Be advised. This firm is no longer registered.

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 - 2 of 2 top financial advisors.
1
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 10 years of experience in the finance industry.

2
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 31 years of experience in the finance industry.

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