Investment Advisory Service :
Greater Omaha Chamber of Commerce Online Membership Directory

America First Investment Advisors
1004 Farnam Street, Suite 400
Omaha, NE 68102
Phone: (402) 930-3061
www.am1st.com
Employees: 50-99

Asset Strategies/Herek Financial
13750 Millard Avenue, Suite 201
Omaha, NE 68137
Phone: (402) 932-3632
www.assetstrategies.biz
Employees: 10-19

Bonnett Financial Services, Inc.
11930 Arbor Street Ste. 201
Omaha, NE 68144-2998
Phone: (402) 556-8858
www.bonnettfinancial.com
Employees: 1-9

Bridges Investment Management, Inc.
8401 West Dodge Road
Omaha, NE 68114-3493
Phone: (402) 397-4700
Employees: 20-49

Conley Investment Counsel
9300 Underwood Avenue, Suite 100
Omaha, NE 68114
Phone: (402) 391-1840
www.conleyinc.com
Employees: 1-9

Edward Jones - Brad Bertsch
3758 North 156 Street
Omaha, NE 68116
Phone: (402) 965-9363
Employees: 1-9

Edward Jones Investments
16909 Burke Street, Suite 127
Omaha, NE 68118
Phone: (402) 289-0889
www.edwardjones.com
Employees: 1-9

Edward Jones Investments - Chris Kilroy
5139 Leavenworth Street
Omaha, NE 68106-1343
Phone: (402) 558-2111
http://www.edwardjones.com/cgi/getHTML.cgi?page=/USA/IR/market/index.html&CIRN=271747
Employees: 1-9

Egermier Wealth Management Group
15606 Elm Street, Suite 103
Omaha, NE 68130
Phone: (402) 861-9696
www.omahafinancialconsultants.com
Employees: 1-9

Encore Financial Services
4848 South 137 Street, Suite D
Omaha, NE 68137
Phone: (402) 991-2533
www.encorefinancialservices.com
Employees: 1-9

Envision Financial Group, Inc.
1065 North 115 Street, Suite 150
Omaha, NE 68154
Phone: (402) 445-6100
www.envisionadvisors.com
Employees: 10-19

EverGreen Capital Management
909 North 96 St. Ste. 302
Omaha, NE 68114-2508
Phone: (402) 392-1220
Employees: 1-9

Farm Bureau Financial Services - Justin Jurgens
15475 Ruggles Street, Suite 7
Omaha, NE 68137
Phone: (402) 578-6224
http://www.fbfs.com/fbfs/contact/aol/agt1p4.cfm?AgID=26609&includefbfs=true&lid=65989
Employees: 1-9

Feltz WealthPLAN
101 South 108 Avenue
Second Floor
Omaha, NE 68154
Phone: (402) 333-5448
www.feltzwp.com
Employees: 20-49

Genereux Investment Management
73 Pelican Drive
Council Bluffs, IA 51501
Phone: (712) 256-7500
www.genereux.net
Employees: 1-9

Great Western Bank
9290 West Dodge Road
Omaha, NE 68114
Phone: (402) 952-6000
www.greatwesternbank.com
Employees: 100-249

Harrison Financial Services
9300 Underwood Avenue, #500
Omaha, NE 68114
Phone: (402) 891-2302
www.timjharrison.com
Employees: 1-9

Heritage Financial Services LLC
1010 South 120, Suite 200
Omaha, NE 68154
Phone: (402) 558-6860
www.heritagefinservices.com
Employees: 20-49

Karstens Investment Counsel, Inc.
10250 Regency Circle, Suite 100
Omaha, NE 68114-4301
Phone: (402) 492-2727
www.karstensinvestments.com
Employees: 1-9

Kully Financial Services
431 South 89 Street
Omaha, NE 68114-4003
Phone: (402) 397-8212
Employees: 1-9

Lawson Kroeker Investment Management, Inc.
8805 Indian Hills Drive
Ste. 250
Omaha, NE 68114-6012
Phone: (402) 392-2606
www.lawsonkroeker.com
Employees: 1-9

