Free match service | No obligation to hire
Personalized advice for
Portfolio Size of 100K and
above
FINRA/SEC Registered Advisors
Quality: All Advisors undergo strict screening to be part of our match network.
Accuracy: We match you to vetted advisors that closely align with your needs.
Simplicity: Our matching system is free and easy to use and takes less than 5 minutes to complete your request.
Confidentiality: Your privacy is important to us. Your information will only be provided to the advisors matched to you.
Your service helped us connect with Brian who had clients similar to our situation.
Former advisor put our cash in a cookie-cutter investment plan and we wanted to find alternative options...
Susan, a Retired Executive from New York
Personalized advice for portfolio size
of 100K & above
Lincoln, Nebraska, named after President Abraham Lincoln, is the capital of Nebraska and the second most populated city in the state. Lincoln is considered part of the Midwest Silicon Prairie that is also one of the best places for businesses and careers. Latest studies also show that the cost of living is approximately 7% lower than the national average, so working with one of the 820 or more financial advisors in Lincoln, or one of the 1600 advisors in Nebraska, who are knowledgeable of the Nebraska financial state rules and regulations, could prove beneficial. Choosing a financial advisor who you trust with your financial future and who assists you in making the right financial plans and investments may be quite intimidating. At WiserAdvisor, we are able to understand your requirements and match you to a short list of 2-3 screened financial advisors that you can interview to find the one that would best suit your needs. You can also use the directory below to connect with a financial advisor after doing your own research.
We have been in business for the last 2 decades and constantly update and maintain a highly trusted directory of vetted fiduciary advisors that meet rigorous standards. You need a financial advisor who will understand your specific financial situation, and has the relevant financial qualifications in Lincoln, Nebraska.
Lincoln
has
1
WiserAdvisor vetted Financial Planners and Advisors on the online list below for you to
choose from. These financial advisors in
Lincoln,
Nebraska
have an average of
9
years of experience.
NOTE: The list of vetted financial
advisors in
Lincoln,
Nebraska
mentioned below does not include all the advisors in our network due
to their compliance listing restrictions. More vetted advisors may
be available when you use our free match service
to compare financial advisors near you in
Lincoln, Nebraska.
| Financial Advisor | Experience | AUM | Minimum Assets | Fee Structure |
|---|---|---|---|---|
| 9 Years | $37,000,000 | $250,000 | Fee-Based |
Qualifications
CRD# 6382170
Firm CRD# 6413
Series 6, 7, 63, 65
Compensation/Fee Fee-Based, Hourly, Based on Assets
Office Location
5310 S 139th Plz Ste 301,
Omaha,
NE
68137
Phone Number
402-204-4201
Geoffrey J. Hemenway is a Financial Advisor and Financial Planner, in Kaneohe. He joined Hemenway Financial Services, a group of independent advisors registered with LPL Financial, in 2014. In 2020, Geoff purchased Hemenway Financial Services from his late grandfather, Joseph Hemenway. Geoff is passionate about helping individuals and families to plan and work toward their unique goals as they approach and enjoy retirement (or as he likes to call it - Financial Independence). Geoff proudly has a Bachelor of Science degree from Creighton University. He enjoys spending time with his wife, Shannon, and son, Joseph, along with friends and family. He is also a big sports fan and enjoys traveling
Here at Hemenway Financial Services, we hope to help you and your family find a path towards achieving your goals. We do this by working with you to build a comprehensive financial plan or, if needed, individual topic planning. In doing this, we hope to align what's important to you (family, travel, financial independence, charity/community etc.) with how you utilize and how you invest your money. We work mostly with people that are approaching (5-10 years before) and in retirement. We feel that we have a strong history of helping families to plan for this stage in life. We've also helped several of our client's adult children with planning in the different stages of their life. We'd love an opportunity to see if we are a good fit for you and your situation.
