NewRiaPulse: records in Nebraska

4 newRiaPulse: records in Nebraska are listed from SEC monthly roster of registered investment advisers (Form ADV data), dated 2025-09-24 to 2026-09-17; the most frequent is Milemarker Investment Solutions, LLC with 1. Data last updated 2026-10-28; each record links to its official source and a full report.

Data as of · Compiled by Zalwin from SEC monthly roster of registered investment advisers (Form ADV data)

Includes: Firm, AUM, Accounts, City, State, Registered, official source URL and score · Card, Apple Pay, Google Pay or Link via Stripe

Free sample: 3 records (CSV)

4 records from SEC monthly roster of registered investment advisers (Form ADV data), dated 2025-09-24 to 2026-09-17. Most frequent: Milemarker Investment Solutions, LLC (1). Each record links to a full report and the official source.

Last updated 2026-10-28. Source: SEC monthly roster of registered investment advisers (Form ADV data).

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Records
4
Most frequent
  1. Milemarker Investment Solutions, LLC (1)
  2. Oldfather Financial Services (1)
  3. R2 Wealth Management Partners (1)
  4. Financial Design Group, LLC (1)

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What are the top newRiaPulse: records in Nebraska right now?

RecordAUMAccountsCity
Milemarker Investment Solutions, LLCLincoln
Oldfather Financial Services$556,268,8241231Kearney
R2 Wealth Management Partners$236,037,275883Lincoln
Financial Design Group, LLC$113,390,453527Lavista

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Approved (1231) In 120-day approval window (219)

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Frequently asked questions

How many newRiaPulse: records in Nebraska are listed?

4 records from SEC monthly roster of registered investment advisers (Form ADV data), last refreshed automatically. The most recent is dated 2026-09-17.

Can I get alerts for Nebraska?

Yes. NewRiaPulse can email you new records matching this filter; plans are listed on the NewRiaPulse page.

Source: SEC monthly roster of registered investment advisers (Form ADV data). Informational only. RSS feed of new records

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