Andrew Arkfeld
Andrew Arkfeld is a registered investment advisor at Arkfeld Wealth Strategies, L.L.C., based in Omaha, NE, with 29 years of industry experience. Andrew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 937 clients with $540M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Arkfeld Wealth Strategies charges a fee based on the value of your portfolio, up to a maximum of 2.0% annually, subject to a $500 minimum per year. The exact fee is negotiated with each client. Fees are calculated and charged quarterly, based on the value of your portfolio at the end of the previous quarter.
Location
3512 N. 163rd Plaza, Omaha, NE, 68116
Get directionsHistory
Regulatory History (3)
Customer Dispute
October 2015Customer Dispute
November 2002Customer Dispute
January 2002Other Business Activities
Andrew is a managing member of Arkfeld Real Estate LLC, Capital Insurance LLC (a tax entity), and several other LLCs related to real estate and farming. He also serves as trustee for Arkfeld Wealth Strategies 401k, dedicating about 10-20% of his time to this role.
Employment History
Current Registrations
Arkfeld Wealth Strategies, L.L.C.
Previous Registrations
Wells Fargo Advisors Financial Network, LLC
Wells Fargo Advisors Financial Network, LLCBroker
Edward Jones
Edward JonesBroker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.