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    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.

     

    Gary and his wife Jenny pictured with Dave Ramsey*

    Fun Facts about Gary:

    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.

    Fun Facts about Haley:

    If you could eat only one meal for the rest of your life, what would it be?
    Thanksgiving dinner
    What is something most people don’t know about you?  
    I’ve been to 7 different countries
    Do you have any hidden talents?  
    Knitting
    If you had a theme song that played whenever you walked into the room, what would it be?  
    A different Backstreet Boys song would play each time.

    McKenzie Mescher- 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.  After graduation her boyfriend of 5 ½ years asked her to marry him, and she said Yes!  They spend most of their time outdoors playing with their dog, Rodgers, spending time with family and friends, and enjoying Husker Saturdays!

    Fun Facts about Mckenzie:

    Do you have any hidden talents?  
    I can do the wave with my eyebrows. What motivates you?  
    Seeing professional cheerleaders motivates me to go to the gym.
    What is the one chore you absolutely hate doing?  
    Picking up eggs from the chicken coop.
    What is something most people don’t know about you?  
    I’m deathly allergic to mushrooms.

    Crissy Stevens - Events and Marketing

    Crissy joined Barth Financial in 2015. Being known for going above and beyond, we couldn’t have asked for a better addition to our team. Recently returning to Nebraska, she and her husband Mason are proud to call Sumner home.  They welcomed a baby girl named Amelia into their family in August 2017.  

    Fun Facts about Crissy:

    If you could be any animal, what would it be and why?
    A Giraffe. Because then I would be tall.
    If you could only eat one meal for the rest of your life, what would it be?  
    Chipotle
    Do you have any hidden talents?
    I can make awesome soups from scratch
    If you could choose anyone (living or dead) to be a personal mentor, who would it be?
    Jesus

    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.

    Fun Facts about Keta:

    What is one chore you absolutely hate doing?
    Cleaning the bathroom.
    What is your favorite color?
    Purple.
    If you had a theme song that played whenever you walked into a room what would it be?
    "There she is, Miss America."
    Do you have any collections?
    I have lots of plants, flowers and bears.
     

    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.

    Service Levels

    Complimentary Report
    "10 Things to Know About
    Retirement Income”

    Discover 10 things you should consider in creating your retirement strategy. 
    Who We Are / Our Focus
    Meet the Team

    We help create retirement income strategies for people in or nearing retirement so their retirement income lasts as long as they do.

    » Learn More About Our Firm
    What We Do

    Our financial strategies use investment and insurance products, such as annuities, to help you meet financial goals.

    » Learn more about our services
    Dave Ramsey Teachings

    We believe in the Dave Ramsey teachings about taking control of your money. The principles of the 7 Baby Steps help create a plan for money management.

    » Learn More Details
    Gary Barth and Kristina Hoelting, Investment Advisor Representatives: Securities and Investment Advisory Services offered solely through Ameritas Investment Corp. (AIC) Member FINRA & SIPC. AIC and Barth Financial Wealth Management Group are not affiliated. Additional products and services may be available through Gary Barth, Kristina Hoelting, or Barth Financial Wealth Management Group that are not offered through AIC. AIC is not affiliated with Dave Ramsey and his views are not necessarily representative of AIC.

    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 Wealth Management Group 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.

    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.

    *Guarantees provided by insurance products are backed by the claims paying ability of the issuing carrier.

    The 10 Things to Know About Planning Your Retirement Income Report is provided for informational purposes only. It is not intended to provide tax or legal advice. By requesting this report you may be provided with information regarding the purchase of insurance and investment products in the future.