AdvisorOS Directory
Claim Profile
CY

Charles Adam Yale

LAWSON KROEKER INVESTMENT MANAGEMENT INC·OMAHA, Nebraska
Unclaimed Profile
1926 S. 67TH STREET, OMAHA, NE 68106CRD# 3152649Firm CRD# 105053
01

About

Charles Adam Yale is a registered financial advisor based in OMAHA, Nebraska, affiliated with LAWSON KROEKER INVESTMENT MANAGEMENT INC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
Institutional Investors
03

Firm Overview

Firm
LAWSON KROEKER INVESTMENT MANAGEMENT INC
LAWSON KROEKER INVESTMENT MANAGEMENT INC
AUM
$624M
Regulatory assets under management
Employees
8
Total firm employees
View all advisors at LAWSON KROEKER INVESTMENT MANAGEMENT INC →
Services
Portfolio management (individuals)
Portfolio management (pooled investments)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 3152649
Firm CRD# 105053
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in OMAHA?

Browse all registered financial advisors in OMAHA, Nebraska or claim this profile if it's yours.

Browse OMAHA AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Charles Adam Yale offer?
Charles Adam Yale specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in OMAHA, Nebraska for a consultation.
What are Charles Adam Yale's credentials?
Charles Adam Yale is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Charles Adam Yale located?
Charles Adam Yale is based in OMAHA, Nebraska, working with LAWSON KROEKER INVESTMENT MANAGEMENT INC. Their office serves clients in the OMAHA metropolitan area and surrounding communities.
How does Charles Adam Yale charge for services?
Charles Adam Yale's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is LAWSON KROEKER INVESTMENT MANAGEMENT INC?
LAWSON KROEKER INVESTMENT MANAGEMENT INC has approximately 8 employees and manages $624M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in OMAHA
Barry Ward Dunaway — AMERICA FIRST INVESTMENT ADVISORS LLCDavid Allen Guthrie — AMERICA FIRST INVESTMENT ADVISORS LLCKaterina Medelska Wiese — AMERICA FIRST INVESTMENT ADVISORS LLCMatthew James Holloway — AMERICA FIRST INVESTMENT ADVISORS LLCEric Michael Ball — AMERICA FIRST INVESTMENT ADVISORS LLC
Nearby cities in Nebraska
LINCOLN (130)NORTH PLATTE (20)LA VISTA (19)LAVISTA (14)GRAND ISLAND (10)
City Guides
LINCOLN GuideNORTH PLATTE GuideLA VISTA GuideLAVISTA GuideGRAND ISLAND Guide
Research
Advisor Fees in NebraskaNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile