Top 100 Financial Services Companies in Omaha

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Below is the list of Top 100 Financial Services Companies in Omaha ranked based on company size, client reviews, services, and awards.

Financial Services Companies in Omaha

1. Td Ameritrade

Industry: Financial Services

Location: Omaha, Nebraska

Website: tdameritrade.com

Company Founded: 1975

Company Size: 5001-10000

Company Address: 200 South 108th Avenue, Omaha, Nebraska, United States

Td Ameritrade Contact Details

Name Title LinkedIn Phone Email
Brian Kosmiski Senior Talent Acquisition Partner
Jamie Katz Talent Acquisition Manager
Josh Hobbs Branch Manager
David Moore Investor Service Team Manager
Jarriet Dewitt Talent Acquisition Coordinator - Human Resources
Ilya Yusufov Senior Financial Consultant
Bryan Rhoades Trader Solutions Specialist
Requires/Intent and 1592 more Employees
Employee Training & Workforce Development
Asset Management
Credit Rating & Analysis
Automation & Workflow Optimization
Legal Compliance & Advisory
and more

2. Penfed Credit Union

Industry: Financial Services

Location: Omaha, Nebraska

Company Founded: 1935

Company Size: 1001-5000

Company Address: P/o Box 247080, Omaha, Nebraska, United States

Penfed Credit Union Contact Details

Name Title LinkedIn Phone Email
Gaurav Bhatia Chief Marketing Officer
Christopher Bolton Senior Recruiter
Phil Caggiano Area Sales Manager, Nj, Philadelphia And Eastern Pa And New York
Guangwen Zhu Senior Manager, Decision Science
Cassie Coppa Recruiter Ii
Brad Patterson Vice President And Enterprise Payment Strategies And Operations
Anthony Lamanna Chief Information Security Officer
Requires/Intent and 535 more Employees
Risk Management & Compliance
Investment Advisory
and more

3. Farm Credit Services Of America

Industry: Financial Services

Location: Omaha, Nebraska

Website: fcsamerica.com

Company Founded: 1916

Company Size: 1001-5000

Company Address: 5015 South 118th Street, Omaha, Nebraska, United States

Farm Credit Services Of America Contact Details

Name Title LinkedIn Phone Email
Travis Stroebele Network Architect
Pernell Toney Talent Acquisition Manager
Sarah Sabatka Consumer Lending Officer Nmls #1208993
Tom Dobbe Regional Vice President
Dennis Kirlin Senior Vice President And Chief Applications Officer
Marshall Hansen Senior Vice President - Agribusiness Capital Group
Katie Mullin Vice President Human Resources
Requires/Intent and 713 more Employees
ERP For Financial Institutions
Data Analytics & Business Intelligence
and more

4. Gavilon Group, Llc

Industry: Financial Services

Location: Omaha, Nebraska

Website: gavilon.com

Company Founded: 2008

Company Size: 1001-5000

Company Address: 1331 Capitol Avenue, Omaha, Nebraska, United States

Gavilon Group, Llc Contact Details

Name Title LinkedIn Phone Email
Joleen Hueftle Recruitment Specialist
Stephen Hastings Director Safety
Ron Cardenas Vice President, Human Resources
Crystal Neun Food Service Coordinator
Joel Mueller Director Corn Products At Gavilon Group, Llc
David Spahn Area Manager
Dan Florent Senior Merchandiser At The Gavilon Group
Requires/Intent and 305 more Employees
Debt Collection & Recovery
Accounting Services
Fraud Detection & Prevention
Sales & Lead Generation Strategy
and more

5. Carson Group

Industry: Financial Services

Location: Omaha, Nebraska

Website: carsongroup.com

Company Size: 51-200

Company Address: 13321 California Street, Omaha, Nebraska, United States

Carson Group Contact Details

Name Title LinkedIn Phone Email
Bryant Holmes Director Of Marketing Operations
Kristi Harrison Vice President Of Partnership Development South Central
Jessica Brooks Joint Marketing Specialist, Inorganic Growth And Sponsorship
Jud Mackrill Chief Marketing Officer
Scott Kubie Senior Investment Strategist
Nick Engelbart Chief Financial Officer
Jodee Klinker Director Of Talent Acquisition
Requires/Intent and 59 more Employees
Mobile App Development For Financial Services
Financial Forecasting & Modeling
Technology Consulting
Fraud Detection & Prevention
and more

6. Mutual Of Omaha Mortgage

Industry: Financial Services

Location: Omaha, Nebraska

Company Founded: 2016

Company Size: 11-50

Mutual Of Omaha Mortgage Contact Details

Name Title LinkedIn Phone Email
Ryan Pilgrim Market Production Manager
Shelley Giordano Enterprise Integration
Selena Hudson Senior Mortgage Banker
Beth Young Loan Officer
Arthur Stine Mortgage Loan Officer
Robert Waskiewicz Mortgage Banker
Terry Connealy President
Requires/Intent and 57 more Employees
Fraud Detection & Prevention
Hedge Fund & Private Equity Consulting
Cloud Computing Solutions
Automation & Workflow Optimization
and more

7. Orion Advisor Services

Industry: Financial Services

Location: Omaha, Nebraska

Website: orionadvisor.com

Company Founded: 1999

Company Size: 201-500

Company Address: 17605 Wright Street, Omaha, Nebraska, United States

Orion Advisor Services Contact Details

Name Title LinkedIn Phone Email
Todd Bertucci National Sales Manager
Bill Wostoupal Chief Of Strategic Relationships
Mike Zarren Svp, Strategic Relationships
Bfaâ„¢ Mike Zarren Svp, Strategic Relationships
Kenneth Anderson Sme Ascent Training Specialist | Financial Planning
Kyle Hiatt Chief Revenue Officer
Joy Donaldson Institutional Project Manager
Requires/Intent and 111 more Employees
Loan Origination & Servicing Platforms
Fraud Detection & Prevention
Online Advertising & SEO
and more

8. Carson Wealth Management Group

Industry: Financial Services

Location: Omaha, Nebraska

Website: carsonwealth.com

Company Founded: 1983

Company Size: 51-200

Company Address: 13321 California Street, Omaha, Nebraska, United States

Carson Wealth Management Group Contact Details

Name Title LinkedIn Phone Email
Scott Ford Managing Director, Partner And Wealth Advisor
Jim Caldwell Wealth Advisor
Abby Mack Business Development Officer
Kc Pochobradsky Wealth Advisor
Alexander Reed Wealth Advisor
Russ Nieland Managing Partner, Wealth Advisor
Ken Mestemacher Equity Analyst
Requires/Intent and 27 more Employees
AI-powered Financial Insights
Online Advertising & SEO
Data Analytics & Business Intelligence
and more

9. Mccarthy Capital

Industry: Financial Services

Location: Omaha, Nebraska

Website: mccarthycapital.com

Company Founded: 2011

Company Size: 11-50

Company Address: 1601 Dodge Street, Omaha, Nebraska, United States

Mccarthy Capital Contact Details

Name Title LinkedIn Phone Email
Matthew Breunsbach Vice President
Brian Zaversnik Portfolio Director - Private Equity
Jonathan Wegner General Counsel
Bj Hansen Vice President
Hilke Brandon Business Development Coordinator
Kelly Schatz Private Equity Associate
Patrick Duffy President And Managing Partner
Requires/Intent and 11 more Employees
Financial Auditing & Reporting
Financial Planning & Retirement Solutions
Asset Management
Investment Advisory
and more

10. Heritage Financial Services

Industry: Financial Services

Location: Omaha, Nebraska

Website: heritagefinservices.com

Company Size: 51-200

Company Address: 1010 South 120th Street, Omaha, Nebraska, United States

Heritage Financial Services Contact Details

Name Title LinkedIn Phone Email
Fscp Tim Iverson Lutcf Financial Advisor
Charlie Lynch Senior Loan Officer
Colby Conover Financial Advisor
Steven Yegher Vice President Construction Lending
Preston Speece Vice President-sales And Advisor Development
Bill Dubose Wealth Manager
Jackson Watson Paraplanner
Requires/Intent and 44 more Employees
Cybersecurity & Data Protection
Online Advertising & SEO
IoT-enabled Smart Banking Solutions
Marketing Services
Banking & Payment Processing
and more

