Financial ADVSR advisor directory · SEC adviser records
CFA financial advisors in Omaha, NE
Every SEC-registered financial advisor at a firm office in Omaha who lists the Chartered Financial Analyst designation, A to Z.
74 CFA charterholders work in Omaha; the most are at Orion Portfolio Solutions, LLC (18). 13 are also registered broker representatives.
CFA advisors in Omaha, A to Z
Every advisor in Omaha →- Ryan T. AldermanOrion Portfolio Solutions, LLC · Chartered Financial Analyst
- Gregory AllisonOrion Portfolio Solutions, LLC · Chartered Financial Analyst
- Stacy A. AumanFirst National Advisers, LLC · Chartered Financial Analyst
- Eric M. BallAmerica First Investment Advisors LLC · Chartered Financial Analyst
- Matthew W. BarnesIronvine Capital Partners, LLC · Chartered Financial Analyst
- Brett A. BeckerBridges Investment Management Inc. · Chartered Financial Analyst
- Zachary J. BereznakOrion Portfolio Solutions, LLC · Chartered Financial Analyst
- McBee N. Butcher Jr.Orion Portfolio Solutions, LLC · Certified Financial Planner, Chartered Financial Analyst
- Mary K. CampionAvior Wealth Management, LLC · Chartered Financial Analyst
- Brett D. CarsonBridges Investment Management Inc. · Chartered Financial Analyst
- Matthew J. ChrismanMutual Of Omaha Investor Services, Inc. · Chartered Financial Analyst
- Chad C. ClauserLawson Kroeker Investment Management Inc. · Chartered Financial Analyst
- David H. CraftFirst National Advisers, LLC · Chartered Financial Analyst
- Yulia DanceCwm, LLC · Certified Financial Planner, Chartered Financial Analyst
- John W. DarwinBridges Investment Management Inc. · Chartered Financial Analyst
- Emily S. DoakCharles Schwab & Co., Inc. · Chartered Financial Analyst
- Barry W. DunawayAmerica First Investment Advisors LLC · Chartered Financial Analyst
- Dylan DwyerOrion Portfolio Solutions, LLC · Certified Financial Planner, Chartered Financial Analyst
- Michael J. EglsederProdigy Asset Management LLC · Chartered Financial Analyst
- Grant EngelbartCarson Group Investing · Chartered Financial Analyst
- Andrew V. FrahmFirst National Advisers, LLC · Certified Financial Planner, Chartered Financial Analyst
- William F. GirtonOrion Portfolio Solutions, LLC · Chartered Financial Analyst
- Michael A. HaddenWells Fargo Advisors Financial Network, LLC · Chartered Financial Analyst
- Marc A. HaiarTransamerica Financial Advisors, LLC · Chartered Financial Analyst
- Conan J. HeelanTributary Capital Management, LLC · Chartered Financial Analyst
- Aaron C. HilgemannBazis Private Wealth, LLC · Chartered Financial Analyst
- John M. Hoffman Jr.Orion Portfolio Solutions, LLC · Chartered Financial Analyst
- Jack J. HolmesBridges Investment Management Inc. · Chartered Financial Analyst
- Joshua R. JenkinsLutz Financial · Chartered Financial Analyst
- Michael L. JohnsonTributary Capital Management, LLC · Chartered Financial Analyst
- Alec M. JohnstonLutz Financial · Chartered Financial Analyst
- Ryan M. KarchOrion Portfolio Solutions, LLC · Chartered Financial Analyst
- Robert KellerOrion Portfolio Solutions, LLC · Chartered Financial Analyst
- Ken KeyaniStevens Capital Partners · Chartered Financial Analyst
- Gregory KingOrion Portfolio Solutions, LLC · Chartered Financial Analyst
- Marcia A. KooryPflug Koory, LLC · Chartered Financial Analyst
- Karina L. KovalcikOrion Portfolio Solutions, LLC · Chartered Financial Analyst
- Nicole L. KramerOrion Portfolio Solutions, LLC · Chartered Financial Analyst
- Lori L. LiffringCambridge Advisors Inc. · Chartered Financial Analyst
- Luke T. MaddoxCetera Investment Advisers LLC · Certified Financial Planner, Chartered Financial Analyst
- Shruthi ManjunathFirst National Advisers, LLC · Chartered Financial Analyst
- Andrea P. McMahonAvior Wealth Management, LLC · Chartered Financial Analyst
- Patrick J. MichaelRBC Capital Markets, LLC · Chartered Financial Analyst
- Sarah F. MurrayBridges Investment Management Inc. · Chartered Financial Analyst
