Adviser Profile
| As of Date | 06/17/2026 |
| Registration | SEC, Approved, 05/15/2025 |
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| Former registrations | |
| ADV Location | OMAHA, NE, United States |
| Contact Info | (40 xxxxxxx |
| Websites |
| AUM* | 171,618,658 55% |
| of that, discretionary | 144,381,905 100% |
| Number of Employees | 2 -33% |
| of those in investment advisory functions | 2 -33% |
| Private Fund GAV* | 0 |
| Avg Account Size | 501,809 26% |
| % High Net Worth | 45.88% 36% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
- Large advisory firm
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Compensation Arrangments
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Reported AUM
144M
124M
103M
83M
62M
41M
21M
2025
2026
Private Funds
No private funds