Top financial advisors in Lincoln, NE
The right financial advisor for you depends on how you weigh location, expertise, experience, the clients they typically serve, and how they work with you.
If you own farmland or agricultural property in Lincoln, NE, planning how to pass it on can be complex and emotionally charged. Without careful estate and farm succession planning, your assets might not transfer smoothly, risking family disputes or tax pitfalls.
- Agricultural land expertise. Confirm the advisor understands local land values and how they impact estate taxes and inheritance.
- Succession strategy. Ask how they help structure farm transitions to keep operations viable across generations.
- Tax implications. Look for guidance on minimizing estate taxes specific to high-value farmland.
- Family dynamics. See if they address communication and legal tools to prevent conflicts among heirs.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Darrell S
Series 63, Series 65
Lincoln, NE
Tlg Advisors, Inc.
Darrell Saathoff's 26 years of experience and expertise in wealth management, estate planning, and business ownership considerations equip him to address complex farm succession and estate tax issues in Lincoln, NE. Working with TLG Advisors, a large firm managing $2 billion in assets, he offers flat-fee and AUM-based services, combining active and passive investment strategies to support multi-generational agricultural asset planning.
Experience: 26 years
Avg account: $430,112
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Caden S
Series 66
Lincoln, NE
Principal Financial Services
Caden Svoboda operates in Lincoln, NE, with Principal Financial Services, a large firm offering diverse services including financial planning and retirement consulting, which can support complex estate and farm succession planning. With a Series 66 designation and flexible fee options like hourly and monthly rates, he may appeal to clients seeking personalized attention despite his relatively recent entry into the industry.
Experience: 1 year
Avg account: $324,050
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Richard T
Series 63, Series 65
Lincoln, NE
Primerica Advisors
Richard Treadway in Lincoln, NE, brings 28 years of experience and specializes in ESG investing, tax-loss harvesting, and income planning, which can support complex estate and farm succession planning. Working with Primerica Advisors, a large firm offering discretionary asset management and a tiered wrap-fee structure, he provides access to vetted managers and tailored strategies that may help navigate tax implications and family dynamics in farmland transitions.
Experience: 29 years
Avg account: $228,117
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Cory H
Series 66
Lincoln, NE
LPL Financial
Cory Hoagstrom's 22 years of experience and Series 66 designation equip him to address complex estate and succession planning needs in Lincoln, NE, especially for business owners and retirees. Affiliated with LPL Financial, a large firm offering diverse investment solutions and flat-fee financial planning, he combines seasoned expertise with flexible fee structures, distinguishing him from advisors with smaller practices or different billing models.
Experience: 22 years
Avg account: $399,489
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Myron O
ChFC®, Series 63, Series 65
Lincoln, NE
OSAIC
Myron Owens brings 36 years of experience and holds the ChFC® designation, making him well-equipped to address complex estate and farm succession planning in Lincoln, NE. Working with OSAIC, a large firm offering flat-fee structures and a comprehensive investment process, he serves diverse clients including business owners and retirees, which may provide broader insights compared to advisors focused solely on agricultural land.
Experience: 37 years
Avg account: $398,336
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