Top 20 Investment Management Companies in Omaha

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Below is the list of Top 20 Investment Management Companies in Omaha ranked based on company size, client reviews, services, and awards.

Investment Management Companies in Omaha

1. First Capital Partners, Llc

Industry: Investment Management

Location: Omaha, Nebraska

Website: firstcapitalpartners.com

Company Founded: 2006

Company Size: 1-10

Company Address: 1620 Dodge Street, Omaha, Nebraska, United States

First Capital Partners, Llc Contact Details

Name Title LinkedIn Phone Email
David Mcleese Managing Partner At First Capital Partners, Llc
Bobby Anderson Vice President
Daniel Hare Private Equity Analyst
Andy Kemp Managing Director
Requires/Intent
Sales
ERP Solutions
Portfolio Management Solutions
and more

2. Footprints Asset Management & Research, Inc.

Industry: Investment Management

Location: Omaha, Nebraska

Website: famr.com

Company Founded: 2003

Company Size: 1-10

Footprints Asset Management & Research, Inc. Contact Details

Name Title LinkedIn Phone Email
Zachary Houston Portfolio Manager
Requires/Intent
Investor Relations & Reporting
IT Support
Technology
and more

3. Hiley Hunt Wealth Management

Industry: Investment Management

Location: Omaha, Nebraska

Website: hileyhunt.com

Company Founded: 2015

Company Size: 1-10

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

Hiley Hunt Wealth Management Contact Details

Name Title LinkedIn Phone Email
Andrew Hunt Partner
Jason Hiley Partner
Susie Hiley Operations Manager
Requires/Intent
Hedge Fund Strategies
High-Frequency Trading Solutions
Market Research
Private Wealth Management
Web Development
and more

4. Callahan Financial Planning Company

Industry: Investment Management

Location: Omaha, Nebraska

Website: callahanplanning.com

Company Founded: 2010

Company Size: 1-10

Company Address: 3157 Farnam Street, Omaha, Nebraska, United States

Callahan Financial Planning Company Contact Details

Name Title LinkedIn Phone Email
William Callahan President And Chief Investment Officer
Rlp William Callahan President, Chief Executive Officer
Allison Cerven Financial Planner And Chief Compliance Officer
Requires/Intent
Public Relations
Customer Relationship Management
Investor Relations & Reporting
AI-Based Credit Risk Assessment
Accounting
and more

5. Morey & Quinn Wealth Partners

Industry: Investment Management

Location: Omaha, Nebraska

Website: moreyandquinn.com

Company Founded: 1999

Company Size: 1-10

Company Address: 11225 Davenport Street, Omaha, Nebraska, United States

Morey & Quinn Wealth Partners Contact Details

Name Title LinkedIn Phone Email
Katie Bruno Financial Planner
Michael Morey Financial Advisor, Rjfs
Pauline Quinn Registered Principal And Branch Manager, Rjfs
Requires/Intent
Financial Management
Legal
and more

6. Jrm Investment Counsel

Industry: Investment Management

Location: Omaha, Nebraska

Website: jrminvestmentcounsel.com

Company Founded: 2006

Company Size: 1-10

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

Jrm Investment Counsel Contact Details

Name Title LinkedIn Phone Email
Lauren Mcdonnell Vice President
Requires/Intent
Risk Management & Compliance
Sales
Public Relations
Cybersecurity Solutions
and more

7. America First Investment Advisors Llc

Industry: Investment Management

Location: Omaha, Nebraska

Website: am1st.com

Company Founded: 1994

Company Size: 1-10

Company Address: 10050 Regency Circle, Omaha, Nebraska, United States

America First Investment Advisors Llc Contact Details

Name Title LinkedIn Phone Email
David Guthrie Vice President
Requires/Intent
IoT
Technology
Accounting
Business Expansion
and more

8. Bridges Investment Management

Industry: Investment Management

Location: Omaha, Nebraska

Company Founded: 1996

Company Size: 1-10

Bridges Investment Management Contact Details

Name Title LinkedIn Phone Email
Philanthropic Brian R. Miles Senior Vice President
Patricia Rohloff Vice President
Margaret Rutherford Administrative Assistant
Requires/Intent
SEO
Accounting
Financial Management
and more

9. Provident Trust Company

Industry: Investment Management

Location: Omaha, Nebraska

Website: bridgesinv.com

Company Size: 1-10

Company Address: 8401 West Dodge Road, Omaha, Nebraska, United States

Provident Trust Company Contact Details

Name Title LinkedIn Phone Email
James Daley Chief Compliance Officer
Requires/Intent
Alternative Investment Consulting
Advertising
and more

10. Cambridge Advisors Inc.

Industry: Investment Management

Location: Omaha, Nebraska

Website: cambridgeadvisors.net

Company Founded: 1990

Company Size: 1-10

Company Address: 17330 Wright Street, Omaha, Nebraska, United States

Cambridge Advisors Inc. Contact Details

Name Title LinkedIn Phone Email
Mike Bridgman Vice President And Owner
Lori Liffring President And Owner
Matt Wilson 000
Requires/Intent
AI-Based Credit Risk Assessment
Cybersecurity Solutions
Global Market Trend Analysis
and more

11. Lawson Kroeker Investment Management, Inc.

Industry: Investment Management

Location: Omaha, Nebraska

Website: lawsonkroeker.com

Company Size: 1-10

Company Address: 450 Regency Parkway, Omaha, Nebraska, United States

Lawson Kroeker Investment Management, Inc. Contact Details

Name Title LinkedIn Phone Email
Monica Davis Operations Administrator
Requires/Intent
AI
IT Support
and more

