OLDFATHER FINANCIAL SERVICES
Firm details
- Headquarters
- Kearney, Nebraska
- CRD number
- 339739
- Registered since
- December 1, 2025
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals58.38%
- HNWI30.4%
- Charitable Organizations10.47%
- Corporations / Businesses0.61%
- Pension & Profit Sharing Plans0.14%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Oldfather Financial Services is an independent, individually owned registered investment adviser that began SEC registration in 2025. The firm serves both individual and family clients as well as institutional relationships. Its advisory offerings emphasize financial planning, portfolio management for individuals and small businesses, and pension consulting services. Compensation mixes a percentage-of-assets model with hourly and fixed-fee arrangements, which allows it to bill clients in several ways depending on engagement type. The firm does not identify as an active ESG investor and reports operating within a single state rather than as a multistate adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities63%
- Public Funds/Mutual Funds23%
- Cash & Cash Equivalents10%
- Investment Grade Corp Bonds3%
- Private Funds1%
Contacts
3 of 4WILLIAM OLDFATHER
Founder & PresidentCRD 1958267
Brandi Horacek
Investment Advisor RepresentativeCRD 7437000
TROY BROCKMEIER
Partner, AdvisorCRD 2329736
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Kearney, NE
BUFFALO
Location
Kearney, NE
Headquartered in Kearney, NE, in the Midwest of the United States.
- Region
- Midwest
- County
- BUFFALO
- Address
- 2033 Central Ave
- Time zone
- CT (UTC-6)
- Office locations
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