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William Alan Oldfather

OLDFATHER FINANCIAL SERVICES LLC·KEARNEY, Nebraska
Clean recordOLDFATHER FINANCIAL SERVICES LLC
2033 CENTRAL AVENUE, KEARNEY, NE 68847CRD# 1958267Firm CRD# 112505

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
William Alan Oldfather · KEARNEY, NE
Registration
CRD #1958267 · OLDFATHER FINANCIAL SERVICES LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

William Alan Oldfather is a registered financial advisor based in KEARNEY, Nebraska, affiliated with OLDFATHER FINANCIAL SERVICES LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
OLDFATHER FINANCIAL SERVICES LLC
OLDFATHER FINANCIAL SERVICES LLC
AUM
$392M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at OLDFATHER FINANCIAL SERVICES LLC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 1958267
Firm CRD# 112505
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does William Alan Oldfather offer?
William Alan Oldfather specializes in Financial Planning, Investment Management. Contact their office in KEARNEY, Nebraska for a consultation.
What are William Alan Oldfather's credentials?
William Alan Oldfather is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is William Alan Oldfather located?
William Alan Oldfather is based in KEARNEY, Nebraska, working with OLDFATHER FINANCIAL SERVICES LLC. Their office serves clients in the KEARNEY metropolitan area and surrounding communities.
How does William Alan Oldfather charge for services?
William Alan Oldfather's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is OLDFATHER FINANCIAL SERVICES LLC?
OLDFATHER FINANCIAL SERVICES LLC has approximately 3 employees and manages $392M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Research
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