11. Bridges Trust

Industry: Financial Services

Location: Omaha, Nebraska

Website: bridgestrust.com

Company Size: 11-50

Company Address: 1125 South 103rd Street, Omaha, Nebraska, United States

Bridges Trust Contact Details

Name Title LinkedIn Phone Email
Felix Davidson Chief Operations Officer
Mike App Executive Vice President
Ted Bridges Chief Executive Officer
Jenny Strako Vice President, Philanthropy Advisor
Jennifer Potmesil Program Manager
Daniel Podpeskar Research Analyst
Dan Walker Senior Analyst
Requires/Intent and 15 more Employees
Debt Collection & Recovery
Technology Consulting
Insurance & Underwriting Services
ESG & Sustainable Finance Consulting
Automation & Workflow Optimization
and more

12. Nelson, Van Denburg & Campbell Wealth Management Group, Llc

Industry: Financial Services

Location: Omaha, Nebraska

Website: nicholedement.net

Company Founded: 2009

Company Size: 11-50

Company Address: 14301 Fnb Parkway, Omaha, Nebraska, United States

Nelson, Van Denburg & Campbell Wealth Management Group, Llc Contact Details

Name Title LinkedIn Phone Email
Steve Patterson Financial Advisor And Senior Vice President
Donald Stanley Vice President And Financial Advisor
William Shafroth Financial Planner
Jay Nelson Director Of Financial Planning
Tony Cerone Financial Planner At Nelson, Van Denburg And Campbell Wealth Management Group, Llc
Mark Pogreba Vice President
Nicholas Biever Operations Specialist
Requires/Intent and 1 more Employees
Banking & Payment Processing
Blockchain & Cryptocurrency Solutions
Online Advertising & SEO
Corporate Finance Strategy
and more

13. Mutual Of Omaha Investor Services

Industry: Financial Services

Location: Omaha, Nebraska

Company Size: 51-200

Company Address: P/o Box 2352, Omaha, Nebraska, United States

Mutual Of Omaha Investor Services Contact Details

Name Title LinkedIn Phone Email
David Pieper Financial Advisor
Adam Proskovec Manager Securities Supervision
Owen Friesen Financial Advisor
Justin Gran Financial Advisor
Derek Peterson Financial Advisor
Fscp Derek Peterson Financial Advisor
Bill Freeman Financial Advisor
Requires/Intent and 17 more Employees
Financial Auditing & Reporting
Branding & Public Relations
and more

14. Centris Federal Credit Union

Industry: Financial Services

Location: Omaha, Nebraska

Website: centrisfcu.org

Company Founded: 1934

Company Size: 201-500

Company Address: 11825 Q Street, Omaha, Nebraska, United States

Centris Federal Credit Union Contact Details

Name Title LinkedIn Phone Email
Tate Fitzgerald Chief Information Officer
Richard Seamann Vice President Of Indirect And Merchant Lending
Tera Schaecher Senior Vice President, Credit Administration
Kevin Svec Senior Vice President
Robin Fredieu Organization Development Consultant
Jeffrey Shapiro Executive Vice President
Megan Mcneal Senior Compliance Specialist
Requires/Intent and 62 more Employees
Omnichannel Customer Support
Automation & Workflow Optimization
Marketing Services
Treasury & Cash Flow Management
and more

15. The Strawhecker Group

Industry: Financial Services

Location: Omaha, Nebraska

Website: thestrawgroup.com

Company Founded: 2006

Company Size: 11-50

Company Address: 11605 Miracle Hills Drive, Omaha, Nebraska, United States

The Strawhecker Group Contact Details

Name Title LinkedIn Phone Email
Jared Drieling Senior Director Of Consulting And Market Intelligence
Mike Strawhecker President
Stephen Vickers Director Of Revenue And Growth
Joshua Istas Aim Director
Al Novacek Gem Operations Manager
Rich Eyberg Senior Associate
Zach Spellman Project Manager
Requires/Intent and 4 more Employees
IoT-enabled Smart Banking Solutions
Portfolio Management
Hedge Fund & Private Equity Consulting
Business Strategy & Growth Consulting
and more

16. Weitz Investment Management

Industry: Financial Services

Location: Omaha, Nebraska

Website: weitzinvestments.com

Company Founded: 1983

Company Size: 11-50

Company Address: 1125 South 103rd Street, Omaha, Nebraska, United States

Weitz Investment Management Contact Details

Name Title LinkedIn Phone Email
Grant Tesnohlidek Reional Director
Kelly Kraft Vice President, Head Of Intermediary Distribution
James Boyne President
Jessica Nagengast Senior Client Relationship Representative
Ernie Gordon Director Of Strategic Accounts
Eric Lee Portfolio Analyst
Sean Pompa Equity Analyst
Requires/Intent and 9 more Employees
AI-powered Financial Insights
Technology Consulting
Treasury & Cash Flow Management
and more

17. Tsys Merchant Solutions

Industry: Financial Services

Location: Omaha, Nebraska

Website: tsysmerchantsolutions.com

Company Size: 501-1000

Company Address: 1601 Dodge Street, Omaha, Nebraska, United States

Tsys Merchant Solutions Contact Details

Name Title LinkedIn Phone Email
Jay Christiansen Senior Product Manager Authorization Platforms - Tsys
Jennifer Whitt Account Executive
Kristin Nielsen Training Manager
Lynn Massey Director, Operations Risk Management
Dnyaneshwar Mulley Senior Software Developer
Parrish Theodore Associate Director, Account Management
Justin Shaffer Healthcare Consultant - Integrated Payments
Requires/Intent and 68 more Employees
Mortgage & Loan Processing
IoT-enabled Smart Banking Solutions
Corporate Finance Strategy
and more

18. Axos® Clearing, A Subsidiary Of Axos Financial™

Industry: Financial Services

Location: Omaha, Nebraska

Website: axosclearing.com

Company Size: 51-200

Company Address: 1200 Landmark Center, Omaha, Nebraska, United States

Axos® Clearing, A Subsidiary Of Axos Financial™ Contact Details

Name Title LinkedIn Phone Email
Michael Scaplen Senior Vice President, Sales And Relationship Management
Rob Primiano Vice President --securities Lending Group
Christiane Agee Vice President Marketing
Tim Trautman Retirement Account Tax Specialist
Lance Shafer Assistant Manager Stock Record
Brenda Linden Strategic Projects Leader
Luke Holland Product And Pipeline
Requires/Intent and 5 more Employees
Compliance & Regulatory Advisory
Data Analytics & Business Intelligence
Online Advertising & SEO
and more

19. Cfo Systems, Llc

Industry: Financial Services

Location: Omaha, Nebraska

Website: cfosystemsllc.com

Company Founded: 2004

Company Size: 11-50

Company Address: 10832 Old Mill Road, Omaha, Nebraska, United States

Cfo Systems, Llc Contact Details

Name Title LinkedIn Phone Email
John Connor Director
Mike Mohr Director
Rick Maner Director
John Mcvay Senior Accountant
Aaron Watterson Director
Michael Draper Director
Jennie Scheel Director
Requires/Intent and 11 more Employees
Branding & Public Relations
IoT-enabled Smart Banking Solutions
and more

20. Covisum

Industry: Financial Services

Location: Omaha, Nebraska

Website: covisum.com

Company Founded: 2016

Company Size: 11-50

Company Address: 2120 South 72nd Street, Omaha, Nebraska, United States

Covisum Contact Details

Name Title LinkedIn Phone Email
Joe Elsasser President
Katie Godbout Vice President Of Sales And Marketing
Anna Di Ruocco Business Development Specialist
Shawn Sweet Software Architect
Chris Whitehill Vice President Of Software Development And Information Security
William Mccullough Enterprise Support Specialist
Lauren Laferla Public Relations And Content Marketing Manager
Requires/Intent and 8 more Employees
Mergers & Acquisitions Advisory
Hedge Fund & Private Equity Consulting
and more

21. Northstar Financial Services Group, Llc

Industry: Financial Services

Location: Omaha, Nebraska

Website: nstar-financial.com

Company Founded: 2003

Company Size: 501-1000

Company Address: 17605 Wright Street, Omaha, Nebraska, United States

Northstar Financial Services Group, Llc Contact Details

Name Title LinkedIn Phone Email
Jon Reiners Senior Vice President
Jacob Childers Senior Financial Analyst
Phil Boll Senior Financial Analyst
Kiefer Wilson Financial Data Analyst
Parag Andleigh Cloud Architect
Gary Danahy Compliance Program Director
Reid Peters Controller
Requires/Intent and 40 more Employees
Sales & Lead Generation Strategy
Compliance & Regulatory Advisory
and more

