Bazis Private Wealth, LLC

Bazis Private Wealth, LLC (CRD# 148605) is a financial advisory firm headquartered in Omaha, NE. They manage $182,780,384 in 466 accounts and serve the financial needs of clients across 7 states (or territories).

By the Numbers
  • Total Assets Under Management
    183
    MILLION
  • Total Number of Accounts
    466
    ACCOUNTS
  • Average Account Value
    $392,233
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
The map below shows states where this firm has explicit registration only.

FL, IA, IL, NE, OK, TX, VA

Financial Advisors at Bazis Private Wealth, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Duane R. Bazis
CRD#: 1369632
14301 Fnb Parkway, Ste. 100, Omaha, NE 68154

Duane Bazis (CRD# 1369632) is an Investment Advisor Representative working at Bazis Private Wealth, LLC in Omaha, NE and has over 38 years of experience in the finance industry.

2
Richard L. McGinness
CRD#: 6316315
14301 Fnb Parkway, Ste. 100, Omaha, NE 68154

Richard McGinness (CRD# 6316315) is an Investment Advisor Representative working at Bazis Private Wealth, LLC in Omaha, NE and has over 9 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.