Wiedeman Financial Services is a wealth management firm in Scottsbluff, NE, located at 1524 10th St. Founded by Dennis W. Wiedeman and locally owned in the panhandle of Nebraska, the firm has been serving the financial needs of clients for over 35 years. The staff is ready to help address every aspect of your financial plan, offering services from wealth management to retirement solutions. Their insight and sophisticated financial strategies can help make your investment goals a reality.
The firm operates on a three-step process: Assess, Strategize, and Implement. Initially, they review your financial documents, risk tolerance, and objectives. Next, their team presents unique financial strategies designed to match your investor profile. Finally, they keep your financial plan on track every step of the way, addressing life changes and market volatility.
Wiedeman Financial Services is committed to working in partnership with clients to discover long-term objectives, provide education on financial matters, and present suitable strategies for financial success. They believe in a proactive approach to helping clients develop a strategy to address their financial goals and objectives, using the most efficient methods available. Recognizing that everyone encounters challenges along the way, they strive to anticipate and address those situations as they occur.
The team at Wiedeman Financial Services includes Troy Herman, a CFP® Financial Advisor with experience in insurance, small business, and banking. Kimberlee Shepherd, a Wealth Management Assistant, has over a decade of experience in operations and management within the banking industry. Jeidyn Haworth, another Wealth Management Assistant, joined the firm in 2025 after attending Pikes Peak Community College and Independence University.
Wiedeman Financial Services utilizes an 8-Point Tax-Smart Framework for wealth management to help clients maximize their financial potential. This framework includes careful consideration of today and tomorrow, cash flow and debt management, retirement and distribution planning, investment planning, family risk management, education planning, and legacy planning. The goal is to provide a holistic view of finances, establishing a plan that allows a greater portion of earnings to be prioritized towards goals.
Wiedeman Financial Services is located on 10th St in Scottsbluff, NE, about 0.2 miles from Roosevelt School and Bea Lovell Park.
BizScoreAI reports a Performance score of 87 out of 100, which measures how quickly the website loads to keep visitors on the page. The business holds a Discoverability score of 75 out of 100.
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