Cbf Wealth Management

Cbf Wealth Management (CRD# 129015) is a financial advisory firm headquartered in Norfolk, NE. They manage $227,387,112 in 3,302 accounts and serve the financial needs of clients across 11 states (or territories).

By the Numbers
  • Total Assets Under Management
    227
    MILLION
  • Total Number of Accounts
    3,302
    ACCOUNTS
  • Average Account Value
    $68,863
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
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.

AZ, CA, CO, CT, IA, LA, MO, NE, NV, SD, TX

Financial Advisors at Cbf Wealth Management
Showing 1 - 10 of 12 top financial advisors.
1
Stanley D. Christensen
CRD#: 3200112
125 South 4th Street, Norfolk, NE 68701
93
Wealthminder
score

Stanley Christensen (CRD# 3200112) is an Investment Advisor Representative working at Cbf Wealth Management in Norfolk, NE and has over 18 years of experience in the finance industry.

2
Sherri L. Christensen Prim
CRD#: 4836496
Po Box 762, Norfolk, NE 68702
93
Wealthminder
score

Sherri Christensen Prim (CRD# 4836496) is an Investment Advisor Representative working at Cbf Wealth Management in Norfolk, NE and has over 13 years of experience in the finance industry.

3
Jared M. Faltys
CRD#: 4725174
125 South 4th Street, Norfolk, NE 68701
93
Wealthminder
score

Jared Faltys (CRD# 4725174) is an Investment Advisor Representative working at Cbf Wealth Management in Norfolk, NE and has over 18 years of experience in the finance industry.

4
Lynn E. Laible
CRD#: 4725179
125 South 4th Street, Norfolk, NE 68701
93
Wealthminder
score

Lynn Laible (CRD# 4725179) is an Investment Advisor Representative working at Cbf Wealth Management in Norfolk, NE and has over 18 years of experience in the finance industry.

5
Nathan A. Raabe
CRD#: 5562130
125 South 4th Street, Norfolk, NE 68701
93
Wealthminder
score

Nathan Raabe (CRD# 5562130) is an Investment Advisor Representative working at Cbf Wealth Management in Norfolk, NE and has over 9 years of experience in the finance industry.

6
Alexandra N. Baumert
CRD#: 6240194
125 South 4th Street, Norfolk, NE 68701
88
Wealthminder
score

Alexandra Baumert (CRD# 6240194) is an Investment Advisor Representative working at Cbf Wealth Management in Norfolk, NE and has over 2 years of experience in the finance industry.

7
Kyle A. Koester
CRD#: 6465591
125 South 4th Street, Norfolk, NE 68701
88
Wealthminder
score

Kyle Koester (CRD# 6465591) is an Investment Advisor Representative working at Cbf Wealth Management in Norfolk, NE and has over 2 years of experience in the finance industry.

8
Nancy J. Brozek
CRD#: 4722913
125 South 4th Street, Norfolk, NE 68701
87
Wealthminder
score

Nancy Brozek (CRD# 4722913) is an Investment Advisor Representative working at Cbf Wealth Management in Norfolk, NE and has 1 year of experience in the finance industry.

9
Danny R. Fuerhoff
CRD#: 4725184
125 South 4th Street, Norfolk, NE 68701
87
Wealthminder
score

Danny Fuerhoff (CRD# 4725184) is an Investment Advisor Representative working at Cbf Wealth Management in Norfolk, NE and has 1 year of experience in the finance industry.

10
Larry E. Hilkemann
CRD#: 4725177
125 South 4th Street, Norfolk, NE 68701
87
Wealthminder
score

Larry Hilkemann (CRD# 4725177) is an Investment Advisor Representative working at Cbf Wealth Management in Norfolk, NE and has 1 year of experience in the finance industry.

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Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.