Overwhelmed by options?
Answer a few questions to see advisors matched to you.
117 advisors near
68037
within the area shown on the map
Out of 400,000+ nationwide
Eric H
CFP®, Series 66
Papillion, NE
ARC Element Wealth Design
Eric Horne is a CFP® with 21 years of industry experience, currently serving as the sole advisor at ARC Element Wealth Design in Papillion, NE. His prior experience includes roles at Charles Schwab and TD Ameritrade, where he worked for over 18 years. ARC Element Wealth Design is an independent advisory firm serving individuals, high-net-worth clients, and fiduciary entities such as trusts and estates. The firm manages approximately $29.5 million across about two dozen clients, providing portfolio management, financial planning, and educational communications like newsletters and seminars. The investment approach focuses on strategic asset allocation using ETFs, mutual funds, selective individual securities, option strategies, and active management, with portfolios implemented through model portfolios, automated tax-management tools, and occasional sub-advisers.
Daniel T
Series 63, Series 65
Gretna, NE
First Class Wealth Management LLC
Daniel Thompson Jr. is a financial advisor at First Class Wealth Management LLC in Gretna, NE, with eight years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Farm Bureau Financial Services and Omega Insurance Group LLC. Outside of financial advising, he is the owner of Isaiah Trucking, Inc. and serves as a high school soccer referee on a per-game basis. First Class Wealth Management is an independent advisory firm serving individual and high-net-worth clients with customized portfolio management and investment advisory services. The firm employs a long-term trading approach informed by cyclical, fundamental, technical, and modern portfolio theory analyses, focusing on mutual funds, ETFs, real estate funds, fixed income, and annuities.
Thomas M
CFP®, Series 65
Papillion, NE
WealthMark
Thomas Maher is a CFP®-credentialed financial advisor with 11 years of industry experience. He has been with WealthMark since 2016 and also serves as Director of Implementations at Orion Advisor Services, a portfolio accounting solutions provider. Maher holds the Series 65 license and operates out of Papillion, NE. WealthMark is an independent registered investment adviser offering financial planning and portfolio management to individuals, high-net-worth clients, and small businesses. The firm employs a passive, long-term buy-and-hold investment approach with diversified portfolios primarily consisting of mutual funds, ETFs, and fixed income.
Charles S
Series 65
Papillion, NE
Charles Capital
Charles Stiegemeier is the sole advisor at Charles Capital, an independent firm based in Papillion, NE. He holds a Series 65 designation and has five years of industry experience. Outside of advising, he is a project lead engineer at Aldridge Electric, where he has worked for three years. Charles Capital provides investment advisory services to individual and high-net-worth clients through discretionary SEI-managed accounts and non-discretionary portfolio consulting. The firm uses a factor-based, quantitative investment approach with an emphasis on momentum and manages accounts separately without aggregating trades.
Daniel K
CFP®, ChFC®, Series 63, Series 65
Papillion, NE
Fair Winds Financial Planning
Daniel Kline is a CFP® and ChFC® with seven years of industry experience. He is the principal advisor at Fair Winds Financial Planning in Papillion, NE, and previously worked for ten years at First National Bank of Omaha. Fair Winds Financial Planning provides financial planning services to individuals and high-net-worth clients, focusing on areas such as retirement, risk management, college savings, and estate planning. The firm operates as an advice-only planner, charging hourly or fixed fees, and does not manage client assets or accept commissions.
Grant T
Series 66
Papillon, NE
Miller Financial Services LLC
Grant Tesnohlidek is a financial advisor at Miller Financial Services LLC with 16 years of industry experience. He holds the Series 66 designation and has previously worked at WealthForge Securities LLC, Burlington Capital, Weitz Securities, Inc., and TD Ameritrade. Miller Financial Services LLC provides discretionary portfolio management, financial planning, pension consulting, and related services to individual and institutional clients. The firm serves a range of public entities and retirement plans, offering fiduciary investment management and combining advisory, insurance, and administrative cash-management capabilities.
