Company lists · Data refreshed September 2026

Top 25 Insurance planning advisors based in Omaha, United States

Name: Insurance planning advisors based in Omaha, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 17, 2026 60 companies tracked

RevenueBase identified 60 insurance planning advisors headquartered in Omaha, United States as of September 2026 and tracks 632 professional contacts across them, including 286 with verified work emails. New York is the largest hub.

This list covers insurance planning advisors headquartered in Omaha, United States, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 17, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase Smart Search, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.

How to read this list HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 17, 2026 86% judged on-target in blind review

60Companies

632Contacts tracked

286Verified emails

Explore this list → Free signup · no credit card · 500 free credits

The 25 largest insurance planning advisors based in Omaha, United States

Ranked by team size

Top 25 of 60 insurance planning advisors based in Omaha, United States, ranked by team size, largest first. Data refreshed Sep 17, 2026. RevenueBase Smart Search rates how each company's information relates to insurance planning advisors: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	Senior Market Sales	Partial evidence	Omaha, NE, United StatesHQ checked Sep 17, 2026	501-1,000	295 contacts →
	Partial evidence “Senior Market Sales (SMS) in Omaha, Nebraska has marketed health, life, annuities, and other insurance products geared for the nation’s seniors from the same location since 1982.” Source: RevenueBase Database · checked Sep 17, 2026
2	Heritage Financial Services	Indirect evidence	Omaha, NE, United StatesHQ checked Sep 17, 2026	51-200	39 contacts →
	Indirect evidence “Our Philosophy At Heritage Financial Services, we are committed to continually helping our clients improve their financial prosperity with customized strategies that take into…” Source: RevenueBase Database · checked Sep 17, 2026
3	Dodge Partners Insurance	Partial evidence	Omaha, NE, United StatesHQ checked Sep 17, 2026	11-50	29 contacts →
	Partial evidence “Dodge Partners Insurance is an independent insurance agency that offers business insurance, personal insurance and benefits plans in Omaha, Nebraska, and surrounding areas.” Source: RevenueBase Database · checked Sep 17, 2026
4	Telos Actuarial, LLC	Partial evidence	Omaha, NE, United StatesHQ checked Sep 17, 2026	11-50	20 contacts →
	Partial evidence “Telos Actuarial offers custom solutions for all your Senior Market insurance product needs.” Source: RevenueBase Database · checked Sep 17, 2026
5	Unified Legacy Advisors	Partial evidence	Omaha, NE, United StatesHQ checked Sep 17, 2026	11-50	14 contacts →
	Partial evidence “Our comprehensive approach to retirement planning encompasses a full range of strategies from managing and protecting existing assets to estimating future cash flows and…” Source: RevenueBase Database · checked Sep 17, 2026
6	Moylan Kropp	Partial evidence	Omaha, NE, United StatesHQ checked Sep 17, 2026	11-50	9 contacts →
	Partial evidence “Moylan Kropp is a comprehensive financial planning firm dedicated to tailoring recommendations for each individual client.” Source: RevenueBase Database · checked Sep 17, 2026
7	Trusted Wealth Partners	Indirect evidence	Omaha, NE, United StatesHQ checked Sep 17, 2026	1-10	9 contacts →
	Indirect evidence “Here at Trusted Wealth Partners, our sole focus is on helping our clients reach and maintain financial independence throughout multiple generations.” Source: RevenueBase Database · checked Sep 17, 2026
8	The ARK Group, LLC	Partial evidence	Omaha, NE, United StatesHQ checked Sep 17, 2026	11-50	8 contacts →
	Partial evidence “The Ark Group is a national brokerage and benefits administration organization providing Life Insurance, Health Insurance, Annuities, employee benefits consulting, and Third Party…” Source: RevenueBase Database · checked Sep 17, 2026
9	Teckmeyer Financial Services	Indirect evidence	Omaha, NE, United StatesHQ checked Sep 17, 2026	11-50	6 contacts →
	Indirect evidence “Teckmeyer Financial Services is a financial services company based out of Omaha, Nebraska” Source: RevenueBase Database · checked Sep 17, 2026
10	Nelson Murphy Insurance And Investments	Strong evidence	Omaha, NE, United StatesHQ checked Sep 17, 2026	1-10	6 contacts →
