Question 1

How do I find a reputable financial advisor in Nebraska?

Accepted Answer

To find a reputable financial advisor in Nebraska, you can start by asking for referrals from friends and family members who have worked with financial advisors in the past. You can also research financial advisors online using respected regulatory organizations like FINRA and the SEC., and look for credentials such as the Certified Financial Planner (CFP) designation. For a convenient and reliable option, we recommend using  the free financial advisor match tool that helps you connect with pre-screened and vetted advisors specifically matched to your financial goals.

Question 2

What credentials or certifications should I look for in a financial advisor in Nebraska?

Accepted Answer

When choosing a financial advisor in Nebraska, look for some common credentials like Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), Chartered Financial Consultant (ChFC), etc. These designations indicate that the advisor has undergone rigorous training and testing in the field of financial planning and is committed to upholding high ethical standards. To ensure you are making a more informed decision while picking an advisor, explore the 6 common financial advisor certifications you need to know. To further explore the various credentials an advisor can hold, read more about advisor designations.

Question 3

What are the benefits of working with a financial advisor in Nebraska?

Accepted Answer

Working with a financial advisor in Nebraska can offer many benefits. As the advisor's client, you can benefit from the advisor's extensive knowledge, experience, and perspective resulting in you gaining peace of mind. Working with a financial advisor can also save you time managing your finances, help minimize investment risks, and potentially increase your investment returns as they can also help you identify areas of financial weakness and recommend strategies for improvement. To learn more, read further about  the benefits of working with a financial advisor.

Question 4

What services can I expect from financial advisors in Nebraska?

Accepted Answer

Financial advisors in Nebraska may offer a range of services, such as investment management, retirement planning, wealth management, estate planning, and more. Some advisors may specialize in one area, while others may offer multiple financial services. By clicking on the "View full profile" button of any vetted financial advisor in our Nebraska directory, you can access detailed information about an advisor's services, fees, credentials, and more. In the "Advisory Services Provided" section, you will be able to confirm what specific services are offered by an advisor.

Question 5

What are the key factors to consider when choosing a financial advisor for comprehensive financial planning in Nebraska?

Accepted Answer

When choosing a financial advisor in Nebraska, it's important to consider key factors including an advisor's qualifications, experience, and method of compensation. Additionally, it's important to consider their investment philosophy, approach to financial management, and whether a financial advisor is bound to act in your best interests. To ensure you are making an informed decision and choosing the right financial advisor to manage your finances, we recommend our guide on the  5 things to consider when hiring a financial advisor.

Question 6

What is the typical fee structure for financial advisors in Nebraska?

Accepted Answer

Financial advisors in Nebraska can be compensated through fees, commissions, or a mix of both. Fee-only advisors charge fees solely for their services and don't earn commissions from product sales. Fee-based advisors may follow a hybrid model, combining commissions and fees. Commission-based advisors earn their income solely by selling financial products and receive a percentage of the sale. To learn more about financial advisor fees and the factors affecting them, explore  the costs of hiring a financial advisor.

Question 7

Can a financial advisor in Nebraska help me with estate planning?

Accepted Answer

Yes, a financial advisor in Nebraska can help you with estate planning by creating a plan that outlines how your assets will be distributed after your death. They can help you create a will, set up trusts, designate beneficiaries, and minimize estate taxes. They can also help you choose a power of attorney and healthcare proxy to make decisions on your behalf if you become incapacitated. Read on to better understand how financial advisors listed on our directory can assist you with estate planning in Nebraska.

Question 8

How often should I meet with my financial advisor in Nebraska?

Accepted Answer

How often you should meet with your financial advisor in Nebraska may depend on your specific financial situation and goals. For complex finances, you may need to meet with your financial advisor weekly or monthly, while for those with regular income and simpler investments, quarterly or annual meetings may be enough. Your advisor can assist in determining the suitable meeting frequency based on your circumstances. Read on to learn more about how often you should meet with your advisor.

Question 9

What questions should I ask during the initial consultation with a financial advisor in Nebraska?

Accepted Answer

During the initial consultation with a potential financial advisor in Nebraska, it's recommended to ask them about their experience, areas of expertise, investment philosophy, fee and compensation methods, and their approach to financial planning. You should also ask about their fiduciary duty, which means they are legally and ethically bound to act in your best interests. It's important to choose an advisor who communicates clearly and transparently and whose values align with your own. To further understand if a financial advisor is best suited to your financial needs, consider using the following 10 key questions you should ask your financial advisor.

Question 10

How can I check if a financial advisor in Nebraska has any disciplinary actions or complaints filed against them?

Accepted Answer

To check if a financial advisor in Nebraska has any disciplinary actions or complaints filed against them, you can use the Financial Industry Regulatory Authority's (FINRA) BrokerCheck tool. This tool enables individuals to complete a thorough background check on financial professionals like brokers, brokerage firms, financial advisors, investment advisors, advising firms, etc. The detailed information provided through BrokerCheck includes their employment history, certifications, licenses, and active or past violations within the last ten years so that you can make an informed decision while hiring an advisor. We recommend  using this guide to learn how to use BrokerCheck to evaluate a financial advisor's credentials.

Question 11

Can a financial advisor in Nebraska help optimize Social Security benefits?

Accepted Answer

Yes, a financial advisor in Nebraska can provide valuable guidance on optimizing your Social Security benefits by analyzing your unique financial situation. They can help you determine the most advantageous age to start claiming benefits based on factors such as your expected lifespan, other sources of income, and individual goals. They'll consider how working during retirement and potential tax implications might impact your benefits. Through careful analysis and personalized strategies, they can assist you in making informed decisions that maximize your Social Security benefits over the long term. To learn more about how you can further benefit from the help of a retirement planner, explore  why you should hire a retirement advisor.