22. Best Card

Industry: Financial Services

Location: Omaha, Nebraska

Website: bestcardpayments.com

Company Founded: 2009

Company Size: 1-10

Company Address: 900 South 74th Plaza, Omaha, Nebraska, United States

Best Card Contact Details

Name Title LinkedIn Phone Email
Jason Ferris Vice President, Strategic Partnerships
Dominic Digiacomo Managing Partner
Timothy Seffron Business Development Manager
Kelly Brofft Sales Specialist
Matt Carew Customer Service And Cost Comparison Specialist
Requires/Intent
Financial Auditing & Reporting
ESG & Sustainable Finance Consulting
Asset Management
Debt Collection & Recovery
Sales & Lead Generation Strategy
and more

23. Cls Investments, Llc

Industry: Financial Services

Location: Omaha, Nebraska

Website: clsinvest.com

Company Founded: 1989

Company Size: 51-200

Company Address: 17605 Wright Street, Omaha, Nebraska, United States

Cls Investments, Llc Contact Details

Name Title LinkedIn Phone Email
Grant Engelbart Senior Portfolio Manager And Director Of Research
Gene Frerichs Performance Analyst
Dawn Batho Director Of Inside Sales
Susanne Naso Compliance Officer
Jill Graves Product Manager, Qualified Plans
Doug Poole Vice President - Key Accounts
Michael Caplin Regional Vice President
Requires/Intent and 28 more Employees
Financial Planning & Retirement Solutions
Debt Collection & Recovery
Marketing Services
and more

24. Paymentspring

Industry: Financial Services

Location: Omaha, Nebraska

Website: paymentspring.com

Company Founded: 2012

Company Size: 51-200

Company Address: 12165 West Center Road, Omaha, Nebraska, United States

Paymentspring Contact Details

Name Title LinkedIn Phone Email
David Handlos Quality Assurance Engineer
Ashley Gaines Client Services Intern
Becky Pollock President
Anderson Reinkordt Full Stack Software Engineer
Michael Prokop It Software Architect - Database Administration
David Christensen Technical Team Lead
Bailey Williams Implementation Specialist
Requires/Intent and 7 more Employees
Marketing Services
Loan Origination & Servicing Platforms
and more

25. Wealthplan Partners

Industry: Financial Services

Location: Omaha, Nebraska

Website: wealthplan.partners

Company Founded: 1989

Company Size: 11-50

Company Address: 101 South 108th Street, Omaha, Nebraska, United States

Wealthplan Partners Contact Details

Name Title LinkedIn Phone Email
Jeremy Armagost Certified Financial Plannerâ
Robert Taylor Managing Partner
Chris Mcmillan Corporate Counsel And Chief Compliance Officer
Jack Holmes Chief Investment Officer
Angela Armagost Marketing Consultant
Jenny Feltz Financial Assistant
Kaitlyn Brown Marketing Manager
Requires/Intent and 2 more Employees
Debt Collection & Recovery
Omnichannel Customer Support
and more

26. Feltz Wealthplan

Industry: Financial Services

Location: Omaha, Nebraska

Website: feltzwp.com

Company Founded: 1986

Company Size: 11-50

Company Address: 101 South 108th Avenue, Omaha, Nebraska, United States

Feltz Wealthplan Contact Details

Name Title LinkedIn Phone Email
Tad Singer Senior Wealth Advisor
Wade Behlen Director Of Retirement Plans And Foundations
Jennifer Wilbeck Director Of Education, Retirement Plans And Foundations
Emily Codr Director Of Client Services
Ryan Feltz Wealth Advisor
Julie Feltz Senior Executive Assistant
Amy Feltz Client Relations
Requires/Intent and 4 more Employees
Data Analytics & Business Intelligence
Financial Planning & Retirement Solutions
Treasury & Cash Flow Management
Asset Management
Business Strategy & Growth Consulting
and more

27. Wealth Partners, Inc

Industry: Financial Services

Location: Omaha, Nebraska

Website: truewealthpartners.com

Company Founded: 1988

Company Size: 11-50

Company Address: 11819 Miracle Hills Drive, Omaha, Nebraska, United States

Wealth Partners, Inc Contact Details

Name Title LinkedIn Phone Email
Aifa Phil Wood Private Wealth Advisor And Managing Director
Seth Rhodes Business Development Director
Amanda Edison Business Development Director | Vice President
Barb Foote Financial Advisor
Robert Gasnick Financial Advisor
Laurie Ortman Financial Advisor
Jana Flaxbeard Financial Planning Specialist
Requires/Intent and 3 more Employees
Risk Management & Compliance
Fraud Detection & Prevention
Digital Payment & Subscription Solutions
and more

28. Orion Advisor Solutions

Industry: Financial Services

Location: Omaha, Nebraska

Website: orion.com

Company Founded: 2003

Company Size: 501-1000

Company Address: 17605 Wright Street, Omaha, Nebraska, United States

Orion Advisor Solutions Contact Details

Name Title LinkedIn Phone Email
John Erdkamp Cae And Risk Officer
Michael Forker Chief Risk Officer
Lia Diamantis Accounting Manager
Adam Werner Legal Counsel
Jeff Sondag Systems Engineer
David Ricchini Trading Specialist
Kevin Klever Communications Strategist
Requires/Intent and 2 more Employees
Banking & Payment Processing
Financial Forecasting & Modeling
Technology Consulting
Customer Relationship Management (CRM)
AI-powered Financial Insights
and more

29. Vendorin

Industry: Financial Services

Location: Omaha, Nebraska

Website: vendorin.com

Company Founded: 2007

Company Size: 11-50

Company Address: 120 Regency Parkway, Omaha, Nebraska, United States

Vendorin Contact Details

Name Title LinkedIn Phone Email
Candace Cox Graphic Designer
Renee Siems Senior Director, Business Development
Gregory Barry Business Intelligence Analyst
Omar Serghini Sales
Jami Steen Account Manager
Matt Borcher Supplier Side Services Supervisor At Vendorin, Inc
Christine Nieto-stevens Project Manager
Requires/Intent and 4 more Employees
Mortgage & Loan Processing
Asset Management
Portfolio Management
Data Analytics & Business Intelligence
and more

30. Amplifi

Industry: Financial Services

Location: Omaha, Nebraska

Website: amplificap.com

Company Founded: 2017

Company Size: 1-10

Company Address: 1131 Leavenworth Street, Omaha, Nebraska, United States

Amplifi Contact Details

Name Title LinkedIn Phone Email
Jake Chapman Capital Director
Brett Burgau Strategic Partnerships Manager
Joe Herbeck Analyst
Requires/Intent
Business Strategy & Growth Consulting
Tax Planning & Strategy
Hedge Fund & Private Equity Consulting
Performance Tracking & KPI Analytics
and more

31. Early Out Services, Inc. - General Service Bureau, Inc.

Industry: Financial Services

Location: Omaha, Nebraska

Website: gsbcollect.com

Company Founded: 1946

Company Size: 201-500

Company Address: 10303 Crown Point Avenue, Omaha, Nebraska, United States

Early Out Services, Inc. - General Service Bureau, Inc. Contact Details

Name Title LinkedIn Phone Email
Miguel Barajas Eos And Gsb Project Coordinator
Jason Thompson Chief Information Officer At Early Out Services, Inc
Bob Leavitt Chairman Of The Board And Co-owner
Juanita Barajas Medical Billing Specialist
Deemma Fitzgerald Senior Insurance Representative
Brian Ritter Quality Assurance And Aca Certified Trainer Specialist And Ppms Administrator At General Service Bureau
Terri Meek Senior Medical Biller
Requires/Intent and 29 more Employees
Fraud Detection & Prevention
Mergers & Acquisitions Advisory
ERP For Financial Institutions
and more

32. Financial Transmission Network, Inc. (ftni)

Industry: Financial Services

Location: Omaha, Nebraska

Website: ftni.com

Company Founded: 2008

Company Size: 11-50

Company Address: 13220 Birch Drive, Omaha, Nebraska, United States

Financial Transmission Network, Inc. (ftni) Contact Details

Name Title LinkedIn Phone Email
Aiden Hook Senior Solution Sales Executive
John Karhoff Director Of Sales
Jeff Engel Manager Of Projects And Implementations
Cale Benson Business Development Specialist
Cole Grennan Inside Sales Representative
Mark Neidig Software Engineer
Steven Varela Business Development Representative
Requires/Intent and 3 more Employees
Financial Forecasting & Modeling
Insurance & Underwriting Services
Omnichannel Customer Support
Financial Auditing & Reporting
Mergers & Acquisitions Advisory
and more

