Omaha, NE W Dodge Rd Office

Team
Updated today

Client AUM

$202,307,647,471

Clients

355,973

Advisors

3

Of 2,776 advisors across 1,213 offices

Location

9290 W Dodge Rd, Suite 402

Omaha NE 68144

Advisors at this office

3

Advisors at this office

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Bruce A

Series 66

Omaha, NE

Commonwealth Financial Network

Bruce Aken Jr. is a financial advisor at Commonwealth Financial Network with nine years of industry experience. He holds a Series 66 designation and has worked at firms including Securities America Advisors and Guardian Life Insurance. He is co-owner of Nelson Murphy Insurance & Investments, LLC, a private entity engaged in securities, advisory, and insurance business. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing client assets totaling around $212.7 billion. The firm offers a comprehensive platform including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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Anthony D

CFP®, Series 63, Series 65

Omaha, NE

Commonwealth Financial Network

Anthony Daniel is a CFP® with 19 years of industry experience, currently affiliated with Commonwealth Financial Network. His prior experience includes roles at Securities America Advisors, MassMutual, and Nationwide Investment Services Corporation. Outside of his advisory work, he is co-owner of Grove Park Companies, LLC, a woodworking business based in Omaha, NE. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of nearly 2,900 advisors and hundreds of thousands of clients. The firm offers a broad adviser-support platform with discretionary and nondiscretionary managed-account programs, access to third-party asset managers, and various investment options including model portfolios and tax-aware strategies.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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Michael M

Series 63

Omaha, NE

Commonwealth Financial Network

Michael Murphy is a financial advisor at Commonwealth Financial Network with 31 years of industry experience. He holds a Series 63 designation and previously worked at Securities America Advisors and Securities America Inc. Murphy is also co-owner of Nelson Murphy Insurance & Investments, LLC, a private entity involved in securities, advisory, and insurance business. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, offering advisory programs, wealth management, and retirement plan consulting. The firm provides operational, trading, technology, investment management, compliance, and practice-management support to its affiliated advisors.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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