Skip to content

Financial Planners in Lincoln, NE: 2026 rankings

28 financial planners ranked by RFA ScoreUpdated 0 paid placements in this rankingHow we rank →

The short answer

  1. 1

    Highest RFA Score in Lincoln: Shunkwiler Financial, RFA Score 79/100; 5.0★ from 145 Google reviews.

  2. 2

    Most-reviewed: Flagstone Financial Management, 105 Google reviews at 5.0★, the most of 28 ranked after Shunkwiler Financial; ranked #2.

Rankings can't be bought. Financial advisors can't pay to change their rank or score. How we rank

28 Lincoln financial planners are ranked here by RFA Score, from eight published factors. 1 open Saturdays, based on posted hours. The median Google rating is 4.4★ across 28 rated firms.

Top 10 financial planners in Lincoln at a glance

Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.

Top 10 financial planners in Lincoln at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Shunkwiler Financial795.0★ (145)Lincoln—Top score
2Flagstone Financial Management785.0★ (105)Lincoln—Most reviews
3Dylan MacKichan - Mutual of Omaha Advisor765.0★ (54)Lincoln——
4JS Financial, Inc.725.0★ (11)Lincoln——
5Trinity Financial Group725.0★ (11)Lincoln——
6NJN Financial Group705.0★ (7)Lincoln——
7Ferris Financial Group705.0★ (7)Lincoln——
8Unified Legacy Advisors705.0★ (6)Lincoln——
9FNBO703.4★ (30)LincolnSat—
10Midlands Financial704.4★ (7)Lincoln——

All 28 financial planners in Lincoln, in rank order

Ordered by RFA Score, a 0–100 score from eight published factors. Paid placement never changes the order.

Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.

Scores below: based on 6 of 8 factors; registration and recency not yet collected. Hatched segments mark factors we don't have yet.

  1. Ranked #1 in Lincoln

    #1 Shunkwiler Financial

    Based in Lincoln

    79/100RFA Score

    Ranked #1 because of its Google rating and specialty focus: 5.0★ from 145 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 145 Google reviews
    Hours
    Mon–Thu 8 AM–5 PM · Fri 8 AM–2:30 PM · Sat–Sun closed
    Address
    6301 S 58th St, Lincoln, NE 68516
    View profile for Shunkwiler Financial(402) 466-3919

  4. #4 JS Financial, Inc.

    Based in Lincoln

    72/100RFA Score

    Ranked #4 because of its Google rating and specialty focus: 5.0★ from 11 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 11 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    7120 Stephanie Ln Ste 200, Lincoln, NE 68516
    View profile for JS Financial, Inc.(402) 217-0730

  5. #5 Trinity Financial Group

    Based in Lincoln

    72/100RFA Score

    Ranked #5 because of its Google rating and specialty focus: 5.0★ from 11 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 11 Google reviews
    Hours
    Mon–Thu 9 AM–4 PM · Fri 9 AM–12 PM · Sat–Sun closed
    Address
    8700 Executive Woods Dr Ste 200, Lincoln, NE 68512
    View profile for Trinity Financial Group(402) 817-4474

  6. #6 NJN Financial Group

    Based in Lincoln

    70/100RFA Score

    Ranked #6 because of its Google rating and specialty focus: 5.0★ from 7 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 7 Google reviews
    Hours
    Mon–Thu 8:30 AM–5 PM · Fri 8:30 AM–3 PM · Sat–Sun closed
    Address
    8540 Executive Woods Dr #100, Lincoln, NE 68512
    View profile for NJN Financial Group(402) 417-7483

  8. #8 Unified Legacy Advisors

    Based in Lincoln

    70/100RFA Score

    Ranked #8 because of its Google rating and specialty focus: 5.0★ from 6 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 6 Google reviews
    Hours
    Mon–Thu 8:30 AM–5 PM · Fri 8:30 AM–1 PM · Sat–Sun closed
    Address
    3401 Village Dr Ste 208, Lincoln, NE 68516
    View profile for Unified Legacy Advisors(402) 261-7089

  9. #9 FNBO

    Based in Lincoln

    70/100RFA Score

    Ranked #9 because of its Google rating and specialty focus: 3.4★ from 30 Google reviews, listed on Google as “Financial planner”.

    • 3.4★ from 30 Google reviews
    Hours
    Mon–Fri 9 AM–5:30 PM · Sat 9 AM–12 PM · Sun closed
    Address
    601 R St Ste 150, Lincoln, NE 68508
    View profile for FNBO(402) 323-5250

  10. #10 Midlands Financial

    Based in Lincoln

    70/100RFA Score

    Ranked #10 because of its Google rating and specialty focus: 4.4★ from 7 Google reviews, listed on Google as “Financial planner”.

