TURNER FINANCIAL

TURNER FINANCIAL of OMAHA, NE is an SEC-registered investment adviser (CRD 334842). Regulatory assets under management: $5.0M.

Registration

• CRD: 334842
• Type: Registered investment adviser
• Location: 11060 OAK ST, OMAHA, NE, 68144
• Phone: 402-578-0300
• Latest filing: 2026-03-06
• Regulatory AUM: $5.0M
• Discretionary AUM: $4.3M
• Non-discretionary AUM: $715K
• Clients: 1
• Accounts: 26

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Pensions.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 334842 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search