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Find Retirement Advisors for Retirement Planning in Elkhorn, Nebraska

With so many financial products and solutions available in the market, it is a daunting task to choose the best one for you. We have over 20 years of experience in finding you the best financial planner as per your requirements in the field of retirement planning. Our vetted certified retirement financial planners can help you plan for your dream retirement.

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Finding the Best Retirement Planners in Elkhorn, Nebraska

Last Updated - October 30, 2024

Elkhorn has 3 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 1 non-vetted advisors in your local area. These retirement advisors in Elkhorn, Nebraska have an average of 9 years of experience.

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List of Qualified Retirement Planning Advisors in Elkhorn, Nebraska

advisor-photo

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified.

Compensation/Fee

Fee-Only, Based on Assets

advisor-photo
vector.svg VERIFIED

Carson Wealth

Qualifications
Firm CRD# 155344

Minimum Assets Required
$100,000

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

advisor-photo
vector.svg VERIFIED

Geoffrey 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

Top 1 Retirement Planning firms in Elkhorn, Nebraska (Ranked by AUM)

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1
ARNOLD WEITZ & CO
20488 Park Rd,
Elkhorn, NE, 68022
$270,105,611642
A Percentage of AUM, Hourly charges, Fixed Fees

Information on Top Retirement Planning firms in Elkhorn, Nebraska

QualificationsFirm CRD# 108026

Assets Under Management $270,105,611

No. Of Clients64

Clients Per Financial Advisor32

ARNOLD WEITZ & CO is a financial advisory firm situated in Elkhorn, Nebraska. With a nearly $270M assets under management, the firm specializes in crafting personalized retirement planning solutions for 64 clients. The team consists of 2 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
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