Wealth Management LLC

Wealth Management LLC (CRD# 137080) is a financial advisory firm headquartered in Norfolk, NE. They manage $1,536,936,350 in 2,816 accounts and serve the financial needs of clients across 28 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,537
    MILLION
  • Total Number of Accounts
    2,816
    ACCOUNTS
  • Average Account Value
    $545,787
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
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • 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.

AL, CA, CO, FL, GA, IA, ID, IL, KS, KY, MI, MN, MO, NC, NE, NH, NJ, NV, NY, OK, OR, PA, SC, SD, TX, WA, WI, WY

Financial Advisors at Wealth Management LLC
Showing 1 - 10 of 34 top financial advisors.
1
Robert D. Almquist
CRD#: 5430169
125 South 4th Street, Norfolk, NE 68701

Robert Almquist (CRD# 5430169) is an Investment Advisor Representative working at Wealth Management LLC in Norfolk, NE and has over 12 years of experience in the finance industry.

2
Ryan C. Anderson
CRD#: 6855981
469 N. Lake St, Mundelein, IL 60060

Ryan Anderson (CRD# 6855981) is an Investment Advisor Representative working at Wealth Management LLC in Mundelein, IL and has over 2 years of experience in the finance industry.

3
Corey Breneman
CRD#: 2967271
125 South 4th Street, Norfolk, NE 68701

Corey Breneman (CRD# 2967271) is an Investment Advisor Representative working at Wealth Management LLC in Norfolk, NE and has over 22 years of experience in the finance industry.

4
Gary Breneman
CRD#: 2967274
125 South 4th Street, Norfolk, NE 68701

Gary Breneman (CRD# 2967274) is an Investment Advisor Representative working at Wealth Management LLC in Norfolk, NE and has over 22 years of experience in the finance industry.

5
Ryan L. Burger
CRD#: 5630345
125 South 4th Street, Norfolk, NE 68701

Ryan Burger (CRD# 5630345) is an Investment Advisor Representative working at Wealth Management LLC in Norfolk, NE and has over 11 years of experience in the finance industry.

6
Gary D. Chappell
CRD#: 4967972
125 South 4th Street, Norfolk, NE 68701

Gary Chappell (CRD# 4967972) is an Investment Advisor Representative working at Wealth Management LLC in Norfolk, NE and has 1 year of experience in the finance industry.

7
Mark E. Clark
CRD#: 4690875
125 South 4th Street, Norfolk, NE 68701

Mark Clark (CRD# 4690875) is an Investment Advisor Representative working at Wealth Management LLC in Norfolk, NE and has over 17 years of experience in the finance industry.

8
Jamie L. Clemans
CRD#: 6557856
1203 West Second Street, Grand Island, NE 68802

Jamie Clemans (CRD# 6557856) is an Investment Advisor Representative working at Wealth Management LLC in Grand Island, NE and has 1 year of experience in the finance industry.

9
James C. Curran
CRD#: 3162211
220 W. Lockwood Ave, Ste 203, St. Louis, MO 63119

James Curran (CRD# 3162211) is an Investment Advisor Representative working at Wealth Management LLC in St. Louis, MO and has over 14 years of experience in the finance industry.

10
Kaylynn H. Dalebout
CRD#: 4389379
2111 Peggy St, Worland, WY 82401

Kaylynn Dalebout (CRD# 4389379) is an Investment Advisor Representative working at Wealth Management LLC in Worland, WY and has over 19 years of experience in the finance industry.

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