Gary Breneman, financial advisor Norfolk NE

Gary Breneman

CRD Number: 2967274
Current Firm: Wealth Management

Gary Breneman (CRD# 2967274) is an Investment Advisor Representative working at Wealth Management in Norfolk, NE and has over 26 years of experience in the finance industry.

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Company Name Location Dates Years
Wealth Management, LLC Norfolk, NE Mar 2006 - Current 18
Breneman & Company Chesterfield, MO Oct 1978 - Current 45
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1998
S65 NASAA Investment Advisors Law Examination Dec 2003
Contact Info for Gary Breneman
Phone Number: 402-371-1160
Firm Website: http://wealthfirm.info/
Registered State(s):
  • MO
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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