Lutz Financial Services, LLC
11837 Miracle Hills Drive
Omaha, NE 68154-4418
Phone: (402) 827-2300
Employees: 1-9

Manarin Investment Counsel
15858 West Dodge Road Ste. 310
Omaha, NE 68118-2047
Phone: (402) 330-1166
www.manarin.com
Employees: 1-9

Martin & Company Financial Services, Inc.
220 North 89 Street, #103
Omaha, NE 68114
Phone: (402) 330-7900
Employees: 1-9

McCarthy Group Advisors, L.L.C.
1125 South 103 Street, Suite 250
Omaha, NE 68124-6019
Phone: (402) 393-1300
www.mccarthyadvisors.com
Employees: 10-19

Midwest First Financial, Inc.
11904 Arbor Street Ste. 200
Omaha, NE 68144-2938
Phone: (402) 330-2274
Employees: 1-9

NorthStar Financial Services Group, LLC
4005 South 148 Street
Omaha, NE 68137
Phone: (402) 895-1600 Ext:7106
www.nstar-financial.com
Employees: 100-249

Northwestern Mutual Financial Network of Nebraska
9300 Underwood Avenue, Suite 500
Omaha, NE 68114-0000
Phone: (402) 391-6651
www.nmfn.com/nebraska
Employees: 50-99

Orizon Group, Inc.
16924 Frances Street Ste. 210
Omaha, NE 68130-2311
Phone: (402) 330-7008
www.orizongroup.com
Employees: 20-49

Personal Investment Services, Inc.
4974 Glasgow Avenue
Omaha, NE 68157
Phone: (402) 731-3256
Employees: 1-9

Pflug Koory, LLC
11312 Q Street
Omaha, NE 68137
Phone: (402) 691-0988
www.pkllc.com
Employees: 1-9

PM Financial
11920 Burt Street, Suite 140
Omaha, NE 68154
Phone: (402) 491-3400
pmfinancial.net
Employees: 1-9

Raymond James Financial Services, Inc.
23914 Cedar Hollow Mall Drive
Waterloo, NE 68069
Phone: (402) 763-9937
www.raymondjames.com/oberle
Employees: 1-9

Sabet Financial
319 South 17 Street, Suite 716
Omaha, NE 68102
Phone: (402) 706-0556
www.brokersxpress.com
Employees: 1-9

SMITH HAYES Financial Services Corporation
10250 Regency Circle
Ste. 400
Omaha, NE 68144-3735
Phone: (402) 898-1700
www.smithhayes.com
Employees: 50-99

Tagge-Rutherford Financial Group
2425 South 144 Street Suite 201
Omaha, NE 68144-3282
Phone: (402) 334-6282
www.tagge-rutherford.com
Employees: 20-49

The Burlington Capital Group
One Burlington Place
1004 Farnam Street
Omaha, NE 68102-1885
Phone: (402) 444-1630
www.am1st.com
Employees: 50-99

The Regan Group, Inc.
444 Regency Parkway Drive
Ste. 101
Omaha, NE 68114-3779
Phone: (402) 391-8000
Employees: 1-9

Wachovia Securities, LLC
13815 FNB Parkway
One Valmont Plaza, Suite 200
Omaha, NE 68154
Phone: (402) 963-5514
www.wachoviasec.com
Employees: 20-49

Waddell & Reed, Inc.
13220 Birch Drive Ste. 130
Omaha, NE 68164
Phone: (402) 496-7800
www.waddell.com
Employees: 20-49

Wallace R. Weitz & Company
1125 South 103 Street Ste. 600
Omaha, NE 68124-6008
Phone: (402) 391-1980
http://www.weitzfunds.com
Employees: 20-49

Wealth Partners
13710 FNB Parkway, Suite 105
Omaha, NE 68154
Phone: (402) 339-8388
www.truewealthpartners.com
Employees: 1-9

Westchester Capital Management
801 North 96 Street
Omaha, NE 68114-2523
Phone: (402) 392-2418
www.westchestercapital.com
Employees: 1-9


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