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AdvisorCheck > By State > Nebraska > Lincoln

Top Financial Advisors in Lincoln, Nebraska

Finding the right financial advisor in Lincoln is a difficult thing to do. Not only are there seemingly endless advisors to choose from, but it is challenging to evaluate whether any given advisor has the right experience and specializations to match your unique needs. AdvisorCheck is here to help. Our comprehensive database of financial advisors in the US, including the best financial advisors in Lincoln, combined with our one-of-a-kind tool kit allows you to find, evaluate, and monitor financial advisors better than ever before.

To start, here are some of the top financial advisor firms in Lincoln, NE.

Find the Best Financial Advisor Firms in Lincoln:

AMERITAS ADVISORY SERVICES, LLC

CRD#: 317245

RIA

Address: 5900 O Street, Lincoln, NE 68510

Clients: 23,185

Average Clients per Advisor: 43

AUM: $ 8.5B

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PITTENGER & ANDERSON INC

CRD#: 111033

RIA

Address: 5533 S. 27th Street Suite 201, Lincoln, NE 68512

Clients: 499

Average Clients per Advisor: 38

AUM: $ 2.3B

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LINCOLN CAPITAL, LLC

CRD#: 168307

RIA

Address: 6003 Old Cheney Rd Suite 350, Lincoln, NE 68516

Clients: 288

Average Clients per Advisor: 57

AUM: $ 540M

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BELLWETHER WEALTH

CRD#: 300012

RIA

Address: 140 North 8th Street Suite 210, Lincoln, NE 68058

Clients: 279

Average Clients per Advisor: 93

AUM: $ 455M

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R2 WEALTH MANAGEMENT PARTNERS

CRD#: 282055

RIA

Address: 8101 O Street Suite 301, Lincoln, NE 68510

Clients: 644

Average Clients per Advisor: 128

AUM: $ 283M

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CAPITAL CONSULTING & ASSET MANAGEMENT

CRD#: 41438

RIA

Address: 140 N. 8th Street 410 The Apothecary, Lincoln, NE 68508

Clients: 101

Average Clients per Advisor: 50

AUM: $ 266M

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How We Chose the Top Financial Advisors in Lincoln, Nebraska

To create this list of top financial advisor firms in Lincoln, we started by identifying SEC-registered firms with at least $100 million in assets under management (AUM). We included firms that employ professionals registered to provide investment advisory services, either solely as investment adviser representatives (IARs) or as both IARs and registered brokers. Dually registered advisors can offer investment advice and also help clients buy or sell securities like stocks and mutual funds. From there, we ranked the remaining firms based on several key factors, giving higher rankings to those with greater total AUM and to those that primarily serve individual clients rather than institutional investors. This approach helps ensure you're choosing from among the best financial advisors Lincoln has to offer.

Search Financial Advisors in Lincoln, Nebraska

Name or CRD#
Location:
Firm name (optional)
SO

Sherri Arleen Ottersberg

Sherri Arlene Ottersberg, Sherri A Ottersberg, Sherri A Plihal
IAR
RR
CRD#: 2508088
Location:
Lincoln, NE 68516-4799

Registered Affiliation(s):EDWARD JONES

Disclosures:
Experience:
32 years registered
JC

Julie Marie Clark

Julie Makie Klien, Julie Marie Klien
IAR
RR
CRD#: 2345773
Location:
Lincoln, NE 68520

Registered Affiliation(s):RBC CAPITAL MARKETS, LLC

Disclosures:
Experience:
32 years registered
DK

Douglas Michael Kuszak

IAR
RR
CRD#: 2418033
Location:
Lincoln, NE 68520

Registered Affiliation(s):RBC CAPITAL MARKETS, LLC

Disclosures:
Experience:
33 years registered
Tyler William Mainquist

Tyler William Mainquist

IAR
RR
CRD#: 5392392
CFP®: Certified Financial PlannerChFC®: Chartered Financial Consultant
Location:
Lincoln, NE 68516

Registered Affiliation(s):AMERITAS ADVISORY SERVICES, LLC

Disclosures:
Experience:
19 years registered
JS

Jay Keith Svehla

Jay K Svehla
IAR
RR
CRD#: 2925827
ChFC®: Chartered Financial Consultant
Location:
Syracuse, NE 68446

Registered Affiliation(s):LPL FINANCIAL LLC

Disclosures:
Experience:
29 years registered
SB

Shannon Renee Berry

Shannon Renee Eaton
IAR
RR
CRD#: 3048811
Location:
Lincoln, NE 68510

Registered Affiliation(s):AMERITAS ADVISORY SERVICES, LLC

Disclosures:
Experience:
28 years registered
TN

Todd Anthony Niemann

Todd Anthony Nieman
IAR
RR
CRD#: 2666751
Location:
Lincoln, NE 68506-4142

Registered Affiliation(s):ALLSTATE FINANCIAL ADVISORS, LLC

Disclosures:
Experience:
31 years registered
JS

James Lee Seiler

Jim Seiler
RR
CRD#: 1059520
Location:
Lincoln, NE 68505

Registered Affiliation(s):PRINCIPAL SECURITIES, INC.