33. Tagge-rutherford Financial Group

Industry: Financial Services

Location: Omaha, Nebraska

Website: tomwild.co.uk

Company Size: 11-50

Company Address: 15808 West Dodge Road, Omaha, Nebraska, United States

Tagge-rutherford Financial Group Contact Details

Name Title LinkedIn Phone Email
Matt Thurber Financial Consultant
Dan Cullen Lpl Financial Advisor
Scott Norvell Managing Executive, Partner, Osj Manager
Monte Peterson Shareholder
Renee Lund Administrative Assistant
Larry Pence Executive Vice President And Partner
Darin Duin Financial Advisor
Requires/Intent and 3 more Employees
Business Strategy & Growth Consulting
Debt Collection & Recovery
and more

34. Acclaro Valuation Advisors

Industry: Financial Services

Location: Omaha, Nebraska

Website: acclarovaluation.com

Company Founded: 1999

Company Size: 1-10

Company Address: 444 Regency Parkway Drive, Omaha, Nebraska, United States

Acclaro Valuation Advisors Contact Details

Name Title LinkedIn Phone Email
Robert Powell Internal Controller
Aaron Pryor Managing Director
Tom Mcqueen Analyst
Deanne Mccarrison Documentation Manager
Robert Hicks Managing Director
Requires/Intent
HR & Talent Acquisition
Hedge Fund & Private Equity Consulting
and more

35. American Wealth Partners

Industry: Financial Services

Location: Omaha, Nebraska

Website: americanwealthpartners.net

Company Founded: 2017

Company Size: 1-10

Company Address: 3707 North 144th South, Omaha, Nebraska, United States

American Wealth Partners Contact Details

Name Title LinkedIn Phone Email
Cory Libis President
Rian Mcgill Wealth Advisor
Ember Ham Client Services Manager
Drew Emken Wealth Advisor
Requires/Intent
Document Management & E-signature Solutions
Banking & Payment Processing
Insurance & Underwriting Services
and more

36. Agdirect® Equipment Financing

Industry: Financial Services

Location: Omaha, Nebraska

Website: agdirect.com

Company Size: 1001-5000

Company Address: 5015 South 118 Street, Omaha, Nebraska, United States

Agdirect® Equipment Financing Contact Details

Name Title LinkedIn Phone Email
Jill Patton Territory Sales Manager
Megan Troyer Sales Representative
Jon White Inside Sales Representative
Spencer Reetz Account Manager
Reiny Ostrander Closing Specialist
Ed Harrison Territory Manager At Agdirect
Chris Schimke Territory Manager
Requires/Intent and 5 more Employees
Cloud Computing Solutions
ESG & Sustainable Finance Consulting
Wealth Management
and more

37. Cor Clearing Llc

Industry: Financial Services

Location: Omaha, Nebraska

Website: corclearing.com

Company Size: 51-200

Company Address: 1200 Landmark Center, Omaha, Nebraska, United States

Cor Clearing Llc Contact Details

Name Title LinkedIn Phone Email
Cory Stodola Senior Treasury Analyst
Maggie Johnson Margin Analyst At Cor Clearing Llc
Rebekah Hurley Student Initiatives Coordinator
Tina Bratetic Payroll Administrator And Human Resources And Executive And Administrative Assistant
Michael Scott Database Administrator
Michael Scott Database Administrator
Brenda Nedved Settlements And Trade Clearance
Requires/Intent and 22 more Employees
Risk Assessment & Mitigation
Loan Origination & Servicing Platforms
Wealth Management
and more

38. Integrated Trade Finance Llc

Industry: Financial Services

Location: Omaha, Nebraska

Website: integratedtradefinance.com

Company Founded: 2008

Company Size: 11-50

Company Address: 4611 South 96th Street, Omaha, Nebraska, United States

Integrated Trade Finance Llc Contact Details

Name Title LinkedIn Phone Email
Jeffrey Kamins Chief Executive Officer
Rijun Liu Internship
Requires/Intent
Technology Consulting
Compliance & Regulatory Advisory
Business Strategy & Growth Consulting
Credit Rating & Analysis
and more

39. American Payment Systems

Industry: Financial Services

Location: Omaha, Nebraska

Website: americanpaymentsystems.com

Company Founded: 2001

Company Size: 1-10

Company Address: 8605 Q Street, Omaha, Nebraska, United States

American Payment Systems Contact Details

Name Title LinkedIn Phone Email
Jim Barnes President And Chief Executive Officer And Co-founder
Shelby Bunderson Office Administrator And Executive Assistant
Cory Magers General Manager
Ron Harris National Sales Director
John Frank Vice President Operations And Wallingford General Manager
David Veith Regional Merchant Sales Specialist
Requires/Intent
Employee Training & Workforce Development
API Integration For FinTech
Mobile App Development For Financial Services
Document Management & E-signature Solutions
and more

40. Carson Group Partners

Industry: Financial Services

Location: Omaha, Nebraska

Website: carsoninstitutional.com

Company Founded: 2011

Company Size: 51-200

Carson Group Partners Contact Details

Name Title LinkedIn Phone Email
Jessica Golson Director Of Platform Operations
Patrick Mimfa Portfolio Strategist
Rob Neuhaus Transformation Manager
Jeff Bornhoft Regional Compliance Manager
Lexy Ulrich Compliance Analyst
Requires/Intent
Data Analytics & Business Intelligence
ERP For Financial Institutions
Financial Planning & Retirement Solutions
and more

41. Treetop Ventures

Industry: Financial Services

Location: Omaha, Nebraska

Website: treetopventures.com

Company Founded: 2009

Company Size: 1-10

Company Address: 14680 West Dodge Road, Omaha, Nebraska, United States

Treetop Ventures Contact Details

Name Title LinkedIn Phone Email
William Fisher Partner
Sondra Schuetz Accountant
Requires/Intent
Employee Training & Workforce Development
Online Advertising & SEO
Accounting Services
and more

42. First Nebraska Educators Credit Union

Industry: Financial Services

Location: Omaha, Nebraska

Website: firstnebraska.org

Company Size: 51-200

Company Address: 10655 Bedford Avenue, Omaha, Nebraska, United States

First Nebraska Educators Credit Union Contact Details

Name Title LinkedIn Phone Email
Rich Sullinger Vice President Of Lending
Audri Godfrey Consumer Lending Specialist
Alana Curtis Member Service
Teresa Kerkman Mortgage Loan Officer
Charity Helter Senior Branch Manager
Rachael Dunetts Senior Member Service Representative
Jolene Wieser General Ledger Manager
Requires/Intent and 12 more Employees
Technology Consulting
API Integration For FinTech
and more

43. Amerifirst Finance

Industry: Financial Services

Location: Omaha, Nebraska

Website: trustamerifirst.com

Company Founded: 2005

Company Size: 11-50

Company Address: 11171 Mill Valley Road, Omaha, Nebraska, United States

Amerifirst Finance Contact Details

Name Title LinkedIn Phone Email
Kevin Dickens Delinquency Resolution Specialist
Susan Cheney National Accounts Manager
K.c Engdahl General Counsel
Tristin Stapp Cash And Accounts Payable
Jim Houser Director, Information Technology
Brian Humphrey Credit Manager
Christine Shook Senior Programmer And Analyst
Requires/Intent and 7 more Employees
Branding & Public Relations
Quality Control & Assurance
Corporate Finance Strategy
Performance Tracking & KPI Analytics
and more

44. States Resources Corp.

Industry: Financial Services

Location: Omaha, Nebraska

Website: statesresouces.com

Company Founded: 1988

Company Size: 11-50

Company Address: 2211 South 156th Circle, Omaha, Nebraska, United States

States Resources Corp. Contact Details

Name Title LinkedIn Phone Email
Blake Vardaman Chief Executive Officer
Cory Butler Manager, Special Assets Division
Ken Stutzman Owned Real Estate Manager
Jeffrey Rhoads Director Of Accounting And Finance And Investor Relations Manager
Randal Vardaman Chief Executive Officer
Denise Pohl Documentation Specialist
Requires/Intent
Employee Training & Workforce Development
Automation & Workflow Optimization
Mobile App Development For Financial Services
HR & Talent Acquisition
and more

