Find a CFP® Professional

Search Results

For searches that include a zip code, the results below list CFP® professionals within the selected radius range of the center point of the zip code, displayed in a random order that is updated frequently. If you received too few or too many search results, use the “Refine Your Search” button to modify your search.

Sort By: A-Z | Minimum Investable Assets
Contact
Richard A. Strevey, CFP®

Strevey Financial Services
(492) 445-2288

14301 FNB Pkwy
Ste 306
Omaha, NE 68154-5299
View on Map
(492) 445-2288

Compensation Method: Commission Only
Minimum Investable Assets: None Provided
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Contact
Matthew J Shalhoob, CFP®

Morgan Stanley Smith Barney, LLC
(402) 399-6150

13625 California Street
PO Box 2779
Omaha, NE 68154-5304
View on Map
(402) 399-6150

Compensation Method: Commission and Fee
Minimum Investable Assets: $100,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Investment Management

Contact
Steven L. Kimes, CFP®

Elkhorn Valley Investments
(402) 371-0722

PO Box 1007
Norfolk, NE 68702-1007
View on Map
(402) 371-0722

Compensation Method: Salary
Minimum Investable Assets: None Provided
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Asset Allocation, Charitable Giving, Comprehensive Financial Planning, Estate Planning, General Financial Planning, Insurance Planning, Investment Management

Contact
Christopher L. Toth, CFP®

Wells Fargo
(402) 431-5567

13625 California Street, Suite 100
N8069-010
Omaha, NE 68154-5246
View on Map
(402) 431-5567

Compensation Method: Commission and Fee
Minimum Investable Assets: $1,000,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Asset Allocation, Divorce Issues, Intergenerational Planning, Investment Management, Investment Planning, Life Planning, Retirement Income Management

Contact
Jacob D. Rehder, CFP®

Egermier Wealth Management Group
(402) 861-9696

15606 Elm St Ste 103
Omaha, NE 68130-1938
View on Map
(402) 861-9696

Compensation Method: Commission and Fee
Minimum Investable Assets: $100,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Asset Allocation, Comprehensive Financial Planning, Estate Planning, Intergenerational Planning, Investment Management, Retirement Planning, Wealth Management

Contact
Travis D. Riggert, CFP®

Commonwealth Financial Network
(402) 371-5511 x107

100 N 13th St Ste 310
PO Box 686
Norfolk, NE 68701-3704
View on Map
(402) 371-5511

Compensation Method: Commission and Fee
Minimum Investable Assets: $100,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Asset Allocation, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Education Planning, Employee and Employer Plan Benefits, Estate Planning

Contact
John Neil Thompson, CFP®

Summit Investment Partners
(402) 467-6932

5900 O St
Lincoln, NE 68510-2234
View on Map
(402) 467-6932

Compensation Method: None Provided
Minimum Investable Assets: $100,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Contact
Gary T Hess, CFP®

Gary T. Hess CFP®, MBA, CPA
(402) 431-0783

10340 Ellison Circle
Omaha, NE 68134-1024
View on Map
(402) 431-0783

Compensation Method: Commission and Fee
Minimum Investable Assets: $50,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Accounting, Asset Allocation, Business Succession Planning, Insurance Planning, Investment Planning, Long-Term Care, Retirement Income Management

Contact
Marc Werkmeister, CFP®

SagePoint Financial, Inc
(308) 534-8210

501 S Jeffers St
North Platte, NE 69101-5311
View on Map
(308) 534-8210

PO Box 1070
North Platte, NE 69101
View on Map

Compensation Method: Commission and Fee
Minimum Investable Assets: None Provided
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Asset Allocation, Budget Development, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Education Planning, Elder Care

Contact
James B. Lammers, CFP®

Securities America Inc.
(402) 393-1114

13131 W Dodge Rd
Omaha, NE 68154-2149
View on Map
(402) 393-1114

Compensation Method: Commission and Fee
Minimum Investable Assets: None Provided
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Contact
Devin J. Moylan, CFP®

Moylan Kropp Retirement Planning
(402) 390-9066

1010 S 120th St Ste 320
Omaha, NE 68154-4208
View on Map

Compensation Method: Fee Only
Minimum Investable Assets: $500,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Charitable Giving, Investment Management, Retirement Income Management, Tax Planning, Tax Preparation

