Retirement Plan Advisors in Lancaster County, NE
The top-ranked retirement plan advisors serving Lancaster County, NE are Ameritas Advisory Services, LLC, Ameritas Investment Partners, Inc. and Bellwether Wealth. We list 8 retirement plan advisors serving Lancaster County, NE. 8 of the providers shown match an active record from U.S. Securities and Exchange Commission, checked on the date shown. Rankings follow our published methodology; sponsored placements never change rank.
Retirement Plan Advisors serving Lancaster County, NE. 8 providers, 8 of the top 8 verified against federal or state records. Registry records checked on 2026-11-04.
Top 8 ranked retirement plan advisors for Lancaster County
| # | Provider | Verified records | Based in | Phone |
|---|---|---|---|---|
| 1 | Ameritas Advisory Services, LLC | SEC-registered investment adviser (CRD)#317245 | Lincoln, NE | (800) 335-9858 |
| 2 | Ameritas Investment Partners, Inc. | SEC-registered investment adviser (CRD)#109381 | Lincoln, NE | (402) 467-6980 |
| 3 | Bellwether Wealth | SEC-registered investment adviser (CRD)#300012 | Lincoln, NE | (402) 476-8844 |
| 4 | Capital Consulting & Asset Management | SEC-registered investment adviser (CRD)#41438 | Lincoln, NE | (402) 477-2500 |
| 5 | Flagstone Financial Management, LLC | SEC-registered investment adviser (CRD)#285484 | Lincoln, NE | (402) 413-0440 |
| 6 | Plan A Wealth, LLC | SEC-registered investment adviser (CRD)#287860 | Lincoln, NE | (402) 975-8008 |
| 7 | R2 Wealth Management Partners | SEC-registered investment adviser (CRD)#338490 | NE | (402) 489-9375 |
| 8 | Garnett Investment Strategies | SEC-registered investment adviser (CRD)#282370 | Beatrice, NE (36 mi) | (402) 223-3433 |
- AMERITAS ADVISORY SERVICES, LLCBased in Lincoln, NE
#2Ameritas Investment Partners, Inc.
AMERITAS INVESTMENT PARTNERS, INC.Based in Lincoln, NE#3Bellwether Wealth
BELLWETHER ADVISORS, LLCBased in Lincoln, NE#4Capital Consulting & Asset Management
CAPITAL CONSULTING & ASSET MANAGEMENT, INC.Based in Lincoln, NE#5Flagstone Financial Management, LLC
FLAGSTONE FINANCIAL MANAGEMENT, LLCBased in Lincoln, NE#6Plan A Wealth, LLC
PLAN A WEALTH, LLCBased in Lincoln, NE#7R2 Wealth Management Partners
R2 CAPITAL STRATEGIES, LLCBased in NE#8Garnett Investment Strategies
PRIMARY WEALTH MANAGEMENT, LLCServes this area from Beatrice, NE (36 mi)
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Frequently asked questions
How many retirement plan advisors serve Lancaster County?
We list 8 retirement plan advisors serving Lancaster County, NE: 7 based there and 1 serving it from nearby. 8 of the top 8 match an active federal or state record, checked on 2026-11-04.
Which retirement plan advisors serve Lancaster County?
The top-ranked retirement plan advisors serving Lancaster County, NE are Ameritas Advisory Services, LLC, Ameritas Investment Partners, Inc., Bellwether Wealth, Capital Consulting & Asset Management and Flagstone Financial Management, LLC. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving Lancaster County are verified against official records?
8 of the top 8 match an active official record: Ameritas Advisory Services, LLC (U.S. Securities and Exchange Commission), Ameritas Investment Partners, Inc. (U.S. Securities and Exchange Commission), Bellwether Wealth (U.S. Securities and Exchange Commission), Capital Consulting & Asset Management (U.S. Securities and Exchange Commission) and Flagstone Financial Management, LLC (U.S. Securities and Exchange Commission), and 3 more on this page. Each badge links to the official record it matched.
How are these companies ranked?
By our published methodology: verified registrations, documented capabilities, years registered and responsiveness. Sponsored placements are shown separately and never affect rank.
What does "Verified" mean on this page?
"Verified" means we matched the provider to an active official record on the date shown; each badge links to that record. The absence of a badge only means we have not verified that item.
What is the difference between a 3(21) and a 3(38) advisor?
A 3(21) advisor recommends investments and shares fiduciary responsibility for them; a 3(38) investment manager selects and monitors the investments with discretion. The plan sponsor still chooses and monitors the advisor.
"Verified" means we matched the provider to an active official record on the date shown. The absence of a badge only means we have not verified that item. How we rank and verify. Page updated .
Cities in Lancaster County
Communities served
Waverly, Hickman, Bennet, Firth, Malcolm, Walton, Hallam, Yankee Hill, Panama, Roca, Denton, Cheney, Raymond, Sprague, Davey, Martell, Princeton, Emerald, Prairie Home, Agnew, Kramer