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CalmWater Financial Group

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Norfolk, NE
CalmWater Financial Group

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CalmWater Financial Group® is the independent financial planning firm that simplifies your financial life by providing credible knowledge and trusted service to you and those you love. Securities and advisory services offered through Commonwealth Financial Network®, member https://www.FINRA.org / https://www.SIPC.org, a Registered Investment Adviser. No offers may be made or accepted from any resi

dent outside these states due to various state requirements and registration requirements regarding investment products and services. Review our Terms of Use: https://www.commonwealth.com/termsofuse.html.

04/08/2026

CalmWater Financial Group® is gearing up for another season of laps around the track! Koch Racing has proudly displayed our CalmWater logo on the top of the #96 car for a few years now, and we’re excited to see how driver Gage Koch performs this racing season. Let’s go! 🏁

02/25/2026

CalmWater Cares was proud to donate six large boxes of diapers to the Norfolk Public Schools Sixpence Program this week!

The Sixpence Family Facilitators partner with families who are expecting or have children up to age 3, recognizing that parents are a child’s very first and most important teachers. In 2020, they launched a year‑round diaper drive to support families in our community who may need a little extra help from time to time.

Their diaper drive runs 52 weeks a year, and families can access diapers whenever needed by contacting the Norfolk Sixpence Program directly.

We’re grateful for the work Sixpence does and are honored to support their mission to help local families thrive. 💙🍼

02/06/2026

Seeing red around the office today! ❤️

Some of our CalmWater Financial gals wore red today to support Go Red for Women and raise awareness for women’s heart health.

02/03/2026

CalmWater Financial Group® recently made a donation to Good Neighbors of Norfolk and its partner organization, the Angel Fund. Their shared mission of serving others has a meaningful and lasting impact on the Norfolk community.
After speaking with Executive Director Allene Johnson, it’s clear that her heart and passion are fully devoted to helping those in need. Her commitment shines through in the work Good Neighbors does every day.

Founded more than 50 years ago, Good Neighbors operates solely on donations and provides year-round support and emergency assistance to individuals and families facing difficult circumstances. Their services include help with rent, utilities, food, diapers, and clothing. The food pantry alone serves an estimated 50 to 75 local families each week.

Good Neighbors also partners with Honey-Du-o, a free handyman service started by Chuck Foxhoven and Jim Spanel. This program supports low-income, fixed-income, and elderly residents throughout Northeast Nebraska by providing essential home repairs and services.

If you’re interested in making a financial contribution or volunteering your time, Good Neighbors and the Angel Fund are always grateful for community support. They are located at 132 S. 4th Street in Norfolk and can be reached at 402-644-8155.

01/13/2026

We’re honored! 🎉 Forbes has recognized CalmWater Financial Group ® as one of the Top 10 Financial Advisor Firms in Nebraska!

A huge congratulations to our entire CalmWater Team—this achievement is all about putting our clients first. 💙

We’re especially proud to be the only firm in the Top 30 located outside of Lincoln and Omaha, proving that exceptional service knows no boundaries.

Thank you to our amazing clients for trusting us with your financial future. Here’s to continuing to serve you with care, dedication, and integrity!

2026 Forbes Best In State Wealth Management Teams, created by SHOOK Research. Presented in Jan 2026 based on data from March 2024 to March 2025. Not indicative of advisor’s future performance. Your experience may vary.

12/24/2025

From all of us at CalmWater Financial Group, we wish you and your families a very Merry Christmas and a joyful, healthy New Year. 🎄✨

Thank you for trusting us and allowing us to be part of your financial journey. We look forward to supporting you in 2026 and beyond.

Happy Holidays!

12/22/2025

This morning, CalmWater Financial Group had the privilege of delivering Sweet Cases to DHHS. These duffle bags are specially prepared for children in foster care and filled with comforting essentials — a teddy bear, blanket, coloring book with crayons, and a toothbrush kit.

Many foster children move from home to home with their belongings in a trash bag. Sweet Cases give them something sturdy, personal, and truly their own.

The children of our advisors and staff decorated each bag with bright, cheerful drawings hoping to bring a smile to every child who receives one.

11/27/2025

🍂 Happy Thanksgiving from CalmWater Financial Group 🍂

This season, we’re reminded of the importance of gratitude, community, and the meaningful connections we share with our clients.

At CalmWater Financial Group, we are truly thankful for the trust you place in us to guide your financial journey. Your confidence inspires us every day to provide clarity, stability, and care in all that we do.

May your holiday be filled with joy, laughter, and cherished moments with loved ones. 🦃✨

From our family to yours—Happy Thanksgiving!

09/24/2025

CalmWater Financial Group®, and CalmWater Cares, is proud to support the brave K9 unit who will soon be serving and protecting our communities. Our recent donation to the Madison County She“ruff” Campaign will help provide essential equipment and training for an incredible new working dog.
These K9s are more than just dogs—they’re family, trusted partners, lifesavers and everyday heroes.
Thank you to the Madison County Sheriff’s Department for taking our protection to the next level. We’re honored to give back in a small way.

09/18/2025

✨ As part of our ongoing CalmWater Cares initiative, CalmWater Financial Group® was honored to host Sleep in Heavenly Peace for a special lunch-and-learn at our office. Their team shared the inspiring mission behind their work: hand-building and donating beds to children in need—whether impacted by natural disasters or facing hardship at home.

To date, they’ve built and delivered over 260,000 beds, offering comfort and dignity to families across the country. Moved by their dedication, CalmWater proudly made a donation to support their incredible cause. Pictured here: Carl Petersen and partners accepting our contribution with gratitude and shared purpose.

💙 CalmWater Cares is our way of giving back—supporting youth, honoring those who serve, and responding to natural disasters with compassion and action.

09/10/2025

We were honored to present a $2,500 donation to the Animal Shelter of Northeast Nebraska in support of their fundraising campaign. Their work makes a real difference—and we’re proud to stand behind it.

The highlight of the day? Meeting Mylo, the charming rescue pup who stole our hearts (and our office chairs). He made his rounds, greeted the team, and reminded us all why these efforts matter. Mylo is still looking for his forever family—and we’re rooting for him every step of the way.

Address

3204 W Benjamin Avenue, Suite 200
Norfolk, NE
68701

Opening Hours

Monday	8am - 5pm
Tuesday	8am - 5pm
Wednesday	8am - 5pm
Thursday	8am - 5pm
Friday	8am - 3pm

Telephone

+14023715511

Website

http://www.calmwaterfinancial.com/

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