Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters

2,118 advisors near
68144

Out of 400,000+ nationwide

user avatar
firm logo

Allison C

CFP®, Series 65

Omaha, NE

Cornerstone Financial Group, LLC

Allison Cerven is a CFP®-certified financial advisor with 12 years of industry experience, currently at Cornerstone Financial Group, LLC. Her prior work includes roles at TS Bank and Callahan Financial Planning Company. Cornerstone Financial Group provides financial planning and discretionary asset management to individuals, families, high-net-worth clients, and institutional accounts. The firm manages diversified portfolios using a range of investment vehicles and employs both fundamental and technical analysis within a discretionary trading framework.

Private / alternative investments Options & derivatives strategies ESG / Sustainable investing Cash flow / budgeting
user avatar
firm logo

Jay K

Series 66

Omaha, NE

Stonebridge Wealth Systems LLC

Jay Kammerer is a financial advisor at Stonebridge Wealth Systems LLC in Omaha, NE, with five years of industry experience. He holds a Series 66 designation and previously worked at First Command Insurance Services, Inc., First Command Advisory Services, Inc., First Command Brokerage Services, Inc., and Pathfinders Strategic Partners. Stonebridge Wealth Systems LLC provides discretionary asset management, financial planning, and limited-scope ERISA 3(21) fiduciary services to individuals, high net worth clients, trusts, and retirement plans. The firm uses a combination of in-house and outsourced managers to construct portfolios aligned with client goals and risk tolerance, employing several analytical methods and ongoing oversight of sub-advisors.

Wealth management Retirement plans for business owners (SEP, solo 401k)
user avatar
firm logo

Hope D

CFP®, Series 65

Omaha, NE

Keystone Financial Services, LLC

Hope Dogbevia is a CFP® with three years of experience and is currently an advisor at Keystone Financial Services, LLC. Prior to joining Keystone, she worked at Clarkson College and Summitsoft Corporation. She is also involved with I See It Ventures, Inc., a business management company where she provides bookkeeping and payroll services. Keystone Financial Services offers discretionary investment management and advisory services to individuals, high net worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm employs a long-term, client-specific investment approach using ETFs, mutual funds, stocks, and bonds, and combines investment management with tax preparation, accounting, and business consulting services.

Wealth management Retirement income strategy Founder/Business Owner Executive
user avatar
firm logo

Travis P

CFP®, Series 63, Series 65

Omaha, NE

Allen Capital Group, LLC

Travis Portwood is a CFP® professional with 25 years of industry experience, currently serving as an advisor at Allen Capital Group, LLC since 2018. His prior experience includes roles at Montage Securities, LLC and Mariner Wealth Advisors. Allen Capital Group, LLC provides advisory services to individuals, retirement plans, trusts, corporations, charitable organizations, and private funds. The firm employs a long-term, individualized investment approach combining fundamental equity analysis with active and passive strategies, and manages approximately $1.22 billion in discretionary assets.

Retirement income strategy Life insurance needs analysis Long-term care insurance Founder/Business Owner
user avatar
firm logo

Michael B

ChFC®, Series 63, Series 65

Omaha, NE

Cambridge Advisors Inc

Michael Bridgman is a ChFC® credentialed financial advisor with 26 years of industry experience, currently serving at Cambridge Advisors Inc since 1999. He is based in Omaha, NE, and holds Series 63 and Series 65 licenses. Cambridge Advisors Inc. serves individuals, families, retirement plans, and not-for-profit organizations with customized investment management and financial planning services. The firm emphasizes diversified asset allocation and a fundamental growth-at-a-reasonable-price approach, managing over $600 million with a small, employee-owned team.

Retirement income strategy Wealth management Private / alternative investments Life insurance needs analysis Retired Founder/Business Owner Approaching retirement Established Professionals
user avatar
firm logo

Aaron H

Series 63, Series 65

Omaha, NE

Prairie Wealth Advisors, Inc.

Aaron Homan is a financial advisor at Prairie Wealth Advisors, Inc. in Omaha, NE, with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Northwestern Mutual Investment Services LLC and FBL Financial Group. Prairie Wealth Advisors serves individual clients, including high-net-worth households, as well as pension plan sponsors, trusts, charitable organizations, and pooled investment vehicles. The firm offers portfolio and asset management, financial planning, pension consulting, and investment management for privately offered pooled vehicles, using a range of investment strategies and periodic account reviews.

Private / alternative investments
user avatar
firm logo

James B

Series 65

Omaha, NE

Cornerstone Financial Group, LLC

James Brauer is a financial advisor at Cornerstone Financial Group, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at Comcast Corporation for eleven years. Cornerstone Financial Group, LLC provides financial planning and investment advisory services to individuals, families, high net worth clients, and institutions. The firm manages diversified portfolios using mutual funds, ETFs, individual equities, bonds, and other securities, employing both fundamental and technical analysis with asset allocation as the primary portfolio construction method.

