Wealth Manager
    SEC Registered

    Oldfather Financial Services LLC

    Registered investment advisor · Kearney, Nebraska · CRD #112505

    Assets Under Management
    $459M
    Client Accounts
    1,125
    Employees
    5
    CRD Number
    112505
    Registration
    SEC Registered
    Custodian
    Charles Schwab & Co., Inc.

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

    About Oldfather Financial Services LLC

    Oldfather Financial Services LLC is a registered investment advisor specializing in fee-only investment management and personal financial counseling. They offer financial planning and portfolio management services for individuals and small businesses. The firm is based in Wilcox, NE.

    Fee Structure

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

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

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    Frequently Asked Questions

    What is Oldfather Financial Services LLC's AUM?

    Oldfather Financial Services LLC reports approximately $459M in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Oldfather Financial Services LLC headquartered?

    Oldfather Financial Services LLC is headquartered in Kearney, Nebraska.

    What is Oldfather Financial Services LLC's CRD number?

    Oldfather Financial Services LLC's CRD number is 112505. 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 LLC manage?

    Oldfather Financial Services LLC manages approximately 1,125 client accounts according to its latest SEC filing.

    Is Oldfather Financial Services LLC SEC registered?

    Yes, Oldfather Financial Services LLC is registered with the SEC as an investment adviser.

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