45. Merchants Credit Adjusters, Inc.

Industry: Financial Services

Location: Omaha, Nebraska

Website: mcaomaha.com

Company Founded: 1919

Company Size: 51-200

Company Address: 4005 South 148th Street, Omaha, Nebraska, United States

Merchants Credit Adjusters, Inc. Contact Details

Name Title LinkedIn Phone Email
Rachel Wagner Vice-president, Information Services And Revenue Management At Merchants Credit Adjusters, Inc
Andrea Norman Client Services
Erika Mccawley Director Of Client Services
Dottie Braniff Receptionist And Front Office Manager
Dottie Braniff Receptionist And Front Office Manager
Aaron Carr Director It Services
Susan Pavioni Training Manager
Requires/Intent and 3 more Employees
IoT-enabled Smart Banking Solutions
Banking & Payment Processing
Data Analytics & Business Intelligence
Employee Training & Workforce Development
and more

46. Doctors And Degenerates

Industry: Financial Services

Location: Omaha, Nebraska

Website: magicsandcastle.com

Company Founded: 2007

Company Size: 1-10

Company Address: 13625 California Street, Omaha, Nebraska, United States

Doctors And Degenerates Contact Details

Name Title LinkedIn Phone Email
Sean Cawley Investments Director
Requires/Intent
Portfolio Management
ESG & Sustainable Finance Consulting
Digital Payment & Subscription Solutions
and more

47. Silverleaf Wealth Management

Industry: Financial Services

Location: Omaha, Nebraska

Website: silverleafwealth.com

Company Founded: 2015

Company Size: 1-10

Company Address: 12801 Pierce Street, Omaha, Nebraska, United States

Silverleaf Wealth Management Contact Details

Name Title LinkedIn Phone Email
Curt Krueger Wealth Advisor At Silverleaf Wealth Management
Fpqp Patty Sacco Krueger Client Services Associate, RpÂ
Patty Krueger Client Services Associate, RpÂ
Heather Vondra Client Service Coordinator
James Stanek Wealth Advisor
Amanda Neitzel Client Services Associate
Requires/Intent
Cloud Computing Solutions
Mortgage & Loan Processing
AI-powered Financial Insights
IoT-enabled Smart Banking Solutions
and more

48. Commodity Solutions, Inc.

Industry: Financial Services

Location: Omaha, Nebraska

Website: commoditysolutions.com

Company Founded: 2004

Company Size: 11-50

Company Address: 14301 Fnb Parkway, Omaha, Nebraska, United States

Commodity Solutions, Inc. Contact Details

Name Title LinkedIn Phone Email
David Franzen Merchant
Anthony Hipke Grain Merchandiser
Nathan Gardels Commodity Risk Management
Erik Hoegemeyer Commodity Consultant
Brody Vandebrug Commodity Broker
Kenny Prinz Feed Merchandiser
Requires/Intent
ESG & Sustainable Finance Consulting
Risk Management & Compliance
Performance Tracking & KPI Analytics
Digital Payment & Subscription Solutions
and more

49. Sequent Planning

Industry: Financial Services

Location: Omaha, Nebraska

Website: sequentplanning.com

Company Founded: 2012

Company Size: 1-10

Company Address: 8420 West Dodge Road, Omaha, Nebraska, United States

Sequent Planning Contact Details

Name Title LinkedIn Phone Email
Michael Chochon Vice President
Rick Reed Chief Compliance Officer
Requires/Intent
Customer Relationship Management (CRM)
Banking & Payment Processing
Omnichannel Customer Support
Asset Management
Cloud Computing Solutions
and more

50. Benefit Plans, Inc

Industry: Financial Services

Location: Omaha, Nebraska

Website: bpiomaha.com

Company Size: 11-50

Company Address: 16924 Frances Street, Omaha, Nebraska, United States

Benefit Plans, Inc Contact Details

Name Title LinkedIn Phone Email
Liz Zoellner Owner
Lisa Busing Account Manager
Neil Lisec President
Crystal Platten Executive Assistant And Sales Cordinator
Chelsey Meyer Account Manager
Tony Monico Account Manager
Requires/Intent
Credit Rating & Analysis
Mergers & Acquisitions Advisory
and more

51. Peak Advisor Alliance

Industry: Financial Services

Location: Omaha, Nebraska

Company Founded: 1993

Company Size: 11-50

Company Address: 13321 California Street, Omaha, Nebraska, United States

Peak Advisor Alliance Contact Details

Name Title LinkedIn Phone Email
Tammy Breitenbach Executive Business Coach
Ellen Konsdorf Executive Business Consultant
Pam Burwell Coaching Administrative Specialist
Requires/Intent
Business Strategy & Growth Consulting
ESG & Sustainable Finance Consulting
Cloud Computing Solutions
and more

52. Leveragerx, Llc

Industry: Financial Services

Location: Omaha, Nebraska

Website: leveragerx.com

Company Founded: 2015

Company Size: 1-10

Company Address: 808 Conagra Drive, Omaha, Nebraska, United States

Leveragerx, Llc Contact Details

Name Title LinkedIn Phone Email
D.j Price Head Of Life Insurance Sales
Requires/Intent
HR & Talent Acquisition
API Integration For FinTech
Risk Management & Compliance
Data Analytics & Business Intelligence
Compliance & Regulatory Advisory
and more

53. Northern Lights Distributors, Llc

Industry: Financial Services

Location: Omaha, Nebraska

Website: nldistributors.com

Company Founded: 2004

Company Size: 1-10

Company Address: 17605 Wright Street, Omaha, Nebraska, United States

Northern Lights Distributors, Llc Contact Details

Name Title LinkedIn Phone Email
Megan Happel Compliance Specialist
Chris Wendt Compliance Specialist
Requires/Intent
HR & Talent Acquisition
Digital Payment & Subscription Solutions
Securities Trading & Brokerage
and more

54. Exitbig

Industry: Financial Services

Location: Omaha, Nebraska

Website: exitbig.com

Company Founded: 2015

Company Size: 1-10

Company Address: 17310 Wright Street, Omaha, Nebraska, United States

Exitbig Contact Details

Name Title LinkedIn Phone Email
Luke Ellis Managing Partner
Requires/Intent
Investment Advisory
Blockchain & Cryptocurrency Solutions
Business Strategy & Growth Consulting
Cloud Computing Solutions
Treasury & Cash Flow Management
and more

55. Illuminate Financial Group

Industry: Financial Services

Location: Omaha, Nebraska

Website: illuminatefinancialgroup.com

Company Founded: 2002

Company Size: 11-50

Company Address: 9290 West Dodge Road, Omaha, Nebraska, United States

Illuminate Financial Group Contact Details

Name Title LinkedIn Phone Email
Chris Farris Financial Planner - Financial Design Team
Christina Koenig Human Resources Director And Business Administrator
Milissa Henry Director Of Client Services
Michelle Therkildsen Director Of New Business
Requires/Intent
API Integration For FinTech
Risk Assessment & Mitigation
and more

56. Centerpoint Financial Group

Industry: Financial Services

Location: Omaha, Nebraska

Website: yourcenterpoint.com

Company Founded: 1995

Company Size: 1-10

Company Address: 9850 Nicholas Street, Omaha, Nebraska, United States

Centerpoint Financial Group Contact Details

Name Title LinkedIn Phone Email
Doug Riggert Partner
Requires/Intent
Loan Origination & Servicing Platforms
Corporate Finance Strategy
Treasury & Cash Flow Management
Marketing Services
Omnichannel Customer Support
and more

57. Physicians Thrive

Industry: Financial Services

Location: Omaha, Nebraska

Website: physicianadvisorsllc.com

Company Size: 11-50

Company Address: 11235 Davenport Street, Omaha, Nebraska, United States

Physicians Thrive Contact Details

Name Title LinkedIn Phone Email
David Swan Wealth Advisor
Betsy Rubendall Office Administrator
Andrew Holloway Wealth Advisor
Jenna Randazzo Client Services
Pam Jackson Education Coordinator
Kersten Hanson Client Services
Requires/Intent
Financial Auditing & Reporting
Debt Collection & Recovery
Portfolio Management
and more

58. Walnut Hill Advisors

Industry: Financial Services

Location: Omaha, Nebraska

Website: thewalnuthilladvisors.com

Company Size: 1-10

Walnut Hill Advisors Contact Details

Name Title LinkedIn Phone Email
Jill Ehlers Financial Advisor, Partner
Requires/Intent
Credit Rating & Analysis
Mobile App Development For Financial Services
Technology Consulting
Cloud Computing Solutions
HR & Talent Acquisition
and more

