Joshua Kegley, financial advisor Elkhorn NE

Joshua Kegley

CRD Number: 6107706
Current Firm: Wealth Management

Joshua Kegley (CRD# 6107706) is an Investment Advisor Representative working at Wealth Management in Elkhorn, NE and has over 8 years of experience in the finance industry.

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Principal Advised Services
Company Name Location Dates Years
Retirement Plan Consultants Norfolk, NE Jan 2015 - Current 9
Mutual Of Omaha Investor Services, Inc. Omaha, NE Sep 2012 - Jan 2015 2
Mutual Of Omaha Omaha, NE May 2010 - Jan 2015 4
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jul 2015
Contact Info for Joshua A. Kegley
Phone Number: 402-371-1160
Firm Website: http://wealthfirm.info/
Registered State(s):
  • NE
By the Numbers
  • Total Assets Under Management
    2,349
    MILLIONS
  • 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

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

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