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 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.
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.
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
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
Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
---|---|---|---|---|---|
1 | 228 Main Street, Louisville, NE, 68037 | $156,495,421 | 504 | 4 | A percentage of AUM |
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.
Seeking Retirement Planners in a nearby city? Here are some additional lists of top Retirement Planners in the area:
Looking for more choices? Use our free match service to compare retirement planners serving your area.