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Arkfeld Wealth Strategies, L.L.C.

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Client assets under management

$536,847,000

Clients

937

14% high-net-worth

Advisors

5

of 8 employees

Firm type

Team

5-30 advisors or >$500M in AUM

Clients per advisor

187

Very High

Average account size

$572,942

About

Arkfeld Wealth Strategies provides investment advisory and financial planning services to individuals, families, businesses, and retirement plans, offering both discretionary and non‑discretionary portfolio management as well as project‑oriented and ongoing financial planning and retirement plan consulting. As of December 31, 2025, the firm reported managing about $538 million for roughly 937 clients and may delegate investment management to outside sub‑advisers in certain engagements.

The firm’s investment approach is grounded in modern portfolio theory and seeks to build globally diversified portfolios using fundamental security analysis alongside market trend and economic‑cycle analysis; common vehicles include mutual funds, ETFs, and individual securities, and the firm may also employ private or illiquid investments, margin, and options where appropriate. Client portfolios and planning engagements are tailored to individual risk profiles and objectives, with fee arrangements varying by service type (investment management, advisory, financial planning, and retirement plan services).

Noteworthy aspects of the firm’s practice include its principals’ involvement in affiliated businesses: the owner operates an insurance agency (Capital Insurance, LLC) and is a managing member of a real estate entity (4141, LLC) in which some clients have purchased minority ownership interests, creating potential conflicts of interest that are disclosed in the brochure. The firm also receives compensation for consulting engagements with financial institutions, maintains a platform relationship with Mutual Securities, Inc., and discloses that it does not vote client proxies, all of which distinguish its operational arrangements from many peers.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers

Occupation focus

Founder/Business Owner Executive

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Fee options

Fixed

Financial planning services charged at fixed fees quoted in advance, based on complexity

Commissions

Insurance products placed through associated persons may generate standard and customary insurance commissions

Other

Minimum fee: Minimum of $500 annually for investment management services; Minimum of $1,000 annually per plan for retirement plan services Fee-only: Advisory services fees generally range from 0.25% to 2.00%, fixed fees for financial planning quoted in advance based on complexity, negotiable

Main office location

Arkfeld Wealth Strategies, L.L.C.

3512 N. 163 Rd Plaza

Omaha NE 68116, United States

Number of offices

1

Most active in

Arizona · California · Florida · Iowa · Kansas · Missouri · Nebraska · South Dakota · Texas

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Erin K

Series 63, Series 66

Omaha, NE

Arkfeld Wealth Strategies, L.L.C.

Erin Kinney is a financial advisor with Arkfeld Wealth Strategies, L.L.C. in Omaha, NE, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. She has worked at Arkfeld Wealth Strategies since 2018 and Wells Fargo Advisors Financial Network since 2013. Outside of her advisory work, Kinney serves as an independent contractor representative for a clothing and fashion business and acts as an independent insurance agent. Arkfeld Wealth Strategies serves individuals, families, businesses, and retirement plans by providing portfolio management and financial planning tailored to client needs. The firm uses a globally diversified investment approach based on modern portfolio theory and fundamental analysis, and it may engage outside sub-advisers to manage client assets.

Founder/Business Owner Executive
user avatar

Jason W

Series 65

Omaha, NE

Arkfeld Wealth Strategies, L.L.C.

Jason Wolff is a financial advisor at Arkfeld Wealth Strategies, L.L.C. in Omaha, Nebraska, with five years of industry experience. He has been with Arkfeld Wealth Strategies since 2019 and previously worked for over two decades at McKinnis Roofing. Wolff holds a Series 65 designation and also works as an independent insurance agent representing various carriers. Arkfeld Wealth Strategies serves individuals, families, businesses, and retirement plans by offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan advisory services. The firm uses a globally diversified investment approach guided by modern portfolio theory and fundamental security analysis, tailoring strategies to client risk profiles.

Founder/Business Owner Executive
user avatar

Andrew A

Series 63, Series 66

Omaha, NE

Arkfeld Wealth Strategies, L.L.C.

Andrew Arkfeld is a financial advisor with Arkfeld Wealth Strategies, L.L.C. in Omaha, Nebraska, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. He has been with Arkfeld Wealth Strategies since 2018 and has also worked at Wells Fargo Advisors since 2012. Outside of advising, he is involved in several non-investment related ventures including a farming business and a salon. Arkfeld Wealth Strategies serves individuals, families, businesses, and retirement plans by providing discretionary and non-discretionary portfolio management, financial planning, and retirement plan advisory services. The firm employs a globally diversified investment approach based on modern portfolio theory, incorporating fundamental security analysis and economic cycle assessment.

Founder/Business Owner Executive
user avatar

Tristan T

Series 65

Omaha, NE

Arkfeld Wealth Strategies, L.L.C.

Tristan Thoms is a financial advisor at Arkfeld Wealth Strategies, L.L.C. in Omaha, NE. He holds a Series 65 designation and has experience working at Bankers Life and Casualty, TD Ameritrade, and other firms prior to joining Arkfeld. Outside of finance, he previously operated a small landscaping business. Arkfeld Wealth Strategies serves individuals, families, businesses, and retirement plans with portfolio management, financial planning, and retirement plan advisory services. The firm uses a globally diversified investment approach guided by modern portfolio theory and fundamental analysis, tailoring strategies to client risk profiles.

Founder/Business Owner Executive
user avatar

Nathan D

Series 65

Omaha, NE

Arkfeld Wealth Strategies, L.L.C.

Nathan Despain is a financial advisor at Arkfeld Wealth Strategies, L.L.C. in Omaha, NE, holding a Series 65 designation with one year of industry experience. Prior to joining Arkfeld Wealth Strategies in 2024, he worked at Point Guard Management and Ardent Pest Control. Outside of his advisory role, he is the owner and operator of Omaha 3 LLC, a non-investment related real estate business in Sequim, Washington. Arkfeld Wealth Strategies serves individuals, families, businesses, and retirement plans with portfolio management and financial planning services. The firm uses modern portfolio theory and fundamental security analysis to create globally diversified investment portfolios tailored to client risk profiles.

Founder/Business Owner Executive
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