A complete list of active advisors currently associated with Teckmeyer Financial Services, L.L.C.
Warmer can help you find a great advisor at Teckmeyer Financial Services, L.L.C. or one who fits your needs even better.
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.
To learn more about the advisors currently working at Teckmeyer Financial Services, L.L.C., 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.
Name |
Location |
Years of experience |
|---|---|---|
Omaha, NE
| 27
| |
Omaha, NE
| 13
| |
Omaha, NE
| 44
| |
Omaha, NE
| 1
| |
Omaha, NE
| 42
|
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