Jacquelyn D
CFP®, Series 66
Gretna, NE
Vestia Personal Wealth Advisors
Jacquelyn Denson is a CFP® professional with 11 years of industry experience, currently serving at Vestia Personal Wealth Advisors. She has previously worked at Larson Financial Securities, LLC and Larson Financial Group, LLC. Outside of her advisory role, she is involved in the wine retail and bar business and co-owns a nutrition and supplements enterprise focused on a hangover remedy product. Vestia Personal Wealth Advisors serves individual and high-net-worth clients and provides consulting for retirement plan sponsors. The firm employs an evidence-based investment approach and utilizes a combination of in-house discretionary management, third-party sub-advisors, and technology-enabled solutions, while also offering access to alternative and private investments through affiliated platforms.
William G
Series 66
Louisville, NE
Leibman Financial Servces, Inc.
William Garver is a financial advisor at Leibman Financial Services, Inc. He holds a Series 66 designation and has three years of industry experience. Prior to joining Leibman Financial Services and LPL Financial in 2022, he worked at 228Main.com and Doane University. Leibman Financial Services provides investment advisory and planning services to individuals, trusts, estates, and business entities, focusing on a value-oriented, long-term investment strategy with tactical asset-allocation flexibility and fundamental analysis. The firm offers both discretionary and non-discretionary asset management, portfolio monitoring, and written financial plans, serving a range of clients including high-net-worth individuals and managing donor-advised funds.
Gregory L
Series 63, Series 66
Louisville, NE
Leibman Financial Servces, Inc.
Gregory Leibman is a financial advisor at Leibman Financial Services, Inc. in Louisville, Nebraska, with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at LPL Financial since 2010. Leibman Financial Services provides investment advisory and planning services to individuals, trusts, estates, and business entities, focusing on a value-oriented, long-term investment strategy with tactical asset allocation and fundamental analysis. The firm also offers portfolio monitoring, written financial plans, and management of donor-advised funds.
Mark L
ChFC®, Series 63
Louisville, NE
Leibman Financial Servces, Inc.
Mark Leibman is a financial advisor with Leibman Financial Services, Inc. in Louisville, NE, holding the ChFC® and Series 63 designations and bringing 41 years of industry experience. He has worked with Linsco/Private Ledger Corp. since 1994 and has been with Leibman Financial Services since 2022. Leibman Financial Services provides investment advisory and planning services to individuals, trusts, estates, and business entities, focusing on value-oriented, long-term strategies with tactical asset allocation and fundamental analysis. The firm offers both discretionary and non-discretionary asset management, portfolio monitoring, and donor-advised fund management.
Whitney E
Series 66
Louisville, NE
Leibman Financial Servces, Inc.
Whitney Engle is an advisor at Leibman Financial Services, Inc. in Louisville, NE, holding a Series 66 designation with one year of industry experience. Her work history includes roles at LPL Financial LLC and Cambridge Investment Research, as well as experience outside the financial industry at 228main.com and in other fields. Leibman Financial Services provides investment advisory and planning services to individuals, trusts, estates, and business entities, emphasizing a value-oriented, long-term strategy with tactical asset allocation and fundamental analysis. The firm serves a range of clients including high-net-worth individuals and manages donor-advised funds while offering household-level management and allowing clients to impose investment restrictions.
Caitlin L
Series 66
Louisville, NE
Leibman Financial Servces, Inc.
Caitlin Leibman is a financial advisor at Leibman Financial Services, Inc. with three years of industry experience. She holds the Series 66 designation and has worked with LPL Financial since 2018. Prior to her advisory roles, she was employed at Doane University from 2014 to 2020. Leibman Financial Services provides investment advisory and planning services to individuals, trusts, estates, and business entities, including high-net-worth clients. The firm employs a value-oriented, long-term investment strategy with tactical asset allocation and fundamental analysis, offering both discretionary and non-discretionary asset management along with portfolio monitoring and written financial plans.
Michael M
Series 63, Series 66
Bellevue, NE
MissionSquare Retirement
Michael Mcintosh is a financial advisor at MissionSquare Retirement with nine years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Bank of the West and TD Ameritrade. MissionSquare Retirement serves state and local government employers, their employees, and certain nonprofit entities by administering deferred compensation and qualified retirement plans. The firm offers plan administration, recordkeeping, education, and Guided Pathways Advisory Services, which include discretionary Managed Accounts and nondiscretionary Fund Advice developed by Morningstar Investment Management.
