Oldfather Financial Services
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$493,872,161
Clients
435
Advisors
4
of 6 employees
About
Oldfather Financial Services is a fee-only registered investment adviser that provides discretionary and non‑discretionary investment management, financial planning, and retirement plan consulting to individuals (including high‑net‑worth clients), pension and profit‑sharing plans, trusts, foundations, and businesses. The firm discloses managing roughly $556 million in client assets across its managed accounts and works with several hundred client relationships.
The firm’s investment approach is grounded in Modern Portfolio Theory and the Fama‑French Three‑Factor model, using diversified, core‑and‑satellite strategies and seven model portfolios that span conservative to aggressive risk profiles; it provides both ongoing monitoring and periodic rebalancing. The brochure also describes more active techniques offered to certain clients, including long/short equity strategies implemented on a net‑long basis and use of options (including box spread strategies) for cash management and tax‑loss harvesting.
Compared with many peers, Oldfather Financial Services discloses marketing and referral arrangements beyond typical solicitation practices—such as paid solicitors, online referral services, and co‑sponsored educational events with third‑party product sponsors—which the firm says can involve third‑party support for events and referrals. The firm also combines a relatively small advisory staff with institutional‑scale assets and a stated policy of remaining strictly fee‑only and not accepting commissions or product sales compensation.
Client services
Expertise
Occupation focus
Fee options
Financial Planning fixed fees range from $500 to $10,000; may also negotiate flat or constant dollar annual retainers for investment management.
$250 per hour for Financial Planning and single subject financial planning/general consulting services.
Fee-only: Investment Management fees range up to 1.50% annually; fees are negotiable and may vary by client circumstances. Financial Planning fixed fees range from $500 to $10,000; hourly rate is $250. Retirement Plan Services fees may be fixed or asset-based up to 1.50%, also negotiable.
Main office
2033 Central Ave
Kearney NE 68847
Advisors at this office
4
Most active in
Colorado · Kansas · Nebraska · Texas
Also doing business as
Ofs Enterprise LLC · Oldfather Financial Services
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:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
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
Tristan C
Verified by Warmer
CFP®, Series 66
Kearney, NE
Oldfather Financial Services
I’m a fee-only CERTIFIED FINANCIAL PLANNER™ professional based in Kearney, Nebraska with Oldfather Financial Services. I specialize in helping physicians and other high-income professionals navigate financial decisions including student loans, tax planning, investing, retirement planning, and career transitions. My approach is focused on simplifying complex financial situations and helping clients build a clear plan that aligns with their goals and values. I work with clients locally and across the country, combining a specialized focus on medical professionals with the experience and resources of an established advisory team.
Troy B
CFA®, Series 63
Kearney, NE
Oldfather Financial Services
Troy Brockmeier is a CFA® charterholder with 15 years of industry experience, currently serving as an advisor at Oldfather Financial Services. He has been with the firm and its related entities since 2015 and also works as an adjunct professor at the University of Nebraska Kearney, where he teaches Personal Money Management. Oldfather Financial Services serves individual and high-net-worth clients, as well as retirement plans, trusts, foundations, and businesses, offering investment management, financial planning, and retirement-plan consulting. The firm employs a modern portfolio theory-based approach, focusing on broadly diversified, market-based portfolios managed through model allocations and a core-and-satellite framework.
William O
Series 63, Series 65
Kearney, NE
Oldfather Financial Services
William Oldfather is a financial advisor at Oldfather Financial Services with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has been associated with Oldfather Financial Services and its affiliated entities since 1992. Oldfather Financial Services serves individual and high-net-worth clients, as well as retirement plans, trusts, foundations, and businesses. The firm provides investment management, financial planning, and retirement-plan consulting, employing a strategy grounded in modern portfolio theory and a core-and-satellite framework with broadly diversified, market-based portfolios.
Brandi H
Series 65
Kearney, NE
Oldfather Financial Services
Brandi Horacek is a financial advisor at Oldfather Financial Services with five years of industry experience. She holds a Series 65 designation and has previously worked at Quill Quest Books and Valley Medical Management Services. Oldfather Financial Services is a fee-only registered investment adviser serving individuals, pension plans, trusts, foundations, and businesses. The firm manages approximately $556 million in client assets and employs investment strategies based on Modern Portfolio Theory and the Fama-French Three-Factor model.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)