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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 can 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 - October 7, 2024Nebraska has 3 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 67 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
VERIFIED Qualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified.
Compensation/Fee
Fee-Only, 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 | ORION PORTFOLIO SOLUTIONS, LLC 17605 Wright St, Omaha, NE, 68130 | $53,283,016,878 | 176366 | 326 | A Percentage of AUM, Fixed Fees, Performance Based |
| 2 | SECURITIES AMERICA ADVISORS, INC. 12325 Port Grace Blvd., La Vista, NE, 68128-8204 | $38,163,842,160 | 200228 | 3748 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 3 | AMERITAS INVESTMENT PARTNERS, INC. 5945 R Street, Lincoln, NE, 68505-3402 | $23,108,472,280 | 1823 | 50 | A Percentage of AUM, Fixed Fees, Other (VARIOUS MORTGAGE LOAN, BRIDGE LOAN AND REAL ESTATE FEES) |
| 4 | CWM, LLC 14600 Branch St., Omaha, NE, 68154 | $19,943,561,186 | 96956 | 1111 | A Percentage of AUM, Hourly charges, Fixed Fees, Other (SOLICITOR FEES FROM OTHER INVESTMENT ADVISORS) |
| 5 | AMERITAS ADVISORY SERVICES, LLC 5900 O Street, Lincoln, NE, 68510 | $8,534,798,484 | 35218 | 592 | A Percentage of AUM, Hourly charges, Fixed Fees, Other (SOLICITOR FEES) |
| 6 | BRIDGES INVESTMENT MANAGEMENT INC 13333 California St, Suite 500 Omaha, NE, 68154 | $7,549,835,558 | 2277 | 75 | A Percentage of AUM, Hourly charges, Fixed Fees, Other (CONSULTING) |
| 7 | ARBOR POINT ADVISORS 12325 Port Grace Blvd., Lavista, NE, 68128 | $6,428,973,356 | 30789 | 1844 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 8 | MUTUAL ADVISORS, LLC 9140 W Dodge Road, Suite 230 Omaha, NE, 68114 | $5,305,999,278 | 20842 | 262 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 9 | WEITZ INVESTMENT MANAGEMENT, INC. 1125 South 103rd Street, Suite 200 Omaha, NE, 68124-1071 | $3,604,320,081 | 24 | 36 | A Percentage of AUM |
| 10 | WHITETAIL ROCK CAPITAL MANAGEMENT, LLC 121 South 13th Street, Suite 100 Lincoln, NE, 68508-1911 | $3,524,536,283 | 9 | 3 | A Percentage of AUM, Performance Based |
| 11 | PRODIGY ASSET MANAGEMENT LLC 13710 Fnb Parkway, Suite 205, Omaha, NE, 68154 | $3,393,279,476 | 264 | 9 | A Percentage of AUM |
| 12 | MCCARTHY CAPITAL 1601 Dodge Street, Suite 3800 Omaha, NE, 68102 | $2,899,792,229 | 10 | 29 | A Percentage of AUM, Performance Based, Other (SEE SCHEDULE D - MISCELLANEOUS) |
| 13 | AVIOR WEALTH MANAGEMENT, LLC 14301 First National Bank Parkway, Suite 110 Omaha, NE, 68154 | $2,422,058,927 | 3166 | 122 | A Percentage of AUM, Fixed Fees |
| 14 | FIRST NATIONAL ADVISERS, LLC 14010 Fnb Parkway, Suite 200 Omaha, NE, 68154 | $2,420,210,912 | 1794 | 37 | A Percentage of AUM |
| 15 | WEALTH MANAGEMENT 125 South 4th Street, Norfolk, NE, 68701 | $2,348,931,303 | 3334 | 60 | A Percentage of AUM, Hourly charges, Fixed Fees |
Information on Top Retirement Planning firms in Nebraska
QualificationsFirm CRD# 107975
Assets Under Management $53,283,016,878
No. Of Clients176366
Clients Per Financial Advisor541
ORION PORTFOLIO SOLUTIONS, LLC is a financial advisory firm situated in Omaha, Nebraska. With a nearly $53B assets under management, the firm specializes in crafting personalized retirement planning solutions for 176366 clients. The team consists of 326 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
- Portfolio Management for Investment
- Portfolio Management for pooled Investment
- Portfolio Management for Business
- Pension Consulting Services
- Selection of Other Advisors
QualificationsFirm CRD# 110518
Assets Under Management $38,163,842,160
No. Of Clients200228
Clients Per Financial Advisor53
SECURITIES AMERICA ADVISORS, INC. is a financial advisory firm situated in La Vista, Nebraska. With a nearly $38B assets under management, the firm specializes in crafting personalized retirement planning solutions for 200228 clients. The team consists of 3748 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
- Portfolio Management for Individuals
- Portfolio Management for Business
- Pension Consulting Services
- Selection of Other Advisors
- Educational Seminars/ Workshops
QualificationsFirm CRD# 109381
Assets Under Management $23,108,472,280
No. Of Clients1823
Clients Per Financial Advisor36
AMERITAS INVESTMENT PARTNERS, INC. is a financial advisory firm situated in Lincoln, Nebraska. With a nearly $23B assets under management, the firm specializes in crafting personalized retirement planning solutions for 1823 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
- Portfolio Management for Investment
- Portfolio Management for Business
- Pension Consulting Services
- Selection of Other Advisors
QualificationsFirm CRD# 155344
Assets Under Management $19,943,561,186
No. Of Clients96956
Clients Per Financial Advisor87
CWM, LLC is a financial advisory firm situated in Omaha, Nebraska. With a nearly $20B assets under management, the firm specializes in crafting personalized retirement planning solutions for 96956 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