Contact
Gregory A. Powell, CFP®

CDS Financial Services
(308) 762-5542

314 Box Butte Ave
Alliance, NE 69301-3342
View on Map
(308) 762-5542

Compensation Method: Commission and Fee
Minimum Investable Assets: None Provided
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Investment Planning

Contact
Steve R Sadler, CFP®

Ameriprise Financial Services,
(402) 334-7265 x219

1111 N 102nd Ct Ste 320
Omaha, NE 68114-2248
View on Map
(402) 334-7265

Compensation Method: Fee Only
Minimum Investable Assets: $100,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Asset Allocation, Comprehensive Financial Planning, Estate Planning, Insurance Planning, Investment Management, Retirement Income Management

Contact
Andrew C. Simmons, CFP®

Andrew Simmons CPA, P.C.
(402) 946-3084

1611 17th Ave
Central City, NE 68826-1711
View on Map
(402) 946-2710

Compensation Method: None Provided
Minimum Investable Assets: None Provided
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Accounting, Budget Development, Business Succession Planning, Comprehensive Financial Planning, Education Planning, Estate Planning, General Financial Planning

Contact
Terry D. Buskirk, CFP®

Securities America
(308) 995-6051

321 West Ave
PO Box 195
Holdrege, NE 68949-2722
View on Map
(308) 995-2205

Compensation Method: Commission and Fee
Minimum Investable Assets: $100,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Contact
Jeffry Jay Phillips, CFP®

LPL Financial
(402) 372-4900

116 N Main St
PO Box 77
West Point, NE 68788-1416
View on Map
(402) 372-4900

Compensation Method: Commission and Fee
Minimum Investable Assets: None Provided
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Asset Allocation, Comprehensive Financial Planning, Education Planning, Employee and Employer Plan Benefits, Estate Planning, Insurance Planning, Investment Management

Contact
Ryan S. Hanson, CFP®

UBS Financial Services
(402) 963-2908

1 Valmont Plz Suite #300
UBS Financial Services
Omaha, NE 68154-5256
View on Map
(402) 963-2908

Compensation Method: Commission and Fee
Minimum Investable Assets: $250,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Asset Allocation, Charitable Giving, Comprehensive Financial Planning, Education Planning, Estate Planning, Investment Management, Retirement Income Management

Contact
Robert E Downey, CFP®

Morgan Stanley Smith Barney
(402) 479-1243

1248 O St Ste 1100
Lincoln, NE 68508-1499
View on Map
(402) 479-1243

Compensation Method: Commission and Fee
Minimum Investable Assets: $200,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Comprehensive Financial Planning, Education Planning, Long-Term Care, Retirement Income Management, Retirement Planning, Wealth Management, Young Professionals

Contact
Scott T Cavey, CFP®

Illuminate Financial Group
(402) 393-5900

9290 W Dodge Rd Ste 200
Omaha, NE 68114-3320
View on Map
(402) 393-5900

Compensation Method: Commission and Fee
Minimum Investable Assets: $100,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Asset Allocation, Business Succession Planning, Comprehensive Financial Planning, Education Planning, Employee and Employer Plan Benefits, General Financial Planning, Insurance Planning

Contact
Elizabeth A. Williams, CFP®

Estate & Wealth Planning, Inc.
(402) 331-1429

5753 Mark St
Papillion, NE 68133-2430
View on Map
(402) 331-1429

Compensation Method: Commission and Fee
Minimum Investable Assets: $1,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Asset Allocation, Comprehensive Financial Planning, Investment Management, Long-Term Care, Retirement Income Management, Retirement Planning, Risk Management

  1. 1
  2. 2
  3. 3
  4. 4
  5. 5
  6. 6
  7. 7
  8. 8
  9. 9
  10. Next

    © 2012 Certified Financial Planner Board of Standards, Inc. All Rights Reserved.
    1425 K Street NW #500, Washington, DC 20005 | phone: 800-487-1497 (Toll-Free) / 202-379-2200 | fax: 202-379-2299 | mail@cfpboard.org

     
    X

    We welcome your feedback and invite you to complete a brief 5-question survey to help us improve your experience on CFP.net.

    It's easy to participate and will take less than 2 minutes:

    Click the "Yes" button below to continue your visit on CFP.net as intended. When finished, simply retrieve and complete the questionnaire that will appear in a new browser window.