Levi Turner
Turner Financial · Omaha, Nebraska
Levi Turner is a fee-only financial advisor at Turner Financial in Omaha, Nebraska. Levi focuses on retirement planning, estate & legacy planning and tax planning. Turner Financial reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Who they serve
- High earners
Facts
| Firm | Turner Financial |
|---|---|
| Based in | Omaha, Nebraska |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $5.0M across 26 accounts |
| SEC registration | Investment adviser representative in IA, NE · CRD 6654496 |
| Exams passed | Series 63 (2019) · Series 65 (2022) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.turnerfinancial.com |
| Profile |
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Questions about Levi
Is Levi Turner a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Levi holds no broker registration, and Turner Financial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Levi charge for financial advice?
Levi's firm, Turner Financial, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Levi Turner based?
Levi Turner is based in Omaha, Nebraska.
What does Levi specialize in?
Levi's specialties include retirement planning, estate & legacy planning, tax planning and small business owners. Levi works with high earners.
Is Levi Turner registered with the SEC?
Yes. Levi Turner is registered as an investment adviser representative in IA and NE (CRD 6654496), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Turner Financial manage?
Turner Financial reports $5.0M across 26 accounts in assets under management.
How do I contact Levi Turner?
Through Levi's website, www.turnerfinancial.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Turner Financial website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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