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Find Retirement Advisors for Retirement Planning in Lincoln, 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.
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.
Finding the Best Retirement Planners in Lincoln, Nebraska
Last Updated - April 13, 2024Lincoln has 2 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 12 non-vetted advisors in your local area. These retirement advisors in Lincoln, Nebraska have an average of 13 years of experience.
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List of Qualified Retirement Planning Advisors in Lincoln, 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
VERIFIEDChristopher Ziola
Edelman Financial Engines, LLC
Qualifications
CRD# 5575697
Firm CRD# 104510
Series 66
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified.
Compensation/Fee
Fee-Based
Since 1998
Since 1998A BETTER WAY TO FIND THE RIGHT FINANCIAL ADVISOR
Top 12 Retirement Planning firms in Lincoln, Nebraska (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | 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) |
| 2 | 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) |
| 3 | 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 |
| 4 | PITTENGER & ANDERSON INC 5533 S. 27th Street, Suite 201 Lincoln, NE, 68512 | $2,256,261,817 | 1855 | 13 | A Percentage of AUM, Other (FLAT FEE FOR FINANCIAL PLANS FOR NON-AUM CLIENT) |
| 5 | LINCOLN CAPITAL, LLC 6003 Old Cheney Rd, Suite 350 Lincoln, NE, 68516 | $540,387,470 | 1068 | 10 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 6 | BELLWETHER WEALTH 140 North 8th Street, Suite 210 Lincoln, NE, 68058 | $454,674,905 | 952 | 7 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 7 | R2 WEALTH MANAGEMENT PARTNERS 8101 O Street, Suite 301 Lincoln, NE, 68510 | $282,562,801 | 1803 | 8 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 8 | CAPITAL CONSULTING & ASSET MANAGEMENT 140 N. 8th Street, 410 The Apothecary Lincoln, NE, 68508 | $265,500,701 | 1457 | 6 | A Percentage of AUM, Hourly charges |
| 9 | FLAGSTONE FINANCIAL MANAGEMENT, LLC 5801 Hidcote Dr. Ste 100, Lincoln, NE, 68516 | $252,462,259 | 279 | 6 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 10 | PLAN A WEALTH, LLC 7221 Plaza Court, Lincoln, NE, 68516 | $233,595,188 | 1393 | 12 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 11 | HBE WEALTH MANAGEMENT, LLC 7140 Stephanie Lane, Lincoln, NE, 68516 | $128,627,342 | 467 | 4 | A Percentage of AUM |
| 12 | ALLSTATE FINANCIAL ADVISORS, LLC 151 N 8th Street, Suite 450, Lincoln, NE, 68508 | $28,519,077 | 139 | 335 | Other (THIRD PARTY ADVISORY FEES) |
Information on Top Retirement Planning firms in Lincoln, Nebraska
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# 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# 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# 111033
Assets Under Management $2,256,261,817
No. Of Clients1855
Clients Per Financial Advisor143
PITTENGER & ANDERSON INC is a financial advisory firm situated in Lincoln, Nebraska. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 1855 clients. The team consists of 13 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Other (FLAT FEE FOR FINANCIAL PLANS FOR NON-AUM CLIENT)
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
QualificationsFirm CRD# 168307
Assets Under Management $540,387,470
No. Of Clients1068
Clients Per Financial Advisor107
LINCOLN CAPITAL, LLC is a financial advisory firm situated in Lincoln, Nebraska. With a nearly $540M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1068 clients. The team consists of 10 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
- Selection of Other Advisors
QualificationsFirm CRD# 300012
Assets Under Management $454,674,905
No. Of Clients952
Clients Per Financial Advisor136
BELLWETHER WEALTH is a financial advisory firm situated in Lincoln, Nebraska. With a nearly $455M assets under management, the firm specializes in crafting personalized retirement planning solutions for 952 clients. The team consists of 7 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
- Pension Consulting Services
- Selection of Other Advisors
QualificationsFirm CRD# 282055
Assets Under Management $282,562,801
No. Of Clients1803
Clients Per Financial Advisor225
R2 WEALTH MANAGEMENT PARTNERS is a financial advisory firm situated in Lincoln, Nebraska. With a nearly $283M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1803 clients. The team consists of 8 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
- Publication of periodicals or Newsleters
- Educational Seminars/ Workshops
QualificationsFirm CRD# 41438
Assets Under Management $265,500,701
No. Of Clients1457
Clients Per Financial Advisor243
CAPITAL CONSULTING & ASSET MANAGEMENT is a financial advisory firm situated in Lincoln, Nebraska. With a nearly $266M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1457 clients. The team consists of 6 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Hourly charges
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Business
- Pension Consulting Services
- Selection of Other Advisors
QualificationsFirm CRD# 285484
Assets Under Management $252,462,259
No. Of Clients279
Clients Per Financial Advisor47
FLAGSTONE FINANCIAL MANAGEMENT, LLC is a financial advisory firm situated in Lincoln, Nebraska. With a nearly $252M assets under management, the firm specializes in crafting personalized retirement planning solutions for 279 clients. The team consists of 6 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
QualificationsFirm CRD# 287860
Assets Under Management $233,595,188
No. Of Clients1393
Clients Per Financial Advisor116
PLAN A WEALTH, LLC is a financial advisory firm situated in Lincoln, Nebraska. With a nearly $234M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1393 clients. The team consists of 12 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# 128315
Assets Under Management $128,627,342
No. Of Clients467
Clients Per Financial Advisor117
HBE WEALTH MANAGEMENT, LLC is a financial advisory firm situated in Lincoln, Nebraska. With a nearly $129M assets under management, the firm specializes in crafting personalized retirement planning solutions for 467 clients. The team consists of 4 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
- Pension Consulting Services
- Selection of Other Advisors
QualificationsFirm CRD# 109524
Assets Under Management $28,519,077
No. Of Clients139
Clients Per Financial Advisor0
ALLSTATE FINANCIAL ADVISORS, LLC is a financial advisory firm situated in Lincoln, Nebraska. With a nearly $29M assets under management, the firm specializes in crafting personalized retirement planning solutions for 139 clients. The team consists of 335 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- Other (THIRD PARTY ADVISORY FEES)
Financial Planning Services
- Selection of Other Advisors
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