Thomas Teckmeyer is a registered investment advisor at Teckmeyer Financial Services, L.L.C., based in Omaha, NE, with 42 years of industry experience. Thomas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Retirement Planning, Tax Planning. Their firm serves 37 clients with $44M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Teckmeyer Financial Services (TFS) offers investment management services where you pay a percentage of the value of your investments. The exact percentage falls within a range, and the advisor and client agree on a specific annual fee within that range. The fee ranges are:
- $25,000-$250,000: 0.50% to 2.75%
- $250,001-$500,000: 0.50% to 2.50%
- $500,001-$1,000,000: 0.50% to 2.25%
- $1,000,001-$2,000,000: 0.45% to 2.00%
- $2,000,001-$3,000,000: 0.40% to 1.75%
- $3,000,001-$5,000,000: 0.30% to 1.50%
- $5,000,001-$10,000,000: 0.20% to 1.25%
- Over $10,000,001: Negotiable
Location
11104 John Galt Blvd., Omaha, NE, 68137-2384
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Teckmeyer Financial Services, L.L.C.
Teckmeyer Financial Services, L.L.C.Broker
Teckmeyer Financial Services, L.L.C.
Previous Registrations
Kirkpatrick, Pettis, Smith, Polian INC.Broker
Piper, Jaffray & Hopwood IncorporatedBroker
State Registrations17 states
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