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Retirement plan consulting in Omaha, NE

23 advisers in Omaha offering retirement plan consulting. Firms that report pension consulting services (Item 5.G(6)), often for small-business 401(k) plans.

All 23

Arkfeld Wealth Strategies, L.L.C.3512 N. 163rd Plaza · Omaha, NE 68116 · (402) 933-1970 · Financial planningCRD 293175 · % of assets, Hourly charges, Fixed fees · $538.0 million AUMSEC registeredNo commissions reportedAvior Wealth Management, LLC14301 First National Bank Parkway, Suite 410 · Omaha, NE 68154 · (402) 218-4064 · Financial planningCRD 148674 · % of assets, Fixed fees · $6.5 billion AUMSEC registeredNo commissions reportedBridges Investment Management INC13333 California St, Suite 500 · Omaha, NE 68154 · (402) 397-4700 · Financial planningCRD 108028 · % of assets, Hourly charges, Fixed fees · $11.3 billion AUMSEC registeredNo commissions reportedCambridge Advisors INC17330 Wright Street, Suite 205 · Omaha, NE 68130 · (402) 697-1166 · Financial planningCRD 104851 · % of assets, Fixed fees · $693.5 million AUMSEC registeredNo commissions reportedClark Wealth Strategies, INC1918 N. 203rd Street, Suite 100 · Omaha, NE 68022 · (402) 504-3531 · % of assets managedCRD 146090 · % of assets, Other · $53.0 million AUMState registeredNo commissions reportedEllerbrock-Norris Wealth Strategies LLC4331 North 156th Street · Omaha, NE 68116 · (402) 884-1320 · Financial planningCRD 295099 · % of assets, Fixed fees · $171.6 million AUMSEC registeredNo commissions reportedIams Wealth Management, LLC18881 West Dodge Road, Suite 180e · Omaha, NE 68022 · (888) 255-7670 · Financial planningCRD 286085 · % of assets, Hourly charges, Fixed fees · $397.2 million AUMSEC registeredNo commissions reportedIls Financial, LLC17838 Burke St., Suite 102 · Omaha, NE 68118 · (402) 204-0230 · Financial planningCRD 331725 · % of assets, Hourly charges, Fixed fees · $12.8 million AUMState registeredNo commissions reportedIntentional Retirement, LLC17117 Oak Drive, Suite D · Omaha, NE 68130 · (402) 885-9090 · Financial planningCRD 310655 · % of assets, Hourly charges, Fixed fees · $150.0 million AUMSEC registeredNo commissions reportedIronvine Capital Partners, LLC9290 W. Dodge Rd; Ste 203 · Omaha, NE 68114 · (402) 916-1705 · Financial planningCRD 168892 · % of assets · $1.1 billion AUMSEC registeredNo commissions reported
Keystone Financial Services, LLC9802 Nicholas Street, Suite 315a · Omaha, NE 68114 · (402) 392-1212 · Financial planningCRD 308397 · % of assets, Fixed fees · $240.3 million AUMSEC registeredNo commissions reportedLutz Financial13616 California Street, Suite 300 · Omaha, NE 68154 · (402) 827-2300 · Financial planningCRD 117273 · % of assets, Hourly charges, Fixed fees · $3.2 billion AUMSEC registeredNo commissions reportedMutual Advisors, LLC9140 W Dodge Road, Suite 230 · Omaha, NE 68114 · (307) 439-6357 · Financial planningCRD 167658 · % of assets, Hourly charges, Fixed fees · $8.5 billion AUMSEC registeredNo commissions reportedOrion Portfolio Solutions, LLC17605 Wright St · Omaha, NE 68130 · (859) 426-2000 · Flat / fixed feesCRD 107975 · % of assets, Fixed fees, Performance-based fees · $64.8 billion AUMSEC registeredNo commissions reportedPrairie Wealth Advisors, INC.10250 Regency Circle, Suite 115 · Omaha, NE 68114 · (402) 505-6810 · Financial planningCRD 165266 · % of assets, Hourly charges, Fixed fees · $558.0 million AUMSEC registeredNo commissions reportedProfessional Retirement Strategies LLC3925 S. 147th Street, Suite 115 · Omaha, NE 68144 · (402) 305-5165 · % of assets managedCRD 287808 · % of assets · $52.1 million AUMState registeredNo commissions reportedRevolution Capital, LLC17838 Burke Street, # 103 · Omaha, NE 68118 · (402) 933-3371 · Financial planningCRD 300496 · % of assets, Hourly charges, Fixed fees · $241.9 million AUMSEC registeredNo commissions reportedSequent Planning, LLC8807 Indian Hills Drive · Omaha, NE 68114 · (402) 953-3544 · Financial planningCRD 160381 · % of assets, Hourly charges, Fixed fees · $589.5 million AUMSEC registeredNo commissions reportedTeckmeyer Financial Services, L.L.C.11104 John Galt Blvd. · Omaha, NE 68137 · (402) 331-8600 · Financial planningCRD 39000 · % of assets, Hourly charges, Fixed fees · $51.6 million AUMState registeredNo commissions reportedTurner Financial11060 Oak St, Suite 1 · Omaha, NE 68144 · (402) 578-0300 · Financial planningCRD 334842 · % of assets, Fixed fees · $5.0 million AUMState registeredNo commissions reportedVogel Wealth Management, LLC11330 Q Street, Suite 213 · Omaha, NE 68137 · (402) 597-2304 · Financial planningCRD 326498 · % of assets, Other · $5.3 million AUMState registeredNo commissions reportedWealthplan Investment Management LLC101 S 108th Ave, 3rd Floor · Omaha, NE 68154 · (402) 691-0200 · Financial planningCRD 311364 · % of assets, Hourly charges, Fixed fees · $2.2 billion AUMSEC registeredNo commissions reportedWealthplan Partners101 South 108th Avenue · Omaha, NE 68154 · (402) 691-0200 · Financial planningCRD 305026 · % of assets, Hourly charges, Fixed fees · $1.1 billion AUMSEC registeredNo commissions reported