Top financial advisors in Nebraska
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.
Choosing the right financial advisor in Nebraska means focusing on whether they can handle your specific financial needs, not just picking from a large list. A common mistake is hiring an advisor based on reputation alone and later finding out they don't understand your unique situation.
- Match on the actual work. Ask what types of financial planning they handle regularly. Advisors focused on farm succession might not be the best fit if your needs are retirement income planning.
- Estate and farm succession expertise. Given Nebraska's high agricultural land values, confirm if the advisor is familiar with planning for farm inheritance and land transfer.
- Fee model clarity. Understand whether they charge flat fees, hourly rates, or a percentage of assets, as this affects how they might prioritize your goals.
- Continuity and team support. Check if others in the firm would be familiar with your case if your main advisor is unavailable.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Patricia L
CFP®, Series 63
Norfolk, NE
Commonwealth Financial Network
Patricia Lammli is equipped to support financial advisors in Nebraska with her 14 years of experience and expertise in retirement income strategy, wealth management, and tax-loss harvesting. She offers flat-fee consulting services through Commonwealth Financial Network, a large firm providing extensive investment resources and discretionary model portfolios, which may appeal to clients seeking structured support and a broad advisory network.
Experience: 15 years
Avg account: $568,323
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Michael B
Series 63, Series 65
Nebraska City, NE
LPL Financial
Michael Borns offers expertise in wealth management and retirement plans for business owners, making him well-suited for clients seeking financial advisors in Nebraska. His flat-fee structure and affiliation with the large firm LPL Financial provide access to diverse investment solutions and team support, distinguishing him from others by combining seasoned experience with a broad service offering.
Experience: 33 years
Avg account: $399,489
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Michael F
Series 65
Omaha, NE
Orion Portfolio Solutions, LLC
Michael Forker is equipped to assist with financial planning in Nebraska, particularly for mid-career professionals and business owners, leveraging 12 years of experience and expertise in wealth management, passive investing, and tax-loss harvesting. His affiliation with Orion Portfolio Solutions, a large firm managing multi-billion dollar assets and offering integrated retirement plan consulting and recordkeeping, distinguishes him by providing access to extensive resources and institutional-level services.
Experience: 12 years
Avg account: $209,904
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Mark S
ChFC®, Series 63
Omaha, NE
Ameritas Advisory Services, LLC
Mark Saferstein's extensive 41 years of experience and expertise in retirement income strategy and annuities make him well-suited for clients seeking retirement planning in Nebraska. Operating within the large firm Ameritas Advisory Services, he offers flat-fee financial planning and consulting, providing clarity on costs, and supports a range of clients including business owners, which distinguishes him from advisors focused solely on farm succession or smaller practices.
Experience: 42 years
Avg account: $448,118
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Bryan N
Series 63, Series 65
Lincoln, NE
Cetera
Bryan Nieman is equipped to assist Nebraska clients with retirement income planning and wealth management, leveraging 14 years of experience and expertise in tax-loss harvesting and retirement plans for business owners. Operating within Cetera, a large firm with over 6,800 advisors, he offers flexible fee structures including flat fees and hourly consulting, which may appeal to clients seeking transparent and negotiable pricing options.
Experience: 15 years
Avg account: $306,089
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