	Strong evidence “Nelson Murphy Insurance & Investments are trusted, professional, and approachable wealth advisors in Omaha, NE.” Source: RevenueBase Database · checked Sep 17, 2026
11	The Premier Advisory Group, LLC	Strong evidence	Omaha, NE, United StatesHQ checked Sep 17, 2026	1-10	6 contacts →
	Strong evidence “The Premier Advisory Group, LLC will create a comprehensive and personalized financial plan regarding asset allocation & risk, asset maximization, income planning, and retirement…” Source: RevenueBase Database · checked Sep 17, 2026
12	Trek Insurance Solutions	Partial evidence	Omaha, NE, United StatesHQ checked Sep 17, 2026	1-10	6 contacts →
	Partial evidence “Trek Insurance Solutions is one of America’s premier insurance companies.” Source: RevenueBase Database · checked Sep 17, 2026
13	Croker Group	Partial evidence	Omaha, NE, United StatesHQ checked Sep 17, 2026	11-50	5 contacts →
	Partial evidence “Croker Group is a wealth management consulting and insurance solutions practice that works with you to dissect your overall portfolio to identify any inefficiencies and gaps.” Source: RevenueBase Database · checked Sep 17, 2026
14	Consortio Group LLC	Partial evidence	Omaha, NE, United StatesHQ checked Sep 17, 2026	1-10	5 contacts →
	Partial evidence “Consortio is a Latin word for Partnership and we strive to be partners with: •Our Clients •Our Colleagues •Our Insurance Carriers To help our clients succeed.” Source: RevenueBase Database · checked Sep 17, 2026
15	Smart Insurance Solutions	Partial evidence	Omaha, NE, United StatesHQ checked Sep 17, 2026	1-10	5 contacts →
	Partial evidence “The Smart Insurance Solutions® mission is to be an insurance agency that our clients can trust.” Source: RevenueBase Database · checked Sep 17, 2026
16	Legacy Insurance Group Focus Wealth Management	Strong evidence	Omaha, NE, United StatesHQ checked Sep 17, 2026	11-50	4 contacts →
	Strong evidence “We are an independent insurance and financial planning agency.” Source: RevenueBase Database · checked Sep 17, 2026
17	Rick Young Financial Services	Indirect evidence	Omaha, NE, United StatesHQ checked Sep 17, 2026	1-10	4 contacts →
	Indirect evidence “Rick Young Financial Services is a financial services company based out of Omaha Nebraska.” Source: RevenueBase Database · checked Sep 17, 2026
18	Universal Group LTD	Partial evidence	Omaha, NE, United StatesHQ checked Sep 17, 2026	11-50	4 contacts →
	Partial evidence “Formerly known as Loring & Company, Universal Group is an independent insurance agency, brokerage, and consulting company in Omaha, NE, founded in 1982.” Source: RevenueBase Database · checked Sep 17, 2026
19	Resolve Insurance	Indirect evidence	Omaha, NE, United StatesHQ checked Sep 17, 2026	1-10	3 contacts →
	Indirect evidence “To Insure with RESOLVE is to take control of your everyday risk.” Source: RevenueBase Database · checked Sep 17, 2026
20	Owm, INC	Indirect evidence	Omaha, NE, United StatesHQ checked Sep 17, 2026	1-10	3 contacts →
	Indirect evidence “Clients come to us for guidance on changes throughout their lives.” Source: RevenueBase Database · checked Sep 17, 2026
21	Lexus Wealth Management	Partial evidence	Omaha, NE, United StatesHQ checked Sep 17, 2026	1-10	3 contacts →
	Partial evidence “Lexus Wealth Advisors craft financial strategies that allow you to meet your objective of protecting and growing your money.” Source: RevenueBase Database · checked Sep 17, 2026
22	Leverage Planning	Partial evidence	Omaha, NE, United StatesHQ checked Sep 17, 2026	11-50	2 contacts →
	Partial evidence “Most people who come to us are asking some version of the same question:"Do I have a real plan, or just a portfolio?" Leverage Planning is a retirement planning firm built for the…” Source: RevenueBase Database · checked Sep 17, 2026
23	Wiig-Codr & Associates LLC	Strong evidence	Omaha, NE, United StatesHQ checked Sep 17, 2026	1-10	2 contacts →
	Strong evidence “Wiig-Codr & Associates LLC is an insurance brokerage firm serving advisors selling Life, LTC, Med Supp, Disability, Health, Annuity, and Accident and Health Insurance Plans.” Source: RevenueBase Database · checked Sep 17, 2026
24	Keiser Wealth Management	Indirect evidence	Omaha, NE, United StatesHQ checked Sep 17, 2026	1-10	2 contacts →
	Indirect evidence “We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client.” Source: RevenueBase Database · checked Sep 17, 2026
25	Turner Financial	Indirect evidence	Omaha, NE, United StatesHQ checked Sep 17, 2026	1-10	1 contacts →
	Indirect evidence “Many clients face challenges when it comes to saving and building their retirement.” Source: RevenueBase Database · checked Sep 17, 2026

