Our firm was founded by financial advisor Aaron Prokopec with the goal of providing customized financial strategies, unbiased advice, and trusted guidance. Originally working in chemical engineering, Aaron developed a passion for designing comprehensive plans. Realizing he could combine this passion with his interest in finance, he transitioned into the financial services industry, working with Edward Jones in Charleston, South Carolina. With a desire to return home and start a family, Aaron moved back to Nebraska and worked with BancWest Investment Services. Realizing he could better serve his clients by working independently, in 2008 he joined LPL Financial, the nation’s largest independent broker/dealer*, and in 2010 he founded Prokopec Wealth Management.
Over the years, we have expanded and grown, but our original mission has remained the same. Whether we are working with small business owners on exit planning, assisting individuals prepare for retirement, or helping young families with their investments, our goal is to serve as an objective guide clients can trust. Rather than focus on selling products, we make personalized recommendations and provide them with options from which they can choose. We enjoy helping our clients take control of their financial future and manage their assets so they can focus on their passions and interests in life.
Based in Columbus, Nebraska, we work with clients throughout Nebraska, including the Lincoln and Omaha metro areas, and in 16 different states.
*As reported by Financial Planning magazine, June 1996-2014, based on total revenue.