Wealth Management LLC

Wealth Management LLC (CRD# 137080) is a financial advisory firm headquartered in Norfolk, NE. They manage $836,907,810 in 3,630 accounts and serve the financial needs of clients across 25 states (or territories).

By the Numbers
  • Total Assets Under Management
    837
    MILLION
  • Total Number of Accounts
    3,630
    ACCOUNTS
  • Average Account Value
    $230,553
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, NY, OK, OR, PA, SC, TX, WA, WI

Financial Advisors at Wealth Management LLC
Showing 1 - 10 of 31 top financial advisors.
1
Timothy D. Kliewer
CRD#: 5793581
123 South Main, Mcpherson, KS 67460
96
Wealthminder
score

Timothy Kliewer (CRD# 5793581) is an Investment Advisor Representative working at Wealth Management LLC in Mcpherson, KS and has over 6 years of experience in the finance industry. Timothy Kliewer 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
Robert D. Almquist
CRD#: 5430169
125 South 4th Street, Norfolk, NE 68701
93
Wealthminder
score

Robert Almquist (CRD# 5430169) is an Investment Advisor Representative working at Wealth Management LLC in Norfolk, NE and has over 8 years of experience in the finance industry.

3
Corey Breneman
CRD#: 2967271
125 South 4th Street, Norfolk, NE 68701
93
Wealthminder
score

Corey Breneman (CRD# 2967271) is an Investment Advisor Representative working at Wealth Management LLC in Norfolk, NE and has over 18 years of experience in the finance industry.

4
Gary Breneman
CRD#: 2967274
125 South 4th Street, Norfolk, NE 68701
93
Wealthminder
score

Gary Breneman (CRD# 2967274) is an Investment Advisor Representative working at Wealth Management LLC in Norfolk, NE and has over 18 years of experience in the finance industry.

5
Ryan L. Burger
CRD#: 5630345
125 South 4th Street, Norfolk, NE 68701
93
Wealthminder
score

Ryan Burger (CRD# 5630345) is an Investment Advisor Representative working at Wealth Management LLC in Norfolk, NE and has over 7 years of experience in the finance industry.

6
Mark E. Clark
CRD#: 4690875
125 South 4th Street, Norfolk, NE 68701
93
Wealthminder
score

Mark Clark (CRD# 4690875) is an Investment Advisor Representative working at Wealth Management LLC in Norfolk, NE and has over 13 years of experience in the finance industry.

7
James Clements
CRD#: 5133846
125 South 4th Street, Norfolk, NE 68701
93
Wealthminder
score

James Clements (CRD# 5133846) is an Investment Advisor Representative working at Wealth Management LLC in Norfolk, NE and has over 8 years of experience in the finance industry.

8
Regan L. Else
CRD#: 5870913
125 South 4th Street, Norfolk, NE 68701
93
Wealthminder
score

Regan Else (CRD# 5870913) is an Investment Advisor Representative working at Wealth Management LLC in Norfolk, NE and has over 5 years of experience in the finance industry.

9
Terry T. Galloway
CRD#: 5430159
125 South 4th Street, Norfolk, NE 68701
93
Wealthminder
score

Terry Galloway (CRD# 5430159) is an Investment Advisor Representative working at Wealth Management LLC in Norfolk, NE and has over 9 years of experience in the finance industry.

10
Norbert Gonzales
CRD#: 1528058
125 South 4th Street, Norfolk, NE 68701
93
Wealthminder
score

Norbert Gonzales (CRD# 1528058) is an Investment Advisor Representative working at Wealth Management LLC in Norfolk, NE and has over 30 years of experience in the finance industry.

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