Directory of Professional Retirement Planners
National Coverage
Local Professionals
matched to your specific needs
No obligation to hire
Personalized advice for Portfolio
Size of 100K and above
FINRA/SEC Registered Advisors
Find Retirement Advisors for Retirement Planning in Nebraska
While moving closer to retirement, the focus shifts to savings. However, without solid retirement planning, the transition into life after paid work ends can be confusing and seem uncertain. At this crossroad, you would find yourself battling a few 'life' questions such as:
1. Is it the right time to retire?
2. Will I be able to lead a decent lifestyle with my current savings?
3. How much money should I withdraw from my investments so that I have enough money left in my account?
4. How to handle my 401k rollover and IRA?
A retirement planner can help you walk through this journey of planning your finances. A retirement financial planner can answer all your doubts and build financial strategies.
Among the top retirement financial planners in Nebraska, we have a list of vetted experienced & certified professionals to help you find the best retirement planners for your requirements near you.
Finding the Best Retirement Planners in Nebraska
Last Updated - April 24, 2025Nebraska has 2 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 65 non-vetted advisors in your local area. These retirement advisors in Nebraska have an average of 9 years of experience.
HELP ME FIND MY PLANNER
List of Qualified Retirement Planning Advisors in Nebraska
VERIFIEDGeoffrey Hemenway
Hemenway Financial Services
Qualifications
CRD# 6382170
Firm CRD# 6413
Series 6, 7, 63, 65
Minimum Assets Required
$250,000
Advisory Services:
Financial Planning, Retirement Planning, 401K Rollovers, Wealth Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Investment Advice & Management, Tax Advice and Services, Insurance Products & Annuities
Compensation/Fee
Fee-Based, Hourly, Based on Assets
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management
Compensation/Fee
Fee-Based, Based on Assets
Since 1998
Since 1998A BETTER WAY TO FIND THE RIGHT FINANCIAL ADVISOR
Top 15 Retirement Planning firms in Nebraska (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | 17605 Wright St, Omaha, NE, 68130 | $53,844,463,960 | 299169 | 404 | A percentage of AUM, Fixed fees, Performance Based |
| 2 | 14600 Branch St., Omaha, NE, 68154 | $26,774,389,503 | 110327 | 1111 | A percentage of AUM, Hourly charges, Fixed fees, Other (SOLICITOR FEES FROM OTHER INVESTMENT ADVISORS) |
| 3 | 5945 R Street, Lincoln, NE, 68505-3402 | $24,871,650,720 | 1982 | 50 | A percentage of AUM, Fixed fees, Other (VARIOUS MORTGAGE LOAN, BRIDGE LOAN AND REAL ESTATE FEES) |
| 4 | 5900 O Street, Lincoln, NE, 68510 | $10,289,301,520 | 39033 | 545 | A percentage of AUM, Hourly charges, Fixed fees, Other (SOLICITOR FEES) |
| 5 | 13333 California St, Suite 500 Omaha, NE, 68154 | $9,882,583,283 | 2646 | 76 | A percentage of AUM, Hourly charges, Fixed fees, Other (CONSULTING) |
| 6 | 9140 W Dodge Road, Suite 230 Omaha, NE, 68114 | $6,947,119,840 | 20381 | 255 | A percentage of AUM, Hourly charges, Fixed fees |
| 7 | 14010 Fnb Parkway, Suite 200 Omaha, NE, 68154 | $6,237,040,948 | 4052 | 37 | A percentage of AUM |
| 8 | 3555 Farnam Street, Suite 800 Omaha, NE, 68131-3312 | $5,153,814,823 | 20 | 37 | A percentage of AUM |
| 9 | 14301 First National Bank Parkway, Suite 410 Omaha, NE, 68154 | $5,083,670,234 | 4385 | 201 | A percentage of AUM, Fixed fees |
| 10 | 1601 Dodge Street, Suite 3800 Omaha, NE, 68102 | $4,030,326,449 | 12 | 29 | A percentage of AUM, Performance Based, Other (SEE SCHEDULE D - MISCELLANEOUS) |
| 11 | 13710 Fnb Parkway, Suite 205, Omaha, NE, 68154 | $3,360,649,795 | 201 | 9 | A percentage of AUM |
| 12 | 5533 S. 27th Street, Suite 201 Lincoln, NE, 68512 | $3,311,270,399 | 2126 | 14 | A percentage of AUM, Other (FLAT FEE FOR FINANCIAL PLANS FOR NON-AUM CLIENT) |
| 13 | 121 South 13th Street, Suite 100 Lincoln, NE, 68508-1911 | $3,273,838,712 | 9 | 3 | A percentage of AUM, Performance Based |
| 14 | 125 South 4th Street, Norfolk, NE, 68701 | $2,782,818,058 | 3482 | 60 | A percentage of AUM, Hourly charges, Fixed fees |
