Oldfather Financial Services LLC
CRD 112505SEC# 801-79439Kearney, NE
No longer SEC-registered. Oldfather Financial Services LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$459M
Employees
5
Accounts
1,125
Location
Kearney, NE
Oldfather Financial Services LLC assets under management
Oldfather Financial Services LLC is an investment advisory firm registered with the SEC based in Kearney, NE. It reports $459 million in regulatory assets under management and employs 5 people.
Oldfather Financial Services LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| William Alan Oldfather Control | Sole Member/Chief Compliance Officer | Over 75% | 2008 |
Frequently asked questions
How much does Oldfather Financial Services LLC manage?
Oldfather Financial Services LLC reports $459 million in regulatory assets under management on its Form ADV.
How many employees does Oldfather Financial Services LLC have?
Oldfather Financial Services LLC reports 5 employees.
Where is Oldfather Financial Services LLC located?
Oldfather Financial Services LLC is based in Kearney, NE.
Does Oldfather Financial Services LLC disclose fund performance?
Oldfather Financial Services LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 2033 Central Avenue, Kearney, NE 68847 |
| Office hours | 9:00a.m. To 5:00p.m. |
| Discloses disciplinary history | No |
Regulatory AUM
$459MNo change
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 50%
Larger than 50% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$459Mregulatory AUM
Discretionary $445.5MNon-discretionary $13.5M