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Oldfather Financial Services
OLDFATHER FINANCIAL SERVICES is an SEC-registered investment adviser in KEARNEY, NE, registered since 2025. The firm manages $556 million in assets, with...
Overview
OLDFATHER FINANCIAL SERVICES is an SEC-registered investment adviser in KEARNEY, NE, registered since 2025. The firm manages $556 million in assets, with $543 million on a discretionary basis. It has 6 employees and 4 investment advisers. OLDFATHER FINANCIAL SERVICES was listed as registered with the SEC in the IAPD firm compilation observed on 2026-10-22. In Form ADV filed on 2026-05-29, it reported 6 employees; 1,231 advisory accounts; services including Financial planning, Pension consulting, Portfolio management for individuals and small businesses; client categories including Charitable organizations, Corporations or other businesses, High net worth individuals, Individuals (other than high net worth individuals), Pension and profit sharing plans; compensation arrangements including A percentage of assets under management, Fixed fees, Hourly charges. These are dated adviser-reported facts, not independently verified by Altss. Registration does not constitute approval or endorsement. This historical filing does not establish current registration status or operations.
General information
Firm type
RIA
Frequently asked questions
Who runs investment decisions at Oldfather Financial Services?
No named principals or investment decision-makers are publicly associated with Oldfather Financial Services. There is no record of a CEO, CIO, or managing partner.
Does Oldfather Financial Services invest directly or through funds?
No investment structure — direct, fund, or co-investment — is on record. The firm has not publicly stated whether it participates in fund commitments, direct deals, or club transactions.
How large is Oldfather Financial Services?
AUM and total deployment are undisclosed. No figure has appeared in any known publication or filing. The firm does not maintain a public digital presence.
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