| 15 | 13616 California Street, Suite 300 Omaha, NE, 68154-5336 | $2,279,041,520 | 2186 | 20 | A percentage of AUM, Hourly charges, Fixed fees |
Information on Top Retirement Planning firms in Nebraska
QualificationsFirm CRD# 107975
Assets Under Management $53,844,463,960
No. Of Clients299169
Clients Per Financial Advisor741
ORION PORTFOLIO SOLUTIONS, LLC is a financial advisory firm situated in Omaha, Nebraska. With a nearly $54B assets under management, the firm specializes in crafting personalized retirement planning solutions for 299169 clients. The team consists of 404 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Fixed fees
- Performance Based
Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Selection for other advisors
- Other (PORTFOLIO MANAGEMENT FOR EDUCATIONAL SAVINGS & ABLE PLANS)
QualificationsFirm CRD# 155344
Assets Under Management $26,774,389,503
No. Of Clients110327
Clients Per Financial Advisor99
CWM, LLC is a financial advisory firm situated in Omaha, Nebraska. With a nearly $27B assets under management, the firm specializes in crafting personalized retirement planning solutions for 110327 clients. The team consists of 1111 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
- Other (SOLICITOR FEES FROM OTHER INVESTMENT ADVISORS)
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
- Other (SUB-ADVISORY SERVICES FOR OTHER INVESTMENT ADVISORY FIRMS)
QualificationsFirm CRD# 109381
Assets Under Management $24,871,650,720
No. Of Clients1982
Clients Per Financial Advisor40
AMERITAS INVESTMENT PARTNERS, INC. is a financial advisory firm situated in Lincoln, Nebraska. With a nearly $25B assets under management, the firm specializes in crafting personalized retirement planning solutions for 1982 clients. The team consists of 50 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Fixed fees
- Other (VARIOUS MORTGAGE LOAN
- BRIDGE LOAN AND REAL ESTATE FEES)
Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Selection for other advisors
- Other (MORTGAGE LOAN AND REAL ESTATE ORIGINATION, MANAGEMENT AND SERVICING)
QualificationsFirm CRD# 317245
Assets Under Management $10,289,301,520
No. Of Clients39033
Clients Per Financial Advisor72
AMERITAS ADVISORY SERVICES, LLC is a financial advisory firm situated in Lincoln, Nebraska. With a nearly $10B assets under management, the firm specializes in crafting personalized retirement planning solutions for 39033 clients. The team consists of 545 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
- Other (SOLICITOR FEES)
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Selection for other advisors
- Education seminars/workshops
QualificationsFirm CRD# 108028
Assets Under Management $9,882,583,283
No. Of Clients2646
Clients Per Financial Advisor35
BRIDGES INVESTMENT MANAGEMENT INC is a financial advisory firm situated in Omaha, Nebraska. With a nearly $10B assets under management, the firm specializes in crafting personalized retirement planning solutions for 2646 clients. The team consists of 76 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
- Other (CONSULTING)
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Selection for other advisors
- Publication of periodicals and newsletters
- Education seminars/workshops
- Other (SECURITIES RESEARCH SERVICES)
QualificationsFirm CRD# 167658
Assets Under Management $6,947,119,840
No. Of Clients20381
Clients Per Financial Advisor80
MUTUAL ADVISORS, LLC is a financial advisory firm situated in Omaha, Nebraska. With a nearly $7B assets under management, the firm specializes in crafting personalized retirement planning solutions for 20381 clients. The team consists of 255 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Selection for other advisors
- Other (HOURLY CONSULTING)
QualificationsFirm CRD# 277146
Assets Under Management $6,237,040,948
No. Of Clients4052
Clients Per Financial Advisor110
FIRST NATIONAL ADVISERS, LLC is a financial advisory firm situated in Omaha, Nebraska. With a nearly $6B assets under management, the firm specializes in crafting personalized retirement planning solutions for 4052 clients. The team consists of 37 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses or institutional clients
