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About Us

About Levi Turner

About Levi Turner

Born and raised in Oakland, IA, a small town in Southwest Iowa, Levi Turner grew up with an interest in stocks and finance. Levi had family members that worked in finance in different capacities, providing him with an opportunity to explore various career options in the field and understand the associated benefits and risks. Levi's passion for finance remained strong, evident in his high school graduation thesis which outlined his aspiration to become a financial planner.

After high school, Levi took a different path that led him away from Finance until he was able to attend the University of Nebraska at Omaha where he studied Accounting. Through the advice of a close friend, he switched his career path from accounting back towards Finance. During this time, he met his wife, Abbie. She was a strong supporter as he pursued his career. With Abbie’s support, Levi was able to gain experience and knowledge while working for some of the best finance and insurance companies in the country. One of these roles gave them the opportunity to move to Cincinnati, Ohio, and allowed Levi to work, learn, and advise from successful financial advisors. This experience showed him the type of advisor he wanted to be. It also confirmed his desire to help and serve clients in his hometown of Omaha, NE, and the surrounding rural areas.

In 2022, Levi achieved one of his dreams by starting Turner Financial. He has enjoyed educating and helping clients develop financial plans designed to provide confidence and protection.

In his free time, Levi enjoys spending time with his wife, Abbie, newborn son, Henry, and bulldog, Arnold! In addition to spending time with friends and family, he can be found working on his lawn, golfing, or cheering on his favorite teams—the Cincinnati Reds, Cincinnati Bengals, Nebraska Corn Huskers, and Creighton Blue Jays. In his downtime, Levi enjoys learning and reading as much as possible.

Our Primary Purpose

Over the years, we have found that each client is unique. Their family, challenges and goals are all different. This is why we custom tailor our plans and advice to each client.

Our Primary Purpose

We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.

No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.

Recognizing that everyone encounters challenges along the way, we strive to anticipate and address those situations as they occur. We want to keep you on track toward a meaningful and purpose-driven financial future.

We invite you to check out all the material on our website. If something prompts a question, please send us a quick email or call our office. We look forward to speaking with you.

Knowledge is power.

It’s also the foundation for intelligent, well-considered decisions. When you have retirement in sight, sound decisions are vital in helping you pursue your goals and avoid costly mistakes that can impact your future. For many, understanding every aspect of personal finance can be daunting. From investments to retirement to insurance, the decisions can be overwhelming.

Client Centered

As financial professionals, we are committed to helping people just like you create solutions for their retirement assets. Once we understand your risk tolerance, time horizon, and goals, we'll work to develop a program that carefully balances investment strategies with preserving principal.

Today’s economic environment brings challenges. But along with challenges come opportunities and potential rewards. We work closely with our clients to evaluate those opportunities and reap those rewards. 

We invite you to check out all the material on our website. If something prompts a question, please send us an email or call the office. 

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