OLDFATHER FINANCIAL SERVICES LLC
Adviser information for OLDFATHER FINANCIAL SERVICES LLC last updated from Form ADV on February 15th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
Type of Organization | Limited Liability Company |
---|---|
Fiscal Year End | DECEMBER |
Legal Location | Nebraska, United States |
Employees
Total Number of Employees | 3 |
---|---|
Investment Advisory/Research | 3 |
Registered Broker-Dealer Representatives | 0 |
Registered State Investment Advisers | 3 |
Licensed Agents of an Insurance Company | 0 |
No. of Firms/People that Solicit Clients | 1 |
RAUM
Provides Management of Securities Portfolios | Yes |
---|
Type | Accounts | RAUM |
---|---|---|
Discretionary | 1,039 | $370.6M |
Non-Discretionary | 71 | $21.0M |
Total | 1,110 | $391.7M |
Clients
Type | Number | RAUM |
---|---|---|
Individuals | 384 | $219.7M |
HNW Individuals | 28 | $123.3M |
Banking or thrift institutions | 0 | $0 |
Investment companies | 0 | $0 |
Business development companies | 0 | $0 |
Pooled investment vehicles | 0 | $0 |
Pension and profit sharing plans | 0 | $0 |
Charitable organizations | 7 | $48.3M |
State or municipal gov entities | 0 | $0 |
Other investment advisers | 0 | $0 |
Insurance companies | 0 | $0 |
Sovereign wealth funds and foreign official institutions | 0 | $0 |
Corporations or other businesses | <5 | $381,613 |
Other | 0 | $0 |
Type | Number |
---|---|
No. of Non-RAUM Clients | 2 |
No. of Non-U.S. Clients | 0 |
No. of Financial Planning Clients | 1-10 |
Services
Advisory Services | Financial planningPortfolio management for individuals and/or small businesses |
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Compensation | % of AUMHourly chargesFixed fees |
Principal Office
2033 CENTRAL AVENUEKEARNEY
NE
United States
Monday - Friday, 9:00AM TO 5:00PM
Tel: 308-237-4571, Fax: 308-237-7679
Chief Compliance Officer
WILLIAM OLDFATHER
SOLE MEMBER
2033 CENTRAL AVENUE
P.O. BOX 1775
KEARNEY
NE
United States
Tel:
(308) 237-4571
Fax:
(308) 237-7679
B***@*********************M
(Full email address available in API data)
Regulatory Contact
TROY BROCKMEIER
2033 CENTRAL AVENUE
P.O. BOX 1775
KEARNEY
NE
United States
Tel:
(308) 237-4571
Fax:
(308) 237-7679
T***@*********************M
(Full email address available in API data)
Industry Affiliates
None |
Private Funds
Name | Type | Assets $USD | Min Investment $USD | No. Owners |
---|
None
Control Persons
Name | Type | Entity | Title | Since | Ownership |
---|---|---|---|---|---|
OLDFATHER, WILLIAM, ALAN | Individual | – | SOLE MEMBER/CHIEF COMPLIANCE OFFICER | 06/2008 | > 75% |
No. Employees, Historic
RAUM, Historic
No. Clients, Historic
Holdings
From latest 13F, filed July 24th, 2024 for period ending June 30th, 2024
Name | Class | Value $USD | # Shares | Private Fund |
---|---|---|---|---|
ABBVIE INC | COM | 309K | 2K | 0 |
ALPHABET INC | CAP STK CL C | 220K | 1K | 0 |
ALPHABET INC | CAP STK CL A | 298K | 2K | 0 |
AMAZON COM INC | COM | 410K | 2K | 0 |
AMERICAN EXPRESS CO | COM | 2M | 8K | 0 |
AMERIPRISE FINL INC | COM | 214K | 500 | 0 |
APPLE INC | COM | 3M | 14K | 0 |
BANK AMERICA CORP | COM | 428K | 11K | 0 |