12. Sower Farmland

Industry: Investment Management

Location: Omaha, Nebraska

Website: sowerfarmland.com

Company Size: 11-50

Sower Farmland Contact Details

Name Title LinkedIn Phone Email
Kevin Lickteig Regional Portfolio Manager - Farmland
Requires/Intent
Advertising
Financial Due Diligence
Investor Relations & Reporting
Risk Management & Compliance
ERP Solutions
and more

13. Prairie Ventures

Industry: Investment Management

Location: Omaha, Nebraska

Website: prairieventures.net

Company Founded: 2000

Company Size: 11-50

Company Address: 2323 South 171st, Omaha, Nebraska, United States

Prairie Ventures Contact Details

Name Title LinkedIn Phone Email
Carol Sloan Administrative Assistant To Operations Director
Kathy Morrow Controller At Prairie Ventures
Requires/Intent
ESG Investing & Impact Analysis
E-commerce Integration
Risk Management & Compliance
Investor Relations & Reporting
and more

14. Pflug Koory Llc

Industry: Investment Management

Location: Omaha, Nebraska

Website: pkllc.com

Company Size: 1-10

Company Address: 11312 Q Street, Omaha, Nebraska, United States

Pflug Koory Llc Contact Details

Name Title LinkedIn Phone Email
Marcia Koory Principal And Consultant
Requires/Intent
AI Chatbots
Financial Management
Institutional Asset Management
FinTech Solutions For Investment Firms
and more

15. Manarin Investment Counsel, Ltd.

Industry: Investment Management

Location: Omaha, Nebraska

Website: manarin.com

Company Founded: 1983

Company Size: 11-50

Company Address: 505 North 210th Street, Omaha, Nebraska, United States

Manarin Investment Counsel, Ltd. Contact Details

Name Title LinkedIn Phone Email
Dixie Rohlfs Administrative Assistant
Requires/Intent
IoT
Mobile App Development
Market Research
Sales
Global Market Trend Analysis
and more

16. Mcgill, Rediger & Simmons, Llc

Industry: Investment Management

Location: Omaha, Nebraska

Website: jcmcgill.com

Company Founded: 2008

Company Size: 1-10

Company Address: 7171 Mercy Road, Omaha, Nebraska, United States

Mcgill, Rediger & Simmons, Llc Contact Details

Name Title LinkedIn Phone Email
James Mcgill President
Requires/Intent
Institutional Asset Management
Accounting
Data Security
Hedge Fund Strategies
and more

17. Cornerpost Properties

Industry: Investment Management

Location: Omaha, Nebraska

Website: cornerpostproperties.com

Company Founded: 2016

Company Size: 1-10

Company Address: 11213 Davenport Street, Omaha, Nebraska, United States

Cornerpost Properties Contact Details

Name Title LinkedIn Phone Email
Jamie Helget Marketing Manager
Requires/Intent
Advertising
CRM Systems
and more
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Omaha Investment Management Companies Contacts

No. Name Company Job Title LinkedIn Phone Email
1 David Mcleese First Capital Partners, Llc Managing Partner At First Capital Partners, Llc
2 Bobby Anderson First Capital Partners, Llc Vice President
3 Daniel Hare First Capital Partners, Llc Private Equity Analyst
4 Andy Kemp First Capital Partners, Llc Managing Director
5 Zachary Houston Footprints Asset Management & Research, Inc. Portfolio Manager
6 Andrew Hunt Hiley Hunt Wealth Management Partner
7 Jason Hiley Hiley Hunt Wealth Management Partner
8 Susie Hiley Hiley Hunt Wealth Management Operations Manager
9 William Callahan Callahan Financial Planning Company President And Chief Investment Officer
10 Rlp William Callahan Callahan Financial Planning Company President, Chief Executive Officer
11 Allison Cerven Callahan Financial Planning Company Financial Planner And Chief Compliance Officer
12 Katie Bruno Morey & Quinn Wealth Partners Financial Planner
13 Michael Morey Morey & Quinn Wealth Partners Financial Advisor, Rjfs
14 Pauline Quinn Morey & Quinn Wealth Partners Registered Principal And Branch Manager, Rjfs
15 Lauren Mcdonnell Jrm Investment Counsel Vice President
16 David Guthrie America First Investment Advisors Llc Vice President
17 Philanthropic Brian R. Miles Bridges Investment Management Senior Vice President
18 Patricia Rohloff Bridges Investment Management Vice President
19 Margaret Rutherford Bridges Investment Management Administrative Assistant
20 James Daley Provident Trust Company Chief Compliance Officer
21 Mike Bridgman Cambridge Advisors Inc. Vice President And Owner
22 Lori Liffring Cambridge Advisors Inc. President And Owner
23 Matt Wilson Cambridge Advisors Inc. 000
24 Monica Davis Lawson Kroeker Investment Management, Inc. Operations Administrator
25 Kevin Lickteig Sower Farmland Regional Portfolio Manager - Farmland
26 Carol Sloan Prairie Ventures Administrative Assistant To Operations Director
27 Kathy Morrow Prairie Ventures Controller At Prairie Ventures
28 Marcia Koory Pflug Koory Llc Principal And Consultant
29 Dixie Rohlfs Manarin Investment Counsel, Ltd. Administrative Assistant
30 James Mcgill Mcgill, Rediger & Simmons, Llc President
31 Jamie Helget Cornerpost Properties Marketing Manager

Investment Management companies in different cities of Nebraska

No. Industry Number of Contacts Download
1 Investment Management Companies in Lincoln 575