Homan Wealth Advisors, LLC

Homan Wealth Advisors, LLC (CRD# 129433) is a financial advisory firm headquartered in Omaha, NE. They manage $271,057,076 in 478 accounts and serve the financial needs of clients across 9 states (or territories).

Current Firm Details
12829 West Dodge Road, Suite 202, Omaha, NE 68154
http://www.homanwealthadvisors.com
By the Numbers
  • Total Assets Under Management
    271
    MILLION
  • Total Number of Accounts
    478
    ACCOUNTS
  • Average Account Value
    $567,065
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CO, FL, IA, IL, KS, NE, NH, SD, TX

Financial Advisors at Homan Wealth Advisors, LLC
Showing 1 - 4 of 4 top financial advisors.
1
Richard Homan, financial advisor Omaha NE
Richard M. Homan
CRD#: 4732596
12829 West Dodge Road, Suite 202, Omaha, NE 68154

Richard Homan (CRD# 4732596) is an Investment Advisor Representative working at Homan Wealth Advisors, LLC in Omaha, NE and has 1 year of experience in the finance industry.

2
Ronald Kortan, financial advisor Omaha NE
Ronald (. Kortan
CRD#: 2987842
12829 West Dodge Road, Suite 202, Omaha, NE 68154

Ronald Kortan (CRD# 2987842) is an Investment Advisor Representative working at Homan Wealth Advisors, LLC in Omaha, NE and has over 26 years of experience in the finance industry.

3
Matthew McBride, financial advisor Omaha NE
Matthew W. McBride
CRD#: 4335627
12829 West Dodge Road, Suite 202, Omaha, NE 68154

Matthew McBride (CRD# 4335627) is an Investment Advisor Representative working at Homan Wealth Advisors, LLC in Omaha, NE and has over 11 years of experience in the finance industry.

4
Charles Dorn, financial advisor Omaha NE
Charles D. Dorn
CRD#: 7382442
12829 West Dodge Road, Suite 202, Omaha, NE 68154

Charles Dorn (CRD# 7382442) is an Investment Advisor Representative working at Homan Wealth Advisors, LLC in Omaha, NE and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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