- Portfolio Management for Individuals
- Selection of Other Advisors
QualificationsFirm CRD# 317245
Assets Under Management $8,534,798,484
No. Of Clients35218
Clients Per Financial Advisor59
AMERITAS ADVISORY SERVICES, LLC is a financial advisory firm situated in Lincoln, Nebraska. With a nearly $9B assets under management, the firm specializes in crafting personalized retirement planning solutions for 35218 clients. The team consists of 592 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
- Portfolio Management for Individuals
- Portfolio Management for Business
- Pension Consulting Services
- Selection of Other Advisors
- Educational Seminars/ Workshops
QualificationsFirm CRD# 108028
Assets Under Management $7,549,835,558
No. Of Clients2277
Clients Per Financial Advisor30
BRIDGES INVESTMENT MANAGEMENT INC is a financial advisory firm situated in Omaha, Nebraska. With a nearly $8B assets under management, the firm specializes in crafting personalized retirement planning solutions for 2277 clients. The team consists of 75 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
- Portfolio Management for Individuals
- Portfolio Management for Investment
- Portfolio Management for Business
- Pension Consulting Services
- Selection of Other Advisors
- Publication of periodicals or Newsleters
- Educational Seminars/ Workshops
QualificationsFirm CRD# 165127
Assets Under Management $6,428,973,356
No. Of Clients30789
Clients Per Financial Advisor17
ARBOR POINT ADVISORS is a financial advisory firm situated in Lavista, Nebraska. With a nearly $6B assets under management, the firm specializes in crafting personalized retirement planning solutions for 30789 clients. The team consists of 1844 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
- Portfolio Management for Individuals
- Portfolio Management for Business
- Pension Consulting Services
- Selection of Other Advisors
- Educational Seminars/ Workshops
QualificationsFirm CRD# 167658
Assets Under Management $5,305,999,278
No. Of Clients20842
Clients Per Financial Advisor80
MUTUAL ADVISORS, 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 20842 clients. The team consists of 262 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
- Portfolio Management for Individuals
- Portfolio Management for Business
- Pension Consulting Services
- Selection of Other Advisors
QualificationsFirm CRD# 105088
Assets Under Management $3,604,320,081
No. Of Clients24
Clients Per Financial Advisor1
WEITZ INVESTMENT MANAGEMENT, INC. 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 24 clients. The team consists of 36 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
- Portfolio Management for Investment
- Portfolio Management for Business
QualificationsFirm CRD# 156675
Assets Under Management $3,524,536,283
No. Of Clients9
Clients Per Financial Advisor3
WHITETAIL ROCK CAPITAL MANAGEMENT, LLC is a financial advisory firm situated in Lincoln, Nebraska. With a nearly $4B 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
- Portfolio Management for Business
QualificationsFirm CRD# 106457
Assets Under Management $3,393,279,476
No. Of Clients264
Clients Per Financial Advisor29
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 264 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
- Portfolio Management for pooled Investment
- Portfolio Management for Business
- Selection of Other Advisors
QualificationsFirm CRD# 158782
Assets Under Management $2,899,792,229
No. Of Clients10
Clients Per Financial Advisor0
MCCARTHY CAPITAL 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 10 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
QualificationsFirm CRD# 148674
Assets Under Management $2,422,058,927
No. Of Clients3166
Clients Per Financial Advisor26
AVIOR WEALTH MANAGEMENT, LLC 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 3166 clients. The team consists of 122 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
- Portfolio Management for Individuals
- Portfolio Management for Business
- Pension Consulting Services
QualificationsFirm CRD# 277146
Assets Under Management $2,420,210,912
No. Of Clients1794
Clients Per Financial Advisor48
FIRST NATIONAL ADVISERS, LLC 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 1794 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
- Portfolio Management for Investment
- Portfolio Management for Business
QualificationsFirm CRD# 137080
Assets Under Management $2,348,931,303
No. Of Clients3334
Clients Per Financial Advisor56
WEALTH MANAGEMENT is a financial advisory firm situated in Norfolk, Nebraska. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 3334 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
- Portfolio Management for Individuals
- Portfolio Management for Business
- Pension Consulting Services
- Publication of periodicals or Newsleters
- Educational Seminars/ Workshops
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