Troy Brockmeier, CFA

We'll help you reach your financial goals so you can take care of the rest.

Connect Cancel

Wealthtender Community Connect helps people discover the best financial advisors for their individual needs through their favorite blogs and podcasts.

Click Here to Learn More
Contact Me
Oldfather Financial Services Troy Brockmeier, CFA
Kearney, NE

Serving Clients Nationwide

We'll help you reach your financial goals so you can take care of the rest.

Areas of Focus

  • Estate Planning
  • Financial Life Planning
  • Investment Management
  • Retirement Planning
  • Taxes

About Me

Troy Brockmeier, CFA has extensive background in banking and finance as President of Wells Fargo, President of Nebraska National Bank and Chief Financial Officer of Patriot Technologies in Kearney.

Prior to that he was Portfolio Manager for the National Bank of Commerce and the investment management firm of Wells Fargo in Lincoln. He graduated from UNL in 1990. He earned his Chartered Financial Analyst designation, an elite professional credential covering all aspects of financial investing.

Troy has served as Chairman of the Kearney Area Chamber of Commerce, Chairman of the United Way Campaign, President of Kearney Sertoma and Committee Chair of Boy Scout Troop 158 where his sons earned the rank of Eagle.

Troy is currently actively involved with the Rowe Sanctuary, First Lutheran Church, and the Kearney YMCA. He is also an adjunct professor at the University of Nebraska-Kearney teaching in the Finance Department.

On a personal side, Troy has been married over twenty five years to Marti Brockmeier who is the bookkeeper at First Lutheran Church. They have 3 kids, John is attending Yale University in New Haven, CT. Charlie attends the Raikes School at the University of Nebraska-Lincoln and Darin is at Kearney High School. He grew up in Eustis, NE where his parents still live.

Professional Designations

  • Chartered Financial Analyst (CFA)

Affiliations

  • The AGC

Primary Location

2033 Central Avenue, Kearney, NE 68847

Meeting Options

  • Video Conference
  • In-Person
  • Phone

Compensation Methods

  • Percentage of Assets Managed

What to expect in the first meeting

Click the 'Book Intro Call' button above to schedule a free 15-minute intro call. I will call you at the time you set. I will send you an email with an Oldfather Questionnaire to complete with relevant financial information to help with our conversation. I look forward to speaking with you.

Offers Investment Management

Yes

About our Firm

Founded in 1992, Oldfather Financial Services LLC is a Registered Investment Advisor specializing in fee-only investment management and personal financial counseling.

When you deal with traditional brokers and other “financial advisors” their advice may steer you toward a particular product they sell. We can give you unbiased advice for a fee. We will work for you directly and recommend the most appropriate strategy for your situation. No product sales, just honest professional opinions.

✔️ Retirement Income

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

Oldfather Financial Services LLC was founded with the goal of assisting our clients in every aspect of their financial lives. We’ve provided the most comprehensive and personal service available, thus earning a reputation for excellence in our industry. For each of our clients we strive to create financial stability and security to provide financial independence and peace of mind.

✔️ OFS 2.0

OFS2.0 is the evolution of the financial services industry. It is moving away from just providing investment advice to clients and focusing on a complete wealth management approach by focusing on the areas below:

• Investment Planning
• Retirement Income
• Tax Strategy
• Risk Management
• Estate Planning
• Grow Your Net Worth

Focus On What Matters Most. We'll help you reach your financial goals so you can take care of the rest.

Education

University of Nebraska-Lincoln, Bachelor of Science (B.S.), Business Administration

Hobbies and Interests

  • Church
  • Family

Who We Serve

  • Baby Boomers
  • Business Owners
  • Corporate Executives
  • Dual Income Family
  • Families
  • Gen X
  • Intergenerational Families
  • Living in Retirement

To make Wealthtender free for readers, we earn a nominal monthly fee from financial advisors and firms in exchange for marketing services (including being featured on this profile page), subject to terms of use. This compensation creates a natural conflict of interest when we favor their promotion over others. Wealthtender is not a client of these advisors or firms. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.