Arkfeld Wealth Strategies, L.L.C.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Arkfeld Wealth Strategies, LLC provides ongoing discretionary and non‑discretionary portfolio management, financial planning, and retirement plan services to individuals, families, and businesses. The firm conducts tailored engagements that can be project‑oriented or ongoing, with clients responsible for implementation in non‑discretionary advisory and planning arrangements.
The firm’s investment approach is grounded in modern portfolio theory and seeks global diversification using fundamental security analysis alongside market trend and economic cycle analysis; primary implementation vehicles include mutual funds, ETFs, and individual stocks, and the firm may also use private or illiquid investments, margin, and options or delegate to sub‑advisers when appropriate. Client risk profiles and objectives are documented and considered throughout portfolio construction and monitoring, and the firm manages both discretionary and non‑discretionary assets.
Distinctive aspects include managing approximately $538 million in client assets with a relatively compact advisory team, and the firm’s managing member holds ownership interests in an insurance agency, multiple real estate entities, and a regional bank holding company, with some clients having purchased minority interests in those real estate businesses — arrangements the firm discloses as potential conflicts. The firm also maintains a platform relationship with Mutual Securities Inc. for certain client‑held investments, has associated persons licensed to sell insurance products, and does not vote client proxies.
Client services
Expertise
Occupation focus
Fee options
Financial planning services charged at fixed fees quoted in advance, based on complexity and level of service, negotiable
Hourly charges reported in Part 1 but not specifically detailed in Part 2 brochure
Minimum fee: Minimum annual fee of $500 for investment management services; minimum annual fee of $1,000 per plan for retirement plan services Fee-only: Advisory fees generally range from 0.25% to 2.00%, charged for advisory services not based on asset levels, negotiated per engagement
Main office
3512 N. 163rd Plaza
Omaha NE 68116
Advisors at this office
4
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
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
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 designations and bringing 20 years of industry experience. Her prior work includes roles at Wells Fargo Advisors and Edward Jones. Outside of financial advising, she acts as an independent contractor for a clothing and fashion business and serves as an independent insurance agent. Arkfeld Wealth Strategies provides portfolio management, financial planning, and retirement plan services to individuals, families, and businesses. The firm employs a modern portfolio theory-based investment approach focused on global diversification and considers client risk profiles throughout portfolio construction and monitoring.
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, NE, holding a Series 65 designation with six years of industry experience. Prior to joining Arkfeld Wealth Strategies in 2019, he worked for 23 years at McKinnis Roofing. Outside of his advisory role, he conducts independent insurance agency work. Arkfeld Wealth Strategies provides discretionary and non-discretionary portfolio management, financial planning, and retirement plan services to individuals, families, and businesses. The firm employs a globally diversified investment approach grounded in modern portfolio theory and integrates fundamental security analysis with market trend and economic cycle assessments.
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 30 years of industry experience. His previous experience includes six years at Wells Fargo Advisors and five years at Edward Jones. Outside his advisory role, he is involved in several entrepreneurial ventures, including managing a farming business and a salon. Arkfeld Wealth Strategies provides discretionary and non-discretionary portfolio management, financial planning, and retirement plan services to individuals, families, and businesses. The firm utilizes a modern portfolio theory-based approach emphasizing global diversification, fundamental security analysis, and market trend evaluation in managing approximately $538 million in client assets.
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.
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