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
CFP®, Series 66
Experience Industry experience
5 years
Location
Kearney, NE 68847
Oldfather Financial Services
Team
Total advisors
4Clients per advisor
109 Very HighAvg AUM per client
$1,135,338 TypicalHNW client ratio
7% Very LowI became a financial advisor because I saw how overwhelming financial decisions can feel, especially for people with demanding careers and limited time to focus on their finances. I enjoy building long-term relationships and helping clients make confident decisions around money so they can focus more on the life and career they’ve worked hard to build. I was especially drawn to working with medical professionals after seeing firsthand the unique financial challenges physicians and other healthcare professionals face, including student loans, complex compensation structures, taxes, and major life transitions.
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.
Based on Oldfather Financial Services
Varies by Assets Managed
Available for Planning Services
Kearney, NE
2033 Central Ave
Kearney NE 68847
Advisors at this office
4
Nebraska · Texas
5 years of industry experience
OFS Enterprise LLC dba Oldfather Financial Services
2025 - Present • 1 year
Kearney, NE
Oldfather Financial Services, LLC
2024 - 2025 • 1 year
Kearney, NE
XY Planning Network
2023 - 2024 • 1 year
Bozeman, MT
308 Financial, LLC
2023 - 2024 • 1 year
Kearney, NE
Ameriprise
2022 - 2023 • 1 year
Columbus, NE
SECURITIES AMERICA, inc.
2020 - 2022 • 2 years
Kearney, NE
Barney Financial Services
2017 - 2022 • 5 years
Kearney, NE
First National Bank Of Omaha
2016 - 2017 • 1 year
Kearney, NE
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not 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.
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.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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 one year of industry experience. He holds a Series 65 designation and has a background in agriculture as a co-owner and operator of a farming 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 combines in-house management with outsourced managers and employs various analysis methods to align portfolios with client 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.
Series 63, Series 66
Kearney, NE
Stonebridge Wealth Systems LLC
Ian Stratman is a financial advisor with Stonebridge Wealth Systems LLC in Kearney, NE, holding Series 63 and Series 66 licenses and seven years of industry experience. Prior to joining Stonebridge in 2026, he was affiliated with Principal Advised Services, Principal Securities Inc., and Principal Life Insurance Company, among others. He also serves as a retirement consultant offering one-on-one investment advice to Principal retirement plan participants. Stonebridge Wealth Systems LLC provides discretionary asset management, financial planning, consulting, and limited-scope ERISA 3(21) fiduciary services to individuals, high net worth clients, trusts, and retirement plans. The firm uses an outsourcing model combining in-house management with third-party managers, employing various analysis methods and ongoing oversight to align portfolios with client objectives.
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