TECKMEYER FINANCIAL SERVICES, L.L.C.

Broker-DealerFINRA MemberEst. 1996

Total AUM

$51.6M

Discretionary

0% of AUM

Accounts

Employees

Advisory reps

Brokerage reps

Firm details

Headquarters: OMAHA, Nebraska
CRD number: 39000
Registered since: January 10, 1996
Website: teckmeyerfinancial.com
Custodians: RBC CAPITAL MARKETS, LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI82.33%
Individuals16.13%
Corporations / Businesses1.26%
Charitable Organizations0.28%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Teckmeyer Financial Services, L.L.C. is an independent broker-dealer and registered representative firm that combines brokerage, insurance intermediation, and fee-based advisory work. Founded and SEC-registered in 1996 and organized as an LLC under individual ownership, the firm serves both individual and family clients as well as institutional accounts. Its advisory menu includes financial planning, discretionary and non-discretionary portfolio management for individuals, small businesses and institutions, pension consulting, and the selection of third‑party advisers. Teckmeyer charges a mix of percentage-of-AUM, hourly, and fixed fees and also operates as a capital allocator that places client capital with external managers. The firm does not present itself as an active ESG investor and is not a multi-state adviser.