Smith Hayes Advisers Inc.

Smith Hayes Advisers Inc. (CRD# 110776) is a financial advisory firm headquartered in Lincoln, NE. They manage $2,145,650,742 in 2,174 accounts and serve the financial needs of clients across 33 states (or territories).

By the Numbers
  • Total Assets Under Management
    2,146
    MILLION
  • Total Number of Accounts
    2,174
    ACCOUNTS
  • Average Account Value
    $986,960
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Performance-based fees
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AK, AR, AZ, CA, CO, CT, DC, FL, GA, IA, IL, KS, LA, MD, MI, MN, MO, NC, NE, NH, NJ, NY, OH, OK, OR, PA, SC, SD, TX, UT, VA, WA, WI

Financial Advisors at Smith Hayes Advisers Inc.
Showing 1 - 10 of 49 top financial advisors.
1
Rodney D. Cerny
CRD#: 829169
10250 Regency Circle, Suite 400, Omaha, NE 68114
96
Wealthminder
score

Rodney Cerny (CRD# 829169) is an Investment Advisor Representative working at Smith Hayes Advisers Inc. in Omaha, NE and has over 22 years of experience in the finance industry.

2
Mark D. Dolton
CRD#: 5023874
1225 L. Street, Suite 200, Lincoln, NE 68508
96
Wealthminder
score

Mark Dolton (CRD# 5023874) is an Investment Advisor Representative working at Smith Hayes Advisers Inc. in Lincoln, NE and has over 8 years of experience in the finance industry. Mark Dolton has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Matthew R. Kleager
CRD#: 4455147
200 Centre Terrace, 1225 L Street, Suite 200, Lincoln, NE 68508
96
Wealthminder
score

Matthew Kleager (CRD# 4455147) is an Investment Advisor Representative working at Smith Hayes Advisers Inc. in Lincoln, NE and has over 15 years of experience in the finance industry. Matthew Kleager has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Max H. Callen
CRD#: 1636281
200 Centre Terrace, 1225 L Street, Suite 200, Lincoln, NE 68508
93
Wealthminder
score

Max Callen (CRD# 1636281) is an Investment Advisor Representative working at Smith Hayes Advisers Inc. in Lincoln, NE and has over 29 years of experience in the finance industry.

5
Katherin L. Clerk
CRD#: 5128986
10250 Regency Circle, Suite 400, Omaha, NE 68114
93
Wealthminder
score

Katherin Clerk (CRD# 5128986) is an Investment Advisor Representative working at Smith Hayes Advisers Inc. in Omaha, NE and has over 8 years of experience in the finance industry.

6
John H. Conley
CRD#: 810245
200 Centre Terrace, 1225 L Street, Suite 200, Lincoln, NE 68508
93
Wealthminder
score

John Conley (CRD# 810245) is an Investment Advisor Representative working at Smith Hayes Advisers Inc. in Lincoln, NE and has over 36 years of experience in the finance industry.

7
John L. Decker
CRD#: 2812644
200 Centre Terrace, 1225 L Street, Suite 200, Lincoln, NE 68508
93
Wealthminder
score

John Decker (CRD# 2812644) is an Investment Advisor Representative working at Smith Hayes Advisers Inc. in Lincoln, NE and has over 18 years of experience in the finance industry.

8
Denise S. Deter
CRD#: 4222846
1225 L Street, Suite, Lincoln, NE 68508
93
Wealthminder
score

Denise Deter (CRD# 4222846) is an Investment Advisor Representative working at Smith Hayes Advisers Inc. in Lincoln, NE and has over 7 years of experience in the finance industry.

9
Brian M. Finn
CRD#: 4194429
10250 Regency Circle, Suite 400, Omaha, NE 68114
93
Wealthminder
score

Brian Finn (CRD# 4194429) is an Investment Advisor Representative working at Smith Hayes Advisers Inc. in Omaha, NE and has over 15 years of experience in the finance industry.

10
Marvin E. Giannangelo
CRD#: 822411
200 Centre Terrace, 1225 L Street, Suite 200, Lincoln, NE 68508
93
Wealthminder
score

Marvin Giannangelo (CRD# 822411) is an Investment Advisor Representative working at Smith Hayes Advisers Inc. in Lincoln, NE and has over 35 years of experience in the finance industry.

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