William Oldfather
Oldfather Financial Services · Kearney, Nebraska
William Oldfather is a fee-only financial advisor at Oldfather Financial Services in Kearney, Nebraska. Oldfather Financial Services reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Oldfather Financial Services |
|---|---|
| Based in | Kearney, Nebraska |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $556.3M across 1,231 accounts |
| SEC registration | Investment adviser representative in NE · CRD 1958267 |
| Exams passed | Series 63 (1989) · Series 65 (1993) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | www.oldfatherfinancial.com |
| Profile |
How William's firm compares
- Oldfather Financial Services's average account is about $452,000, from its Form ADV (assets managed divided by 1,231 accounts).
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Questions about William
Is William Oldfather a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: William holds no broker registration, and Oldfather Financial Services reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does William charge for financial advice?
William's firm, Oldfather Financial Services, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is William Oldfather based?
William Oldfather is based in Kearney, Nebraska.
Is William Oldfather registered with the SEC?
Yes. William Oldfather is registered as an investment adviser representative in NE (CRD 1958267), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Oldfather Financial Services manage?
Oldfather Financial Services reports $556.3M across 1,231 accounts in assets under management.
How do I contact William Oldfather?
Through William's website, www.oldfatherfinancial.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
- 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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