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Find Retirement Advisors for Retirement Planning in Louisville, 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 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 registration checks. 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 Louisville, Nebraska

Last Updated - April 25, 2025

Louisville has 2 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 Louisville, Nebraska have an average of 9 years of experience.

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List of Qualified Retirement Planning Advisors in Louisville, Nebraska

advisor
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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

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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

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

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1

228 Main Street,
Louisville, NE, 68037
$156,495,4215044
A percentage of AUM

Information on Top Retirement Planning firms in Louisville, Nebraska

QualificationsFirm CRD# 323120

Assets Under Management $156,495,421

No. Of Clients504

Clients Per Financial Advisor126

LEIBMAN FINANCIAL SERVCES, INC. is a financial advisory firm situated in Louisville, Nebraska. With a nearly $156M assets under management, the firm specializes in crafting personalized retirement planning solutions for 504 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

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