A complete list of active advisors currently associated with Oldfather Financial Services

Warmer can help you find a great advisor at Oldfather Financial Services or one who fits your needs even better.

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.

To learn more about the advisors currently working at Oldfather Financial Services, 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.