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).
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Total Assets Under Management2,349MILLION
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Total Number of Accounts3,334ACCOUNTS
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Average Account Value$704,538
- 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
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
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.