CRD: 339739
Oldfather Financial Services
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 12-01-2025
- Office Locations
- 1
Office Locations
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).
Reported data analysis
What the numbers show
Between December 15, 2025 and May 29, 2026, reported AUM increased 2.7%, from $541.5M to $556.3M.
Of the latest reported AUM, 97.6% is discretionary and 2.4% is non-discretionary.
The firm reports 4 advisory representatives and 448 clients, or 112 clients per representative. That equates to $1.2M in reported AUM per client.
The profile lists 1 reported office location. The source data was last updated on May 29, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Oldfather Financial Services record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
TROY ALLAN BROCKMEIER
Chief Compliance Officer
- CRD
- #2329736
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Tristan James Crook
--
- CRD
- #6860338
Brandi Horacek
--
- CRD
- #7437000
Showing 2 of 4 contacts
Unlock allAssets Under Management
| 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
SMA allocation detail is available
Oldfather Financial Services has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Oldfather Financial Services's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.