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FIND YOUR KIND OF ADVISOR

Financial advisory firms
in Omaha, NE.

Search financial advisors or advisory firms by filed office geography, public filed services, and client types.

520 financial advisors45 advisory firms1 city

Financial advisor coverage follows current affiliations with firms having filed offices in this geography. Counts are deduplicated; not a personal-branch or expertise claim.

45 advisory firmsCompare public facts. Verify experience directly.
520 financial advisors45 advisory firms1 city

Matching records for your current geography and filters. Category advisor counts reflect affiliated firms reporting that category, not individual service assertions.

AGMAN CAPITALCRD 334799

Advisory firm

Filed advisory firm office: Omaha, NE

Filed firm type: Registered

High net worth individualsPortfolio management for individuals and/or small businesses
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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AMERICA FIRST INVESTMENT ADVISORS LLCCRD 106984

Advisory firm

Filed advisory firm office: Omaha, NE

Filed firm type: Registered

Charitable organizationsCorporations or other businessesHigh net worth individualsIndividuals (other than HNW)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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ARKFELD WEALTH STRATEGIES, L.L.C.CRD 293175

Advisory firm

Filed advisory firm office: Omaha, NE

Filed firm type: Registered

Charitable organizationsCorporations or other businessesHigh net worth individualsIndividuals (other than HNW)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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AVIOR WEALTH MANAGEMENT, LLCCRD 148674

Advisory firm

Filed advisory firm office: Omaha, NE

Filed firm type: Registered

Banking or thrift institutionsCharitable organizationsCorporations or other businessesHigh net worth individuals
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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BAZIS PRIVATE WEALTH, LLCCRD 148605

Advisory firm

Filed advisory firm office: Omaha, NE

Filed firm type: Registered

Charitable organizationsCorporations or other businessesHigh net worth individualsIndividuals (other than HNW)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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BLUE CAPITALCRD 304083

Advisory firm

Filed advisory firm office: Omaha, NE

Filed firm type: Registered

High net worth individualsIndividuals (other than HNW)Financial planningPortfolio management for individuals and/or small businesses
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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BRIDGES INVESTMENT MANAGEMENT INCCRD 108028

Advisory firm

Filed advisory firm office: Omaha, NE

Filed firm type: Registered

Banking or thrift institutionsCharitable organizationsCorporations or other businessesHigh net worth individuals
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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CAMBRIDGE ADVISORS INCCRD 104851

Advisory firm

Filed advisory firm office: Omaha, NE

Filed firm type: Registered

Charitable organizationsHigh net worth individualsIndividuals (other than HNW)Pension and profit sharing plans
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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CARSON GROUP INVESTINGCRD 291744

Advisory firm

Filed advisory firm office: Omaha, NE

Filed firm type: Registered

Other investment advisersPortfolio management for businesses or institutional clients (other than 3 and 4)Portfolio management for individuals and/or small businesses
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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CORNERSTONE FINANCIAL GROUP,LLCCRD 129246

Advisory firm

Filed advisory firm office: Omaha, NE

Filed firm type: Registered

Charitable organizationsCorporations or other businessesHigh net worth individualsIndividuals (other than HNW)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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CWM, LLCCRD 155344

Advisory firm

Filed advisory firm office: Omaha, NE

Filed firm type: Registered

Corporations or other businessesHigh net worth individualsIndividuals (other than HNW)Pension and profit sharing plans
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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ELLERBROCK-NORRIS WEALTH STRATEGIES LLCCRD 295099

Advisory firm

Filed advisory firm office: Omaha, NE

Filed firm type: Registered

High net worth individualsIndividuals (other than HNW)Pension and profit sharing plansFinancial planning
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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FAIRWAY ASSET MANAGEMENT, LLCCRD 146636

Advisory firm

Filed advisory firm office: Omaha, NE

Filed firm type: Registered

Charitable organizationsCorporations or other businessesHigh net worth individualsIndividuals (other than HNW)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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FIRST NATIONAL ADVISERS, LLCCRD 277146

Advisory firm

Filed advisory firm office: Omaha, NE

Filed firm type: Registered

Record typeAdvisory firm
Location basisAdvisory firm office
Source factsLimited
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HILEY HUNT WEALTH MANAGEMENT, INC.CRD 164942

Advisory firm

Filed advisory firm office: Omaha, NE

Filed firm type: Registered

Banking or thrift institutionsCharitable organizationsCorporations or other businessesHigh net worth individuals
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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Public source record; verify directly
IAMS WEALTH MANAGEMENT, LLCCRD 286085

Advisory firm

Filed advisory firm office: Omaha, NE

Filed firm type: Registered

Charitable organizationsCorporations or other businessesHigh net worth individualsIndividuals (other than HNW)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
View profile
Public source record; verify directly
INTENTIONAL RETIREMENT, LLCCRD 310655

Advisory firm

Filed advisory firm office: Omaha, NE

Filed firm type: Registered

Charitable organizationsCorporations or other businessesHigh net worth individualsIndividuals (other than HNW)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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Public source record; verify directly
INTERALPEN PARTNERS, LLCCRD 315587

Advisory firm

Filed advisory firm office: Omaha, NE

Filed firm type: Registered

Record typeAdvisory firm
Location basisAdvisory firm office
Source factsLimited
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Public source record; verify directly
IRONVINE CAPITAL PARTNERS, LLCCRD 168892

Advisory firm

Filed advisory firm office: Omaha, NE

Filed firm type: Registered

Charitable organizationsCorporations or other businessesHigh net worth individualsIndividuals (other than HNW)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
View profile
Public source record; verify directly
KEYSTONE FINANCIAL SERVICES, LLCCRD 308397

Advisory firm

Filed advisory firm office: Omaha, NE

Filed firm type: Registered

Charitable organizationsCorporations or other businessesHigh net worth individualsIndividuals (other than HNW)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
View profile
Public source record; verify directly
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CONTEXT FOR YOUR NEXT DECISION

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GUIDE

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Understand financial advisor fees

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Questions for your first advisor meeting

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Check financial advisor credentials

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