Troy Brockmeier is a CFA-designated registered investment advisor at Oldfather Financial Services, based in Kearney, NE, with 15 years of industry experience. Troy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 439 clients with $540M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Oldfather Financial Services' investment management fees are negotiable and based on a percentage of the value of your portfolio. The annual management fee ranges up to 1.50%. The fees are based on the total value of all household assets managed and the complexity of services offered. OFS may also negotiate a flat fee or annual retainer. There is no minimum account size.
Location
2033 Central Ave, Kearney, NE, 68847
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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.
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Troy is an adjunct professor at the University of Nebraska Kearney, teaching Personal Money Management since 2020. This requires a few hours per week for teaching, preparation, and grading.
Employment History
Current Registrations
Oldfather Financial Services
Previous Registrations
Oldfather Financial Services LLC
Wells Fargo Investments, LLC
Wells Capital Management INC
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.