Bazis & Young Investment Group LLC

Bazis & Young Investment Group LLC (CRD# 148605) is a financial advisory firm headquartered in Omaha, NE. They manage $102,022,785 in 414 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    102
    MILLION
  • Total Number of Accounts
    414
    ACCOUNTS
  • Average Account Value
    $246,432
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
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

IA, NE, OK, TX, VA

Financial Advisors at Bazis & Young Investment Group LLC
Showing 1 - 3 of 3 top financial advisors.
1
Ben D. Bazis
CRD#: 5630940
1065 N. 115th St., Ste. 130, Omaha, NE 68154
93
Wealthminder
score

Ben Bazis (CRD# 5630940) is an Investment Advisor Representative working at Bazis & Young Investment Group LLC in Omaha, NE and has over 7 years of experience in the finance industry.

2
Richard L. McGinness
CRD#: 6316315
1065 N. 115th St., Ste. 130, Omaha, NE 68154
88
Wealthminder
score

Richard McGinness (CRD# 6316315) is an Investment Advisor Representative working at Bazis & Young Investment Group LLC in Omaha, NE and has over 2 years of experience in the finance industry.

3
Duane R. Bazis
CRD#: 1369632
1065 N. 115th St., Ste. 130, Omaha, NE 68154
83
Wealthminder
score

Duane Bazis (CRD# 1369632) is an Investment Advisor Representative working at Bazis & Young Investment Group LLC in Omaha, NE and has over 31 years of experience in the finance industry.

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