Advisor at Arkfeld Wealth Strategies, L.L.C.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Arkfeld Wealth Strategies, L.L.C.
Location
Omaha, NE 68116
Credentials
Series 65
Industry experience
5 years
Jason Wolff is a financial advisor at Arkfeld Wealth Strategies, L.L.C. in Omaha, Nebraska, with five years of industry experience. He has been with Arkfeld Wealth Strategies since 2019 and previously worked for over two decades at McKinnis Roofing. Wolff holds a Series 65 designation and also works as an independent insurance agent representing various carriers. Arkfeld Wealth Strategies serves individuals, families, businesses, and retirement plans by offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan advisory services. The firm uses a globally diversified investment approach guided by modern portfolio theory and fundamental security analysis, tailoring strategies to client risk profiles.
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.
2019 - Present (7 years)
McKinnis Roofing
1996 - 2019 (23 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
Omaha, NE
Reserve Wealth Planning
CFP®, Series 66
Papillion, NE
ARC Element Wealth Design
Series 63, Series 65
Gretna, NE
First Class Wealth Management LLC
CFA®, Series 63
Omaha, NE
Longview Investment Management LLC
Series 65
Omaha, NE
Doctors Family Office LLC
Series 63, Series 65
Omaha, NE
Legacy Estate Planning Group, Inc.
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")