WELCOME TO BROKERAGE SPECIALISTS
an hour of planning can mean more than a lifetime of work
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.
If a business has been accredited by the Better Business Bureau (“BBB”), it means BBB has determined that the business meets accreditation standards, which include a commitment to make a good faith effort to resolve any consumer complaints. BBB accredited businesses pay a fee for accreditation review and monitoring for continued compliance and for support of BBB services to the public. BBB Accreditation Standards represent standards for business accreditation by BBB. Businesses based in the United States and Canada that meet these standards and complete all application procedures will be accredited by BBB. The Code is built on the BBB Standards for Trust, eight principles that summarize important elements of creating and maintaining trust in business. BBB accreditation does not mean that the business’s products or services have been evaluated or endorsed by BBB, or that BBB has made a determination as to the business's product quality or competency in performing services. Businesses are under no obligation to seek BBB accreditation, and some businesses are not accredited because they have not sought BBB accreditation.