    • 4.4★ from 7 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    1128 Lincoln Mall Ste 200, Lincoln, NE 68508
    View profile for Midlands Financial(402) 434-8050

  14. #14 Renaissance Financial

    Based in Lincoln

    69/100RFA Score

    Ranked #14 because of its Google rating and specialty focus: 4.2★ from 5 Google reviews, listed on Google as “Financial planner”.

    • 4.2★ from 5 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    3600 Village Dr Ste 110, Lincoln, NE 68516
    View profile for Renaissance Financial(402) 421-2151

  15. #15 HBE LLP

    Based in Lincoln

    68/100RFA Score

    Ranked #15 because of its Google rating and specialty focus: 3.4★ from 5 Google reviews, listed on Google as “Financial planner”.

    • 3.4★ from 5 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    7140 Stephanie Ln, Lincoln, NE 68516
    View profile for HBE LLP(402) 423-4343

  16. #16 Rhythm Financial Group

    Based in Lincoln

    68/100RFA Score

    Ranked #16 because of its Google rating and specialty focus: 4.0★ from 4 Google reviews, listed on Google as “Financial planner”.

    • 4.0★ from 4 Google reviews
    Hours
    Mon–Thu 9 AM–5 PM · Fri 9 AM–4 PM · Sat–Sun closed
    Address
    8545 Executive Woods Dr #3, Lincoln, NE 68512
    View profile for Rhythm Financial Group

  17. #17 MasinMisko

    Based in Lincoln

    68/100RFA Score

    Ranked #17 because of its Google rating and specialty focus: 4.3★ from 3 Google reviews, listed on Google as “Financial planner”.

    • 4.3★ from 3 Google reviews
    Hours
    Mon–Thu 8:30 AM–4 PM · Fri 8:30 AM–3 PM · Sat–Sun closed
    Address
    4827 Pioneers Blvd, Lincoln, NE 68506
    View profile for MasinMisko(402) 486-4209

  19. #19 JFC Financial Services

    Based in Lincoln

    68/100RFA Score

    Ranked #19 because of its Google rating and specialty focus: 3.7★ from 3 Google reviews, listed on Google as “Financial planner”.

    • 3.7★ from 3 Google reviews
    Hours
    Mon–Fri 8 AM–4:30 PM · Sat–Sun closed
    Address
    9060 Andermatt Dr Ste 101, Lincoln, NE 68526
    View profile for JFC Financial Services

  22. #22 Asset Strategies

    Based in Lincoln

    64/100RFA Score

    Ranked #22 because of its Google rating and specialty focus: 5.0★ from 29 Google reviews, listed on Google as “Financial consultant”.

    • 5.0★ from 29 Google reviews
    Hours
    Mon–Fri 8:30 AM–5 PM · Sat–Sun closed
    Address
    4444 S 86th St #102, Lincoln, NE 68526
    View profile for Asset Strategies(402) 933-4642

  23. #23 Tomorrow's Money

    Based in Lincoln

    62/100RFA Score

    Ranked #23 because of its Google rating and specialty focus: 5.0★ from 12 Google reviews, listed on Google as “Financial consultant”.

    • 5.0★ from 12 Google reviews
    Hours
    Mon 8 AM–6 PM · Tue 8 AM–8 PM · Wed 8 AM–6 PM · Thu 8 AM–8 PM · Fri–Sun closed
    Address
    2200 Fletcher Ave, Lincoln, NE 68521
    View profile for Tomorrow's Money(402) 438-5500

  25. #25 Lincoln Capital LLC

    Based in Lincoln

    58/100RFA Score

    Ranked #25 because of its Google rating and specialty focus: 4.0★ from 4 Google reviews, listed on Google as “Financial consultant”.

    • 4.0★ from 4 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    6003 Old Cheney Rd #350, Lincoln, NE 68516
    View profile for Lincoln Capital LLC(402) 483-1400

All 28 financial planners

#1 to #25 are shown in full above. Here are #26 to #28, in RFA Score order; each links to its profile.

financial planners in Lincoln, ranks 26 to 28
RankBusinessRFA ScoreGoogle ratingDistance
26Northwestern Mutual584.0★ (4)In Lincoln
27UBS Financial Services Inc.582.8★ (8)In Lincoln
28Principal Financial Group571.0★ (4)In Lincoln

Also serving Lincoln

20 more financial planners within 25 mi that we can't rank yet: too few reviews, or a specialty we couldn't confirm. Listed A to Z.

