Executive Wealth Management

Executive Wealth Management (CRD# 281667) is a financial advisory firm headquartered in Lincoln, NE. They manage $313,332,275 in 976 accounts and serve the financial needs of clients across 7 states (or territories).

By the Numbers
  • Total Assets Under Management
    313
    MILLION
  • Total Number of Accounts
    976
    ACCOUNTS
  • Average Account Value
    $321,037
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
  • Selection of other advisers (including private fund managers)
  • Other
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, CO, FL, IL, LA, NE, TX

Financial Advisors at Executive Wealth Management
Showing 1 - 10 of 10 top financial advisors.
1
Jeffrey C. Johnson
CRD#: 1053207
6940 "o" St., Suite 300, Lincoln, NE 68510
96
Wealthminder
score

Jeffrey Johnson (CRD# 1053207) is an Investment Advisor Representative working at Executive Wealth Management in Lincoln, NE and has over 34 years of experience in the finance industry. Jeffrey Johnson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Michael T. Johnson
CRD#: 2754467
6940 "o" St., Suite 300, Lincoln, NE 68510
96
Wealthminder
score

Michael Johnson (CRD# 2754467) is an Investment Advisor Representative working at Executive Wealth Management in Lincoln, NE and has over 14 years of experience in the finance industry. Michael Johnson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Andrew E. Waite
CRD#: 4245580
6940 "o" St., Suite 300, Lincoln, NE 68510
96
Wealthminder
score

Andrew Waite (CRD# 4245580) is an Investment Advisor Representative working at Executive Wealth Management in Lincoln, NE and has over 15 years of experience in the finance industry. Andrew Waite has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Alan C. Johnson
CRD#: 1382958
6940 "o" St., Suite 300, Lincoln, NE 68510
93
Wealthminder
score

Alan Johnson (CRD# 1382958) is an Investment Advisor Representative working at Executive Wealth Management in Lincoln, NE and has over 31 years of experience in the finance industry.

5
Scott C. Keller
CRD#: 5175602
6940 "o" St., Suite 300, Lincoln, NE 68510
93
Wealthminder
score

Scott Keller (CRD# 5175602) is an Investment Advisor Representative working at Executive Wealth Management in Lincoln, NE and has over 9 years of experience in the finance industry.

6
Shannon M. Linder
CRD#: 4174653
6940 "o" St., Suite 300, Lincoln, NE 68510
93
Wealthminder
score

Shannon Linder (CRD# 4174653) is an Investment Advisor Representative working at Executive Wealth Management in Lincoln, NE and has over 16 years of experience in the finance industry.

7
Thomas J. McDonald
CRD#: 2070581
6940 "o" St., Suite 300, Lincoln, NE 68510
93
Wealthminder
score

Thomas McDonald (CRD# 2070581) is an Investment Advisor Representative working at Executive Wealth Management in Lincoln, NE and has over 26 years of experience in the finance industry.

8
Stephanie P. Tredway
CRD#: 5452046
6940 "o" St., Suite 300, Lincoln, NE 68510
93
Wealthminder
score

Stephanie Tredway (CRD# 5452046) is an Investment Advisor Representative working at Executive Wealth Management in Lincoln, NE and has over 7 years of experience in the finance industry.

9
Arnold J. Walters
CRD#: 1576358
6940 "o" St., Suite 300, Lincoln, NE 68510
93
Wealthminder
score

Arnold Walters (CRD# 1576358) is an Investment Advisor Representative working at Executive Wealth Management in Lincoln, NE and has over 29 years of experience in the finance industry.

10
Dale E. Roehrs
CRD#: 1574501
6940 "o" St., Suite 300, Lincoln, NE 68510
86
Wealthminder
score

Dale Roehrs (CRD# 1574501) is an Investment Advisor Representative working at Executive Wealth Management in Lincoln, NE and has over 30 years of experience in the finance industry. Dale Roehrs has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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