RevenueBase Smart Search

RevenueBase Smart Search assesses information from a company’s LinkedIn profile, information supplied directly by the company, its website, and other publicly available sources. It uses that information to rate how closely the company relates to this list’s category: insurance planning advisors. Every row carries its rating and the description the rating was read from, so each one can be checked rather than taken on trust.

Strong evidence: The company's own public description of its business names insurance planning advisors.
Partial evidence: Its own public description names part of insurance planning advisors, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name insurance planning advisors. The match rests on the rest of the company's public profile rather than the one sentence quoted here, so this is the rating to check first.

RevenueBase Smart Search is how these lists are built: RevenueBase's data engine and AI assemble the companies that match a category defined in a user's own words, so a list can be about what companies actually do rather than about whichever industry code they were filed under.

Showing 25 of 60 insurance planning advisors based in Omaha, United States

See the full list, filter by size, metro and specialty, and get verified emails and direct dials for all 286 reachable decision-makers.

Free signup · no credit card

View the full list →

Insurance planning advisors based in Omaha, United States at a glance

As of Sep 17, 2026

45.3%Verified-email coverage

10.5Average contacts per company

1-10Median size (employees)

321.7%Largest-city concentration · New York

Sep 17, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

201-500

501-1,000

10001+

Email recency for this list is measured across the whole United States list rather than for Omaha, so it is reported there. Company counts and contact totals on this page are exact for Omaha, over 60 companies.

How this list was built

Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among insurance planning advisors, so some rows will be adjacent to the category rather than pure plays. The description and RevenueBase Smart Search rating on every row are there so you can check each match yourself.

Source: The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase Smart Search, the natural-language company search available to every RevenueBase user.
What qualifies: Companies headquartered in Omaha, United States whose own description of what they do matches “insurance planning advisors”. Matching reads each company's description, not its industry code or its name.
RevenueBase Smart Search: RevenueBase Smart Search is how this list is assembled and how each row is rated. RevenueBase's data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to a category defined in a user's own words. Each row is rated strong evidence (its own description names insurance planning advisors), partial evidence (it names part of the category) or indirect evidence (the description shown names none of it and the match rests on the rest of the company's profile). The description supporting each rating is quoted on the row.
What we exclude: Companies whose own description does not clearly place them among insurance planning advisors, and records with no verified work email. Companies headquartered outside Omaha are excluded even when they keep an office there.
Match quality: In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and its RevenueBase Smart Search rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
Ranking: Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
Verification: Every listed company carries at least one verified work email, 286 across the full list. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
Refresh: This page's figures were pulled from the company graph on September 17, 2026. Lists refresh periodically as the graph is re-checked.
Corrections: Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.

Insurance planning advisors by metro in the United States

Frequently asked

What is RevenueBase Smart Search?

RevenueBase Smart Search is how RevenueBase decides which companies belong on this list and how strongly each one fits. Its data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to the category the list is about. Each row is rated strong evidence when the company's own description names insurance planning advisors, partial evidence when it names part of the category, and indirect evidence when the description shown names none of it and the match rests on the rest of the company's profile.

How many insurance planning advisors are there based in Omaha, United States?

RevenueBase identified 60 insurance planning advisors headquartered in Omaha, United States as of September 2026, matched on each company's own description of what it does rather than its industry code.

What is the largest company on this list?

Senior Market Sales, headquartered in Omaha, tops this list with the largest team on record.

Which city has the most insurance planning advisors?

New York leads with 193 headquartered companies, followed by Houston (175) and Atlanta (139).

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work the top results, verified emails and direct dials included. Upgrading unlocks all 286 verified decision-maker contacts tracked across these 60 companies.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 17, 2026.

Ready to reach these companies? Verified emails and direct dials for all 60 insurance planning advisors based in Omaha, United States. Start with a free account, no credit card.

Download this list →

Related lists

Insurance planning advisors by geography

Browse the directory

Browse: Companies home · Insurance planning advisors in United States · All United States lists · All Insurance planning advisors lists · New lists

About this data

RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase Smart Search, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.