Top 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.
You might be considering financial advisors in Nebraska because you're navigating a significant life event like retirement planning, managing an inheritance, or preparing for college expenses. A common pitfall is working with an advisor who applies generic advice without tailoring it to Nebraska's unique tax laws and economic environment.
- Local tax knowledge. Confirm how they incorporate Nebraska-specific tax rules into your financial plan to avoid surprises.
- Experience with regional markets. Ask how they adjust investment strategies based on Nebraska's economic sectors and market trends.
- Fee structure clarity. Since many advisors here offer flat-fee arrangements, understand how fees align with the services you receive.
- Coordination with local professionals. Check if they collaborate with Nebraska-based accountants or attorneys to streamline your financial decisions.
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's 14 years of experience and CFP® certification equip her to address Nebraska-specific financial needs such as retirement income strategy and tax-loss harvesting. Affiliated with Commonwealth Financial Network, she offers flat-fee consulting services and access to discretionary model portfolios, distinguishing her through a combination of personalized fee options and robust firm resources in Norfolk, NE.
Experience: 14 years
Avg account: $568,323
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Michael B
Series 63, Series 65
Nebraska City, NE
LPL Financial
Michael Borns specializes in wealth management, retirement plans for business owners, and college savings, making him well-suited for financial advisors in Nebraska addressing life events like retirement and education funding. His 33 years of experience, flat-fee structure, and affiliation with the large firm LPL Financial differentiate him by offering seasoned expertise combined with broad investment solutions and local community involvement in Nebraska City.
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, 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 technology and retirement plan consulting, distinguishes him by providing access to extensive resources and diverse client services not commonly found in smaller local practices.
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 41 years of experience and ChFC® designation equip him to address retirement income strategies and wealth management needs specific to Nebraska's economic environment. Operating within Ameritas Advisory Services, a large firm offering flat-fee financial planning and consulting, he combines model portfolios and custom strategies, differentiating him from advisors with smaller practices or purely commission-based models.
Experience: 41 years
Avg account: $448,118
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Anna A
CFP®, Series 63, Series 66
Rockwall, TX
Mercer Global Advisors Inc.
Anna Apodaca's 17 years of experience and CFP® certification equip her to address complex financial needs, including retirement planning and managing concentrated stock positions. Operating within Mercer Global Advisors, a large firm known for globally diversified portfolios and a Modern Portfolio Theory approach, she offers flat-fee structures and serves high-net-worth clients, distinguishing her from advisors focused solely on local markets or smaller client bases.
Experience: 17 years
Avg account: $2,214,259
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