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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- OakBridge +more
- Established Date
- 09-25-2018
- Office Locations
- 1
Office Locations
About Arkfeld Wealth Strategies, L.l.c.
Arkfeld Wealth Strategies is an Omaha-based RIA focused on wealth preservation and growth, pairing financial planning with proactive portfolio oversight that’s revisited as markets change rather than “buy and hold.” The team helps clients prioritize debt reduction, emergency savings, and long-term goals, and builds diversified portfolios using vehicles such as ETFs and mutual funds. Provides an interactive planning experience via MoneyGuidePro and custody options including Schwab.
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Owner & Executives
ANDREW JAY ARKFELD
Managing Member, Partner
- CRD
- #2767128
- Ownership
- 75% or more
ASHLEY IRENE BRANNAN
Chief Compliance Officer
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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Nathan Albert Despain
Client Relations Manager
- CRD
- #7841855
ERIN MARIE KINNEY
--
- CRD
- #5110177
Pioneer beacon
Oak delta prime
- CRD
- #63724
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $463,367,000 | $223,741 |
| Non-Discretionary | $74,607,000 | $560,955 |
| Total | $537,974,000 | $244,090 |
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Separately Managed Accounts
Total SMA Asset: $537,974,000
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $717,088,660 | 15.4% |
| Cash | $726,401,500 | 15.6% |
| Public Funds | $456,329,148 | 9.8% |
| Municipal Bonds | $982,504,593 | 21.1% |
| Corporate - Investment Grade | $1,289,828,305 | 27.7% |
| U.S. Government/Agency | $484,267,667 | 10.4% |
| Total | $4,656,419,873 | 100.0% |
13F Holdings | Q2 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| SUMMIT MATRIX | UNISON VALUE | H4PGM2RNK | QKOF | 1.12% | $83,668,335 |
| RADIAL SIGNAL OAK | PRIME PIONEER | C3HI2QYP4 | CBE | 2.46% | $17,438,970 |
| VERTEX VECTOR BRIDGE | BRIDGE FOCUS | KDIX3ODN5 | NXRGK | 3.85% | $30,925,515 |
| FOUNDATION ALPHA UNISON | PEAK PIONEER | N2IRTZVM3 | PNWV | 2.27% | $23,954,922 |
| VALUE MERIDIAN PIONEER | GLACIER SUMMIT | NR283NHG2 | AWQPG | 12.16% | $87,639,910 |
| FRONTIER RIDGE | QUANTUM PATHWAY | 6E9FEOFEE | ENLTV | 1.09% | $105,331,386 |
| CREST VERTEX | PIONEER BRIDGE | GSWZWD9O6 | WZJDR | 6.84% | $99,641,803 |
| FRONTIER HORIZON VERTEX | MERIDIAN DELTA | GE5H91NNE | JVGGM | 12.45% | $18,060,183 |