Brokerage Specialists

Overview

Brokerage Specialists is a Nebraska-registered corporate advisory practice owned by an individual principal. The firm provides financial planning and portfolio management for individuals and small businesses, and it offers services that include selecting third‑party advisers, publishing periodicals or newsletters, and running educational seminars and workshops. Brokerage Specialists bills clients using a mix of percentage‑of‑AUM fees, hourly charges, and other fee arrangements. The firm is identified as a capital allocator and maintains an industry affiliation with an insurance company. It does not identify as an active ESG investor and is not structured as a multi‑state adviser.

Investments & Alternatives

Location & Offices