user avatar

Timothy Carl Snyder

Advisor at RFG Advisory, LLC — Omaha, NE

Updated today

Credentials

Series 63, Series 65

Experience

16 years

Location

Omaha, NE

RFG Advisory, LLC logo

RFG Advisory, LLC

Multi-team

Total advisors

187

Across 85 offices

Clients per advisor

92 High

Avg AUM per client

$295,694 Very Low

HNW client ratio

7% Low

About

Timothy Snyder is a financial advisor at RFG Advisory, LLC with 16 years of industry experience. He holds the Series 63 and Series 65 licenses and has worked at Principal Securities Inc. and Principal Life Insurance Company prior to joining RFG Advisory in 2024. RFG Advisory is a multi-team registered investment adviser managing approximately $8 billion for over 17,000 clients, including individuals, high-net-worth households, trusts, retirement plans, and institutional accounts. The firm offers portfolio management, financial planning, retirement plan consulting, and access to both third-party and proprietary investment strategies with a focus on risk-managed, tax-aware approaches.

Client services

Based on RFG Advisory, LLC

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

Based on RFG Advisory, LLC

Options & derivatives strategies Concentrated stock management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.)

Occupation focus

Based on RFG Advisory, LLC

Founder/Business Owner Educators, Teachers, and Academics Doctor or Medical Professional Executive

Demographic focus

Based on RFG Advisory, LLC

Women Professionals

Not sure if this advisor is right for you?

Answer a few questions to see advisors matched to you.

Fee options

Fixed

Flat fees charged for financial planning and consulting based on complexity and scope; will not exceed $50,000.

Percentage

$0+: up to 2.35%, negotiated by Financial Advisor (flat, linear or tiered fee schedules possible) $0+: up to 0.50% RFG annual platform fee included in advisory fee $0+: Bluemonte sub-adviser fee of 0.15% per annum on Bluemonte Funds $0+: Third-party manager strategist fees vary from 0% to 1.0% $0+: Third-party platform fees included in RFG platform fee; SMArtX accounts under $10,000 incur additional $10/month platform fee

Commissions

Some Financial Advisors are also registered representatives and/or licensed insurance agents earning commissions on sales of securities and insurance products.

Project-based

Hourly charges may be applied for consulting but specific rates are not clearly stated.

Other

Minimum fee: $12.50 non-refundable quarterly Account Service Fee deducted from Client accounts held at Fidelity and Schwab; no service fee on Pontera accounts. Fee-only: Financial planning and consulting fees are flat fees negotiated between Financial Advisor and Client, typically not exceeding $50,000; payable monthly, quarterly, semi-annually, one-time or split fees.

Location

See office

Omaha, NE

Omaha NE

Advisors at this office

1

Most active in

Nebraska · Texas

Work history

16 years of industry experience

RFG Advisory, LLC

2024 - Present • 2 years

Omaha, NE

Private Client Services

2024 - Present • 2 years

Birmingham, AL

Principal Securities INC

2016 - 2024 • 8 years

Elkhorn, NE

PRINCIPAL LIFE INSURANCE COMPANY

2013 - 2024 • 11 years

Elkhorn, NE

Disclosures

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

Business activities & affiliations

user avatar

David B

Series 63, Series 65, Series 66

Omaha, NE

SMART Wealth, LLC

David Brooks Sr. is a financial advisor with SMART Wealth, LLC in Omaha, NE, holding Series 63, 65, and 66 designations and 18 years of industry experience. He has been associated with SMART Wealth since 2020 and has leadership roles in multiple affiliated companies, including serving as president of Tax SMART, LLC and Mid-West Learning, Inc., which provides marketing and educational services. Brooks also oversees DMDN Insurance Company, Inc., which offers pooled insurance solutions. SMART Wealth serves individual and high-net-worth households with retirement income strategies, investment advisory, and financial planning. The firm manages discretionary portfolios through in-house models and sub-advisers, offers a Private Wealth Partners division for affluent clients, and sponsors the SMARTWay ETFs, integrating proprietary products with affiliated services.

