OLDFATHER FINANCIAL SERVICES LLC

2033 Central Avenue
Kearney, Nebraska 68847
Tel: 308-237-4571

About OLDFATHER FINANCIAL SERVICES LLC

OLDFATHER FINANCIAL SERVICES LLC, formally registered with the SEC as OLDFATHER FINANCIAL SERVICES LLC. The firm was established in 04/07/2014. They have over 1 offices throughout the country.

OLDFATHER FINANCIAL SERVICES LLC is a Kearney, Nebraska based Financial Planning firm with nearly $458,961,667 assets under management, offering retirement planning & investment advisory services to 1125 clients. The firm is staffed with 5 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	112505
SEC#	801-79439
Assets Managed by Firm	$458,961,667
No. of Clients	1125
No. of Advisors	5

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services

Firm Client Information

	No. of Clients	AUM
Firm Total	1125	$458,961,667
Individuals (other than high net worth individuals)	358	$264,402,272
High net worth individuals	28	$139,214,385
Pension and profit sharing plans	1	$201,295
Charitable organizations	7	$54,164,836
Corporations or other businesses	2	$978,879

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