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).

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
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 31 - 40 of 44 top financial advisors.
31
John J. Williamson
CRD#: 6823073
418 1st Ave Se, Cullman, AL 35055

John Williamson (CRD# 6823073) is an Investment Advisor Representative working at Wealth Management in Cullman, AL and has over 6 years of experience in the finance industry.

32
Suping Yang
CRD#: 5533982
125 South 4th Street, Norfolk, NE 68701

Suping Yang (CRD# 5533982) is an Investment Advisor Representative working at Wealth Management in Norfolk, NE and has over 15 years of experience in the finance industry.

33
Sarah E. Berry
CRD#: 7407407
125 South 4th Street, Norfolk, NE 68701

Sarah Berry (CRD# 7407407) is an Investment Advisor Representative working at Wealth Management in Norfolk, NE and has over 2 years of experience in the finance industry.

34
Ryan J. Bourlier
CRD#: 7323437
509 W 5th Street, Kimball, NE 69145

Ryan Bourlier (CRD# 7323437) is an Investment Advisor Representative working at Wealth Management in Kimball, NE and has over 3 years of experience in the finance industry.

35
Nathaniel S. Burt
CRD#: 7340965
1305 Fowler St Ste 1d, Richland, WA 99352

Nathaniel Burt (CRD# 7340965) is an Investment Advisor Representative working at Wealth Management in Richland, WA and has 1 year of experience in the finance industry.

36
Charles A. Castle
CRD#: 7328613
1630 Meeting Street Rd Ste 105, Charleston, SC 29405

Charles Castle (CRD# 7328613) is an Investment Advisor Representative working at Wealth Management in Charleston, SC and has over 3 years of experience in the finance industry.

37
Corey M. Cooney
CRD#: 7308998
418 Seward St, Seward, NE 68434

Corey Cooney (CRD# 7308998) is an Investment Advisor Representative working at Wealth Management in Seward, NE and has 1 year of experience in the finance industry.

38
Kordell W. Glause
CRD#: 7148173
125 South 4th Street, Norfolk, NE 68701

Kordell Glause (CRD# 7148173) is an Investment Advisor Representative working at Wealth Management in Norfolk, NE and has 1 year of experience in the finance industry.

39
Mark B. Haynes
CRD#: 7658179
1305 Fowler St Suite 1d, Richland, WA 99352

Mark Haynes (CRD# 7658179) is an Investment Advisor Representative working at Wealth Management in Richland, WA and has 1 year of experience in the finance industry.

40
Kristy L. Hight
CRD#: 7202159
430 W. Sioux Ave Ste 2, Pierre, SD 57501

Kristy Hight (CRD# 7202159) is an Investment Advisor Representative working at Wealth Management in Pierre, SD and has over 4 years of experience in the finance industry.

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