This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Firm class

independent wealth managerderivedprivate_client_share=0.89 fund_share=0.0 institutional_share=0.11 related_bd=false related_bank=false bd_reps=0.0

Regulatory AUM

$556MItem 5.F on the latest filing (2026-05-29); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$543M

Private client RAUM

$494MderivedItem 5.D individuals plus high net worth individuals

Private client share

89%derivedprivate client RAUM over total RAUM

Advisors on IAPD

4

RAUM per advisor

$139Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book

Employees

6

Advisory employees

4

Offices

0Schedule D 1.F, beyond the principal office

Accounts

1,231

Individual clients

405

High net worth clients

30

SEC number

801-135156

CIK

2107566

CRD

339739

Filings on the tape

3

First filed

Dec 15, 2025

Latest filed

May 29, 2026

Organised

Limited Liability Company, NE

Website

oldfatherfinancial.com

• Occurred

  Feb 24, 2026
  Firm absorbed

  Oldfather Financial Services LLC's advisors moved to Oldfather Financial Services (Kearney, NE): 4 of 4 registered, succession filed, on the same day

  Form ADVobserved 5 days ago
  4 advisors
• Occurred

  Dec 15, 2025
  Succession filed (Item 4)

  Oldfather Financial Services reported succeeding to the business of Oldfather Financial Services Llc (Form ADV Item 4)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:33c5bcb2-1df8-ab3a-1546-8fe53d456d24

First observed

Dec 15, 2025

Last observed

May 29, 2026 3 months ago

Source families

Federal regulator filings

3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.