Omaha, NE

Omaha, NE

CAPTRUST’s Omaha-based advisors are experts in solutions for private individuals, as well as endowments and foundations.

Talk to an Expert

Address

10250 Regency Circle #100
Omaha, Nebraska 68114

Contact

Phone: 402.492.2727

Who We Serve

Endowments & Foundations Individuals Retirement Plan Sponsors

Hours

Mon–Fri, 8:30 am–5:00 pm

Endowments & Foundations

Committee education, donor development, OCIO services, performance reporting, and investment management are just some of the financial services we provide to our nonprofit clients.

Explore Our Services

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Individuals

Whether you want wealth planning and portfolio management, help with family governance and philanthropic strategies or something different, our financial advisors are ready to help.

Explore Our Services

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Retirement Plan Sponsors

We support thousands of employer organizations via 3(21), 3(38), and OCIO services, fiduciary partnerships, plan design optimization, financial wellness programs, and more.

Explore Our Services

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CAPTRUST

Omaha

Creating a best-in-class experience requires a deep bench of highly-specialized talent. Our Omaha office is full of CAPTRUST advisors eager to provide clients with objective investment advice. Contact our office to address your specific financial needs.

Our Team

Michael Karstens

Senior Vice President,
Financial Advisor

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Darren Obrecht

Vice President,
Financial Advisor

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Steve Olafson

Vice President,
Financial Advisor

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Transparency, authenticity, and integrity are the qualities we uphold in all our interactions. These are non-negotiable in our pursuit of excellence.

Fielding Miller

Resources

Get Informed

From best practices and market insights to financial planning strategies, our team is sharing must-know information for every client type.

Investment Committee Best Practices for Nonprofits

Retirement Plan Services

Episode 70: Accenture and Retirement Recordkeeping

Wealth Management

Planned Giving Strategies for Individuals

Developing an Investment Policy Statement for Retirement Plan Sponsors

Wealth Management

Market Thoughts: 2024 Election

Retirement Plan Services

IRS Announces 2025 Retirement Plan Limitations

Retirement Plan Services

Fiduciary Update | November 2024

Building a Diverse Board Pipeline

Retirement Plan Services

Cyber Risk and Cyber Security for Retirement Plan Sponsors

Creating Nonprofit Investment Policy Statements (IPS)