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OLDFATHER FINANCIAL SERVICES

KEARNEY, NE · CRD 339739 · IAPD ↗ · oldfatherfinancial.com · 308-237-4571

$556.3MRegulatory AUM
4Advisory reps
6Employees
0Clients
1-10Planning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

98
February 2026 — OLDFATHER FINANCIAL SERVICES (KEARNEY, NE) is newly SEC-registered with $541.5M RAUM and 4 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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