59. Nebraska Enterprise Fund

Industry: Financial Services

Location: Omaha, Nebraska

Website: nebbiz.org

Company Founded: 1994

Company Size: 1-10

Company Address: 1516 Cuming Street, Omaha, Nebraska, United States

Nebraska Enterprise Fund Contact Details

Name Title LinkedIn Phone Email
Michelle Johnson Business Analyst And Underwriting Specialist
Jane Olson Program Manager
Requires/Intent
Corporate Finance Strategy
Compliance & Regulatory Advisory
Online Advertising & SEO
and more

60. Integrated Merchant Alliance, Inc. (ima)

Industry: Financial Services

Location: Omaha, Nebraska

Website: imainfo.com

Company Founded: 2003

Company Size: 51-200

Company Address: 13314 I Street, Omaha, Nebraska, United States

Integrated Merchant Alliance, Inc. (ima) Contact Details

Name Title LinkedIn Phone Email
Lane Looper Senior Sales Associate
Justin French Account Executive
Betty Knackstedt Senior Sales Agent
Tony Feller Vice President Sales And Operations , Ima Se
Lisa Laskowski Account Executive
Justin French Account Executive
K Paige Koski Recruiting Manager
Requires/Intent and 6 more Employees
ERP For Financial Institutions
Mergers & Acquisitions Advisory
Insurance & Underwriting Services
and more

61. Foundation For Financial Education

Industry: Financial Services

Location: Omaha, Nebraska

Company Founded: 2018

Company Size: 1-10

Company Address: 215 South 88th Street, Omaha, Nebraska, United States

Foundation For Financial Education Contact Details

Name Title LinkedIn Phone Email
Brady Pelzer Regional Consultant
Derwin Allen Case Manager
Requires/Intent
Securities Trading & Brokerage
Marketing Services
Cybersecurity & Data Protection
HR & Talent Acquisition
and more

62. Execso

Industry: Financial Services

Location: Omaha, Nebraska

Website: execso.com

Company Size: 1-10

Company Address: 9802 Nicholas Street, Omaha, Nebraska, United States

Execso Contact Details

Name Title LinkedIn Phone Email
Brady Marlow Vice President Operations
Beverly Baker Client Services
Requires/Intent
Legal Compliance & Advisory
ESG & Sustainable Finance Consulting
Wealth Management
API Integration For FinTech
and more

63. Oncall Advisors

Industry: Financial Services

Location: Omaha, Nebraska

Website: oncalladvisors.com

Company Founded: 2013

Company Size: 1-10

Company Address: 7020 North 102nd Circle, Omaha, Nebraska, United States

Oncall Advisors Contact Details

Name Title LinkedIn Phone Email
Taylor Christian Content Creator
Brady Thomas Operations Intern
Chase Templeman Operations Intern
Catherine Russell Quote Specialist
Requires/Intent
Document Management & E-signature Solutions
Mortgage & Loan Processing
Mergers & Acquisitions Advisory
and more

64. Massmutual Nebraska

Industry: Financial Services

Location: Omaha, Nebraska

Website: defineyourwealth.com

Company Founded: 1892

Company Size: 1-10

Company Address: 10250 Regency Circle, Omaha, Nebraska, United States

Massmutual Nebraska Contact Details

Name Title LinkedIn Phone Email
Tyler Kanne Investment Advisor Representative
Nick Kelley Financial Services Professional
Requires/Intent
Marketing Services
Performance Tracking & KPI Analytics
and more

65. Trusted Wealth Partners

Industry: Financial Services

Location: Omaha, Nebraska

Website: trustedwealthpartners.com

Company Founded: 2017

Company Size: 1-10

Company Address: 16934 Frances Street, Omaha, Nebraska, United States

Trusted Wealth Partners Contact Details

Name Title LinkedIn Phone Email
Matt Peters Partner
Requires/Intent
Financial Auditing & Reporting
HR & Talent Acquisition
Mortgage & Loan Processing
API Integration For FinTech
and more

66. Mundy And Associates, Inc.

Industry: Financial Services

Location: Omaha, Nebraska

Website: mundyandassociates.com

Company Size: 1-10

Company Address: 2120 South 72nd Street, Omaha, Nebraska, United States

Mundy And Associates, Inc. Contact Details

Name Title LinkedIn Phone Email
Chsnc Marvin Brinkman Executive Practice Manager At Mundy And Associates And Coordinated Planning
Dave Nelson Drawjet
Requires/Intent
ERP For Financial Institutions
Corporate Finance Strategy
Asset Management
Loan Origination & Servicing Platforms
and more

67. National Account Systems Of Omaha

Industry: Financial Services

Location: Omaha, Nebraska

Website: nasomaha.com

Company Founded: 1971

Company Size: 11-50

Company Address: P/o Box 45767, Omaha, Nebraska, United States

National Account Systems Of Omaha Contact Details

Name Title LinkedIn Phone Email
Matthew Schmit Chief Executive Officer
Requires/Intent
Automation & Workflow Optimization
Performance Tracking & KPI Analytics
Accounting Services
and more

68. Prather Consulting Inc

Industry: Financial Services

Location: Omaha, Nebraska

Company Size: 1-10

Company Address: 1337 South 101st Street, Omaha, Nebraska, United States

Prather Consulting Inc Contact Details

Name Title LinkedIn Phone Email
Silas Prather Business Intelligence Consultant
Requires/Intent
Blockchain & Cryptocurrency Solutions
ESG & Sustainable Finance Consulting
and more

69. Dynamic Wealth Partners

Industry: Financial Services

Location: Omaha, Nebraska

Website: dynamicwealthomaha.com

Company Founded: 2020

Company Size: 1-10

Company Address: 15750 West Dodge Road, Omaha, Nebraska, United States

Dynamic Wealth Partners Contact Details

Name Title LinkedIn Phone Email
Brenden Fitzpatrick Owner And Financial Planner
Requires/Intent
Legal Compliance & Advisory
Quality Control & Assurance
Digital Payment & Subscription Solutions
and more

70. Deker Corporation

Industry: Financial Services

Location: Omaha, Nebraska

Website: dekercorp.com

Company Founded: 2018

Company Size: 1-10

Company Address: 2111 South 67th Street, Omaha, Nebraska, United States

Deker Corporation Contact Details

Name Title LinkedIn Phone Email
Bradley Hughes Vice President And Chief Marketing And Business Development Officer
Requires/Intent
Mobile App Development For Financial Services
Mortgage & Loan Processing
ERP For Financial Institutions
Banking & Payment Processing
Omnichannel Customer Support
and more

71. Execupay Solutions

Industry: Financial Services

Location: Omaha, Nebraska

Website: execupaysolutions.com

Company Founded: 2016

Company Size: 1-10

Company Address: 14301 Fnb Parkway, Omaha, Nebraska, United States

Execupay Solutions Contact Details

Name Title LinkedIn Phone Email
Kellie Schofield Chief Operations Officer
Requires/Intent
Risk Assessment & Mitigation
Automation & Workflow Optimization
IoT-enabled Smart Banking Solutions
ESG & Sustainable Finance Consulting
and more

72. Payroll Maxx

Industry: Financial Services

Location: Omaha, Nebraska

Website: payrollmaxx.com

Company Size: 11-50

Company Address: 11248 John Galt Boulevard, Omaha, Nebraska, United States

Payroll Maxx Contact Details

Name Title LinkedIn Phone Email
Heidi Hansen Tax And Finance Specialist
Mary Britten Product Development And Training
Wendy Jackson Payroll Manager
Betsy Jett Receptionist
Lana Smaus Time And Labor Specialist
Nicole Tran Client Support Manager
Requires/Intent
Cybersecurity & Data Protection
Omnichannel Customer Support
HR & Talent Acquisition
Financial Auditing & Reporting
Business Strategy & Growth Consulting
and more

73. Wealthmaker$

Industry: Financial Services

Location: Omaha, Nebraska

Website: wealth-makers.com

Company Size: 1-10

Wealthmaker$ Contact Details

Name Title LinkedIn Phone Email
T Jay Dibacco President
Requires/Intent
Investment Advisory
Asset Management
Risk Assessment & Mitigation
API Integration For FinTech
and more

