True Measure Wealth Management

True Measure Wealth Management (CRD# 116265) is a financial advisory firm headquartered in Omaha, NE. They manage $140,925,033 in 320 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
13520 California Street, Suite 200, Omaha, NE 68154
http://www.truemeasure.com
By the Numbers
  • Total Assets Under Management
    141
    MILLION
  • Total Number of Accounts
    320
    ACCOUNTS
  • Average Account Value
    $440,391
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
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.

MN, NE

Financial Advisors at True Measure Wealth Management
Showing 1 - 2 of 2 top financial advisors.
1
Steven Lafleur, financial advisor Omaha NE
Steven M. Lafleur
CRD#: 6653615
13520 California Street, Suite 200, Omaha, NE 68154
88
Wealthminder
score

Steven Lafleur (CRD# 6653615) is an Investment Advisor Representative working at True Measure Wealth Management in Omaha, NE and has 1 year of experience in the finance industry.

2
Patrick Tucker, financial advisor Omaha NE
Patrick K. Tucker
CRD#: 2730573
14301 Fnb Parkway Suite 209, Omaha , NE 68154
88
Wealthminder
score

Patrick Tucker (CRD# 2730573) is an Investment Advisor Representative working at True Measure Wealth Management in Omaha , NE and has over 21 years 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.

Do not rely solely on the information on this page. The information may be inaccurate, incomplete or outdated. For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx

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