Robert Almquist, financial advisor Norfolk NE
93 score

Robert Almquist

CRD Number: 5430169
Current Firm: Wealth Management LLC

Robert Almquist (CRD# 5430169) is an Investment Advisor Representative working at Wealth Management LLC in Norfolk, NE and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Almquist, Maltzahn, Galloway & Luth, Pc Grand Island, NE Sep 1977 - Current 39
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Dec 2007
Contact Info for Robert D. Almquist
Phone Number: 402-371-1160
Registered State(s):
  • NE
By the Numbers
  • Total Assets Under Management
    837
    MILLIONS
  • Total Number of Accounts
    3,630
    ACCOUNTS
  • Average Account Value
    $230,553
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, CA, CO, FL, GA, IA, ID, IL, KS, KY, MI, MN, MO, NC, NE, NH, NJ, NY, OK, OR, PA, SC, TX, WA, WI

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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