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William Alan Oldfather

OLDFATHER FINANCIAL SERVICES LLC·KEARNEY, Nebraska
Series 7, Series 63, Series 65Clean record32 years registeredOLDFATHER 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 · 32 years registered
Brand Profile
Not yet started
01

Career History

OLDFATHER FINANCIAL SERVICES
Jan 2026 – present
OLDFATHER FINANCIAL SERVICES LLC
May 1994 – Feb 2026
KEARNEY, NE
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 63
Series 65
Registration record
First registered · May 28, 1994
Years registered · 32
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
OLDFATHER FINANCIAL SERVICES LLC
CRD 112505 · SEC 801-79439
AUM
$392M
Regulatory assets under management
Employees
3
1,110 client accounts
Services offered by OLDFATHER FINANCIAL SERVICES LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at OLDFATHER FINANCIAL SERVICES LLC →
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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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