Personalized advice for Portfolio
Size of 100K and above
FINRA/SEC Registered Advisors
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.
All our retirement planners go through rigorous industry experience, disclosures, and registrations check. Our qualified retirement planners are specialized in investment management, insurance advisory, 401k rollovers, and estate planning. Their work experience ranges from being part of small independent firms to Fortune 500 companies.
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.
Qualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Not Specified.
Fee-Only, Based on Assets
Financial Planning, Portfolio Management, Retirement Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management.
Fee-Based, Based on Assets
Geoffrey Hemenway
Hemenway Financial Services
Qualifications
CRD# 6382170
Firm CRD# 6413
Series 6, 7, 63, 65
Minimum Assets Required
$250,000
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.
Fee-Based, Hourly, Based on Assets
Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
---|---|---|---|---|---|
1 | ARNOLD WEITZ & CO 20488 Park Rd, Elkhorn, NE, 68022 | $270,105,611 | 64 | 2 | A Percentage of AUM, Hourly charges, Fixed Fees |
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.
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