Overview
Assets Under Management: $459 million
Headquarters: KEARNEY, NE
High-Net-Worth Clients: 28
Average Client Assets: $5 million
Frequently Asked Questions
OLDFATHER FINANCIAL SERVICES LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #112505), OLDFATHER FINANCIAL SERVICES LLC is subject to fiduciary duty under federal law.
OLDFATHER FINANCIAL SERVICES LLC is headquartered in KEARNEY, NE.
OLDFATHER FINANCIAL SERVICES LLC serves 28 high-net-worth clients according to their SEC filing dated March 12, 2025. View client details ↓
According to their SEC Form ADV, OLDFATHER FINANCIAL SERVICES LLC offers financial planning, portfolio management for individuals, and pension consulting services. View all service details ↓
OLDFATHER FINANCIAL SERVICES LLC manages $459 million in client assets according to their SEC filing dated March 12, 2025.
According to their SEC Form ADV, OLDFATHER FINANCIAL SERVICES LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 28
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 30.33
Average High-Net-Worth Client Assets: $5 million
Total Client Accounts: 1,125
Discretionary Accounts: 1,070
Non-Discretionary Accounts: 55
Regulatory Filings
CRD Number: 112505
Filing ID: 1956506
Last Filing Date: 2025-03-12 14:17:00
Website: https://oldfatherfinancial.com