{ "crd_number": 39000, "slug": "teckmeyer-financial-services-l-l-c-omaha-ne-39000", "primary_business_name": "TECKMEYER FINANCIAL SERVICES, L.L.C.", "legal_name": "TECKMEYER FINANCIAL SERVICES, L.L.C.", "dbas": [], "city": "Omaha", "state": "NE", "country": "United States", "cbsa_code": "36540", "metro": { "cbsa_code": "36540", "common_name": "Omaha", "msa_name": "Omaha, NE-IA", "path": "/advisors/ne/omaha" }, "registration_type": "state", "registration_status": "APPROVED", "registration_date": "2006-10-25", "years_registered": 19, "period": "2026-10-01", "filing_date": "2026-03-30", "carried_forward": false, "raum_total": 51602611.0, "raum_discretionary": 0.0, "raum_non_discretionary": 51602611.0, "raum_band": "25m_100m", "raum_band_label": "$25 million to $100 million", "total_employees": 7, "advisory_employees": 3, "client_count_bucket": "fewer_than_5_in_some_types", "clients_by_type": { "charitable": { "raum": 143455.0, "count": 1, "fewer_than_5": true }, "individuals": { "raum": 8324394.0, "count": 21 }, "high_net_worth_individuals": { "raum": 42486202.0, "count": 23 }, "corporations_other_businesses": { "raum": 648560.0, "count": 1, "fewer_than_5": true } }, "compensation_types": [ "fixed", "hourly", "percentage_of_aum" ], "advisory_activities": [ "financial_planning", "pension_consulting", "portfolio_management_businesses_institutional", "portfolio_management_individuals", "selection_of_other_advisers" ], "wrap_fee_participant": true, "disclosure_yes_count": 1, "states_registered": [ "IA", "NE" ], "websites": [ "https://teckmeyerfinancial.com" ], "iapd_url": "https://adviserinfo.sec.gov/firm/summary/39000", "disclosure_items": [ { "item": "11.D(2)", "question": "Has another federal regulator, a state regulator, or a foreign financial regulator ever found that the firm or an advisory affiliate was involved in a violation of investment-related regulations or statutes?" } ], "city_as_filed": "OMAHA", "url": "https://advisorcensus.com/firm/teckmeyer-financial-services-l-l-c-omaha-ne-39000", "display_name": "Teckmeyer Financial Services, L.L.C.", "summary": "Teckmeyer Financial Services, L.L.C. is a state-registered investment advisory firm in Omaha, NE, registered since 2006, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 30, 2026.", "citation": "AdvisorCensus. Teckmeyer Financial Services, L.L.C. (CRD 39000): Form ADV filing data as of October 2026.", "registration_type_label": "State-registered investment adviser", "compensation_labels": [ "A percentage of assets under your management", "Hourly charges", "Fixed fees (other than subscription fees)" ], "advisory_activity_labels": [ "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)" ], "quick_answers": [ { "q": "How is Teckmeyer Financial Services, L.L.C. compensated?", "a": "On its Form ADV (Item 5.E, October 2026), Teckmeyer Financial Services, L.L.C. reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees)." }, { "q": "Where is Teckmeyer Financial Services, L.L.C. located?", "a": "Teckmeyer Financial Services, L.L.C.'s principal office is in Omaha, NE, according to its Form ADV." }, { "q": "Is Teckmeyer Financial Services, L.L.C. registered with the SEC or a state?", "a": "Teckmeyer Financial Services, L.L.C. is a state-registered investment advisory firm, registered since 2006. Status as filed: APPROVED. CRD 39000." }, { "q": "How much does Teckmeyer Financial Services, L.L.C. manage?", "a": "Teckmeyer Financial Services, L.L.C. reports $51,602,611 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (0% discretionary)." }, { "q": "What types of clients does Teckmeyer Financial Services, L.L.C. serve?", "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (23); individuals (other than high net worth individuals) (21); charitable organizations (1)." }, { "q": "Does Teckmeyer Financial Services, L.L.C. report any disciplinary disclosures?", "a": "Reports 1 disclosure item on Form ADV Item 11: yes answers to 11.D(2) (another regulator's finding of a violation). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/39000" } ], "filing_history": [], "recent_changes": [], "fees_from_brochure": null, "custodians": [], "custodians_note": null, "markdown_url": "https://advisorcensus.com/firm/teckmeyer-financial-services-l-l-c-omaha-ne-39000.md", "clients": [ { "type": "individuals", "label": "Individuals (other than high net worth individuals)", "count": 21, "fewer_than_5": false, "raum": 8324394.0 }, { "type": "high_net_worth_individuals", "label": "High net worth individuals", "count": 23, "fewer_than_5": false, "raum": 42486202.0 }, { "type": "charitable", "label": "Charitable organizations", "count": 1, "fewer_than_5": true, "raum": 143455.0 }, { "type": "corporations_other_businesses", "label": "Corporations or other businesses not listed above", "count": 1, "fewer_than_5": true, "raum": 648560.0 } ], "disclosure_line": "Reports 1 disclosure item on Form ADV Item 11.", "indexable": true, "suppressed": false, "claimed": false, "enhanced": false, "provided_by_the_firm": null, "source": { "name": "Form ADV", "as_of": "2026-10-01", "iapd_url": "https://adviserinfo.sec.gov/firm/summary/39000", "operator": "BH Monitor Services, LLC", "license": "https://creativecommons.org/licenses/by/4.0/", "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data" } }