Question 12

What types of investment strategies do financial advisors in Nebraska typically recommend?

Accepted Answer

Financial advisors typically recommend various investment strategies based on their client's financial goals, risk tolerance, and time horizon. Common investment strategies include diversification, asset allocation, long-term investing, and periodic portfolio rebalancing. To better understand your portfolio and discover how a financial advisor can support your investment strategies, read about the following  8 questions to ask your financial advisor about your investment portfolio.

Question 13

Can I read reviews or testimonials from other clients who have worked with financial advisors in Nebraska?

Accepted Answer

Yes, reading reviews or testimonials from other clients who have worked with a financial advisor in Nebraska can be helpful when choosing a financial advisor best suited for your goals. You may also want to consider your specific financial needs, conduct thorough background checks, look for relevant credentials, and research advisor's fee structures. By following these steps, you can make a more informed choice when selecting a financial advisor who meets your specific needs and demonstrates the necessary credentials and ethical standards. For more information, refer to this guide on choosing the best financial advisor in Nebraska.

Question 14

How do I know if a financial advisor in Nebraska has my best interests in mind?

Accepted Answer

To ensure that a financial advisor in Nebraska prioritizes your best interests, seek out advisors who adhere to a fiduciary standard, which legally obligates them to act in your best interests and avoid conflicts of interest. When selecting an advisor, inquire about their fiduciary status and how they will consistently prioritize your interests. To make sure your best interests are being considered, learn more about  the role of a fiduciary financial advisor and the support they can provide.

Question 15

Can a financial advisor in Nebraska provide guidance on college savings plans that are specific to the state?

Accepted Answer

Yes, a financial advisor in Nebraska can help you prepare for your child's college expenses by analyzing your current financial situation, setting college savings goals, and providing guidance on college savings vehicles, such as the 529 College Savings Plan. Advisors can also help you navigate financial aid options when it is time for your child to go to college. To learn more about effective ways to save for college, read on about  the best approaches to plan for a college education.

Question 16

Are there financial advisors in Nebraska who specialize in helping individuals who are retiring without a retirement plan?

Accepted Answer

Yes, there are financial advisors in Nebraska who specialize in helping individuals who are retiring without a retirement plan. These advisors understand the unique challenges faced by individuals in this situation and can provide guidance on creating a financial roadmap for retirement. They may assist in developing strategies to maximize savings, establish a sustainable retirement income, and explore investment options suited for late-stage retirement planning. To gain a deeper understanding of late-life retirement planning, read on about how to plan for retirement if you start late in life.

Financial Advisor	Experience	AUM	Minimum Assets	Fee Structure
Carson Wealth14600 Branch StreetOmaha, NE 68154	Not Disclosed	Not Specified	$100,000	Fee-Based
Edelman Financial Engines, LLC18881 West Dodge RoadOmaha, NE 68022	Not Disclosed	$270,770,414,647	Not Specified	Fee-Only
SageSpring Wealth Partners15808 West Dodge RoadOmaha, NE 68118	10 Years	$8,000,000,000	$500,000	Fee-Based


ORION PORTFOLIO SOLUTIONS, LLCOmaha, NE	404	299169	$53,844,463,960	A percentage of AUM, Fixed fees, Performance Based
CWM, LLCOmaha, NE	1111	110327	$26,774,389,503	A percentage of AUM, Hourly charges, Fixed fees, Other (SOLICITOR FEES FROM OTHER INVESTMENT ADVISORS)
AMERITAS INVESTMENT PARTNERS, INC.Lincoln, NE	50	1982	$24,871,650,720	A percentage of AUM, Fixed fees, Other (VARIOUS MORTGAGE LOAN, BRIDGE LOAN AND REAL ESTATE FEES)
AMERITAS ADVISORY SERVICES, LLCLincoln, NE	545	39033	$10,289,301,520	A percentage of AUM, Hourly charges, Fixed fees, Other (SOLICITOR FEES)
BRIDGES INVESTMENT MANAGEMENT INCOmaha, NE	76	2646	$9,882,583,283	A percentage of AUM, Hourly charges, Fixed fees, Other (CONSULTING)
MUTUAL ADVISORS, LLCOmaha, NE	255	20381	$6,947,119,840	A percentage of AUM, Hourly charges, Fixed fees
FIRST NATIONAL ADVISERS, LLCOmaha, NE	37	4052	$6,237,040,948	A percentage of AUM
WEITZ INVESTMENT MANAGEMENT, INC.Omaha, NE	37	20	$5,153,814,823	A percentage of AUM
AVIOR WEALTH MANAGEMENT, LLCOmaha, NE	201	4385	$5,083,670,234	A percentage of AUM, Fixed fees
MCCARTHY CAPITALOmaha, NE	29	12	$4,030,326,449	A percentage of AUM, Performance Based, Other (SEE SCHEDULE D - MISCELLANEOUS)
PRODIGY ASSET MANAGEMENT LLCOmaha, NE	9	201	$3,360,649,795	A percentage of AUM
PITTENGER & ANDERSON INCLincoln, NE	14	2126	$3,311,270,399	A percentage of AUM, Other (FLAT FEE FOR FINANCIAL PLANS FOR NON-AUM CLIENT)
WHITETAIL ROCK CAPITAL MANAGEMENT, LLCLincoln, NE	3	9	$3,273,838,712	A percentage of AUM, Performance Based
WEALTH MANAGEMENTNorfolk, NE	60	3482	$2,782,818,058	A percentage of AUM, Hourly charges, Fixed fees
LUTZ FINANCIALOmaha, NE	20	2186	$2,279,041,520	A percentage of AUM, Hourly charges, Fixed fees

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