Private / alternative investments Options & derivatives strategies ESG / Sustainable investing Cash flow / budgeting
user avatar
firm logo

Justin S

CFP®, Series 66, Series 65

Omaha, NE

Keystone Financial Services, LLC

Justin Sholin is a CFP® professional with 15 years of industry experience, currently practicing at Keystone Financial Services, LLC. He has held roles at Private Client Services and CETERA Advisor Networks, and has been with Keystone Financial since 2010. Outside of advising, he is a partial owner of Aspiring Eagles, a local office rental business. Keystone Financial Services is an SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm offers customized, primarily long-term investment management and financial planning, utilizing ETFs, mutual funds, and individual securities while providing ongoing client contact and discretionary portfolio management.

Wealth management Retirement income strategy Founder/Business Owner Executive
user avatar
firm logo

Joshua C

Series 63, Series 65

Omaha, NE

SMART Wealth, LLC

Joshua Cheatle is a financial advisor at SMART Wealth, LLC in Omaha, NE, holding Series 63 and Series 65 credentials with 15 years of industry experience. He has worked at firms including Retire SMART LLC, LPL Enterprise, Pruco Securities, LLC, and Prudential Insurance Company of America. SMART Wealth serves individual and high-net-worth households with retirement income strategies, portfolio management, and financial planning. The firm manages discretionary portfolios using in-house models and sub-advisers, and operates a Private Wealth Partners division focused on affluent clients with $5 million or more in investable assets.

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

Jason W

Series 66

Omaha, NE

Stevens Capital Partners

Jason Wintersteen is a financial advisor at Stevens Capital Partners with 12 years of industry experience. He holds the Series 66 designation and has worked at Td Ameritrade, Inc., FBL Financial Group, and FBL Marketing Services before joining Stevens Capital Partners in 2021. Stevens Capital Partners is an SEC-registered advisory firm that serves individuals, charitable organizations, and businesses, managing approximately $810 million in assets. The firm provides personalized investment management, collaborates with outside managers, and offers project-based financial planning, utilizing fundamental analysis and modern portfolio theory to guide portfolio construction.

Business exit / sale strategy Cash flow / budgeting College savings (529s, UTMA, etc.) Retirement income strategy Founder/Business Owner Self-Employed Mid-Career Professionals
user avatar
firm logo

Myles A

Series 65

Omaha, NE

The Patriot Financial Group, LLC

Myles Anderson is a financial advisor with The Patriot Financial Group, LLC in Omaha, NE, holding a Series 65 credential and two years of industry experience. He has worked at Unified Legacy Advisors and The Patriot Financial Group Insurance Agency and has prior experience in hospitality and retail. Anderson is also an insurance producer involved in selling annuity and life insurance products suitable to clients' situations. The Patriot Financial Group provides investment advisory and financial planning services to individuals, small businesses, trusts, estates, and retirement plans. The firm customizes portfolios based on client goals and risk tolerance, employing various analytical methods and a range of investment options including mutual funds, ETFs, private equity, and advisory annuities.

Annuities Retirement income strategy Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
user avatar
firm logo

Noah H

Series 63, Series 65

Omaha, NE

Mutual Of Omaha Investor Services, Inc.

Noah Hennessey is a financial advisor at Mutual of Omaha Investor Services, Inc. He holds Series 63 and Series 65 licenses and has two years of industry experience. Prior to joining Mutual of Omaha Investor Services in 2023, he worked at Pinnacle Bank from 2020 to 2023. Noah also works as a Mutual of Omaha Insurance Agent, focusing on life, health, and annuities. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, managed account programs, and retirement plan consulting. The firm operates through platforms such as Envestnet and Pershing and integrates advisory, broker-dealer, and insurance services within the Mutual of Omaha group.

College savings (529s, UTMA, etc.) Business ownership considerations Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner
user avatar
firm logo

Jeremy S

Series 66

Omaha, NE

Mutual Advisors, LLC

Jeremy Stalcup is a financial advisor with Mutual Advisors, LLC in Omaha, NE, holding a Series 66 designation and 14 years of industry experience. His work history includes roles at Mutual Securities, Inc., Sowell Management Services, MSI Financial Services, Inc., and Pacific West Financial Consultants Inc. Outside of advisory work, he serves as a board member, coach, and mentor for the CrossOver Basketball league under STEP Ministries, a nonprofit organization. Mutual Advisors, LLC serves a diverse client base including individual investors, trusts, retirement plans, and institutional clients. The firm manages portfolios through a mix of active and passive strategies and employs multiple analytical approaches to tailor investment solutions across various account types.

Annuities Options & derivatives strategies Private / alternative investments Concentrated stock management Long-term care insurance Founder/Business Owner
user avatar
firm logo

Lucas M

Series 63, Series 66

Omaha, NE

Mutual Of Omaha Investor Services, Inc.

