AO
CFP
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
262 advisors
Number of Clients
6,885 clients
Average Client Portfolio
$4K average
Assets Under Management
$24.4M
Fee Structure
Financial Plan Fee:$500 - $25,000
Hourly Rate:$100 - $500/hr
Financial planning fees are negotiable, ranging from $500 to $25,000 as a fixed fee, or $100 to $500 per hour. Ongoing financial planning support ranges from $25 to $300 per month or $75 to $900 per quarter for individuals, and $25 to $2,000 per month or $75 to $6,000 per quarter for businesses.
Areas of Practice
Retirement PlanningFinancial Planning & CoachingBusiness Owners
Loading...
Advisor Information
Office location
2006 Market Lane, Norfolk, NE, 68701
Get directionsRegulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
October 2022Denied
Other Business ActivitiesSells Insurance
Adam is a partner in Reiser Insurance Group, a property and casualty agency, dedicating about half of his time to it. He is also an insurance agent selling health, life, annuity, dental, and vision insurance, and is involved in various other activities including board memberships, writing, speaking, farming, and real estate.
Employment History
Current Registrations
Mutual of Omaha Investor Services, INC.
January 2012 - Present · 14 yrs
Mutual of Omaha Investor Services, INC. Broker
September 2011 - Present · 14 yrs 4 mos
State Registrations21 states
ARAZCACOFLIAIDILKSMNMONEOHOKPASCSDTNTXUTVA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.