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List of Financial planners in Omaha

There are 522 Financial planners in Omaha as of May 18, 2026. Concentrated within a single metro area, this represents a high-density opportunity for hyper-local B2B campaigns and direct outreach to decision-makers.

Omaha accounts for approximately 44.8% of all 1,166 Financial planners in Nebraska, making it the dominant city market in the state and a top priority for any regional outreach strategy.

Around 67.0% of Financial planners in Omaha have email addresses, 98.9% have phone numbers, and 66.9% include both — with 74.7% also having a website.

These businesses are active on social media: 273 have Facebook pages, 166 are on Instagram, 207 have LinkedIn profiles, 232 use X (formerly Twitter), 124 maintain YouTube channels. This dataset is best suited for hyperlocal outreach in Omaha.

522 Number of Financial planners
350 Email addresses
516 Phone numbers
390 With Websites
207 LinkedIn Profiles
273 Facebook Profiles
166 Instagram Handles
232 X Handles
124 YouTube Channels
349 Phone and Email
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Data updated on May 18, 2026

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Download sample list of Financial planners in Omaha

Find new clients and close more deals with the world s best business leads provider. You can download Financial planners email and phone number lists for your sales teams. Here is a random sample of 20 records for you to look at the fields and the data that we provide.

NAMEAddressCityStateCountryEmailPhoneWebsiteReview CountReview ScoresGoogle URLFacebookInstagramLinkedInYoutube

Wealth Management Advisors

Location Address

Leawood

Kansas

United States

Email Email

Phone Phone

Website Website

0

0

-

-

-

Tim Stark

Location Address

Dallas

Texas

United States

Email Email

Phone Phone

Website Website

1

5

-

Jason Erhardt - Associate Financial Advisor, Ameriprise Financial Services, LLC

Location Address

Troy

Michigan

United States

Email Email

Phone Phone

Website Website

0

0

Harbor One Financial

Location Address

South Daytona

Florida

United States

Email Email

Phone Phone

-

0

0

-

-

-

-

Mercer Advisors - Columbus

Location Address

Westerville

Ohio

United States

Email Email

Phone Phone

Website Website

0

0

-

Allie E. Krider - RBC Wealth Management Financial Advisor

Location Address

Fort Lauderdale

Florida

United States

Email Email

Phone Phone

Website Website

0

0

-

-

-

Charles Harvey - Financial Advisor, Ameriprise Financial Services, LLC

Location Address

Hingham

Massachusetts

United States

Email Email

Phone Phone

Website Website

0

0

LPL Financial

Location Address

Panama City

Florida

United States

Email Email

Phone Phone

Website Website

0

0

-

-

-

-

Financial Management Network, Inc.

Location Address

Mission Viejo

California

United States

Email Email

Phone Phone

Website Website

4

4

-

-

Wan Rosalyn

Location Address

Pensacola

Florida

United States

Email Email

Phone Phone

-

0

0

-

-

-

-

Emma Moore - Thrivent

Location Address

Mt Pleasant

North Carolina

United States

Email Email

Phone Phone

Website Website

0

0

-

-

Fidelity Investments

Location Address

Hingham

Massachusetts

United States

Email Email

Phone Phone

Website Website

18

3.7

Aaron Morgenstern - Financial Advisor, Ameriprise Financial Services, LLC

Location Address

Valhalla

New York

United States

Email Email

Phone Phone

Website Website

0

0

Denham Capital Management LLC

Location Address

Short Hills

New Jersey

United States

Email Email

Phone Phone

-

0

0

-

-

-

-

Merrill Lynch Financial Advisor Judson Burns

Location Address

Southlake

Texas

United States

Email Email

Phone Phone

Website Website

0

0

-

-

-

-

Kaden Matthew Millard - Associate Financial Advisor, Ameriprise Financial Services, LLC

Location Address

Fort Worth

Texas

United States

Email Email

Phone Phone

Website Website

0

0

Principal Global Investors

Location Address

Chicago

Illinois

United States

Email Email

Phone Phone

Website Website

0

0

-

-

-

Diversified Investment Advsrs

Location Address

Cincinnati

Ohio

United States

Email Email

Phone Phone

-

0

0

-

-

-

-

Paul Sutton Kosling - Financial Advisor, Ameriprise Financial Services, LLC

Location Address

Dublin

Ohio

United States

Email Email

Phone Phone

Website Website

0

0

Thrivent Financial

Location Address

DeKalb

Illinois

United States

Email Email

Phone Phone

Website Website

0

0

-

How many Financial planners are there in the Omaha?

