Chartered Financial Analysts pass three rigorous exams focused on investment analysis and portfolio management.
Lawson Kroeker Investment Management
Top 6% by experience in Omaha
CFAFiduciary
Pflug Koory
35yrs
Thomas PflugFinancial advisor
11312 'Q' Street
Omaha, NE 68137
Top 7% by experience in Omaha
CFA
Avior Wealth Management
35yrs
Mary CampionFinancial advisor
14301 First National Bank Parkway Suite 410
Omaha, NE 68154
Top 7% by experience in Omaha
CFA
Avior Wealth Management
34yrs
Andrea McMahonFinancial advisor
14301 First National Bank Parkway Suite 410
Omaha, NE 68154
Top 8% by experience in Omaha
CFAFiduciary
Oldfather Financial Services
Top 9% by experience in Nebraska
CFA
Lawson Kroeker Investment Management
33yrs
Thomas SudykaFinancial advisor
1926 S. 67th Street Suite 201
Omaha, NE 68106
Top 9% by experience in Omaha
CFAFiduciary
Cambridge Advisors
33yrs
Lori LiffringFinancial advisor
17330 Wright Street Suite 205
Omaha, NE 68130
Top 10% by experience in Omaha
CFAFiduciary
Tributary Capital Management
31yrs
Mark WynegarFinancial advisor
1601 Dodge Street Stop 3399
Omaha, NE 68197
Top advisor by experience at Tributary Capital Management
CFAFiduciaryFee-only firm
First National Advisers
31yrs
John SmithFinancial advisor
14010 FNB Parkway Suite 200
Omaha, NE 68154
Top 7% by experience at First National Advisers
CFA
America First Investment Advisors
31yrs
Eric BallFinancial advisor
10050 Regency Circle Suite 515
Omaha, NE 68114
Top advisor by experience at America First Investment Advisors
CFA
First National Advisers
30yrs
David CraftFinancial advisor
14010 FNB Parkway Suite 200
Omaha, NE 68154
Top 10% by experience at First National Advisers
CFA
Bridges Investment Management
30yrs
Douglas PlahnFinancial advisor
13333 California St Suite 500
Omaha, NE 68154
Top 10% by experience at Bridges Investment Management
CFAFiduciary
America First Investment Advisors
29yrs
Barry DunawayFinancial advisor
10050 Regency Circle, Suite 515
Omaha, NE 68114
Top 16% by experience in Omaha
CFA
Prodigy Asset Management
29yrs
Todd TrautmanFinancial advisor
13710 FNB Parkway, Suite 205
Omaha, NE 68154
Top advisor by experience at Prodigy Asset Management
CFACFP®Fiduciary
CWM
29yrs
Curtis GrossFinancial advisor
14600 Branch St.
Omaha, NE 68154
Top 16% by experience at CWM
CFAFiduciary
Pittenger & Anderson
28yrs
Daniel FrostFinancial advisor
5533 S. 27th Street Suite 201
Lincoln, NE 68512
Top 19% by experience in Nebraska
CFACFP®
Wealthplan Investment Management
Top 24% by experience at Wealthplan Investment Management
CFAFiduciary
Orion Portfolio Solutions
Top 12% by experience at Orion Portfolio Solutions
CFAFiduciary
Private Wealth Asset Management
26yrs
Brett HalleyFinancial advisor
1100 Capitol Avenue Suite 200
Omaha, NE 68102
Top 23% by experience at Private Wealth Asset Management
CFAFiduciary
Bridges Investment Management
26yrs
Brett CarsonFinancial advisor
13333 California St Suite 500
Omaha, NE 68154
Top 16% by experience at Bridges Investment Management
CFAFiduciary
First National Advisers
25yrs
Stacy AumanFinancial advisor
14010 FNB Parkway Suite 200
Omaha, NE 68154
Top 17% by experience at First National Advisers
CFAFiduciary
Transamerica Financial Advisors
Top 23% by experience at Transamerica Financial Advisors
CFAFiduciary
Prodigy Asset Management
24yrs
Philip RudenFinancial advisor
13710 FNB Parkway, Suite 205
Omaha, NE 68154
More experience than 72% of advisors in Omaha
CFAFee-only firm
Prodigy Asset Management
More experience than 72% of advisors in Omaha
CFAFee-only firm