Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 63
Experience Industry experience
32 years
Location
Kearney, NE 68847
Ameritas Advisory Services, LLC
Enterprise
Gary Barth is a financial advisor with Ameritas Advisory Services, LLC and holds a Series 63 designation. He has 32 years of industry experience and has been involved with multiple firms, including EnVision Wealth Network and Barth Financial Wealth Management Group. In addition to his advisory roles, Barth is engaged in real estate activities, owning and managing commercial and residential properties. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, and organizations. The firm uses a variety of portfolio construction methods, including model portfolios and individual securities, and offers multiple program platforms supported by third-party technology and managers.
Based on Ameritas Advisory Services, LLC
Based on Ameritas Advisory Services, LLC
Flat fee financial planning and consulting; specific amounts negotiated per client
$0 - $250,000: Up to 2.35% (inclusive of program and IAR fees depending on program) $250,001 - $500,000: Up to 2.10% $500,001 - $750,000: Up to 1.85% $750,001 - $1,000,000: Up to 1.60% $1,000,001 - $3,000,000: Up to 1.30% - 1.35% (program dependent) $3,000,001 - $5,000,000: Approximately 1.05% $5,000,001+: Between 0.80% and negotiable depending on program
Commission-based variable insurance products sold through affiliated broker-dealer AIC
Hourly financial planning fees up to $500/hour
Account minimum: Varies by program; see detailed program minimums below Minimum fee: Minimum fees for some programs, e.g., $50 annual minimum fee in AIS and AMR programs, $40 minimum account fee if under $70,000 in AMR and AMS programs Fee-only: Hourly rates up to $500 per hour and flat fees for financial planning and consulting; paid as agreed with client
Kearney, NE 2nd Ave
2915 2nd Ave
Kearney NE 68847
Advisors at this office
1
Nebraska · Texas
32 years of industry experience
EnVision Wealth Network
2024 - Present • 2 years
Lincoln, NE
Ameritas Advisory Services, LLC
2021 - Present • 5 years
Lincoln, NE
Central Financial Services
2021 - Present • 5 years
Kearney, NE
Barth Financial Wealth Management Group
2014 - Present • 12 years
Kearney, NE
Kaufmann Center Llc
2010 - Present • 16 years
Kearney, NE
Bab Properties Llc
2008 - Present • 18 years
Kearney, NE
Barth Financial
1994 - Present • 32 years
Kearney, NE
Ameritas Financial Center
1994 - Present • 32 years
Kearney, NE
Ameritas Investment Corp.
1994 - Present • 32 years
Lincoln, NE
Ameritas Life Insurance Corp.
1993 - Present • 33 years
Lincoln, NE
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
A client's investment-related complaint, arbitration or lawsuit, including ones that were denied, withdrawn or settled.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Verified by Warmer
CFP®, Series 66
Kearney, NE
Oldfather Financial Services
I’m a fee-only CERTIFIED FINANCIAL PLANNER™ professional based in Kearney, Nebraska with Oldfather Financial Services. I specialize in helping physicians and other high-income professionals navigate financial decisions including student loans, tax planning, investing, retirement planning, and career transitions. My approach is focused on simplifying complex financial situations and helping clients build a clear plan that aligns with their goals and values. I work with clients locally and across the country, combining a specialized focus on medical professionals with the experience and resources of an established advisory team.
Series 65
Kearney, NE
Stonebridge Wealth Systems LLC
Aliisa Criffield is a financial advisor at Stonebridge Wealth Systems LLC in Kearney, NE, holding a Series 65 designation with one year of industry experience. Prior to joining Stonebridge in 2024, she worked at the University of Nebraska - Kearney and PHYND. Outside of her advisory role, she is involved in insurance sales through Stonebridge Insurance and Wealth Management. Stonebridge Wealth Systems LLC is an SEC-registered advisory firm serving individuals, high net worth clients, trusts, and retirement plans. The firm provides discretionary asset management, financial planning, and ERISA 3(21) plan services, managing approximately $276 million for around 927 clients with a team of nine advisors.
Series 66
Kearney, NE
Stonebridge Wealth Systems LLC
Timothy Kulhanek is a financial advisor with Stonebridge Wealth Systems LLC, holding a Series 66 designation and bringing 15 years of industry experience. He has held positions at several firms including Brookstone Wealth Advisors, Taylor Capital Management, and World Equity Group. Outside of advisory roles, he is a partner and insurance agent at Stonebridge Insurance & Wealth Management. Stonebridge Wealth Systems LLC provides discretionary asset management, financial planning, and fiduciary services to individuals, high net worth clients, trusts, and retirement plans. The firm uses a combination of in-house management and outsourced sub-advisors, employing various analytical methods to align portfolios with client goals and risk tolerance.
Series 65
Kearney, NE
Stonebridge Wealth Systems LLC
Zachary Vancas is a Series 65 licensed advisor at Stonebridge Wealth Systems LLC with one year of industry experience. Before joining Stonebridge in 2024, he worked at JumpCrew LLC and Windstream Communications among other roles. He is also a producer at Stonebridge Insurance and Wealth Management, focusing on life and health insurance sales. Stonebridge Wealth Systems LLC provides discretionary asset management, financial planning, and fiduciary services to individuals, high net worth clients, trusts, and retirement plans. The firm uses a combination of in-house management and outsourced sub-advisors, employing various analysis methods to align portfolios with clients’ goals and risk tolerance.
Series 65
Kearney, NE
Stonebridge Wealth Systems LLC
Gavin Harsh is a financial advisor at Stonebridge Wealth Systems LLC with two years of industry experience. He holds a Series 65 designation and has a background that includes co-owning and operating an agricultural business. Stonebridge Wealth Systems LLC provides discretionary asset management, financial planning, and fiduciary services to individuals, high net worth clients, trusts, and retirement plans. The firm uses a combination of in-house and outsourced management strategies, employing various analysis methods to align portfolios with clients’ goals and risk tolerance.
Series 63, Series 65
Kearney, NE
Stonebridge Wealth Systems LLC
Daniel Oleson is a financial advisor at Stonebridge Wealth Systems LLC with Series 63 and Series 65 licenses and one year of industry experience. Prior to joining Stonebridge Wealth Systems, he held positions in various roles outside the financial industry. He is also an insurance producer at Stonebridge Insurance and Wealth Management, where he conducts client reviews and sells insurance policies. Stonebridge Wealth Systems LLC provides discretionary asset management, financial planning, and fiduciary services to individuals, high net worth clients, trusts, and retirement plans. The firm employs a blend of in-house management and outsourced sub-advisors, using multiple analysis methods to align portfolios with clients’ goals and risk tolerance.
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