Barth Financial

Barth Financial Barth Financial's mission is to help our clients in central Nebraska build, protect, and preserve Read it carefully before you invest or send money.

Since 1994, we have been working to help our clients achieve their financial aspirations through income planning, asset allocations and wealth management. Series 7 & 66 securities registrations with Ameritas Investment Corp.

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Gary Barth and Kristina Hoelting offer products and services using the following business names: Barth Financial Wealth Manageme

nt Group - insurance and financial services | Ameritas Investment Company, LLC (AIC), Member FINRA/SIPC - securities and investments | Ameritas Advisory Services - investment advisory services. AIC and AAS are not affiliated with Barth Financial Wealth Management Group. Products and services are limited to residents of states where the representative is registered. This is not an offer of securities in any jurisdiction, nor is it specifically directed to a resident of any jurisdiction. As with any security, request a prospectus from your representative. A representative will contact you to provide requested information. Representatives of AIC and AAS do not provide tax or legal advice. Please consult your tax advisor or attorney for regarding your situation. Information posted to this site by 3rd parties or links to 3rd party sites are not created nor endorsed by AIC or its representatives. Their information is deemed to be from reliable sources; however, their content cannot be guaranteed. All of the endorsements and/or client testimonials posted on this page are unpaid and unsolicited. The experiences and views shared do not necessarily represent the perspectives or experience of all clients. Any review or discussion of individual investments and/or performance or results should not be construed as indicative of the experience of all clients, nor does it offer any assurance or indication of future results.

Nearly 70% of adults age 65 and older will require some form of long-term care during their lifetime. And without a plan...
11/06/2025

Nearly 70% of adults age 65 and older will require some form of long-term care during their lifetime. And without a plan, the costs can add up fast. This National Long-Term Care Month is the perfect time to consider how you’ll manage future care needs. Swipe for a few strategies to keep in mind.

Want to explore which strategy is right for you? Contact our team. We’re here to help.

At a recent conference, Gary had the opportunity to be a judge for "Ameritas Got Talent". It looks like they had a lot o...
11/03/2025

At a recent conference, Gary had the opportunity to be a judge for "Ameritas Got Talent". It looks like they had a lot of fun!

Don’t forget to fall back this weekend!Daylight Saving Time ends this Sunday, November 2nd, so be sure to turn any non-s...
11/01/2025

Don’t forget to fall back this weekend!

Daylight Saving Time ends this Sunday, November 2nd, so be sure to turn any non-self-setting clocks back one hour before bed on Saturday night.

While you're at it, it’s a smart time to check off a few other seasonal to-dos:

✅ Replace the batteries in your smoke detectors.
✅ Adjust your thermostat for cooler evenings.
✅ Double-check your security lights or timers.

A few simple steps now can help keep your home safe and comfortable as we head into the holiday season. As always, if there’s anything we can do for you, just let us know!

This Halloween, our team just wanted to share a little festive cheer with our clients: It’s truly 🍬 a treat 🍬 to work wi...
10/31/2025

This Halloween, our team just wanted to share a little festive cheer with our clients: It’s truly 🍬 a treat 🍬 to work with you!

Whether you're carving pumpkins, dressing up, or enjoying time with friends, we hope your Halloween is full of fun — and free of tricks.

Stay safe and have a spook-tacular celebration!

As Halloween nears, it’s the perfect time to bust a few financial myths that have haunted portfolios for years. Swipe th...
10/27/2025

As Halloween nears, it’s the perfect time to bust a few financial myths that have haunted portfolios for years. Swipe through to separate facts from fiction.

Wondering if something you heard is a sound tip or just another scary story? Reach out to us. We’re here to help you navigate your investment journey with confidence.

As the end of the year draws closer, now is the perfect time to schedule your autumn portfolio review with our team to e...
10/13/2025

As the end of the year draws closer, now is the perfect time to schedule your autumn portfolio review with our team to ensure your investments are aligned with your long-term goals and optimized for tax efficiency.

During your personalized review, we’ll help you:

🍁Rebalance your portfolio to maintain your target asset allocation
🍁Identify opportunities for tax-loss harvesting to offset gains and reduce taxable income
🍁Strategize for year-end and beyond with your financial objectives in mind

These steps help position your portfolio for success and uncover valuable opportunities before the calendar turns.

Have questions or want to schedule a personalized review? Contact us today. We’re here to help you close the year with confidence and clarity.

Address

2202 Central Avenue Apt 8
Kearney, NE
68847

Opening Hours

Monday 8am - 4:30pm
Tuesday 8am - 4:30pm
Wednesday 8am - 4:30pm
Thursday 8am - 4:30pm
Friday 8am - 4:30pm

Telephone

+13082346502

Website

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Since 1994, we have been working to help our clients achieve their financial aspirations through income planning, asset allocations and wealth management. Series 7 & 66 securities registrations with Ameritas Investment Corp. ___________________________________________ Securities and investment advisory services offered solely through Ameritas Investment Corp. (AIC). Member FINRA/SIPC (www.finra.org and www.sipc.org). AIC and Barth Financial are not affiliated. Additional products and services may be available through Gary Barth and Kristina Hoelting or Barth Financial that are not offered through AIC. Securities products are limited to residents of Alaska, Arizona, Arkansas, California, Colorado, Idaho, Kansas, Louisiana, Minnesota, Nebraska, Nevada, New Mexico, North Dakota, Oklahoma, South Dakota, Texas, Washington, and Wyoming. This is not an offer of securities in any jurisdiction, nor is it specifically directed to a resident of any jurisdiction. As with any security, request a prospectus from your Registered Representative. Read it carefully before you invest or send money. A Representative from Barth Financial will contact you to provide requested information. Representatives of AIC do not provide tax or legal advice. Please consult your tax advisor or attorney regarding your situation. Information posted to this site by 3rd parties or links to 3rd party sites are not created nor endorsed by AIC or its representatives. Their information is deemed to be from reliable sources; however, their content cannot be guaranteed