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Robert Joseph Wulf

Advisor at Family Financial Planning — Nebraska City, NE

Updated today

Credentials

Series 65

Experience

5 years

Location

Nebraska City, NE

Family Financial Planning

Independent

Total advisors

1

Clients per advisor

6 Low

Avg AUM per client

$0 Very Low

HNW client ratio

0% Low

About

Robert Wulf is a financial advisor based in Nebraska City, NE, operating under Family Financial Planning. He holds a Series 65 designation and has four years of experience in the financial industry. Prior to his advisory role, he worked for Nebraska Public Power District for 22 years. Family Financial Planning provides financial planning and coaching services primarily to individuals and families, as well as trusts, estates, and other private clients. The firm offers written comprehensive and special-topic financial plans supplemented by financial coaching and educational materials, operating as an advice-only practice without managing client assets.

Client services

Based on Family Financial Planning

Financial planning Newsletters or periodicals Educational seminars or workshops

Expertise

Based on Family Financial Planning

General retirement planning Social Security optimization General tax planning Cash flow / budgeting

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Fee options

Project-based

Conversion of prior plan to current format charged at $150 per hour; billing at $150 per hour if financial planning services terminated after 5 business days before plan delivery for work already performed.

Subscriptions

Ongoing Services: $300 enrollment fee plus $200 per month.

Other

Fee-only: Comprehensive Financial Plan: $3,500 one-time (negotiable, can be lower or higher based on complexity); Special Topic Financial Plan: $900 one-time; Ongoing Services: $300 enrollment fee plus $200 per month; Financial Coaching: $150 retainer, $600 for first session, $300 for subsequent sessions.

Location

Nebraska City, NE

Nebraska City NE

Advisors at this office

1

Most active in

Nebraska

Work history

5 years of industry experience

Robert J. Wulf dba Family Financial Planning

2021 - Present • 5 years

Nebraska City, NE

Nebraska Public Power District

1998 - 2020 • 22 years

Brownville, NE

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Christopher J

Series 63, Series 65

Sidney, IA

Commonwealth Financial Network

Christopher Johnson is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has worked at Commonwealth since 2017 and previously spent over two decades with Waddell & Reed, Inc. Johnson is co-owner of Kats Consulting, Inc., a business providing tax preparation and accounting services. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, offering a range of advisory programs including wealth management and retirement plan consulting. The firm supports advisors with operations, technology, compliance, and investment management services, while providing access to discretionary model portfolios and customizable program structures.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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John H

Series 66

Nebraska City, NE

Commonwealth Financial Network

John Hogeland is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 12 years of industry experience. He previously worked at Waddell & Reed, Inc. for five years before joining Commonwealth in 2017. Hogeland is also the owner of JCH Financial, LLC, a private entity facilitating securities, advisory, and insurance business. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, providing advisory programs, wealth management, and retirement plan consulting. The firm offers a range of investment and operational support services, enabling advisors to construct client portfolios using diverse securities and insurance products.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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David P

Series 66

Nebraska City, NE

Commonwealth Financial Network

David Pease is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and bringing 20 years of industry experience. His career includes 12 years at Waddell & Reed, Inc. and ongoing work with various insurance carriers through W&R Insurance Agencies. He is also a part-owner and managing member of Pathfinder Wealth Advisors, LLC, which operates securities, advisory, and insurance businesses. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, providing a range of advisory programs and back-office support including operations, trading, technology, investment management, and compliance. The firm offers diverse investment programs such as PPS Custom and PPS Select model portfolios, supporting advisors who typically provide client advice under their own brands within Commonwealth’s supervisory framework.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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Michael B

Series 63, Series 65

Nebraska City, NE

LPL Financial

Michael Borns is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He previously worked at Investment Centers of America, Inc. for 23 years before joining LPL Financial in 2017. Outside of his advisory role, Borns serves as a volunteer firefighter and scholarship committee member for the Nebraska City Volunteer Fire Department. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by research and technology tools.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive

Adam H

Series 66

Nebraska City, NE

Edward Jones

Adam Howard is a financial advisor with Edward Jones in Nebraska City, NE, holding a Series 66 designation and three years of industry experience. Before joining Edward Jones in 2025, he worked at BLUEPRINT FINANCIAL/Raymond James Financial Services for two years. Outside of advising, he owns A.McKay's Woodworking, a business specializing in fine furniture and projects for homes, businesses, and churches. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a wide range of advisory programs and investment solutions. The firm is notable for its extensive retail advisor and branch network and affiliated capabilities that go beyond traditional advisory services.

Retirement income strategy General retirement planning College savings (529s, UTMA, etc.) Wealth management Oil & Gas
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Jeremiah M

Series 63, Series 66

Nebraska City, NE

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Jeremiah Mumm is a financial advisor with OSAIC based in Nebraska City, NE, holding Series 63 and Series 66 registrations and with 23 years of industry experience. His prior experience includes roles at First State Bank and Securities America Advisors. Outside of his advisory role, he volunteers as a board member for the Sons of the American Legion, coaches youth trap shooting, serves on the board of the Ashland Gun Club, and participates in church council activities. OSAIC serves a diverse range of retail and institutional clients through a large network of affiliated advisors, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm employs asset-allocation tools and automated rebalancing to manage portfolios that may include a wide range of investment products on either a discretionary or non-discretionary basis.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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