James C
Series 63, Series 65
Gretna, NE
CreativeOne Securities, LLC
James Clements is a financial advisor with CreativeOne Securities, LLC, holding Series 63 and Series 65 licenses and 29 years of industry experience. His prior roles include positions at Carson Group, CWM, LLC, Ameritas Investment Corp, and Securities America Inc. CreativeOne Securities, LLC is a multi-advisor registered investment adviser serving individuals, retirement plans, trusts, charitable organizations, and business entities through a network of 127 advisors. The firm offers financial planning, portfolio management, retirement-plan fiduciary services, and access to third-party manager programs, combining project-based planning with ongoing asset management using a proprietary platform.
Robert H
CFP®, Series 63, Series 65
Bellevue, NE
Van Clemens Wealth Management, LLC
Robert Hahn is a CFP® with 24 years of industry experience, currently serving as a financial advisor at Van Clemens Wealth Management, LLC. His prior experience includes roles at Willet, LLC dba Beyond Tangible Wealth, LPL Financial, Waddell & Reed, Inc., and Securities America Inc. Outside of advising, he is Vice-President and Coach at Advisor Game Plan, LLC, focusing on executive coaching for business leaders. Van Clemens Wealth Management, LLC serves individuals, trusts, estates, and institutional clients by providing portfolio management, financial planning, retirement plan consulting, and estate-planning support. The firm customizes advice based on client objectives and employs a blend of modern portfolio theory with fundamental and technical analysis, offering access to over 500 third-party managers and a specialized Growth Opportunities Model focused on micro- and small-cap equities.
Carmen M
Series 63, Series 66
Papillion, NE
Stonex Advisors Inc.
Carmen Mitchell is a financial advisor at StoneX Advisors Inc. with 23 years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously at Edward D. Jones & Co., L.P. and Securities America Advisors, Inc. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing portfolio management, financial planning, and ERISA plan consulting services. The firm utilizes advisor-managed portfolios, proprietary models, and third-party money managers to implement investment strategies across multiple account structures.
Karla E
Series 63, Series 66
Papillion, NE
Private Client Services, LLC
Karla Elliott is a financial advisor at Private Client Services, LLC with 23 years of industry experience. She holds the Series 63 and Series 66 designations and has previously worked at Securities America Advisors and Securities America Inc. Outside of her advisory role, she participates in market research activities involving online surveys and focus groups. Private Client Services is an SEC-registered, multi-team advisory firm serving individuals, families, high-net-worth clients, trusts, estates, charitable organizations, pension plan sponsors, and businesses. The firm employs a structured discovery and risk-profiling process to develop investment strategies and offers multiple implementation platforms, managing approximately $1.05 billion across more than 3,200 client accounts.
Jeffrey H
Series 65
Gretna, NE
Soltis Investment Advisors, LLC
Jeffrey Harris is a financial advisor at Soltis Investment Advisors, LLC with 10 years of industry experience. He holds a Series 65 designation and has worked at several firms, including CWM, LLC, Carson Institutional Alliance, and Northwest Wealth Management LLC. Outside of his advisory role, he is a co-owner of a Ziggi's Coffee franchise. Soltis Investment Advisors serves individual investors, institutions, corporations, charitable organizations, and pension/401(k) plans. The firm uses a manager selection and portfolio construction process that combines Modern Portfolio Theory, quantitative screening, and qualitative due diligence, offering discretionary portfolio management, financial planning, and consulting services.
Nathan D
Series 65
Gretna, NE
Advisory Services Network
Nathan Despain is a Series 65-licensed financial advisor with two years of industry experience. He is currently with Advisory Services Network and previously worked at Arkfeld Wealth Strategies and Point Guard Management. Outside of advising, he owns and operates Omaha 3 LLC, a real estate business in Sequim, Washington. Advisory Services Network provides investment advisory and planning services to individuals, families, corporations, and employer-sponsored retirement plans through a large network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing diversified investment strategies tailored to clients’ objectives and risk tolerances.
Kyle R
Series 63, Series 65
Papillion, NE
Commonwealth Financial Network
Kyle Ryan is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and 12 years of industry experience. His prior work includes roles at Pacific Life Insurance and Dort's. He also serves as an auditor for the South Omaha Eagles Club #154 in Omaha, NE. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser supporting a national network of nearly 2,900 advisors. The firm provides managed-account programs, access to third-party asset managers, and custody services, working with clients to implement portfolios through internal models or outsourced platforms.
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.
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 introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)
Finding advisors...
117 advisors near
68037
within the area shown on the map
Out of 400,000+ nationwide