Client Focused, Personalized Approach, Fiduciary Driven


an hour of planning can mean more than a lifetime of work

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.

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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.