74. Arkfeld Wealth Strategies

Industry: Financial Services

Location: Omaha, Nebraska

Website: arkfeldwealth.com

Company Founded: 2012

Company Size: 11-50

Company Address: 3512 North 163rd Plaza, Omaha, Nebraska, United States

Arkfeld Wealth Strategies Contact Details

Name Title LinkedIn Phone Email
Andy Arkfeld Managing Partner
Melanie Mcqueen Executive Assistant
Requires/Intent
Automation & Workflow Optimization
Banking & Payment Processing
Cloud Computing Solutions
and more

75. D Bryant Retirement Strategies

Industry: Financial Services

Location: Omaha, Nebraska

Company Founded: 1986

Company Size: 1-10

D Bryant Retirement Strategies Contact Details

Name Title LinkedIn Phone Email
Sarah Bierman Office Manager
Elizabeth Behne Director Of Public Relations
Barbara Trouba Client Services
Requires/Intent
IoT-enabled Smart Banking Solutions
ESG & Sustainable Finance Consulting
Document Management & E-signature Solutions
and more

76. Omaha Insurance And Investments

Industry: Financial Services

Location: Omaha, Nebraska

Company Founded: 2004

Company Size: 1-10

Company Address: 14301 Fnb Parkway, Omaha, Nebraska, United States

Omaha Insurance And Investments Contact Details

Name Title LinkedIn Phone Email
Kenda Praseuth Administrative Assistant
Requires/Intent
Document Management & E-signature Solutions
Omnichannel Customer Support
Cloud Computing Solutions
Debt Collection & Recovery
and more

77. Ria Compliance Consultants, Inc.

Industry: Financial Services

Location: Omaha, Nebraska

Company Size: 11-50

Company Address: 11640 Arbor Street, Omaha, Nebraska, United States

Ria Compliance Consultants, Inc. Contact Details

Name Title LinkedIn Phone Email
Tom Zielinski Senior Compliance Consultant
Melanie Howard Compliance Analyst
Kaylee Engel Legal Intern
Tammy Emsick Consultant
Requires/Intent
Tax Planning & Strategy
Risk Management & Compliance
API Integration For FinTech
Digital Payment & Subscription Solutions
and more

78. Nest 529 Advisor College Savings Plan

Industry: Financial Services

Location: Omaha, Nebraska

Website: nest529advisor.com

Company Size: 11-50

Company Address: P/o Box 30277, Omaha, Nebraska, United States

Nest 529 Advisor College Savings Plan Contact Details

Name Title LinkedIn Phone Email
Andrew Wingender College Savings Wholesaler
Requires/Intent
Accounting Services
Business Strategy & Growth Consulting
API Integration For FinTech
Credit Rating & Analysis
and more

79. Pension Administrators, Llc

Industry: Financial Services

Location: Omaha, Nebraska

Website: pensiontpa.com

Company Size: 1-10

Company Address: 18033 Oak Street, Omaha, Nebraska, United States

Pension Administrators, Llc Contact Details

Name Title LinkedIn Phone Email
Scott Walker Retirement Plan Account Manager
Michelle Swift Retirement Plan Administrator
Requires/Intent
Portfolio Management
Loan Origination & Servicing Platforms
Digital Payment & Subscription Solutions
Fraud Detection & Prevention
ESG & Sustainable Finance Consulting
and more

80. Foley Business Capital

Industry: Financial Services

Location: Omaha, Nebraska

Website: foleybusinesscapital.com

Company Founded: 1994

Company Size: 11-50

Foley Business Capital Contact Details

Name Title LinkedIn Phone Email
Keith Kendrick Supervisor Of Customer Service
Ana Camacho Customer Care Advocate
Eric Salonis Data System Research Specialist
Requires/Intent
Financial Auditing & Reporting
Legal Compliance & Advisory
and more

81. Trinity Financial Group Of Omaha

Industry: Financial Services

Location: Omaha, Nebraska

Website: trinityne.com

Company Size: 1-10

Company Address: 14301 Fnb Parkway, Omaha, Nebraska, United States

Trinity Financial Group Of Omaha Contact Details

Name Title LinkedIn Phone Email
Klaus Steinke Strategic Partner And Advisor
Christen Tschudin Operations Manager
Julie Trost Client Relationship Manager
Jasmine Harris Financial Advisor
Requires/Intent
Performance Tracking & KPI Analytics
Customer Relationship Management (CRM)
Online Advertising & SEO
and more

82. Moylan Kropp

Industry: Financial Services

Location: Omaha, Nebraska

Website: mkrp.com

Company Size: 1-10

Company Address: 7101 Mercy Road, Omaha, Nebraska, United States

Moylan Kropp Contact Details

Name Title LinkedIn Phone Email
Patrick Moylan Partner
Requires/Intent
Quality Control & Assurance
API Integration For FinTech
and more

83. Tms Design

Industry: Financial Services

Location: Omaha, Nebraska

Website: tmsdesign.com

Company Founded: 1987

Company Size: 11-50

Company Address: 10208 L Street, Omaha, Nebraska, United States

Tms Design Contact Details

Name Title LinkedIn Phone Email
Mike Sieler President
Monica Hanson Project Coordinator
Heidi Parker Project Coordinator
Reception User Receptionist
Requires/Intent
Portfolio Management
Compliance & Regulatory Advisory
and more

84. Fortress Wealth Advisors

Industry: Financial Services

Location: Omaha, Nebraska

Website: fortresswealthadvisors.com

Company Founded: 2014

Company Size: 1-10

Company Address: 14301 Fnb Parkway, Omaha, Nebraska, United States

Fortress Wealth Advisors Contact Details

Name Title LinkedIn Phone Email
Deborah Koch Investment Operations And Wealth Management
Thomas Kerins Senior Investment Advisor
Christina Eastman Client Relationship Specialist
Requires/Intent
Omnichannel Customer Support
Mortgage & Loan Processing
API Integration For FinTech
and more

85. Tenant Data

Industry: Financial Services

Location: Omaha, Nebraska

Website: tenantdata.com

Company Size: 1-10

Company Address: 1805 North 169th Plaza, Omaha, Nebraska, United States

Tenant Data Contact Details

Name Title LinkedIn Phone Email
Gail Blucker Sales Representative
Requires/Intent
Customer Relationship Management (CRM)
Tax Planning & Strategy
Insurance & Underwriting Services
Online Advertising & SEO
and more

86. Moylan Kropp

Industry: Financial Services

Location: Omaha, Nebraska

Website: moylankropp.com

Company Founded: 1996

Company Size: 1-10

Company Address: 1010 South 120th St Street, Omaha, Nebraska, United States

Moylan Kropp Contact Details

Name Title LinkedIn Phone Email
Thelma Pickering Advisor Assistant And Office Manager
Elizabeth Schumacher Advisor Assistant
Requires/Intent
Cloud Computing Solutions
Digital Payment & Subscription Solutions
Blockchain & Cryptocurrency Solutions
and more

87. Cor Clearing

Industry: Financial Services

Location: Omaha, Nebraska

Company Size: 11-50

Company Address: 9300 Underwood Avenue, Omaha, Nebraska, United States

Cor Clearing Contact Details

Name Title LinkedIn Phone Email
Bill Thompson It Support Supervisor
John Dwyer Trading And Settlements Manager, Head Of Executions Services Cor Clearing Llc
Tomas Torres Acat And Transfer Of Assets
Jack Nicosia Managing Director
Requires/Intent
Legal Compliance & Advisory
Technology Consulting
Mortgage & Loan Processing
Credit Rating & Analysis
and more

88. Karstens Investment Counsel

Industry: Financial Services

Location: Omaha, Nebraska

Website: karstensinvestments.com

Company Founded: 1993

Company Size: 1-10

Company Address: 10250 Regency Circle, Omaha, Nebraska, United States

Karstens Investment Counsel Contact Details

Name Title LinkedIn Phone Email
Mike Karstens Owner
Susan Calvin Office Manager
Requires/Intent
Credit Rating & Analysis
API Integration For FinTech
and more

89. Maple 85 Premium Landscape

Industry: Financial Services

Location: Omaha, Nebraska

Company Size: 1-10

Company Address: 8473 Maple Street, Omaha, Nebraska, United States

Maple 85 Premium Landscape Contact Details

Name Title LinkedIn Phone Email
Jessica Moore Manager
Requires/Intent
Cybersecurity & Data Protection
ERP For Financial Institutions
and more

90. Oncall Advisors

Industry: Financial Services

Location: Omaha, Nebraska

Website: patternlife.com

Company Founded: 2013

Company Size: 1-10

Company Address: 10855 West Dodge Road, Omaha, Nebraska, United States

Oncall Advisors Contact Details

Name Title LinkedIn Phone Email
Jeremy Hermann Marketing Director
Requires/Intent
Legal Compliance & Advisory
Document Management & E-signature Solutions
IoT-enabled Smart Banking Solutions
Insurance & Underwriting Services
and more

