Sign in Sign up for free

William A. Oldfather (Kearney)


William A. Oldfather is a large advisory firm based in Kearney. It manages $35.79 million of regulatory assets for 212 client accounts. It has been registered with the SEC as an adviser since 2008 and has operated in the jurisdiction of Nebraska.

Logo



William A. Oldfather provides financial planning services, portfolio management for individuals and small businesses, and portfolio management for businesses and institutional clients. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

William A. Oldfather: assets under management

The assets under management (AUM) of William A. Oldfather is $35.79 million. The company doesn't manage any assets belonging to foreign clients.


The firm manages $34.23 million in discretionary accounts and $1.56 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $176.45 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $86.56 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay William A. Oldfather for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Kearney

The principal office where William A. Oldfather performs its advisory services is located at 2033 Central Avenue, Kearney, NE 68848 1775 The mailing address of the firm is P.O Box 1775, Kearney, NE 68848 1775. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 308-237-4571 or by fax 308-237-7679. The normal business hours are 9:00am to 5:00pm on Monday - Friday. You can find more information about the New York firm at www.oldfatherfinancial.com.


Registered investment advisers similar to William A. Oldfather