Wintersteen, and David Stevens bring their extensive expertise and unwavering commitment to delivering exceptional service to clients. With an average of approximately $51,770,000 in assets under management per investment advisor, Stevens Capital Partners aligns with industry averages, demonstrating their competence and ability to handle significant portfolios. As Stevens Capital Partners continues to grow and evolve, their unwavering dedication to providing personalized financial solutions remains at the forefront, solidifying their position as a trusted investment advisory firm in Omaha and beyond.

HILEY HUNT WEALTH MANAGEMENT, INC. is a reputable investment advisory firm based out of Omaha, NE. With over 140 individual clients, they oversee an impressive $154,038,000 in assets under management. Specializing in employer 401Ks and individual investments, Hiley Hunt Wealth Management, Inc. has established a strong foothold in the industry. Their expertise in this space is evident as they manage 100% of their assets on a discretionary basis. The firm operates from a single office and boasts a team of three dedicated employees, all of whom provide top-notch investment advisory services. With an average of approximately $51,350,000 in assets under management per investment advisor, Hiley Hunt Wealth Management, Inc. maintains a competitive position within the industry. Their compensation structure is flexible, offering various options such as a percentage of assets under management, hourly charges, and fixed fees to meet the unique needs of their clients. At Hiley Hunt Wealth Management, Inc., clients benefit from the wealth of experience provided by their knowledgeable advisors. Notably, Bryce Koch, Andrew Hunt, and Jason Hiley are among the longest tenured advisors at the firm. These seasoned professionals have played an instrumental role in building the firm's stellar reputation and continue to deliver exceptional service to their valued clientele. With a commitment to excellence and a comprehensive range of investment advisory services, Hiley Hunt Wealth Management, Inc. stands as a trusted partner for individuals and businesses seeking to secure their financial future.

Prairie Wealth Advisors, Inc. is a reputable investment advisory firm headquartered in Omaha, NE, with four well-established offices. With a total of eight dedicated professionals, including three experienced investment advisors, they are committed to providing top-notch financial services. Renowned for their exceptional expertise, Prairie Wealth Advisors, Inc. manages an impressive average of $140,540,000 in assets per investment advisor, significantly surpassing industry standards. The firm offers a diverse range of compensation structures to cater to their clients' unique needs. This includes charging a percentage of assets under management, implementing hourly fees, and employing fixed fees. While they oversee a wide variety of investment accounts, such as 401K and individual accounts, these represent less than 30% of their substantial assets under management. Prairie Wealth Advisors, Inc. also possesses the expertise and capability to effectively manage employer funds, providing comprehensive financial solutions to businesses. A remarkable 82% of the assets managed by Prairie Wealth Advisors, Inc. are discretionary, reflecting their clients' confidence in their decision-making and expertise. Their primary clientele consists of high net worth individuals, with the firm overseeing the assets of more than 360 individual clients, totaling an impressive $421,611,000 in assets under management. Prairie Wealth Advisors, Inc. takes pride in its team of seasoned professionals, with some of the firm's longest-tenured advisors being Paula Deitering, Corby Mastalir, and Craig Hundt. Their extensive experience and deep understanding of the financial landscape enable them to provide tailored strategies and personalized advice to help clients achieve their financial goals and secure their futures.

WealthPlan Investment Management LLC, a local investment advisory firm headquartered in Omaha, NE, operates from a single office. With a dedicated team of 26 employees, including 12 investment advisors, WealthPlan Investment Management provides comprehensive financial services to its extensive client base. The firm's investment advisors have an average of approximately $72,480,000 in assets under management per advisor, in line with industry norms. This showcases their ability to effectively manage clients' wealth and deliver favorable investment outcomes. WealthPlan Investment Management offers a flexible compensation structure that includes various options such as a percentage of assets under management, fixed fees, and hourly charges. This ensures that clients can select the most suitable compensation arrangement for their individual requirements. While 401K and individual accounts make up less than 30% of their assets under management, WealthPlan Investment Management possesses the expertise and capability to manage employer funds, offering a well-rounded approach to investment management. Operating on a discretionary basis, the firm manages 100% of the assets under their care, granting them the autonomy to make informed investment decisions tailored to each client's unique financial objectives. With over 550 individual clients and a total of more than $869,708,000 in assets under management, WealthPlan Investment Management has established itself as a trusted partner in wealth management. Wade Behlen, Nicholas Codola, and Brent Omara are among the firm's longest-tenured advisors, bringing their wealth of experience and knowledge to deliver exceptional financial guidance and personalized investment strategies.

First Nebraska Financial Services is a small investment advisory firm based out of North Platte, NE, with a single office. With a total of 5 employees, 3 of whom provide investment advisory services, the firm offers personalized financial solutions to its clients. With an average of $98,900,000 in assets under management per investment advisor, First Nebraska Financial Services aligns with the industry average. The firm's compensation structure encompasses various types, including a percentage of assets under management, ensuring that their interests are closely tied to the success of their clients' investments. While 401K and individual accounts comprise less than 30% of their assets under management, First Nebraska Financial Services has the capability to manage employer funds, expanding their reach in the investment market. Boasting an impressive client base of over 360 individuals, First Nebraska Financial Services manages more than $296,711,000 in assets. The firm takes pride in their team of experienced advisors, with Mitchell Smith, Darrel Smith, and John Smith among their longest tenured professionals. First Nebraska Financial Services strives to provide comprehensive investment advisory services, combining expertise, personalized strategies, and a client-centered approach. By understanding their clients' financial goals, risk tolerance, and time horizon, they create tailored investment plans that aim to maximize returns and build long-term wealth. With their dedication to exceptional service and a focus on delivering optimal results, First Nebraska Financial Services positions itself as a reliable partner for individuals seeking professional financial guidance.