Disclosures:
Experience:
43 years registered
RF

Robert Thomas Frank

Bob Frank
IAR
RR
CRD#: 3053877
Location:
Lincoln, NE 68502

Registered Affiliation(s):OSAIC WEALTH, INC.

Disclosures:
Experience:
28 years registered
JB

Jeffry Edward Bring

IAR
RR
CRD#: 2556376
Location:
Lincoln, NE 68504

Registered Affiliation(s):AMERITAS ADVISORY SERVICES, LLC

Disclosures:
Experience:
31 years registered
AO

Antonio Julian Ojeda

Tony Ojeda
IAR
RR
CRD#: 2576740
Location:
Lincoln, NE 68516

Registered Affiliation(s):AMERITAS ADVISORY SERVICES, LLC

Disclosures:
Experience:
31 years registered
SF

Steven Lee Ferris

IAR
RR
CRD#: 2635812
Location:
Lincoln, NE 68516

Registered Affiliation(s):LPL FINANCIAL LLC

Disclosures:
Experience:
31 years registered
MG

Michael Raymond Graff

Mike Graff
IAR
RR
CRD#: 3061882
CFP®: Certified Financial Planner
Location:
Lincoln, NE 68508-1316

Registered Affiliation(s):ALLSTATE FINANCIAL ADVISORS, LLC

Disclosures:
Experience:
28 years registered
TS

Todd Jason Stark

IAR
RR
CRD#: 2982926
CFP®: Certified Financial Planner
Location:
Lincoln, NE 68520

Registered Affiliation(s):RBC CAPITAL MARKETS, LLC

Disclosures:
Experience:
28 years registered
BH

Brenda Sue Henning

IAR
RR
CRD#: 3016575
CLU®: Chartered Life Underwriter
Location:
Seward, NE 68434-2111

Registered Affiliation(s):STATE FARM INVESTMENT MANAGEMENT CORP.

Disclosures:
Experience:
28 years registered
Shane M Baack

Shane M Baack

Shane Baack
IAR
RR
CRD#: 5515243
AIF®: Accredited Investment FiduciaryCFP®: Certified Financial Planner
Location:
Seward, NE 68434-2117

Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC

Disclosures:
Experience:
18 years registered
DM

David Mark Murphy

David M Murphy
RR
CRD#: 1157428
Location:
Lincoln, NE 68510-2234

Registered Affiliation(s):AMERITAS INVESTMENT COMPANY, LLC

Disclosures:
Experience:
43 years registered
JC

James Joseph Carbone

James J Carbone, Jim Carbone
RR
CRD#: 1215114
Location:
Lincoln, NE 68510-2234

Registered Affiliation(s):AMERITAS INVESTMENT COMPANY, LLC

Disclosures:
Experience:
42 years registered
JT

John Neil Thompson

IAR
RR
CRD#: 2685826
Location:
Lincoln, NE 68510

Registered Affiliation(s):AMERITAS INVESTMENT PARTNERS, INC.

Disclosures:
Experience:
30 years registered
RT

Richard Charles Treadway

Richard Charles Treadway Jr, Rick Treadway Jr
IAR
RR
CRD#: 2789058
Location:
Lincoln, NE 68510

Registered Affiliation(s):PFS INVESTMENTS INC.

Disclosures:
Experience:
30 years registered
BT

Bernard Vincent Tomaino

Ben Tomaino
RR
CRD#: 1005413
Location:
Lincoln, NE 68506-4142

Registered Affiliation(s):ALLSTATE FINANCIAL SERVICES, LLC

Disclosures:
Experience:
43 years registered
TH

Tracey Gess Hurst

Tracey A Gess, Tracey Allison Gess, Tracey Allison Gess-Barnette, Tracey Hurst, Tracey Allison Sementino
IAR
RR
CRD#: 2645658
Location:
St Johns, FL

Registered Affiliation(s):ALLSTATE FINANCIAL ADVISORS, LLC

Disclosures:
Experience:
31 years registered
BL

Brian D Luther

IAR
RR
CRD#: 4384094
Location:
Lincoln, NE 68508

Registered Affiliation(s):LPL FINANCIAL LLC

Disclosures:
Experience:
25 years registered
CK

Cyrus Ahmad Kiani

IAR
RR
CRD#: 2688821
Location:
Lincoln, NE 68516

Registered Affiliation(s):SECURITIES AMERICA ADVISORS, INC.

Disclosures:
Experience:
30 years registered

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Disclaimers

AdvisorCheck is an independent third party. The information on this page was compiled by AdvisorCheck from publicly available sources. Neither the listed firms nor financial advisors contributed to or influenced the creation of this content. Additionally, AdvisorCheck was not compensated in any way for producing or publishing this information. Terms like "top," "best," or "leading" are used for editorial purposes only and do not represent a formal ranking or endorsement. These descriptions are subjective, may reflect publicly available data, opinions, or third-party sources, and should not be construed as guarantees of future performance or results.

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