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Erin Kinney

Arkfeld Wealth Strategies, L.L.C.
20 Years of Experience
Omaha, NE
Sells Insurance
View SEC Summary
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Erin Kinney is a registered investment advisor at Arkfeld Wealth Strategies, L.L.C., based in Omaha, NE, with 20 years of industry experience. Erin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 937 clients with $540M in assets under management.

Arkfeld Wealth Strategies, L.L.C.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5 advisors
Number of Clients
937 clients
Average Client Portfolio
$574K average
Assets Under Management
$538.0M

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Minimum Annual Fee:$500
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Fees are negotiated prior to engagement at a rate not to exceed 2.0% annually, subject to a minimum annual fee of $500.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

3512 N. 163rd Plaza, Omaha, NE, 68116

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Erin is an independent contractor for CABI, LLC, a clothing and fashion business, dedicating about 10-20% of their time since 2016. Erin is also an independent insurance agent representing various insurance carriers, spending minimal time on this activity since 2019.

Employment History
Current Registrations
Arkfeld Wealth Strategies, L.L.C.
October 2018 - Present · 8 yrs
Previous Registrations
Wells Fargo Advisors Financial Network, LLC
January 2013 - October 2018 · 5 yrs 9 mos
Wells Fargo Advisors Financial Network, LLCBroker
January 2013 - October 2018 · 5 yrs 9 mos
Edward Jones
January 2007 - January 2013 · 6 yrs
Edward JonesBroker
May 2006 - January 2013 · 6 yrs 8 mos
State Registrations2 states
NETX
Advisor

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.

Exams
No exam information available for this advisor.
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