Advisory Services Provided:
Financial Planning, Retirement Planning, 401K Rollovers, Wealth Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Investment Advice & Management, Tax Advice and Services, Insurance Products & Annuities
The client testimonials appearing above may not necessarily be representative of all client experiences with WiserAdvisor. You may click on the number of total reviews hyperlinked above to review the entirety of the reviews WiserAdvisor has received. WiserAdvisor did not pay any compensation in consideration of such reviews.
| Firm Name | No. of Advisors | No. of Clients | AUM | Fee Structure |
|---|---|---|---|---|
| 50 | 1982 | $24,871,650,720 | A percentage of AUM, Fixed fees, Other (VARIOUS MORTGAGE LOAN, BRIDGE LOAN AND REAL ESTATE FEES) |
|
| 545 | 39033 | $10,289,301,520 | A percentage of AUM, Hourly charges, Fixed fees, Other (SOLICITOR FEES) |
|
| 14 | 2126 | $3,311,270,399 | A percentage of AUM, Other (FLAT FEE FOR FINANCIAL PLANS FOR NON-AUM CLIENT) |
|
| 3 | 9 | $3,273,838,712 | A percentage of AUM, Performance Based |
|
| 9 | 1131 | $644,332,628 | A percentage of AUM, Hourly charges, Fixed fees |
|
| 11 | 1119 | $516,613,791 | A percentage of AUM, Hourly charges, Fixed fees |
|
| 8 | 715 | $386,182,129 | A percentage of AUM, Hourly charges, Fixed fees |
|
| 10 | 324 | $375,178,791 | A percentage of AUM, Hourly charges, Fixed fees |
|
| 12 | 1682 | $326,862,915 | A percentage of AUM, Hourly charges, Fixed fees |
|
| 8 | 1490 | $296,326,030 | A percentage of AUM, Hourly charges |
|
| 4 | 584 | $201,222,368 | A percentage of AUM |
|
| 350 | 189 | $62,134,830 | Other (THIRD PARTY ADVISORY FEES) |
Financial advisors help their client by providing financial advice and strategy to build wealth and eliminate risk. They assess the client's risk appetite, their unique needs and requirements, their short-term and long-term goals and guide them towards adopting the right financial plan, retirement plan, estate plan or education plan etc. as necessary. Learn more about the roles & benefits of a financial advisor.
Financial advisors strategize financial planning and help you make the right decision about your investments. They weigh the pros and cons, and are abreast with the latest industry updates regarding tax issues and investment vehicles. These valuable insights guide you to make investments that meet your financial requirements and goals such as buying a house, education, having a baby or securing your retirement. Learn more about the cost of a financial advisor?.
A financial advisor is any person who helps their client manage their money by giving valuable investment insights to help financial decision making. A financial planner is also a financial advisor but specializes in creating comprehensive plans for their clients to match their specific goals. Learn more about financial advisor vs financial planner: Who do you need?
A financial advisor can help you manage your finances especially when you don't have the time to do it yourself or when there are major changes in your life, such as getting married or having a baby. Even if you've managed your investment on your own, the best financial planners can vet your plan and assess it from a different perspective, to add surety to your decisions. Learn more about the best time to hire a financial advisor.
While choosing a financial planner to help you with your investment decisions, it's important to do some spadework. Meet different consultants and compare and contrast their advice. Pick up clues that demonstrate their experience and integrity. It is also important to verify the credentials of an independent financial planner before making a decision. Read the guide on choosing the best financial advisor.
Finding the right person or a financial advisory firm to help with your retirement planning might take some effort, but the effort is worth it. Financial advisors might have different specializations, look for one who has had past experience in retirement planning. Also, this could translate to a long - term relationship, so it's important to find someone whom you like, trust and respect. Read here the importance of retirement planning.
A fiduciary is any person or firm who acts on behalf of another individual or firm to manage their assets. Fiduciary financial advisors provide their client the highest quality of care while maintaining 'good faith', meaning they wouldn't act in favor of anyone else's interests, including their own. The best way to be certain that a financial advisor is a fiduciary is to simply ask. Learn more about what is a fiduciary financial advisor.
