DR
CFP · ChFC
DR
CFP · ChFC

Douglas Riggert

10 Years of Experience
Omaha, NE
Sells Insurance

Douglas Riggert is a CFP, ChFC-designated registered investment advisor at Guardian Wealth Advisors, LLC, based in Omaha, NE, with 10 years of industry experience. Douglas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 8 more. Their firm serves 2,262 clients with $2.7B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
33 advisors
Number of Clients
2,262 clients
Average Client Portfolio
$1.2M average
Assets Under Management
$2.7B

Fee Structure

Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.50%

Typical range of fees is between 0.30% and 1.50% depending on account size, services provided, and negotiation. Fees are individually negotiated with each client.

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

9850 Nicholas St, Suite 350, Omaha, NE, 68114

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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

Douglas is a manager/officer of N & D Enterprises, LLC, a rental real estate business, dedicating minimal time to it. He is also a licensed insurance agent and an IAR with Centerpoint Financial Group, DBA for ORG Partners.

Employment History
Current Registrations
Guardian Wealth Advisors, LLC
January 2025 - Present · 1 yr 9 mos
Previous Registrations
Org Partners
July 2021 - January 2025 · 3 yrs 6 mos
Wealthshield Partners, LLC
November 2020 - July 2021 · 8 mos
Raymond James Financial Services Advisors, INC
January 2017 - November 2020 · 3 yrs 10 mos
Raymond James Financial Services, INC.Broker
December 2016 - November 2020 · 3 yrs 11 mos
Mutual of Omaha Investor Services, INC.
January 2016 - December 2016 · 11 mos
Mutual of Omaha Investor Services, INC.Broker
October 2015 - December 2016 · 1 yr 2 mos
State Registrations2 states
NCNE
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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