- Nicholas J. NevoleTributary Capital Management, LLC · Chartered Financial Analyst
- Gunnar E. OlafsonFairway Asset Management, LLC · Chartered Financial Analyst
- Arnaldo J. Ovalles DominguezProdigy Asset Management LLC · Chartered Financial Analyst
- David G. ParkinsonCwm, LLC · Chartered Financial Analyst
- Thomas F. PflugPflug Koory, LLC · Chartered Financial Analyst
- Douglas R. PlahnBridges Investment Management Inc. · Chartered Financial Analyst
- Daniel M. PodpeskarBridges Investment Management Inc. · Chartered Financial Analyst
- Ronald E. PruittOrion Portfolio Solutions, LLC · Chartered Financial Analyst
- Connor W. PugnoBridges Investment Management Inc. · Chartered Financial Analyst
- Patrick T. RaynorCreative Planning Institutional Advisors, LLC · Chartered Financial Analyst
- Sarah RobakD.A. Davidson & Co. · Certified Financial Planner, Chartered Financial Analyst
- Christopher J. RomanoOrion Portfolio Solutions, LLC · Chartered Financial Analyst
- Mili RosenOrion Portfolio Solutions, LLC · Chartered Financial Analyst
- David RosenblumOrion Portfolio Solutions, LLC · Certified Financial Planner, Chartered Financial Analyst
- Eric T. RudenIronvine Capital Partners, LLC · Chartered Financial Analyst
- Philip J. RudenProdigy Asset Management LLC · Chartered Financial Analyst
- Jamie S. RyanOrion Portfolio Solutions, LLC · Chartered Financial Analyst
- Craig M. SallFirst National Advisers, LLC · Chartered Financial Analyst
- Jennifer J. SchenkelbergSchenkelberg Investments, LLC · Chartered Financial Analyst
- Tyler R. SchlumpfPrivate Wealth Asset Management · Chartered Financial Analyst
- Frank M. StallaVesteer Wealth Management, LLC · Chartered Financial Analyst
- Brian P. StoreyOrion Portfolio Solutions, LLC · Chartered Financial Analyst
- Thomas J. Sudyka Jr.Lawson Kroeker Investment Management Inc. · Chartered Financial Analyst
- Scott SummersFirst National Advisers, LLC · Chartered Financial Analyst
- Todd R. TrautmanProdigy Asset Management LLC · Certified Financial Planner, Chartered Financial Analyst
- Bruce H. Van KootenLawson Kroeker Investment Management Inc. · Chartered Financial Analyst
- Debra M. WilkensPrivate Wealth Asset Management · Chartered Financial Analyst
- Jason A. WilliamsLongview Investment Management LLC · Chartered Financial Analyst
- Nicholas A. WilwerdingBridges Investment Management Inc. · Chartered Financial Analyst
- Mark A. WynegarTributary Capital Management, LLC · Chartered Financial Analyst
Firms with the most CFA charterholders in Omaha
Orion Portfolio Solutions, LLC 18Bridges Investment Management Inc. 9First National Advisers, LLC 6Prodigy Asset Management LLC 4Tributary Capital Management, LLC 4Cwm, LLC 3Lawson Kroeker Investment Management Inc. 3America First Investment Advisors LLC 2Avior Wealth Management, LLC 2Ironvine Capital Partners, LLC 2Lutz Financial 2Pflug Koory, LLC 2Private Wealth Asset Management 2Bazis Private Wealth, LLC 1Cambridge Advisors Inc. 1
CFA advisors in other Nebraska cities
All of Nebraska →Questions
How many CFA financial advisors are in Omaha, NE?
74 SEC-registered investment adviser representatives at firm offices in Omaha, Nebraska list the CFA designation; Orion Portfolio Solutions, LLC employs the most of them (18).
What is a CFA?
CFA stands for Chartered Financial Analyst, CFA Institute's charter in investment analysis: three exams and four years of investment experience.
How do I check a CFA in Omaha?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck. Confirm the CFA itself with the body that issues it.
Source: the SEC's Investment Adviser Public Disclosure daily file, which lists the professional designations each investment adviser representative reports. Designations are self-reported to the SEC; confirm a CFA with the issuing body before you rely on it. Broker-only representatives aren't included. Also by designation: CFP professionals and ChFC holders.