Retirement income strategy General retirement planning Annuities Wealth management Tax-loss harvesting Founder/Business Owner Executive HENRY (High Earners, Not Rich Yet)

Tyler P

Series 63, Series 65, Series 6

Omaha, NE

Thrivent Advisor Network, LLC

Tyler Petersen is a Partner & Wealth Advisor with RetirePath Advisors partnered with the Thrivent Advisor Network, LLC, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. He has worked with various Thrivent entities since 2012, including Thrivent Investment Management Inc and Thrivent Financial for Lutherans. Petersen serves as a director for the Dana College Foundation and is a board member of Relational Tithe, an organization focused on community support through relationship-based resource distribution. Thrivent Advisor Network, LLC provides investment advisory services to individuals, families, trusts, businesses, and charitable organizations. The firm emphasizes a long-term investment approach with customized asset allocations, using low-cost mutual funds, ETFs, fixed-income securities, and alternative investments, while offering clients access to independent managers and integrated services within the broader Thrivent group.

Wealth management Retirement income strategy Private / alternative investments Doctor or Medical Professional
user avatar

Bruce A

Series 66

Omaha, NE

Commonwealth Financial Network

Bruce Aken Jr. is a financial advisor at Commonwealth Financial Network with nine years of industry experience. He holds a Series 66 designation and has worked at firms including Securities America Advisors and Guardian Life Insurance. He is co-owner of Nelson Murphy Insurance & Investments, LLC, a private entity engaged in securities, advisory, and insurance business. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing client assets totaling around $212.7 billion. The firm offers a comprehensive platform including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

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

Chad B

Series 65

Omaha, NE

Reserve Wealth Planning

Chad Burger is a financial advisor at Reserve Wealth Planning in Omaha, NE, holding a Series 65 credential with two years of industry experience. Prior to his current role, he spent ten years at Precision Lens and concurrently works as a Senior Account Executive at Johnson & Johnson Vision, where he provides ophthalmic advice and sells medical products. Reserve Wealth Planning offers comprehensive wealth management services to individuals, high-net-worth clients, and charitable organizations, combining investment management with financial planning. The firm employs a holistic, goal-based planning process and primarily uses passive, low-turnover portfolios while accommodating socially responsible investing preferences.

General retirement planning Cash flow / budgeting College savings (529s, UTMA, etc.) Founder/Business Owner Approaching retirement Baby Boomers (Born 1946-1964)
user avatar

Joseph H

Series 63, Series 65

Omaha, NE

Intentional Retirement, LLC

Joseph Hearn is the sole advisor at Intentional Retirement, LLC in Omaha, NE, holding Series 63 and Series 65 licenses with 30 years of industry experience. He has worked at Intentional Retirement (formerly Provisio Publishing) since 2004 and previously at Teckmeyer Financial Services, L.L.C. He also operates as an independent insurance agent, spending a small portion of his time on this activity. Intentional Retirement provides advisory services to individual and high-net-worth clients, as well as retirement plan sponsors and participants, focusing on asset management, written financial planning, and retirement-plan fiduciary consulting and education. The firm manages over $131 million in client assets on a non-discretionary basis and offers pension consulting for plan assets exceeding $9 million.

General retirement planning Retirement income strategy Wealth management
user avatar

Eric H

CFP®, Series 66

Papillion, NE

ARC Element Wealth Design

Eric Horne is a CFP® with 20 years of industry experience, currently serving as the sole advisor at ARC Element Wealth Design in Papillion, NE. He previously worked at Charles Schwab and TD Ameritrade, where he spent over 18 years in various roles. ARC Element Wealth Design is an independent, state-registered investment adviser serving individuals, high-net-worth clients, and fiduciary entities. The firm manages approximately $29.5 million across about two dozen client relationships, offering portfolio management, financial planning, and educational communications. Its investment approach emphasizes strategic asset allocation using ETFs, mutual funds, selective individual securities, and option strategies, with periodic rebalancing and active management in certain asset classes.

Active portfolio management Options & derivatives strategies Tax-loss harvesting Real estate investing
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")