Advisor at Arkfeld Wealth Strategies, L.L.C.
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Firm
Arkfeld Wealth Strategies, L.L.C.
Location
Omaha, NE 68116
Credentials
Series 63, Series 66
Industry experience
29 years
Andrew Arkfeld is a financial advisor with Arkfeld Wealth Strategies, L.L.C. in Omaha, Nebraska, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. He has been with Arkfeld Wealth Strategies since 2018 and has also worked at Wells Fargo Advisors since 2012. Outside of advising, he is involved in several non-investment related ventures including a farming business and a salon. Arkfeld Wealth Strategies serves individuals, families, businesses, and retirement plans by providing discretionary and non-discretionary portfolio management, financial planning, and retirement plan advisory services. The firm employs a globally diversified investment approach based on modern portfolio theory, incorporating fundamental security analysis and economic cycle assessment.
Based on Arkfeld Wealth Strategies, L.L.C.
Financial planning services charged at fixed fees quoted in advance, based on complexity
Insurance products placed through associated persons may generate standard and customary insurance commissions
Minimum fee: Minimum of $500 annually for investment management services; Minimum of $1,000 annually per plan for retirement plan services Fee-only: Advisory services fees generally range from 0.25% to 2.00%, fixed fees for financial planning quoted in advance based on complexity, negotiable
3512 N. 163 Rd Plaza
Omaha, NE 68116
Nebraska · Texas
Arkfeld Wealth Strategies, L.L.C.
2018 - Present (8 years)
Wells Fargo Advisors
2012 - Present (14 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 65
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