Wealth Manager
    SEC Registered
    Manages Private Funds

    Oldfather Financial Services

    Registered investment advisor · Kearney, Nebraska · CRD #339739

    Assets Under Management
    $556M
    Client Accounts
    1,231
    Employees
    6
    CRD Number
    339739
    Registration
    SEC Registered

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Oldfather Financial Services

    Founded in 1992, Oldfather Financial Services provides comprehensive financial planning and investment management for individuals and families. Oldfather Financial Services is an SEC Registered Investment Advisor based in Kearney NE. Form CRS · Form ADV Part 2A & 2B. Investment advice offered through ... Oldfather Financial Services is an SEC Registered Investment Advisor based in Kearney NE. Form CRS · Form ADV Part 2A & 2B. Investment advice offered through ...

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Oldfather Financial Services

    Wealthmetrica subscribers see the full picture: verified contacts and emails, quarterly 13F holdings and position changes, private funds, and ADV brochure analysis.

    Frequently Asked Questions

    What is Oldfather Financial Services's AUM?

    Oldfather Financial Services reports approximately $556M in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Oldfather Financial Services headquartered?

    Oldfather Financial Services is headquartered in Kearney, Nebraska.

    What is Oldfather Financial Services's CRD number?

    Oldfather Financial Services's CRD number is 339739. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Oldfather Financial Services manage?

    Oldfather Financial Services manages approximately 1,231 client accounts according to its latest SEC filing.

    Is Oldfather Financial Services SEC registered?

    Yes, Oldfather Financial Services is registered with the SEC as an investment adviser with an approved registration status.

    Similar advisors in Nebraska

    Orion Portfolio Solutions, LLC
    Omaha, NE · $64.8B AUM
    Cwm, LLC
    Omaha, NE · $50.6B AUM
    Ameritas Investment Partners, Inc.
    Lincoln, NE · $29B AUM
    Ameritas Advisory Services, LLC
    Lincoln, NE · $13.7B AUM
    Bridges Investment Management Inc
    Omaha, NE · $11.3B AUM
    Mutual Advisors, LLC
    Omaha, NE · $8.5B AUM
    See all top RIA firms in Nebraska →

    Research firms like Oldfather Financial Services at scale

    Search 43,000+ investment firms and 640,000+ contacts by AUM, custodian, state, and strategy.

    Start Free Trial