Teckmeyer Financial Services, L.L.C.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$50,810,596
Clients
44
Advisors
5
of 7 employees
About
Teckmeyer Financial Services, LLC provides investment advisory and financial planning services to individuals, retirement plans, corporations, trusts and other entities. As of December 31, 2024, the firm reported $51,602,611 in assets managed on a non‑discretionary basis and also offers retirement-plan consulting and referrals into third‑party asset management and wrap‑fee programs.
The firm’s investment approach relies on individualized suitability assessments (a Risk Profile Questionnaire) and asset‑allocation models, with advisers using research tools such as Morningstar, S&P Adviser Insight and Thompson One to formulate recommendations. TFS has no investment committee and advisers deliver continuous, non‑discretionary advice with regular account reviews and client performance reporting through the RBC Advisor/Unified Portfolio wrap platforms.
What distinguishes TFS from many peers is its dual role as a registered investment adviser and a dually registered broker‑dealer whose advisers also act as registered representatives and insurance agents; the brochure discloses that some advisers derive a substantial portion of their income from brokerage and insurance activities. The firm also operates exclusively through wrap arrangements with RBC, maintains a clearing/referral agreement with RBC and a disclosed bank referral relationship, and documents compliance policies and CCO oversight to address the resulting conflicts of interest.
Client services
Expertise
Fee options
Fixed Fee of up to $5,000 for Financial Planning Services
$25,000 - $250,000: 0.50% to 2.75% $250,001 - $500,000: 0.50% to 2.50% $500,001 - $1,000,000: 0.50% to 2.25% $1,000,001 - $2,000,000: 0.45% to 2.00% $2,000,001 - $3,000,000: 0.40% to 1.75% $3,000,001 - $5,000,000: 0.30% to 1.50% $5,000,001 - $10,000,000: 0.20% to 1.25% $10,000,001+: Negotiable
Commissions for securities sales and insurance products; 12b-1 trail fees for mutual funds and variable annuities in brokerage accounts
Up to $200 per hour for Financial Planning Services
Quarterly Fees of up to $2,500 per quarter for Financial Planning Services
Account minimum: $25,000 Fee-only: Fixed Fee up to $5,000; Hourly Fee up to $200/hour; Quarterly Fees up to $2,500/quarter
Main office
11104 John Galt Blvd.
Omaha NE 68137-2307
Advisors at this office
5
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 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.
Is not active or affiliated with:
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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.
Advisors at this firm
Grant T
Series 66
Omaha, NE
Teckmeyer Financial Services, L.L.C.
Grant Teckmeyer is a financial advisor with Teckmeyer Financial Services, L.L.C. holding a Series 66 designation and one year of industry experience. He also works as an outside sales representative for Voss Lighting, a commercial and industrial lighting company. Teckmeyer Financial Services provides investment advisory and financial planning services to individuals, retirement plans, corporations, trusts, and other entities. The firm uses individualized suitability assessments and asset-allocation models supported by research tools to deliver continuous, non-discretionary advice and regular account reviews, primarily through wrap platforms with RBC.
Thomas T
Series 63, Series 65
Omaha, NE
Teckmeyer Financial Services, L.L.C.
Thomas Teckmeyer is a financial advisor with Teckmeyer Financial Services, L.L.C. in Omaha, NE, holding Series 63 and Series 65 credentials and bringing 42 years of industry experience. He has been with Teckmeyer Financial Services since 1995. Teckmeyer Financial Services provides investment advisory and financial planning services to individuals, including high-net-worth clients, retirement plans, and other entities. The firm uses a primarily asset-allocation approach, manages client accounts on a non-discretionary basis, and delivers advisory services through the RBC Advisor/Unified Portfolio wrap platform.
Michael K
CFP®, Series 66
Omaha, NE
Teckmeyer Financial Services, L.L.C.
Michael Krause is a CFP®-certified financial advisor with 13 years of industry experience. He is currently with Teckmeyer Financial Services, L.L.C., where he has worked since 2023. His prior experience includes roles at Private Client Services, LLC, Plan A Wealth, LLC, and Wells Fargo Advisors Financial Network. Outside of his advisory work, Krause is a public speaker for nonprofit organizations and serves as a board member of The Cross Connecting Network, a nonprofit assisting people affected by disasters. He also works as a fitness consultant and trainer. Teckmeyer Financial Services provides investment advisory and financial planning services to individuals, including high-net-worth clients, retirement plans, and other entities. The firm manages client accounts on a non-discretionary basis, focusing on asset allocation and tailored recommendations supported by third-party research and quarterly reviews.
Joel H
Series 65, Series 66
Omaha, NE
Teckmeyer Financial Services, L.L.C.
Joel Hietbrink is a financial advisor with Teckmeyer Financial Services, L.L.C. in Omaha, NE, holding Series 65 and Series 66 credentials and bringing 26 years of industry experience. He has been with Teckmeyer Financial Services since 2002. Outside of his advisory role, he is involved in farming as a sole proprietor and partner in agricultural ventures in Nebraska and Iowa. Teckmeyer Financial Services provides investment advisory and financial planning services to individuals, including high-net-worth clients, retirement plans, and other entities. The firm manages client accounts on a non-discretionary basis, primarily using an asset-allocation approach supported by third-party research tools, and delivers advisory services through the RBC Advisor/Unified Portfolio wrap platform.
Scott T
ChFC®, Series 63
Omaha, NE
Teckmeyer Financial Services, L.L.C.
Scott Taylor is a financial advisor at Teckmeyer Financial Services, L.L.C. in Omaha, NE, holding the ChFC® designation and Series 63 license with 43 years of industry experience. He has been with Teckmeyer Financial Services since 2000. Outside of his advisory role, he is a minority owner in a small internet company through a passive investment. Teckmeyer Financial Services provides investment advisory and financial planning services to individuals, retirement plans, and other entities, primarily using an asset-allocation approach with tailored recommendations and regular portfolio reviews.
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