A complete list of active advisors currently associated with Arkfeld Wealth Strategies, L.L.C.
Warmer can help you find a great advisor at Arkfeld Wealth Strategies, L.L.C. or one who fits your needs even better.
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.
To learn more about the advisors currently working at Arkfeld Wealth Strategies, L.L.C., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Omaha, NE
| 29
| |
Omaha, NE
| 1
| |
Omaha, NE
| 19
| |
Omaha, NE
| 0
| |
Omaha, NE
| 5
|
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