Fee-OnlyFinder

Sipherd Wealth Management, LLC

Financial planning in Lincoln, NE

State registeredNo commissions reported

Call (402) 488-5656Send a messageMap ↗

Public-record details

Address
8055 O Street, Suite 207, Lincoln, NE 68510
Phone
(402) 488-5656
Listed under
Financial planning, Flat / fixed fees
CRD number
150011
Registration
State registered: NE
Compensation (Form ADV 5.E)
Fixed fees; Other (Selection of Other Advisers Fees)
Commissions
None reported (Form ADV Item 5.E)
Services (Form ADV 5.G)
Financial planning; Selection of other advisers
Clients reported (Form ADV 5.D)
25
Individual / high-net-worth clients
13 / 12
Employees
3
Other business activities (Form ADV 6.A)
None reported
Disclosures reported on Form ADV
None reported
Latest Form ADV filing
2026-03-03

State registered (NE) investment adviser, CRD 150011, per the SEC IAPD compilation report of 2026-09-29. Source: SEC Investment Adviser Public Disclosure (IAPD) (record). Data as of 2026-09-30.

Read the official record

Figures are what the firm reported on Form ADV Part 1A. “No commissions reported” means the firm did not check commissions as a form of compensation in Item 5.E; check Item 6.A activities and the Part 2 brochure for other conflicts. We do not rate or rank advisers.

All figures are self-reported by the firm on Form ADV Part 1A. The firm's Part 2A brochure (linked from IAPD) explains its fees, minimums and conflicts of interest in plain language — read it before you sign.

Other advisers in Lincoln

Allstate Financial Advisors, LLC151 N 8th Street, Suite 450 · Lincoln, NE 68508 · (877) 232-2142CRD 109524 · Other · $142.4 million AUMSEC registeredNo commissions reportedAmeritas Advisory Services, LLC5900 O Street · Lincoln, NE 68510 · (800) 335-9858 · Financial planningCRD 317245 · % of assets, Hourly charges, Fixed fees · $13.7 billion AUMSEC registeredNo commissions reportedAmeritas Investment Partners, INC.5945 R Street · Lincoln, NE 68505 · (402) 467-6980 · Flat / fixed feesCRD 109381 · % of assets, Fixed fees, Other · $29.0 billion AUMSEC registeredNo commissions reportedBellwether Wealth140 North 8th Street, Suite 210 · Lincoln, NE 68058 · (402) 476-8844 · Financial planningCRD 300012 · % of assets, Hourly charges, Fixed fees · $784.0 million AUMSEC registeredNo commissions reportedCapital Consulting & Asset Management140 N. 8th Street, 410 the Apothecary · Lincoln, NE 68508 · (402) 477-2500 · Financial planningCRD 41438 · % of assets, Hourly charges · $218.7 million AUMSEC registeredNo commissions reportedFlagstone Financial Management, LLC5801 Hidcote Dr. Ste 100 · Lincoln, NE 68516 · (402) 413-0440 · Financial planningCRD 285484 · % of assets, Hourly charges, Fixed fees · $467.8 million AUMSEC registeredNo commissions reportedHbe Wealth Management, LLC7140 Stephanie Lane · Lincoln, NE 68516 · (402) 423-4343 · % of assets managedCRD 128315 · % of assets · $277.4 million AUMSEC registeredNo commissions reportedLincoln Capital, LLC6003 Old Cheney Rd, Suite 350 · Lincoln, NE 68516 · (402) 483-1400 · Financial planningCRD 168307 · % of assets, Hourly charges, Fixed fees · $844.8 million AUMSEC registeredNo commissions reported

All 16 in Lincoln →