Dessonville Financial Group Incorporated
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Dessonville Financial Group provides fee-only investment advisory services to individuals, high-net-worth clients, trusts, family-owned investment entities and estates, offering ongoing portfolio management, asset allocation, asset selection and regular portfolio monitoring. Clients engage the firm under an asset management agreement, typically meet a $100,000 household minimum, and grant a limited power of attorney to permit trade execution and fee deduction.
The firm employs an actively managed, tactical asset-allocation approach informed by fundamental and qualitative analysis, third-party research and portfolio-management software, using mutual funds, ETFs, individual equities, REITs, master limited partnerships and bonds. Portfolios are generally constructed for long-term holding but the firm may use short-term trades as market conditions warrant, and it manages accounts on both discretionary and non-discretionary bases while relying on custodians for trade execution and custody.
Notably, a larger portion of the firm’s assets is managed on a non-discretionary basis — $53,020,000 non-discretionary versus $30,660,000 discretionary as of December 31, 2025 — so clients commonly retain final approval over trades, a practice that is uncommon among similar supported firms. The firm also operates with a small advisory team and discloses reliance on a single senior investment decision-maker, which concentrates investment oversight and factors into its continuity and succession considerations.
Client services
Expertise
Fee options
$0 - $499,999: 1.00% $500,000 - $999,999: $5,000 plus 0.75% of amount over $500,000 $1,000,000+: $8,750 plus 0.50% of amount over $1,000,000
Account minimum: $100,000 Fee-only: Fee-only investment adviser; no commissions or sales charges received by the firm.
Main office
Omaha NE
Advisors at this office
2
Most active in
Iowa · Nebraska
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.
Forms ADV
Advisors at this firm
Keith S
CFP®, ChFC®, Series 63
Omaha, NE
Dessonville Financial Group Incorporated
Keith Schmidt is a CFP® and ChFC® with over 31 years of industry experience. He has been with Dessonville Financial Group Incorporated since 1993 and also operates the Benefits Consulting Group, where he assists employers and individuals with employee benefits and insurance policies. Dessonville Financial Group Inc. is a fee-only, independent investment adviser serving individuals, high-net-worth clients, and private trusts and estates. The firm employs an active, tactical asset-allocation approach with a predominantly non-discretionary asset mix, allowing clients greater control over investment decisions.
Loren D
Series 65
Omaha, NE
Dessonville Financial Group Incorporated
Loren Dessonville is a financial advisor at Dessonville Financial Group Incorporated in Omaha, NE, holding a Series 65 designation and bringing 31 years of industry experience. He has been with Dessonville Financial Group since 1993. Dessonville Financial Group is a fee-only, independent investment adviser serving individuals, high-net-worth clients, and private trusts and estates. The firm employs an active, tactical asset-allocation approach using a range of investment vehicles, with a notable emphasis on non-discretionary asset management that allows clients greater control over investment decisions.
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