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
Tristan Thoms is a financial advisor at Arkfeld Wealth Strategies, L.L.C. in Omaha, NE. He holds a Series 65 designation and has experience working at Bankers Life and Casualty, TD Ameritrade, and other firms prior to joining Arkfeld. Outside of finance, he previously operated a small landscaping business. Arkfeld Wealth Strategies serves individuals, families, businesses, and retirement plans with portfolio management, financial planning, and retirement plan advisory services. The firm uses a globally diversified investment approach guided by modern portfolio theory and fundamental 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
Arkfeld Wealth Strategies, LLC
2024 - Present (2 years)
Bankers Life and Casualty
2024 - 2024 (1 year)
Not Employed
2023 - 2024 (1 year)
TD Ameritrade
2020 - 2023 (3 years)
Not Employed
2020 - 2020 (1 year)
Triage Staffing
2020 - 2020 (1 year)
Titan Medical
2019 - 2020 (1 year)
Verified Seats
2019 - 2019 (1 year)
Metropolitan Utilities District
2017 - 2017 (1 year)
Scheels Sporting Goods
2016 - 2019 (3 years)
Lawns by Thoms
2015 - 2018 (3 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.
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