Our Firm

Barth Financial's mission is to help our clients in central Nebraska build, protect and preserve their assets. Since 1994, we have been working to help our clients achieve their financial aspirations through income planning, asset allocations and wealth management.

***Check the background of Ameritas Investment Corp. or these investment professionals on FINRA’s BrokerCheck***

Gary Barth - President

Gary is a born and raised Kearney resident. He graduated the University of Nebraska at Kearney in 1993 with a bachelor’s degree in business administration with a minor in economics.
Gary holds Series 6, 63 and 7 registrations and is an Investment Advisor. He is also a member of the National Association of Insurance and Financial Advisors. He has also been featured in the Kearney Hub and as well as on NTV’s “Good Life.”
Together with, Jenny, his wife of over 20 years, he has three children, Brant, Alexis and Brooke. He established Barth Financial in 1994 and, with the help of an amazing staff and loyal clients, he hopes to provide outstanding service for years to come.

Fun Facts about Gary:

Gary and his wife Jenny pictured with Dave Ramsey*

What did you want to be when you grew up?
A professional baseball player.
What is you favorite color?
Red - Huskers
What is the first thing you would do if you won the lottery?
Give 10 percent of my winnings to my church.
What is something most people don't know about you?
I'm a pilot.
What is your favorite quote/Bible verse?
Philippians 4:13: “I can do all things through Christ who gives me strength.”

*AIC is not affiliated with Dave Ramsey and his views are not necessarily representative of AIC. Affiliation with Dave Ramsey is a paid endorsement.

Kristina Hoelting - Financial Advisor

Kristina is a resident of Kenesaw, Nebraska with her husband, TJ, and son, Blake. She’s graced Barth Financial with her attention to detail and positive attitude since 2006. While helping Gary secure a strong foundation at his business she has obtained her Series 7 & 66 registrations securities as well as her life and health insurance licenses in Nebraska, Kansas, and New Mexico.

Fun Facts about Kristina:

What did you want to be when you grew up?
I wanted to own a dance studio until I was about 15 years old, and then I wanted to become a lawyer.
If you could travel anywhere in the world where would you go?
Thailand.
What is your favorite ice cream flavor?
Peanut Butter.
Where’s Waldo?
With Carmen San Diego?

Haley Oberbrockling- Senior Administrative Assistant

Haley graduated from the University of Nebraska at Kearney with a Bachelor’s degree in Business Administration and Accounting. She enjoys reading, watching Netflix, and spending time with family. On the weekends she can be found at the hockey arena cheering on the Tri-City Storm.

• Processes account applications, transfers, and rollovers
• Account service and updates such as bank, address, beneficiary, and name updates, contributions and withdrawals, provides copies of statements and tax forms
• Prepare files and forms for appointments
• Bookkeeping and bank reconciliation
• Monthly, quarterly, and annual compliance reports
• Maintain welcoming and clean office environment
• Series 7 licensed to make trades

McKenzie Salter- Administrative Assistant

McKenzie was born and raised in Albion, NE.  She graduated from the University of Nebraska at Kearney with a Bachelor’s Degree in Business Administration with an emphasis in Management.  McKenzie and her husband spend most of their time outdoors playing with their dog, Rodgers, spending time with family and friends, and enjoying Husker Saturdays!

What Mckenzie does at Barth Financial:
 

• Answers the phone
• Schedules appointments
• Processes applications
• Processes account changes
• Processes withdrawals and contributions
• Conference calls
• Sends out account statements upon request

Keta Carlson – Appointment Setter

Keta has been a loyal Barth Financial employee since 2006. A resident of Axtell, Nebraska she commutes to work three days a week and keeps us all busy by filling our calendars with appointments. She has been married for over 20 years to Bill Carlson, and together they have three stepsons, three great grandkids with four more on the way.

What Keta does at Barth Financial:
 

• Schedules appointments for Gary
• Reaches out to Dave Ramsey clients seeking a SmartVestor

To schedule a time to discuss your financial future and the possible role of insurance or investments in your financial strategy, contact us at gbarth@aicinvest.com or call us at 308.234.6502 or 888.538.8689 today!

We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.