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Oldfather Financial Services LLC

CRD 112505SEC# 801-79439Kearney, NE
Export (members)
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.
View on SEC.gov ↗

Oldfather Financial Services LLC owners & executives

1 reported
NameTitleOwnershipSince
William Alan Oldfather ControlSole Member/Chief Compliance OfficerOver 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

Address2033 Central Avenue, Kearney, NE 68847
Office hours9:00a.m. To 5:00p.m.
Discloses disciplinary historyNo

Assets under management

Discretionary$445.5M
Non-discretionary$13.5M
Total (RAUM)$459M