Unranked financial planners serving Lincoln
BusinessGoogle ratingDistance
Baer Goff Financial Services5.0★ (2)In Lincoln
Bradley G. Brodersen, Registered Representative - New York Life5.0★ (2)In Lincoln
Chloey Wealth5.0★ (3)In Lincoln
Dale Malleck - Wealth Financial Advisor3.0★ (2)In Lincoln
Edward Jones - Financial Advisor: David Muff, CFP®|ABFP®|AAMS®4.8★ (4)In Lincoln
Edward Jones - Financial Advisor: Eric J Christensen, CFP®5.0★ (3)In Lincoln
Edward Jones - Financial Advisor: Gary W Schleppenbach, AAMS®5.0★ (3)In Lincoln
Edward Jones - Financial Advisor: Jack G Ehrke, CFP®|CEPA®|AAMS®|CKA®5.0★ (3)In Lincoln
Edward Jones - Financial Advisor: Jason R Dugger, CFP®|ChFC®|CFA®|AAMS®5.0★ (2)In Lincoln
Edward Jones - Financial Advisor: Joel M Weyand, CFP®5.0★ (3)In Lincoln
Edward Jones - Financial Advisor: Matt Mullendore4.2★ (5)In Lincoln
Edward Jones - Financial Advisor: Mitch Becker, AAMS®5.0★ (6)In Lincoln
Edward Jones - Financial Advisor: Rob Miller, CFP®3.7★ (3)In Lincoln
Haberfeld5.0★ (2)In Lincoln
inSOURCE Financial Advisors Lincoln5.0★ (2)In Lincoln
Merrill Lynch Wealth Management2.5★ (2)In Lincoln
Oswald Financial Group4.6★ (27)In Lincoln
Pinnacle Wealth Management4.2★ (5)In Lincoln
Primerica Financial Services - Marcie Young & Associates, LLC.5.0★ (2)In Lincoln
Wells Fargo Advisors5.0★ (3)In Lincoln

How we ranked Lincoln financial planners

We scored 28 Lincoln financial planners on eight factors, weighted as shown. A firm is ranked when its specialty is confirmed and it has 3 or more Google reviews or a claimed profile. A firm with no Google reviews scores zero on rating, review volume and recency. Other unknown factors are left out, not counted as zero. Scores last refreshed November 9, 2026.

Paid placement never changes a rank or score. Sponsored businesses are paid, labelled, limited to 3 and shown above the ranking, outside it.

Read the full method: formula, sources and exclusions

RFA Score factors and weights
FactorWeightComputed fromIn Lincoln data
Reputation30%Google star rating, adjusted for how many reviews back it (client experience, not investment results)Measured
Registration20%Active SEC, state or Canadian securities registration matched in public records (not yet measured)Not yet collected
Review volume10%Number of Google reviews, compared with the most-reviewed firm on the listMeasured
Recency5%Share of reviews from the last 12 monthsNot yet collected
Specialty focus15%How clearly the firm offers this specialty (its Google category and name)Measured
Proximity5%Based in the city scores highest, less the farther away it isMeasured
Claimed profile10%The firm has claimed its Ranked Financial Advisors profile (free or paid earn the same)Measured
Partnered5%The firm links to Ranked Financial Advisors from its own website with our badge, checked periodicallyMeasured

How to choose a financial planner

  1. Confirm the financial planner and the firm are registered: Investor.gov and FINRA BrokerCheck in the US, the CSA National Registration Search in Canada. Read any disclosure events.
  2. Ask whether they act as a fiduciary on your account at all times, and get the answer in writing.
  3. Ask how they are paid: a percentage of assets, flat or hourly fees, a retainer, commissions, or a mix. Each creates different conflicts of interest.
  4. Read the firm’s Form CRS and Form ADV Part 2A brochure (fees, services, conflicts, disciplinary history) before you sign.
  5. Check designations with the body that grants them, such as the CFP Board for CFP® professionals.
  6. Ask about account minimums and who holds your money: your assets should sit with an independent custodian in your name.
  7. Compare at least two or three firms, and be wary of anyone who promises returns or pushes you to decide quickly.

Questions to ask a financial planner

  • Are you a fiduciary for all of the advice you give me, and will you put that in writing?
  • How are you paid, in total dollars per year for an account like mine? Do you earn commissions or other payments from product providers?
  • Which registrations and designations do you hold, and where can I verify them?
  • Who will hold my assets, and how will I see statements directly from that custodian?
  • What services are included in your fee, and what would cost extra with you as my financial planner?
  • Do you have a minimum account size or minimum fee?
  • Have you or your firm had any complaints or disciplinary actions? Where would I see them?
  • How often will we meet, and who will I work with day to day?
  • What happens to my plan or accounts if you retire or leave the firm?

