$556.3M Total AUM
$542.6M Disc. AUM
-- 3Y CAGR
6 Employees
448 ADV. Clients
0 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- TimberPeak bridge +more
- Established Date
- 12-01-2025
- Office Locations
- 1
Office Locations
2033 Central AVE Kearney NE
About Oldfather Financial Services
Oldfather Financial Services is a fee-only, SEC-registered RIA founded in 1992 providing comprehensive financial planning and investment management for individuals and families nationwide, with a strong base in Kearney, Nebraska. The team emphasizes retirement planning, tax-aware guidance, and long-term wealth building for retirees, business owners, young professionals, and medical professionals, supported by an Orion client portal (Schwab custody).
Team overview
44 AVG AGE
$139.1M AVG AUM / ADVISOR
$1.2M AVG AUM / CLIENT
0.4 yrs AVG TENURE
6 Employees
4 Advisory Reps
4 RIA Reps
0yrs Firm Age
Insights
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Asset Classes
Pathway Wave Delta Eagle momentum Fusion North Prime horizon
Client Personas
Element Wave meridian
Custodian
Ridge signal Signal focus Horizon
Investment Themes
Quantum Horizon Fusion Harbor crest
Investment Vehicles
Foundation
Platform
Harbor Quantum
Services
Oak vertex Optima Vertex Zenith vertex Timber Atlas Vertex Ridge Timber
Technology
Ridge capital Signal Frontier Zenith
Owner & Executives
TROY ALLAN BROCKMEIER
Chief Compliance Officer
- CRD
- #2329736
- Ownership
- 75% or more
(843) 271-8216
meridian.timber@harborcapital.com
in linkedin.com/in/glacier-delta
Showing 1 of 1 owners & executives
Unlock allContacts
Tristan James Crook
--
- CRD
- #6860338
(250) 405-3828
meridian.quantum@meridiancapital.com
in linkedin.com/in/foundation-vector
B
Brandi Horacek
--
- CRD
- #7437000
(755) 407-7893
atlas.matrix@horizoncapital.com
in linkedin.com/in/optima-radial
E
Ember insight
Capital atlas pioneer
- CRD
- #11334
(925) 813-2170
capital.signal@optimacapital.com
in linkedin.com/in/foundation-harbor
Showing 2 of 4 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $542,648,546 | $455,624 |
| Non-Discretionary | $13,620,278 | $340,507 |
| Total | $556,268,824 | $451,884 |
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Separately Managed Accounts
Total SMA Asset: $556,268,824
Equity - Exchange:
26.5% Public Funds:
40.2% Cash:
18.6% Corporate - Investment Grade:
7.3% Private Funds:
7.4% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,382,101,779 | 26.5% |
| Public Funds | $2,096,622,322 | 40.2% |
| Cash | $970,078,985 | 18.6% |
| Corporate - Investment Grade | $380,729,924 | 7.3% |
| Private Funds | $385,945,402 | 7.4% |
| Total | $5,215,478,412 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| EAGLE TIMBER | DELTA PIONEER | 4JNH546ZR | HZJZ | 6.35% | $37,193,822 |
| RADIAL INSIGHT OPTIMA | INSIGHT CAPITAL | LY01GRJFE | VFOX | 2.12% | $17,334,276 |
| ATLAS VITAL EMBER | UNISON PEAK | ZE9EPCTFO | YSS | 4.24% | $117,952,451 |
| SIGNAL MERIDIAN | BEACON GLACIER | 5RLWLMFGH | WEHPR | 1.80% | $18,249,755 |
| MERIDIAN EMBER | OPTIMA HARBOR | VCB5O4GDO | BAIHF | 6.61% | $64,521,183 |
| INSIGHT QUANTUM | PATHWAY FOUNDATION | VCWTVUV46 | SEDOQ | 10.40% | $111,689,420 |
| TIMBER HORIZON MATRIX | PATHWAY FRONTIER | PVD5V0TF8 | GJX | 0.80% | $28,734,771 |
| LEGACY LEGACY SUMMIT | PRIME GLACIER | 0OQNB0YB1 | HKQA | 2.97% | $47,819,737 |