GeoffreyHemenway- Financial Advisor Omaha, NE

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About Geoffrey Hemenway

Here at Hemenway Financial Services, we hope to help you and your family find a path towards achieving your goals. We do this by working with you to build a comprehensive financial plan or, if needed, individual topic planning. In doing this, we hope to align what's important to you (family, travel, financial independence, charity/community etc.) with how you utilize and how you invest your money.

We work mostly with people that are approaching (5-10 years before) and in retirement. We feel that we have a strong history of helping families to plan for this stage in life. We've also helped several of our client's adult children with planning in the different stages of their life.

We'd love an opportunity to see if we are a good fit for you and your situation.

See Disclosures

General Information

Firm Start Year

1986

No. of Employees

CRD#

6382170

Firm CRD#

6413

Insurance License#

18855141

Name of Broker/Dealer

LPL Financial

Name of Custodial Firm

LPL Financial

States Licensed in

AK, AZ, CA, CO, CT, FL, HI, IA, IL, KS, MN, MO, ND, NE, NV, OK, TX, WA

Years of Experience in Financial Services

Number of Years with Current Firm

Work with the following types of clients

Businesses, Individual Investors

Advisory Services Provided

Education Funding and Planning, Financial Planning for Individuals, Tax Advice and Services, Risk Management, Financial Advice & Consulting, Investment Advice & Management, Insurance Products & Annuities, Financial Planning, Retirement Planning, 401K Rollovers, Wealth Management

Compliance

Registered Investment Advisor

Registered Representative

Investment Advisor Representative

Acknowledged fiduciary

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Securities Licenses

Series 65, Series 7, Series 63, Series 6

Insurance and Annuity Licenses

Variable Life, Long Term Care, Variable Annuity, Life, Health, Annuity

Firm Information

Firm's Number of Clients

Firm's Number of Planning Clients

Firm's Number of Managed Clients

Assets Managed by Firm

Advisor's Number of Clients

Advisor's Number of Managed Clients

Advisor's Number of Planning Clients

Assets Managed by Advisor

$37,000,000

Compensation and Fees

Fee Structure

Fee-Based

Minimum Portfolio Size for New Managed Accounts

$250,000

Compensation Methods

Hourly, Based on Assets

Fee % Based on Assets

Hourly Rate

$250

Additional Details on Charges

We use a tiered management fee that lowers the fee as the household account(s) size increase. This is a blended fee that begins at 1% up to $1,000,000 and decreases 0.1% for each million dollars over $1,000,000. At $5,000,000 in assets the fee is a flat 0.5%.

Minimum Fee Charged for Managed Accounts

none

Minimum Fee Charged for Hourly Planning Accounts

none

Education

Bachelor of Science -

Creighton Univesity
08/01/2003 -05/31/2007

Disclosures

PaladinRegistry.com provides referrals to financial professionals of LPL Financial, LLC (LPL). PaladinRegistry.com is not a current client of LPL for brokerage or advisory services. Financial professionals of LPL pay PaladinRegistry.com cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.

LPL ADV 2A

https://www.lpl.com/content/dam/lpl-www/documents/disclosures/A58.pdf

Additional Detailed Disclosures

https://www.lpl.com/content/dam/edam/format/disclosure/wiseradvisor-lpl-detailed-disclosures.pdf

Disclaimer

Professionals associated with Hemenway Financial Services may be either (1) registered representatives with, and securities and advisory services offered through LPL Financial, Member FINRA/SIPC, a registered investment advisor; or (2) solely tax professionals of Hemenway Associates, Inc., and not affiliated with LPL Financial. Tax/accounting/CPA related services offered through Hemenway Associates, Inc. DBA Hemenway Financial Services. Hemenway Associates, Inc. is a separate legal entity and not affiliated with LPL Financial. LPL Financial does not offer tax advice or Tax/accounting/CPA related services. * Please note that any references to FINRA and SIPC on a website must be a hyperlink to the respective websites. FINRA should link to www.finra.org and SIPC should link to www.sipc.org

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Geoffrey Hemenway

Hemenway Financial Services