Kordell Glause (CRD# 7148173) is an Investment Advisor Representative working at Wealth Management in Seward, NE and has 1 year of experience in the finance industry.
CRD# 6293121
Pittenger & Anderson Inc.
CRD# 1430537
Pittenger & Anderson Inc.
CRD# 2254011
Plan A Wealth, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Gbe Cpa | Seward, NE | Sep 2021 - Current | 2 |
| Tkb Cpa's | Lincoln, NE | Dec 2019 - Sep 2021 | 1 |
| Gbe Cpa | Seward, NE | Jan 2019 - Dec 2019 | < 1 |
| Concordia University | Seward, NE | Aug 2015 - May 2019 | 3 |
| Davisson Furniture | Seward, NE | May 2018 - Aug 2018 | < 1 |
| Village Of Palmer | Palmer, NE | May 2014 - Aug 2018 | 4 |
| Gbe Cpa | Seward, NE | Dec 2017 - Apr 2018 | < 1 |
| Monsanto | Waco, NE | May 2017 - Aug 2017 | < 1 |
| Rummery Landscaping | Seward, NE | May 2016 - Aug 2016 | < 1 |
| Palmer Public School | Palmer, NE | Aug 2001 - May 2014 | 12 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Nov 2023 |
- NE
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Total Assets Under Management2,783MILLIONS
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Total Number of Accounts3,482ACCOUNTS
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Average Account Value$799,201
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, FL, GA, IA, ID, IL, KS, KY, MI, MN, MO, MT, NC, NE, NH, NJ, NV, NY, OK, OR, PA, SC, SD, TN, TX, UT, VA, WA, WI, WY
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