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.
Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
---|---|---|---|---|---|
1 | OLDFATHER FINANCIAL SERVICES LLC 2033 Central Avenue, Kearney, NE, 68847 | $345,552,217 | 1082 | 3 | A Percentage of AUM, Hourly charges, Fixed Fees |
2 | STONEBRIDGE WEALTH SYSTEMS LLC 3800 A Ave, Ste C Kearney, NE, 68847 | $0 | 0 | 6 | A Percentage of AUM, Hourly charges, Fixed Fees |
QualificationsFirm CRD# 112505
Assets Under Management $345,552,217
No. Of Clients1082
Clients Per Financial Advisor361
OLDFATHER FINANCIAL SERVICES LLC is a financial advisory firm situated in Kearney, Nebraska. With a nearly $346M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1082 clients. The team consists of 3 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 327894
Assets Under Management $0
No. Of Clients0
Clients Per Financial Advisor0
STONEBRIDGE WEALTH SYSTEMS LLC is a financial advisory firm situated in Kearney, Nebraska. With a nearly $0 assets under management, the firm specializes in crafting personalized retirement planning solutions for 0 clients. The team consists of 6 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
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