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OLDFATHER FINANCIAL SERVICES LLC

KEARNEY, NE · CRD 112505 · IAPD ↗ · 308-237-4571

$459.0MRegulatory AUM
4Advisory reps
5Employees
3Clients
1-10Planning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

63
March 2026 — OLDFATHER FINANCIAL SERVICES LLC (KEARNEY, NE) left the SEC roster (was $459.0M RAUM, 4 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
45
December 2025 — OLDFATHER FINANCIAL SERVICES LLC notice-filed in KS.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
45
March 2025 — OLDFATHER FINANCIAL SERVICES LLC notice-filed in TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
61
March 2024 — OLDFATHER FINANCIAL SERVICES LLC reports 1-10 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.