BERKSHIRE HATHAWAY INC DEL | CL B NEW | 5M | 13K | 0 |
BUCKLE INC | COM | 2M | 47K | 0 |
DEERE & CO | COM | 450K | 1K | 0 |
EATON CORP PLC | SHS | 1M | 4K | 0 |
EXXON MOBIL CORP | COM | 429K | 4K | 0 |
FIRST TR MORNINGSTAR DIVID L | SHS | 328K | 9K | 0 |
GOLDMAN SACHS ETF TR | ACTIVEBETA US LG | 207K | 2K | 0 |
INTERNATIONAL BUSINESS MACHS | COM | 617K | 4K | 0 |
INVESCO QQQ TR | UNIT SER 1 | 713K | 1K | 0 |
ISHARES TR | RUS 2000 GRW ETF | 7M | 26K | 0 |
ISHARES TR | MSCI EAFE ETF | 8M | 104K | 0 |
ISHARES TR | CORE S&P MCP ETF | 2M | 33K | 0 |
ISHARES TR | S&P MC 400VL ETF | 6M | 53K | 0 |
ISHARES TR | S&P MC 400GR ETF | 6M | 71K | 0 |
ISHARES TR | CORE S&P500 ETF | 4M | 6K | 0 |
ISHARES TR | RUS 1000 ETF | 918K | 3K | 0 |
ISHARES TR | RUS 1000 VAL ETF | 8M | 44K | 0 |
ISHARES TR | RUS 1000 GRW ETF | 10M | 28K | 0 |
ISHARES TR | RUSSELL 2000 ETF | 22M | 108K | 0 |
ISHARES TR | RUS 2000 VAL ETF | 5M | 34K | 0 |
ISHARES TR | MSCI EMG MKT ETF | 4M | 84K | 0 |
ISHARES TR | S&P 100 ETF | 415K | 2K | 0 |
ISHARES TR | MSCI ACWI EX US | 621K | 12K | 0 |
ISHARES TR | IBOXX HI YD ETF | 218K | 3K | 0 |
ISHARES TR | CORE US AGGBD ET | 7M | 70K | 0 |
JOHNSON & JOHNSON | COM | 1M | 8K | 0 |
JPMORGAN CHASE & CO. | COM | 1M | 5K | 0 |
LOWES COS INC | COM | 403K | 2K | 0 |
MASTERCARD INCORPORATED | CL A | 356K | 806 | 0 |
MCDONALDS CORP | COM | 631K | 2K | 0 |
MICROSOFT CORP | COM | 1M | 2K | 0 |
ORACLE CORP | COM | 214K | 2K | 0 |
PEPSICO INC | COM | 417K | 3K | 0 |
PNC FINL SVCS GROUP INC | COM | 280K | 2K | 0 |
PRINCIPAL FINANCIAL GROUP IN | COM | 268K | 3K | 0 |
PROCTER AND GAMBLE CO | COM | 252K | 2K | 0 |
SCHWAB STRATEGIC TR | INTL EQTY ETF | 534K | 14K | 0 |
SCHWAB STRATEGIC TR | US LRG CAP ETF | 1M | 23K | 0 |
SCHWAB STRATEGIC TR | US SML CAP ETF | 1M | 23K | 0 |
SCHWAB STRATEGIC TR | US LCAP GR ETF | 291K | 3K | 0 |
SCHWAB STRATEGIC TR | EMRG MKTEQ ETF | 319K | 12K | 0 |
SCHWAB STRATEGIC TR | US MID-CAP ETF | 1M | 17K | 0 |
SCHWAB STRATEGIC TR | US AGGREGATE B | 2M | 35K | 0 |
SCHWAB STRATEGIC TR | US DIVIDEND EQ | 353K | 5K | 0 |
SELECT SECTOR SPDR TR | TECHNOLOGY | 563K | 2K | 0 |
SPDR S&P 500 ETF TR | TR UNIT | 14M | 26K | 0 |
SPDR S&P MIDCAP 400 ETF TR | UTSER1 S&PDCRP | 28M | 52K | 0 |
SPDR SER TR | BLOOMBERG 1-3 MO | 203K | 2K | 0 |
SPDR SER TR | S&P DIVID ETF | 234K | 2K | 0 |
UNION PAC CORP | COM | 1000K | 4K | 0 |
UNITEDHEALTH GROUP INC | COM | 312K | 612 | 0 |
US BANCORP DEL | COM NEW | 596K | 15K | 0 |
VANGUARD BD INDEX FDS | TOTAL BND MRKT | 706K | 10K | 0 |
VANGUARD INDEX FDS | SML CP GRW ETF | 288K | 1K | 0 |
VANGUARD INDEX FDS | MID CAP ETF | 755K | 3K | 0 |
VANGUARD INDEX FDS | SM CP VAL ETF | 383K | 2K | 0 |
VANGUARD INDEX FDS | SMALL CP ETF | 7M | 31K | 0 |
VANGUARD INDEX FDS | S&P 500 ETF SHS | 62M | 124K | 0 |
VANGUARD INDEX FDS | TOTAL STK MKT | 1M | 5K | 0 |
VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 264K | 6K | 0 |
VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 256K | 1K | 0 |
VERIZON COMMUNICATIONS INC | COM | 444K | 11K | 0 |
VISA INC | COM CL A | 215K | 818 | 0 |
WELLS FARGO CO NEW | COM | 4M | 65K | 0 |