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WEALTH ADVISORS NETWORK, INC.
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.
CAPITAL CONSULTING & ASSET MANAGEMENT
CAPITAL CONSULTING & ASSET MANAGEMENT
Lincoln, Nebraska
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
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.
OLDFATHER FINANCIAL SERVICES LLC
OLDFATHER FINANCIAL SERVICES LLC
Kearney, Nebraska
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.
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MCMILL CPA AND ADVISORS
MCMILL CPA AND ADVISORS
Norfolk, Nebraska
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.
FIRST NEBRASKA FINANCIAL SERVICES
FIRST NEBRASKA FINANCIAL SERVICES
North Platte, Nebraska
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.