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.