91. Futurity First Mid-plains Advisors

Industry: Financial Services

Location: Omaha, Nebraska

Company Founded: 2018

Company Size: 51-200

Company Address: 2637 South 158th Plaza, Omaha, Nebraska, United States

Futurity First Mid-plains Advisors Contact Details

Name Title LinkedIn Phone Email
Lane Schopp Financial Advisor
Requires/Intent
Cybersecurity & Data Protection
Branding & Public Relations
Technology Consulting
Automation & Workflow Optimization
and more

92. First Nebraska Educators Credit Union

Industry: Financial Services

Location: Omaha, Nebraska

Website: 1stne-cu.org

Company Size: 51-200

Company Address: 10655 Bedford Avenue, Omaha, Nebraska, United States

First Nebraska Educators Credit Union Contact Details

Name Title LinkedIn Phone Email
Erin Kershner Assistant Sales And Service Manager
Requires/Intent
Omnichannel Customer Support
Insurance & Underwriting Services
Securities Trading & Brokerage
Cybersecurity & Data Protection
and more

93. True Measure Wealth Management

Industry: Financial Services

Location: Omaha, Nebraska

Company Founded: 2001

Company Size: 1-10

True Measure Wealth Management Contact Details

Name Title LinkedIn Phone Email
Thad Hedin Chief Compliance Officer And Head Of Operations
Requires/Intent
Legal Compliance & Advisory
Debt Collection & Recovery
and more

94. Teckmeyer Financial Services

Industry: Financial Services

Location: Omaha, Nebraska

Website: teckmeyerfinancial.com

Company Size: 11-50

Company Address: 11104 John Galt Boulevard, Omaha, Nebraska, United States

Teckmeyer Financial Services Contact Details

Name Title LinkedIn Phone Email
Scott Taylor Advisor
Tom Teckmeyer President
Requires/Intent
Performance Tracking & KPI Analytics
Technology Consulting
Omnichannel Customer Support
and more

95. Dbryant Retirement Strategies

Industry: Financial Services

Location: Omaha, Nebraska

Company Size: 1-10

Dbryant Retirement Strategies Contact Details

Name Title LinkedIn Phone Email
Kaylee Vangerpen Client Account Manager
Kristina Billiou Account Manager
Requires/Intent
Investment Advisory
Marketing Services
Accounting Services
and more

96. Lifetime Financial Group

Industry: Financial Services

Location: Omaha, Nebraska

Website: lifetimefg.com

Company Founded: 1985

Company Size: 11-50

Company Address: 11207 West Dodge Road, Omaha, Nebraska, United States

Lifetime Financial Group Contact Details

Name Title LinkedIn Phone Email
Scott Antoniak Independent Insurance Agent
Jay Meneely President And Chief Executive Officer
Requires/Intent
Cybersecurity & Data Protection
Customer Relationship Management (CRM)
Wealth Management
and more

97. Fyvie Financial

Industry: Financial Services

Location: Omaha, Nebraska

Website: fyviefinancial.com

Company Size: 1-10

Fyvie Financial Contact Details

Name Title LinkedIn Phone Email
Chika Izuegbunam Financial Analyst And Marketing Intern
Requires/Intent
Mobile App Development For Financial Services
Customer Relationship Management (CRM)
Omnichannel Customer Support
Cybersecurity & Data Protection
and more

98. Vantage Finance, Llc

Industry: Financial Services

Location: Omaha, Nebraska

Website: vantagefinance.com

Company Founded: 2010

Company Size: 11-50

Company Address: 17410 Burt Street, Omaha, Nebraska, United States

Vantage Finance, Llc Contact Details

Name Title LinkedIn Phone Email
Liz Pullen Credit Specialist
Requires/Intent
Branding & Public Relations
Risk Management & Compliance
Loan Origination & Servicing Platforms
HR & Talent Acquisition
Securities Trading & Brokerage
and more

99. All In 1 Finance

Industry: Financial Services

Location: Omaha, Nebraska

Website: finance1.us

Company Founded: 1985

Company Size: 1-10

Company Address: 7701 Pacific Street, Omaha, Nebraska, United States

All In 1 Finance Contact Details

Name Title LinkedIn Phone Email
Steve Hanson Owner
Requires/Intent
ESG & Sustainable Finance Consulting
ERP For Financial Institutions
and more

100. Schwalb Realty

Industry: Financial Services

Location: Omaha, Nebraska

Website: schwalbrealty.com

Company Size: 1-10

Company Address: 5101 Grover Street, Omaha, Nebraska, United States

Schwalb Realty Contact Details

Name Title LinkedIn Phone Email
Terrie Martin Property Manager For Schwalb Realty
Rodney Plisek Operations Manager
Requires/Intent
Performance Tracking & KPI Analytics
HR & Talent Acquisition
and more
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Omaha Financial Services Companies Contacts

No. Name Company Job Title LinkedIn Phone Email
1 Brian Kosmiski Td Ameritrade Senior Talent Acquisition Partner
2 Jamie Katz Td Ameritrade Talent Acquisition Manager
3 Josh Hobbs Td Ameritrade Branch Manager
4 David Moore Td Ameritrade Investor Service Team Manager
5 Jarriet Dewitt Td Ameritrade Talent Acquisition Coordinator - Human Resources
6 Ilya Yusufov Td Ameritrade Senior Financial Consultant
7 Bryan Rhoades Td Ameritrade Trader Solutions Specialist
8 Gaurav Bhatia Penfed Credit Union Chief Marketing Officer
9 Christopher Bolton Penfed Credit Union Senior Recruiter
10 Phil Caggiano Penfed Credit Union Area Sales Manager, Nj, Philadelphia And Eastern Pa And New York
11 Guangwen Zhu Penfed Credit Union Senior Manager, Decision Science
12 Cassie Coppa Penfed Credit Union Recruiter Ii
13 Brad Patterson Penfed Credit Union Vice President And Enterprise Payment Strategies And Operations
14 Anthony Lamanna Penfed Credit Union Chief Information Security Officer
15 Travis Stroebele Farm Credit Services Of America Network Architect
16 Pernell Toney Farm Credit Services Of America Talent Acquisition Manager
17 Sarah Sabatka Farm Credit Services Of America Consumer Lending Officer Nmls #1208993
18 Tom Dobbe Farm Credit Services Of America Regional Vice President
19 Dennis Kirlin Farm Credit Services Of America Senior Vice President And Chief Applications Officer
20 Marshall Hansen Farm Credit Services Of America Senior Vice President - Agribusiness Capital Group
21 Katie Mullin Farm Credit Services Of America Vice President Human Resources
22 Joleen Hueftle Gavilon Group, Llc Recruitment Specialist
23 Stephen Hastings Gavilon Group, Llc Director Safety
24 Ron Cardenas Gavilon Group, Llc Vice President, Human Resources
25 Crystal Neun Gavilon Group, Llc Food Service Coordinator
26 Joel Mueller Gavilon Group, Llc Director Corn Products At Gavilon Group, Llc
27 David Spahn Gavilon Group, Llc Area Manager
28 Dan Florent Gavilon Group, Llc Senior Merchandiser At The Gavilon Group
29 Bryant Holmes Carson Group Director Of Marketing Operations
30 Kristi Harrison Carson Group Vice President Of Partnership Development South Central
31 Jessica Brooks Carson Group Joint Marketing Specialist, Inorganic Growth And Sponsorship
32 Jud Mackrill Carson Group Chief Marketing Officer
33 Scott Kubie Carson Group Senior Investment Strategist
34 Nick Engelbart Carson Group Chief Financial Officer
35 Jodee Klinker Carson Group Director Of Talent Acquisition
36 Ryan Pilgrim Mutual Of Omaha Mortgage Market Production Manager
37 Shelley Giordano Mutual Of Omaha Mortgage Enterprise Integration
38 Selena Hudson Mutual Of Omaha Mortgage Senior Mortgage Banker
39 Beth Young Mutual Of Omaha Mortgage Loan Officer
40 Arthur Stine Mutual Of Omaha Mortgage Mortgage Loan Officer

Financial Services companies in different cities of Nebraska

No. Industry Number of Contacts Download
1 Financial services Companies in Lincoln 19952
2 Financial services Companies in Grand Island 3248