Lucas May is a financial advisor at Mutual of Omaha Investor Services, Inc. with 12 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at TD Ameritrade from 2013 to 2020 before joining Mutual of Omaha in 2020. Mutual of Omaha Investor Services, Inc. offers advisory services to individuals, corporations, and qualified retirement plans, including financial planning, managed account programs, and retirement plan consulting. The firm utilizes platform relationships with Envestnet and Pershing, and many advisors are also licensed as registered representatives or insurance agents within the Mutual of Omaha group.

College savings (529s, UTMA, etc.) Business ownership considerations Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner
user avatar
firm logo

Justin G

Series 66

Omaha, NE

Gladstone Wealth Partners

Justin Gibson is a financial advisor at Gladstone Wealth Partners with 22 years of industry experience. He holds a Series 66 designation and has previously worked with Silverleaf Advisor Group and LPL Financial. Gibson is also the president and owner of Roxie LLC, an outside business activity he has maintained since 2013. Gladstone Wealth Partners serves individuals, corporations, pension plans, and charitable organizations through a network of nearly 100 advisers. The firm offers discretionary portfolio management and retirement plan consulting, employing diverse investment strategies including individual securities, mutual funds, alternative investments, and tax-managed approaches.

ESG / Sustainable investing Private / alternative investments Options & derivatives strategies Concentrated stock management Founder/Business Owner Executive HENRY (High Earners, Not Rich Yet) Retired Mid-Career Professionals
user avatar
firm logo

Cameron K

Series 65, Series 63

Omaha, NE

Thrivent Advisor Network, LLC

Cameron Kozol is an investment advisor representative with Thrivent Advisor Network, LLC and a registered representative with Thrivent Investment Management, Inc., holding Series 63 and Series 65 licenses. He has one year of industry experience, including roles at Orion Advisory Technology and Charles Schwab. Prior to entering the financial industry, he worked in lawn care and landscaping. Thrivent Advisor Network provides discretionary and non-discretionary investment advisory services to individuals, families, trusts, businesses, and retirement plans, offering portfolio management, financial planning, and access to independent managers and model portfolios. The firm employs diversified, long-term investment strategies using low-cost mutual funds, ETFs, and other investment vehicles.

Private / alternative investments College savings (529s, UTMA, etc.) Annuities Wealth management
user avatar
firm logo

Matthew E

CFP®, Series 63, Series 66

Omaha, NE

Bridges Investment Management Inc

Matthew Eglseder is a CFP® with eight years of industry experience, currently serving as an advisor at Bridges Investment Management, Inc. in Omaha, NE. His prior experience includes roles at RBC Capital Markets, TD Ameritrade, and Tributary Capital Management. He is also a director of the Financial Planning Association of Nebraska. Bridges Investment Management is a multi-team registered investment adviser managing approximately $11.3 billion. The firm provides investment management, financial planning, pension consulting, and related services to a wide range of clients, employing a client-driven process with a long-term, fundamental analysis approach.

Private / alternative investments Active portfolio management Options & derivatives strategies Founder/Business Owner
user avatar
firm logo

Derek L

Series 63, Series 65, Series 66

Omaha, NE

Mutual Of Omaha Investor Services, Inc.

Derek Loudenback is a financial advisor with Mutual of Omaha Investor Services, Inc. He holds Series 63, 65, and 66 licenses and has 18 years of industry experience. Prior to joining Mutual of Omaha, he worked at AGIA, Valic Financial Advisors, and New York Life. He is also involved in insurance sales and training related to life, health, and annuities. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, managed account programs, and retirement consulting. The firm delivers solutions through platforms like Envestnet and Pershing, and operates alongside broker-dealer and insurance distribution businesses within the Mutual of Omaha group.

College savings (529s, UTMA, etc.) Business ownership considerations Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner
user avatar
firm logo

Nicholas B

Series 65

Omaha, NE

Avior Wealth Management, LLC

Nicholas Biever is a financial advisor at Avior Wealth Management, LLC in Omaha, NE, holding a Series 65 designation with four years of industry experience. His prior roles include positions at Nelson Van Denburg & Campbell Wealth Management Group, LLC and Everest Group, LLC, as well as four years at Creighton University. Avior Wealth Management is an SEC-registered enterprise adviser managing approximately $5.08 billion in client assets through about 120 financial professionals. The firm serves individuals, pension and retirement plans, charitable and corporate entities, and banking institutions, offering investment management, financial planning, and business consulting with a focus on fundamental analysis and both long- and short-term strategies.

Founder/Business Owner Executive
user avatar
firm logo

Rebecca J

Series 66

Omaha, NE

Mutual Of Omaha Investor Services, Inc.

Rebecca Jordan is a financial advisor with Mutual of Omaha Investor Services, Inc. She holds a Series 66 designation and has 14 years of industry experience. Her prior roles include positions at Northern Lights Distributors, LLC, Northwestern Mutual Investment Management, and Securities America. Outside of finance, she owns and operates an interior house painting business. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans through managed account programs and financial planning. The firm works primarily via a platform relationship with Envestnet and offers a range of third-party money manager options.

College savings (529s, UTMA, etc.) Business ownership considerations Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner
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")