Top financial advisors in Omaha, 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 Omaha, NE, planning for its future is crucial to protect your family's legacy and financial security. Without careful estate and farm succession planning, you risk unintended tax burdens or disputes that can disrupt your plans.
- Agricultural land expertise. Confirm the advisor understands local land values and how they impact estate taxes and succession.
- Succession strategy. Ask how they help structure farm transfers to heirs while minimizing tax and family conflicts.
- Tax implications. Ensure they can navigate complex state and federal tax rules affecting farm estates.
- Long-term vision. Look for advisors who integrate farm planning with your overall financial goals, not just isolated land issues.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Anthony D
CFP®, Series 63, Series 65
Omaha, NE
Commonwealth Financial Network
Anthony Daniel's 18 years of experience and CFP® certification equip him to address complex financial needs in Omaha, including tax-loss harvesting and retirement income strategy relevant to agricultural landowners. Affiliated with Commonwealth Financial Network, a large firm offering flat-fee consulting and discretionary model portfolios, he combines personalized investment solutions with extensive operational support, distinguishing him from advisors with smaller firm resources.
Experience: 19 years
Avg account: $568,323
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Brooks C
Series 63, Series 65
Omaha, NE
Lakewood Asset Management, LLC
Brooks Call offers expertise in wealth management and retirement income strategy, which can support long-term financial goals for farmland owners in Omaha, NE. His firm uses a value-oriented investment approach and serves high-net-worth clients with a flat-fee structure starting at $3,000, distinguishing him from advisors with different fee models or client focuses.
Experience: 22 years
Avg account: $1,596,793
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Eric C
Series 63, Series 66
Torrance, CA
Mutual Advisors, LLC
Eric Campbell III brings 42 years of experience and holds Series 63 and 66 credentials, offering flat-fee and negotiable AUM fee structures through Mutual Advisors, LLC. The firm manages $6.75 billion with 123 advisors, serving high-net-worth individuals and institutional clients using a blend of passive and active investment strategies, which may provide comprehensive financial consulting beyond typical farm succession planning.
Experience: 43 years
Avg account: $868,413
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Steven A
Series 66
Omaha, NE
Edward Jones
Steven Anderson's 25 years of experience and expertise in multi-generational wealth transfer and tax-loss harvesting make him well-equipped to assist with agricultural land and farm succession planning in Omaha, NE. As a seasoned advisor at Edward Jones, a large firm managing over $1 trillion in assets, he offers a comprehensive wealth management approach with a fee structure up to 1.35% annually, distinguishing him from smaller or less experienced advisors.
Experience: 26 years
Avg account: $246,728
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James O
Series 63, Series 65
Omaha, NE
M Holdings Securities, INC.
James Olson's 16 years of experience and Series 63 and 65 credentials position him well to address complex financial needs in Omaha, including estate and succession planning for agricultural land. His firm, M Holdings Securities, offers tailored investment management and financial planning with flexible flat-fee and hourly options, supporting diverse client types such as executives and business owners.
Experience: 16 years
Avg account: $693,844
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