Oldfather Financial Services, LLC
Oldfather Financial Services, LLC is an SEC-registered investment adviser headquartered in Kearney, Nebraska. Founded in 1992, the firm provides comprehensive financial planning and investment management services for individuals, high-net-worth families, retirement plans, foundations, and endowments across the United States. With a fee-only model, the firm emphasizes client goals over product sales and employs a team with over 65 years of combined industry experience. As of early 2025, the firm manages $459 million in assets for over a thousand accounts and has a staff of 5 professionals. Oldfather Financial serves a broad range of clients, including individuals, charitable organizations, and corporations.
Investment Strategy
Oldfather Financial Services pursues a client-focused, fee-only advisory model, offering personalized financial planning and investment management tailored to each client's goals and financial situation. The firm manages diversified portfolios for individuals, high net worth families, foundations, and retirement plans, with a focus on long-term wealth building, retirement planning, Social Security optimization, business growth, and tax efficiency. Their investment approach emphasizes informed decision-making, clarity, and confidence, seeking to guide clients through various life stages and financial transitions with objective advice and ongoing education.
Top Holdings
Equity Positions (91)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VOO | VANGUARD INDEX FDS | 22.93% | $73.6M | 120,209 | $315.60 | $612.38 | +$6.6M |
M MDY | SPDR S&P MIDCAP 400 ETF TR | 10.20% | $32.8M | 54,950 | $395.14 | $596.03 | +$2.6M |
I IWM | ISHARES TR | 8.82% | $28.3M | 117,069 | $171.55 | $241.96 | +$4.0M |
S SPY | SPDR S&P 500 ETF TR | 5.39% | $17.3M | 25,958 | $326.23 | $666.18 | +$1.2M |
I IWF | ISHARES TR | 3.70% | $11.9M | 25,380 | $191.53 | $468.41 | +$1.0M |