WELCOME TO BROKERAGE SPECIALISTS
An hour of planning can mean more than a lifetime of work
As fiduciary advisors, we are legally obligated to put the needs of our clients first.
Brokerage Specialists is a Nebraska fiduciary financial advisors, providing the resources and investing guidance needed to ensure a comfortable retirement. Our personalized approach will help you plan and manage all of your financial accounts including:
Savings
Investment accounts
Annuities
Social security benefits
Pension benefits
Our clients know what they are paying for and how much, because we put it in writing, up front, with complete transparency.
- No investment commissions
- No hidden charges
- No layered fees
- No cookie-cutter portfolios
We don’t simply park your money in an investment product and hope it grows over time, your money is managed according to your personalized plan and risk level and since our fees are based on your balance, we do better when you do better.
Our Firm
Brokerage Specialists is a Registered Investment Advisor serving the Greater Nebraska communities. We provide financial planning and asset management services through third-party money managers. Our mission is to provide the families and businesses we serve with innovative financial strategies, solutions, and planning that help provide financial clarity and overall financial health. Making strong commitments to our clients and building lifelong relationships are tenets of success at Brokerage Specialists.
A Team You Can Trust
We provide investors with custom-tailored investment strategies to help meet short- and long-term needs, as well as full transparency in the form of separately managed accounts. Our goal at Brokerage Specialists is to help our clients realize their financial dreams by offering creative solutions through an open and transparent process, utilizing both financial and insurance* solutions to achieve financial independence. As a fiduciary, we are legally obligated to put our clients’ interests first.
When you work with us, we empower you to navigate today’s complex financial world. We customize a plan to fit your individual and family needs, as well as the needs of your small or large business.
*Insurance offered through Brokerage Specialists.
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