NE · Kearney

Fiduciary advisors in Kearney, NE

2 advisors with offices in Kearney. Credentials, fee structures, and minimums are disclosed on each listing.

2 listed Low coverage · not indexed

2 results in Kearney

Five Points Financial Services

Kearney, Nebraska

Five Points Financial Services in Kearney, Nebraska provides financial planning and investment management services through a fiduciary advisory program with no conflicting financial interests in security selection. The firm emphasizes a structured investment process that includes goal identification, strategy development, policy documentation, and ongoing portfolio monitoring, utilizing a team approach and access to institutional-class fund costs through TD Ameritrade Institutional. The advisors hold professional certifications recognized for competence and ethical standards in financial planning and commitment to client-focused wealth management.

View details

Stonebridge Wealth Systems, LLC

Kearney, Nebraska

Estate Planning Retirement Planning

Stonebridge Wealth Systems, LLC is an SEC-registered investment advisor in Kearney, Nebraska offering investment management, retirement planning, and estate planning services. The firm was founded by former corporate advisors and employs a process called the Retirement Compass to develop personalized financial plans with attention to tax efficiency. Investment advisory services are provided through Stonebridge Wealth Systems, LLC, while insurance products are offered separately through individually licensed agents. The firm participates in training programs with Ed Slott and Company and the Dave Ramsey SmartVestor network.

View details

Financial advisors in Kearney, Nebraska

Advisors serving Kearney specialize in a range of services — retirement planning, tax strategy, estate planning, and investment management among them. Local practice context (Nebraska's tax climate, industry concentration, and cost of living) shapes which specialties are most common; each listing discloses its focus.

Before hiring any advisor, verify their registration on FINRA BrokerCheck or the SEC IAPD, confirm fiduciary status in writing, and review the Form ADV Part 2A (the plain-English fee brochure). We link to both regulators from every advisor detail page.

Back to all Nebraska advisors