#1Plan A Wealth, LLC
PLAN A WEALTH, LLC
Serves this area from Lincoln, NE (26 mi)
Retirement Plan Advisors in Otoe County, NE
The top-ranked retirement plan advisors serving Otoe County, NE are Plan A Wealth, LLC, Flagstone Financial Management, LLC and Ameritas Advisory Services, LLC. We list 8 retirement plan advisors serving Otoe 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 Otoe 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 Otoe County
| # | Provider | Verified records | Based in | Phone |
|---|---|---|---|---|
| 1 | Plan A Wealth, LLC | SEC-registered investment adviser (CRD)#287860 | Lincoln, NE (26 mi) | (402) 975-8008 |
| 2 | Flagstone Financial Management, LLC | SEC-registered investment adviser (CRD)#285484 | Lincoln, NE (28 mi) | (402) 413-0440 |
| 3 | Ameritas Advisory Services, LLC | SEC-registered investment adviser (CRD)#317245 | Lincoln, NE (29 mi) | (800) 335-9858 |
| 4 | Ameritas Investment Partners, Inc. | SEC-registered investment adviser (CRD)#109381 | Lincoln, NE (29 mi) | (402) 467-6980 |
| 5 | Bellwether Wealth | SEC-registered investment adviser (CRD)#300012 | Lincoln, NE (33 mi) | (402) 476-8844 |
| 6 | Capital Consulting & Asset Management | SEC-registered investment adviser (CRD)#41438 | Lincoln, NE (33 mi) | (402) 477-2500 |
| 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 (40 mi) | (402) 223-3433 |
#2Flagstone Financial Management, LLC
FLAGSTONE FINANCIAL MANAGEMENT, LLCServes this area from Lincoln, NE (28 mi)#3Ameritas Advisory Services, LLC
AMERITAS ADVISORY SERVICES, LLCServes this area from Lincoln, NE (29 mi)#4Ameritas Investment Partners, Inc.
AMERITAS INVESTMENT PARTNERS, INC.Serves this area from Lincoln, NE (29 mi)#5Bellwether Wealth
BELLWETHER ADVISORS, LLCServes this area from Lincoln, NE (33 mi)#6Capital Consulting & Asset Management
CAPITAL CONSULTING & ASSET MANAGEMENT, INC.Serves this area from Lincoln, NE (33 mi)#7R2 Wealth Management Partners
R2 CAPITAL STRATEGIES, LLCServes this area from NE#8Garnett Investment Strategies
PRIMARY WEALTH MANAGEMENT, LLCServes this area from Beatrice, NE (40 mi)
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Frequently asked questions
How many retirement plan advisors serve Otoe County?
We list 8 retirement plan advisors serving Otoe County, NE: 0 based there and 8 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 Otoe County?
The top-ranked retirement plan advisors serving Otoe County, NE are Plan A Wealth, LLC, Flagstone Financial Management, LLC, Ameritas Advisory Services, LLC, Ameritas Investment Partners, Inc. and Bellwether Wealth. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving Otoe County are verified against official records?
8 of the top 8 match an active official record: Plan A Wealth, LLC (U.S. Securities and Exchange Commission), Flagstone Financial Management, LLC (U.S. Securities and Exchange Commission), Ameritas Advisory Services, LLC (U.S. Securities and Exchange Commission), Ameritas Investment Partners, Inc. (U.S. Securities and Exchange Commission) and Bellwether Wealth (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 .
Communities served
Nebraska City, Syracuse, Palmyra, Unadilla, Woodland Hills, Talmage, Douglas, Dunbar, Otoe, Burr, Lorton