1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2OLDFATHER FINANCIAL SERVICES

Map pinKEARNEY, NE
Phone308-237-4571
NotebookSEC #801-135156
Total AUM
$556.3M
Employees
6
Clients
448

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2033 CENTRAL AVE
KEARNEY
NE 68847
United States
Operating Hours
9:00AM TO 5:00PM
Monday - Friday
Phone
308-237-4571

ReceiptFinancials

Total AUM
$556.3M
Accounts
1,231
Discretionary
$542.6M
Accounts
1,191
Non-Discretionary
$13.6M
Accounts
40

ContactClients

View more in analytics →

Individual Clients
405
AUM
$324.8M
HNW Individual Clients
30
AUM
$169.1M
Pension/Profit Sharing Plan Clients
2
AUM
$793K
Charitable Organization Clients
6
AUM
$58.2M
Corporation or Business Clients
5
AUM
$3.4M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
COKSNETX

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account