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 65
Industry experience
1 year
Nathan Despain is a financial advisor at Arkfeld Wealth Strategies, L.L.C. in Omaha, NE, holding a Series 65 designation with one year of industry experience. Prior to joining Arkfeld Wealth Strategies in 2024, he worked at Point Guard Management and Ardent Pest Control. Outside of his advisory role, he is the owner and operator of Omaha 3 LLC, a non-investment related real estate business in Sequim, Washington. Arkfeld Wealth Strategies serves individuals, families, businesses, and retirement plans with portfolio management and financial planning services. The firm uses modern portfolio theory and fundamental security analysis to create globally diversified investment portfolios tailored 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, LLC
2024 - Present (2 years)
Point Guard Management
2022 - 2024 (2 years)
Ardent Pest Control
2020 - 2022 (2 years)
N/a
2012 - 2020 (8 years)
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Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
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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.
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