Advisors at this firm
Tristan C
CFP®, Series 66
Kearney, NE
Oldfather Financial Services
Tristan Crook is a CFP® with five years of industry experience, currently serving at Oldfather Financial Services in Kearney, NE. His prior experience includes roles at Ameriprise, 308 Financial, LLC, and Barney Financial Services. Oldfather Financial Services works with individual and high-net-worth clients, as well as retirement plans, trusts, foundations, and businesses, providing investment management, financial planning, and retirement-plan consulting. The firm employs a modern portfolio theory-based approach, using diversified portfolios managed through model allocations and a core-and-satellite framework.
Troy B
CFA®, Series 63
Kearney, NE
Oldfather Financial Services
Troy Brockmeier is a CFA® charterholder with 15 years of industry experience, currently serving as an advisor at Oldfather Financial Services. He has been with the firm and its related entities since 2015 and also works as an adjunct professor at the University of Nebraska Kearney, where he teaches Personal Money Management. Oldfather Financial Services serves individual and high-net-worth clients, as well as retirement plans, trusts, foundations, and businesses, offering investment management, financial planning, and retirement-plan consulting. The firm employs a modern portfolio theory-based approach, focusing on broadly diversified, market-based portfolios managed through model allocations and a core-and-satellite framework.
William O
Series 63, Series 65
Kearney, NE
Oldfather Financial Services
William Oldfather is a financial advisor at Oldfather Financial Services with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has been associated with Oldfather Financial Services and its affiliated entities since 1992. Oldfather Financial Services serves individual and high-net-worth clients, as well as retirement plans, trusts, foundations, and businesses. The firm provides investment management, financial planning, and retirement-plan consulting, employing a strategy grounded in modern portfolio theory and a core-and-satellite framework with broadly diversified, market-based portfolios.
Brandi H
Series 65
Kearney, NE
Oldfather Financial Services
Brandi Horacek is a financial advisor at Oldfather Financial Services with four years of industry experience. She holds a Series 65 designation and has previously worked at Valley Medical Management Services and Quill Quest Books. Oldfather Financial Services serves individual and high-net-worth clients, as well as retirement plans, trusts, foundations, and businesses, offering investment management, financial planning, and retirement-plan consulting. The firm employs a modern portfolio theory-based approach with diversified, market-based portfolios managed through model allocations and a core-and-satellite framework.
