Oldfather Financial Services
Firm details
- Headquarters
- Kearney, Nebraska
- CRD number
- 339739
- Registered since
- December 1, 2025
- Website
- www.oldfatherfinancial.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals58.38%
- HNWI30.4%
- Charitable Organizations10.47%
- Corporations / Businesses0.61%
- Pension & Profit Sharing Plans0.14%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Oldfather Financial Services is an independent RIA organized as an LLC and registered with the SEC in 2025. The firm serves both individual/family and institutional clients and lists financial planning, portfolio management for individuals and small businesses, and pension consulting among its advisory activities. Its owner structure is individual ownership. Fee arrangements include a percentage of AUM as well as hourly and fixed-fee engagements. The firm does not position itself as a capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities63%
- Public Funds/Mutual Funds23%
- Cash & Cash Equivalents10%
- Investment Grade Corp Bonds3%
- Private Funds1%
Contacts
3 of 4
Troy Brockmeier
Partner, AdvisorCRD 2329736
William Oldfather
Founder & PresidentCRD 1958267
Tristan Crook
AdvisorCRD 6860338
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Kearney, NE
Buffalo
Location
Kearney, NE
Headquartered in Kearney, NE, in the Midwest of the United States.
- Region
- Midwest
- County
- Buffalo
- Address
- 2033 Central Ave
- Time zone
- CT (UTC-6)
- Office locations
Similar firms
Stonebridge Wealth Systems LLC
RIAKearney, NE
Prairie Wealth Advisors, Inc.
RIAOmaha, NE
Arkfeld Wealth Strategies, L.L.C.
RIAOmaha, NE
Sequent Planning, LLC
RIAOmaha, NE
Flagstone Financial Management, LLC
RIALincoln, NE
America First Investment Advisors LLC
RIAOmaha, NE