Andrew
Arkfeld

Arkfeld Wealth Strategies, L.L.C

CRD#2767128
Investment Advisor
in Omaha, NE

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About this Advisor

Andrew Arkfeld is a financial advisor based in Omaha, Nebraska, working with Arkfeld Wealth Strategies, L.L.C. Andrew has previously held positions at Wells Fargo Advisors Financial Network, LLC and Arkfeld Wealth Strategies, L.L.C. Andrew has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Nebraska and Texas. Currently, Andrew is part of Arkfeld Wealth Strategies, L.L.C, which operates out of Omaha, Nebraska. The firm has 8 employees and manages assets totaling $392.1 million. The firm serves high-net-worth clients and offers services including financial planning services, portfolio management for individuals and small businesses, and pension consulting services. The fee structure at Arkfeld Wealth Strategies, L.L.C includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

3512 N. 163Rd Plaza
Omaha, NE 68116

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Arkfeld Wealth Strategies, L.L.C Brokerage Details

Total Assets Under Management

$392,086,100

NE Average: $1,978,216,465
Total Number of Employees

8

NE Average: 226
Total Number of Accounts

1,817

NE Average: 7,467
Average Account Size

$215,788

NE Average: $264,928

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services

Andrew Arkfeld Work History

2018 - Present (6 years)

Arkfeld Wealth Strategies, L.L.C

2012 - Present (12 years)

Wells Fargo Advisors Financial Network, LLC

Disclosures

Please visit the SEC profile of Andrew Arkfeld to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Arkfeld Wealth Strategies, L.L.C

Dallin Despain
Omaha, NE
Erin Kinney
Omaha, NE
Nathan Despain
Omaha, NE
Andrew Arkfeld
Omaha, NE
Jason Wolff
Omaha, NE

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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