Total Records
522

Financial planners in the Omaha

Last updated: May 18, 2026

Contact Coverage · Omaha

In Omaha, approximately 67.0% of Financial planners have email contacts, while 98.9% have phone numbers, providing the contact depth needed for sustained local B2B campaigns.

Data last updated May 18, 2026

Statistics Icon

98.9%

516 Financial planners in Omaha with Phone Number

Statistics Icon

67.0%

350 Financial planners in Omaha with Email Address

Statistics Icon

66.9%

349 Financial planners in Omaha with Phone and Email

Data Completeness

The depth of contact coverage in Omaha is strong: over half of Financial planners records carry both an email address and a phone number, ready for direct outreach.

66.9%of Financial planners have both email & phone
Email + Phone66.9%
Email only67.0%
Phone only98.9%
Website74.7%

How to Use the List of Financial planners in Omaha

Omaha is a high-density local market — every record is within a single metro area. Here's how businesses, agencies, and sales teams are putting this data to work.

Direct Sales Outreach in Omaha

Every record in this dataset is a financial planners business verified within Omaha — no filtering needed. 98.9% have phone numbers on record, so load it directly into your CRM or dialer and start reaching decision-makers the same day, without spending time on list cleanup or geographic deduplication.

City-Focused Email & Phone Campaigns

Omaha's tight geographic footprint makes it ideal for high-relevance outreach. With 67.0% of financial planners having email addresses on record, every contact is in the same metro — so your messaging stays sharp and your reply rates stay high.

Local Ad Audience Building

74.7% of financial planners in Omaha have a listed website, making them easy to track and target online. Use the dataset to build a custom audience on Facebook, Google, or LinkedIn — more precise than platform geo-targeting and far cheaper than broad local ad inventory.

Dominant City Market

44.8%

of 1,166 Financial planners in Nebraska

City Market Overview

Omaha's outsized share of Nebraska's Financial planners market makes it a standalone priority — big enough to justify a dedicated local outreach strategy with room for multiple campaign waves.

Email67.0%
Phone98.9%
Website74.7%

Social Media Reach of Financial planners in Omaha

With strong social adoption among Financial planners in Omaha, this dataset supports direct engagement on Facebook, Instagram, LinkedIn, and beyond.

Facebook Profiles
27352.3%
Facebook Profiles
Instagram Handles
16631.8%
Instagram Handles
LinkedIn Profiles
20739.7%
LinkedIn Profiles
X Handles
23244.4%
X Handles
Youtube Channels
12423.8%
Youtube Channels

Explore Related Financial planners by Location


Website Presence

Around 74.7% of Financial planners in Omaha have an active website, giving you a clear edge for running geo-targeted digital campaigns within the city.

Data last updated May 18, 2026

Statistics Icon

74.7%

390 Financial planners in Omaha that have a website

Statistics Icon

25.3%

132 Financial planners in Omaha that do not have a website

Download sales qualified leads of Financial planners in the Omaha

Download this data in CSV, Esri Shapefile, Excel, GeoJSON, or KML (Google Earth) file formats.

Frequently Asked Questions

Answers of the most common questions about our dataset

How many Financial planners are there in Omaha?

There are 522 Financial planners in Omaha as of the latest update. This makes Omaha an active market for B2B outreach and lead generation in the Financial planners industry.

How many Financial planners in Omaha have email addresses?

350 Financial planners in Omaha have verified email addresses — giving you a strong foundation for direct email outreach and drip campaigns.

How many Financial planners in Omaha have phone numbers?

516 Financial planners in Omaha include phone numbers. Of those, 349 also have email addresses, making them ideal for multi-channel outreach.

Can I use this data for local campaigns targeting Financial planners in Omaha?

Yes. The dataset covers 522 Financial planners businesses in Omaha, making it well-suited for hyper-local outreach, direct mail, and targeted digital ads within the area.

What data fields are included for each Financial planners in Omaha?

Each record typically includes business name, address, phone number, email, website, social media handles (Facebook, Instagram, LinkedIn, X, YouTube), and customer ratings where available.

How can I access the complete Financial planners list for Omaha?

You can purchase and instantly download the full dataset from this page. A free sample is also available so you can review the data quality and structure before buying.

Still have questions? Feel free to reach out to our support team

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