Wealth Management

Wealth Management (CRD# 137080) is a financial advisory firm headquartered in Norfolk, NE. They manage $2,348,931,303 in 3,334 accounts and serve the financial needs of clients across 33 states (or territories).

Current Firm Details
125 South 4th Street, Norfolk, NE 68701
https://www.facebook.com/wealthmgmtllc/?ref=hl
By the Numbers
  • Total Assets Under Management
    2,349
    MILLION
  • Total Number of Accounts
    3,334
    ACCOUNTS
  • Average Account Value
    $704,538
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

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, WA, WI, WY

Financial Advisors at Wealth Management
Showing 1 - 10 of 42 top financial advisors.
1
Robert Almquist, financial advisor Norfolk NE
Robert D. Almquist
CRD#: 5430169
125 South 4th Street, Norfolk, NE 68701

Robert Almquist (CRD# 5430169) is an Investment Advisor Representative working at Wealth Management in Norfolk, NE and has over 15 years of experience in the finance industry.

2
Ryan Anderson, financial advisor Mundelein IL
Ryan C. Anderson
CRD#: 6855981
469 N. Lake St, Mundelein, IL 60060

Ryan Anderson (CRD# 6855981) is an Investment Advisor Representative working at Wealth Management in Mundelein, IL and has over 5 years of experience in the finance industry.

3
Corey Breneman, financial advisor Norfolk NE
Corey Breneman
CRD#: 2967271
125 South 4th Street, Norfolk, NE 68701

Corey Breneman (CRD# 2967271) is an Investment Advisor Representative working at Wealth Management in Norfolk, NE and has over 25 years of experience in the finance industry.

4
Gary Breneman, financial advisor Norfolk NE
Gary Breneman
CRD#: 2967274
125 South 4th Street, Norfolk, NE 68701

Gary Breneman (CRD# 2967274) is an Investment Advisor Representative working at Wealth Management in Norfolk, NE and has over 25 years of experience in the finance industry.

5
Ryan Burger, financial advisor Norfolk NE
Ryan L. Burger
CRD#: 5630345
125 South 4th Street, Norfolk, NE 68701

Ryan Burger (CRD# 5630345) is an Investment Advisor Representative working at Wealth Management in Norfolk, NE and has over 14 years of experience in the finance industry.

6
Gary Chappell, financial advisor Norfolk NE
Gary D. Chappell
CRD#: 4967972
125 South 4th Street, Norfolk, NE 68701

Gary Chappell (CRD# 4967972) is an Investment Advisor Representative working at Wealth Management in Norfolk, NE and has 1 year of experience in the finance industry.

7
Mark Clark, financial advisor Norfolk NE
Mark E. Clark
CRD#: 4690875
125 South 4th Street, Norfolk, NE 68701

Mark Clark (CRD# 4690875) is an Investment Advisor Representative working at Wealth Management in Norfolk, NE and has over 19 years of experience in the finance industry.

8
Jamie Clemans, financial advisor Grand Island NE
Jamie L. Clemans
CRD#: 6557856
1203 West Second Street, Grand Island, NE 68802

Jamie Clemans (CRD# 6557856) is an Investment Advisor Representative working at Wealth Management in Grand Island, NE and has 1 year of experience in the finance industry.

9
James Curran, financial advisor Saint Louis MO
James C. Curran
CRD#: 3162211
220 W. Lockwood Ave, Ste 203, Saint Louis, MO 63119

James Curran (CRD# 3162211) is an Investment Advisor Representative working at Wealth Management in Saint Louis, MO and has over 17 years of experience in the finance industry.

10
Kaylynn Dalebout, financial advisor Sheridan WY
Kaylynn H. Dalebout
CRD#: 4389379
2 N Main St, Ste 201, Sheridan, WY 82801

Kaylynn Dalebout (CRD# 4389379) is an Investment Advisor Representative working at Wealth Management in Sheridan, WY and has over 21 years of experience in the finance industry.

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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Do not rely solely on the information on this page. The information may be inaccurate, incomplete or outdated. For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx

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