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Home > Retirement Planners > nebraska > omaha > ARKFELD WEALTH STRATEGIES, L.L.C.
ARKFELD WEALTH STRATEGIES, L.L.C.
3512 N. 163rd Plaza
Omaha, Nebraska 68116
Tel: 402-933-1970
About ARKFELD WEALTH STRATEGIES, L.L.C.
ARKFELD WEALTH STRATEGIES, LLC, formally registered with the SEC as ARKFELD WEALTH STRATEGIES, LLC. The firm was established in 09/25/2018. They have over 1 offices throughout the country.
ARKFELD WEALTH STRATEGIES, L.L.C. is a Omaha, Nebraska based Financial Planning firm with nearly $478,933,000 assets under management, offering retirement planning & investment advisory services to 2001 clients. The firm is staffed with 8 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 293175 |
| SEC# | 801-114011 |
| Assets Managed by Firm | $478,933,000 |
| No. of Clients | 2001 |
| No. of Advisors | 8 |
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 | 2001 | $478,933,000 |
| Individuals (other than high net worth individuals) | 711 | $111,421,000 |
| High net worth individuals | 136 | $366,470,000 |
| Charitable organizations | Fewer than 5 clients | $561,000 |
| Corporations or other businesses | Fewer than 5 clients | $481,000 |
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