Teckmeyer Financial Services, L.L.C.

Broker-DealerFINRA Member

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 organized as an LLC that serves both individual/family and institutional clients. The firm operates as a broker-dealer, a registered representative of a broker-dealer, and an insurance broker, and it offers financial planning, portfolio management for individuals, small businesses and institutions, pension consulting, and the selection of other advisers. The firm acts as a capital allocator for client portfolios and charges a mix of percentage-of-AUM, hourly, and fixed fees. Teckmeyer is state-registered in Iowa and Nebraska and does not identify as an active ESG investor.