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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
Dale E. Christenson, CFP®

UBS Financial Services Inc
(402) 963-2928

1 Valmont Plz
Fl 3
Omaha, NE 68154-5214
View on Map
(402) 963-2928

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

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

Specialties: Retirement Planning

Contact
Stacy R. Priebe, CFP®

AmFirst Investments
(308) 345-1555

602 West B Street
McCook, NE 69001-3539
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(308) 345-1555

Compensation Method: Commission and Fee
Minimum Investable Assets: $1,000
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
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(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
Stephen Andrew Burt, CFP®

UBS
(402) 328-2079

5800 Hidcote Dr Ste 200
Lincoln, NE 68516-5537
View on Map
(402) 328-2079

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

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

Contact
Cory R. Libis, CFP®

American National Bank/Securities America
(402) 898-1467

3707 N 144th St
Omaha, NE 68116-4201
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(402) 898-1467

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

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

Contact
Jerome P. Bonnett, CFP®

Bonnett Financial Services, Inc.
(402) 556-8858

14710 W Dodge Rd Ste 203
Omaha, NE 68154-2027
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(402) 556-8858

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

Contact
John Neil Thompson, CFP®

Summit Investment Partners
(402) 467-6932

5900 O St
Lincoln, NE 68510-2234
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(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
Joseph Ryan Hefflinger, CFP®

SilverStone Group
(402) 680-5392

11516 Miracle Hills Dr Ste 100
Omaha, NE 68154-4473
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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
Cindy S. Bojanski, CFP®

Pinnacle Bank
(402) 941-8606

99 W 6th St
Fremont, NE 68025-4955
View on Map
(402) 941-8606

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

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

Specialties: Estate Planning, Special Needs Planning

Contact
Mark J Allen, CFP®

Allen Capital Group, LLC
(308) 385-1500

3032 W Stolley Park Rd
Grand Island, NE 68801-3203
View on Map
(308) 385-1500

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, Estate Planning, Investment Management, Retirement Planning, Tax Planning

Contact
Paul Folkers, CFP®

(402) 571-1505

7216 Graceland Dr
Omaha, NE 68134-4461
View on Map
(402) 571-1505

Compensation Method: Commission and Fee
Minimum Investable Assets: $10,000
Languages: English

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

Specialties: Estate Planning, General Financial Planning, Insurance Planning, Investment Planning, Retirement Planning, Small Business Planning

Contact
Michael Egermier, 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, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Divorce Issues, Education Planning, Elder Care

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
Barbara J. Fajen, CFP®

Seim Johnson, LLP
(402) 571-4406

18081 Burt St Ste 200
Elkhorn, NE 68022-4722
View on Map
(402) 330-2660

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

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

Specialties: Accounting, General Financial Planning, Investment Management, Planning for Couples, Retirement Income Management, Retirement Planning, Small Business Planning

Contact
Randolph A. McAlpine, CFP®

North Channel Capital, LLC
(402) 421-6500

5550 S 59th St Ste 26
Lincoln, NE 68516-2398
View on Map
(402) 421-6500

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, Divorce Issues, Education Planning, Employee and Employer Plan Benefits

Contact
Matthew Buckwalter, CFP®

MJB Financial Planning, LLC
(402) 817-0914

1520 S 70th St Ste 106
Lincoln, NE 68506-1566
View on Map
(402) 817-0914

12020 Shamrock Plz Ste 200
Omaha, NE 68154-3537
View on Map
(402) 817-0914

Compensation Method: Fee Only
Minimum Investable Assets: $0
Languages: English

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

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

Contact
Debra L. Cirksena, CFP®

Ameriprise Financial Services,
(402) 441-4141

5950 Vandervoort Dr Ste C
Lincoln, NE 68516-2373
View on Map
(402) 441-4141

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
Steven R. Tonkin, CFP®

Woodbury Financial
(402) 483-6661

5625 O St Ste 2
Lincoln, NE 68510-2133
View on Map
(402) 483-6661

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

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

Specialties: Asset Allocation, Charitable Giving, Education Planning, Estate Planning, General Financial Planning, Insurance Planning, Retirement Income Management

Contact
Richard T. Lipprand, CFP®

OCI Solutions, LLC
(402) 697-5630

17445 Arbor St.
Suite 310
Omaha, NE 68130-4645
View on Map
(402) 697-5630

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: Retirement Planning

Contact
Jerry C. Meyerle, CFP®

UBS Financial Services
(402) 328-4515

5800 Hidcote Dr Ste 200
Lincoln, NE 68516-5537
View on Map
(402) 328-4515

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

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

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