Terms explained

Fiduciary
Someone legally required to act in a client’s interest. In the US, registered investment advisers owe their clients a fiduciary duty of care and loyalty under the Investment Advisers Act of 1940.
Registered investment adviser (RIA)
A firm registered with the SEC or a state securities regulator to give investment advice for pay. Most firms managing $100 million or more register with the SEC; smaller firms usually register with their state.
Investment adviser representative (IAR)
A person who gives advice on behalf of a registered investment adviser, usually registered with the states where they work.
Broker-dealer
A firm that buys and sells securities for customers. US broker-dealers are members of FINRA; their registered representatives typically earn commissions.
Regulation Best Interest (Reg BI)
The SEC rule, in force since June 30, 2020, requiring broker-dealers to act in a retail customer’s best interest when recommending a security or account type.
Form ADV
The registration form every investment adviser files. Part 1 holds facts about the firm; Part 2A, the brochure, describes services, fees, conflicts of interest and disciplinary history in plain English.
Form CRS
A short relationship summary that advisers and broker-dealers give retail investors, covering services, fees, conflicts, standard of conduct and disciplinary history.
CRD number
The Central Registration Depository number FINRA and the SEC assign to each firm and registered person; use it to look them up on Investor.gov or BrokerCheck.
Assets under management (AUM) fee
A yearly fee set as a percentage of the money an advisor manages for you. Advisor surveys have put the median around 1% on accounts up to $1 million, lower on larger accounts.
Fee-only
An advisor paid only by clients, with no commissions or other payments from product providers.
Fee-based
An advisor who charges client fees and may also earn commissions on some products. It is not the same as fee-only.
CFP® professional
A person certified by the CFP Board after meeting education, exam, experience and ethics requirements. The CFP Board requires them to act as a fiduciary when giving financial advice.

Financial planners in Lincoln: frequently asked questions

Which financial planner has the highest RFA Score in Lincoln?

By RFA Score, the highest-ranked financial planner in Lincoln, NE is Shunkwiler Financial with an RFA Score of 79/100. It has 5.0★ from 145 Google reviews. Flagstone Financial Management (#2) and Dylan MacKichan - Mutual of Omaha Advisor (#3) follow. We ranked 28 financial planners on eight factors, last updated November 9, 2026.

How many financial planners are there in Lincoln?

RankedFinancialAdvisors ranks 28 financial planners serving Lincoln, NE. 28 of them are based in Lincoln; the rest serve it from nearby towns. Another 20 within 25 mi are listed but not ranked yet. Counts are as of November 2026.

Which financial planners in Lincoln work on weekends?

1 of 28 ranked financial planners post Saturday hours. The highest-ranked open Saturdays is FNBO (#9). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Lincoln financial planners have?

The median Google rating among 28 rated financial planners in Lincoln is 4.4★, with a median of 7 reviews. Shunkwiler Financial has the most, 145 reviews, and ranks #1. We adjust ratings for review count, so a few five-star reviews cannot top the list.

How does RankedFinancialAdvisors rank financial planners?

Each financial planner gets a 0–100 RFA Score from eight published factors, led by reputation (30%), specialty focus (15%), review volume (10%) and claimed profile (10%). A firm with no Google reviews scores zero on rating, review volume and recency; other factors we cannot measure are left out. Only firms with a confirmed specialty and 3 or more reviews, or a claimed profile, are ranked.

Do financial planners outside Lincoln count in this ranking?

Yes, if they are within 25 mi of the Lincoln city center, our service radius for financial planners. Each listing shows where the firm is based and how far away it is. Proximity is 5% of the RFA Score, so a nearby firm gets a small edge.

Can financial planners pay to rank higher on RankedFinancialAdvisors?

No. The RFA Score never reads payment status, and this ranking has 0 paid placements. Up to 3 Featured firms may appear above the list, labelled Sponsored and showing their honest rank.

What does a financial planner do?

Financial planners build a written plan across a client’s goals: cash flow, savings, investments, insurance needs, taxes, retirement and estate. Many charge a flat or hourly fee for the plan, an ongoing retainer, or a share of the assets they manage.

How are financial planners in Lincoln ranked?

By RFA Score: public signals such as the Google rating and review count, how clearly the firm offers financial planning and how close it is. Paid placements never change the order, and the score does not measure investment performance.

How do I check a financial planner’s registration and record?

Search the person and the firm on Investor.gov (the SEC’s adviser search) and on FINRA BrokerCheck. A firm’s Form ADV and any disciplinary history are public there.

Is every financial planner in Lincoln a fiduciary?

Not necessarily. Investment adviser representatives owe a fiduciary duty on advisory accounts; broker-dealer representatives follow Regulation Best Interest when they recommend a security. Ask which applies to your account and read the firm’s Form CRS.

How much do financial planners charge?

Fees depend on the firm and the service: a percentage of assets managed each year, a flat or hourly planning fee, a retainer, or commissions. Ask for the fee schedule in writing and read the firm’s Form ADV Part 2A brochure or, in Canada, its relationship disclosure.

Update log for Lincoln

  1. November 2026: RFA Scores recalculated for 28 financial planners serving Lincoln.

More financial planners and Lincoln pages