QualificationsFirm CRD# 105088
Assets Under Management $5,153,814,823
No. Of Clients20
Clients Per Financial Advisor1
WEITZ INVESTMENT MANAGEMENT, INC. is a financial advisory firm situated in Omaha, Nebraska. With a nearly $5B assets under management, the firm specializes in crafting personalized retirement planning solutions for 20 clients. The team consists of 37 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses or institutional clients
QualificationsFirm CRD# 148674
Assets Under Management $5,083,670,234
No. Of Clients4385
Clients Per Financial Advisor22
AVIOR WEALTH MANAGEMENT, LLC is a financial advisory firm situated in Omaha, Nebraska. With a nearly $5B assets under management, the firm specializes in crafting personalized retirement planning solutions for 4385 clients. The team consists of 201 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Fixed fees
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Other (INVESTMENT CONSULTING)
QualificationsFirm CRD# 158782
Assets Under Management $4,030,326,449
No. Of Clients12
Clients Per Financial Advisor0
MCCARTHY CAPITAL is a financial advisory firm situated in Omaha, Nebraska. With a nearly $4B assets under management, the firm specializes in crafting personalized retirement planning solutions for 12 clients. The team consists of 29 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Performance Based
- Other (SEE SCHEDULE D - MISCELLANEOUS)
Financial Planning Services
- Portfolio management for pooled investment vehicles
- Other (PORTFOLIO COMPANY MANAGEMENT SERVICES)
QualificationsFirm CRD# 106457
Assets Under Management $3,360,649,795
No. Of Clients201
Clients Per Financial Advisor22
PRODIGY ASSET MANAGEMENT LLC is a financial advisory firm situated in Omaha, Nebraska. With a nearly $3B assets under management, the firm specializes in crafting personalized retirement planning solutions for 201 clients. The team consists of 9 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection for other advisors
QualificationsFirm CRD# 111033
Assets Under Management $3,311,270,399
No. Of Clients2126
Clients Per Financial Advisor152
PITTENGER & ANDERSON INC is a financial advisory firm situated in Lincoln, Nebraska. With a nearly $3B assets under management, the firm specializes in crafting personalized retirement planning solutions for 2126 clients. The team consists of 14 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Other (FLAT FEE FOR FINANCIAL PLANS FOR NON-AUM CLIENT)
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
QualificationsFirm CRD# 156675
Assets Under Management $3,273,838,712
No. Of Clients9
Clients Per Financial Advisor3
WHITETAIL ROCK CAPITAL MANAGEMENT, LLC is a financial advisory firm situated in Lincoln, Nebraska. With a nearly $3B assets under management, the firm specializes in crafting personalized retirement planning solutions for 9 clients. The team consists of 3 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Performance Based
Financial Planning Services
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
QualificationsFirm CRD# 137080
Assets Under Management $2,782,818,058
No. Of Clients3482
Clients Per Financial Advisor58
WEALTH MANAGEMENT is a financial advisory firm situated in Norfolk, Nebraska. With a nearly $3B assets under management, the firm specializes in crafting personalized retirement planning solutions for 3482 clients. The team consists of 60 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Publication of periodicals and newsletters
- Education seminars/workshops
- Other (SUB-ADVISOR AND BACK OFFICE SUPPORT SERVICES)
QualificationsFirm CRD# 117273
Assets Under Management $2,279,041,520
No. Of Clients2186
Clients Per Financial Advisor109
LUTZ FINANCIAL is a financial advisory firm situated in Omaha, Nebraska. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 2186 clients. The team consists of 20 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
Retirement Planners Near You
Seeking Retirement Planners in a nearby city? Here are some additional lists of top Retirement Planners in the area:
Looking for more choices? Use our free match service to compare retirement planners serving your area.