Ellerbrock-norris Wealth Strategies LLC
Ellerbrock-norris Wealth Strategies LLC (CRD# 295099) is a financial advisory firm headquartered in Omaha, NE. They manage $91,475,775 in 246 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management91MILLION
-
Total Number of Accounts246ACCOUNTS
-
Average Account Value$371,853
Compensation Options
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
NE, TX
Financial Advisors at Ellerbrock-norris Wealth Strategies LLC
1
Ryan Brott (CRD# 5886965) is an Investment Advisor Representative working at Ellerbrock-norris Wealth Strategies LLC in Omaha, NE and has over 13 years of experience in the finance industry.
2
Benjamin Woods (CRD# 2958295) is an Investment Advisor Representative working at Ellerbrock-norris Wealth Strategies LLC in Omaha, NE and has over 25 years of experience in the finance industry.
Ready to hire a financial advisor?
Get competitive proposals from multiple advisors.