Wealth Management

Wealth Management (CRD# 137080) is a financial advisory firm headquartered in Norfolk, NE. They manage $2,782,818,058 in 3,482 accounts and serve the financial needs of clients across 35 states (or territories).

Current Firm Details
125 South 4th Street, Norfolk, NE 68701
http://www.myretirementfiduciary.com/
By the Numbers
  • Total Assets Under Management
    2,783
    MILLION
  • Total Number of Accounts
    3,482
    ACCOUNTS
  • Average Account Value
    $799,201
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
The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Wealth Management
Showing 21 - 30 of 44 top financial advisors.
21
Marcy Luth, financial advisor Norfolk NE
Marcy J. Luth
CRD#: 5430173
125 South 4th Street, Norfolk, NE 68701

Marcy Luth (CRD# 5430173) is an Investment Advisor Representative working at Wealth Management in Norfolk, NE and has over 16 years of experience in the finance industry.

22
Jay Malik, financial advisor Norfolk NE
Jay Malik
CRD#: 2805493
125 South 4th Street, Norfolk, NE 68701

Jay Malik (CRD# 2805493) is an Investment Advisor Representative working at Wealth Management in Norfolk, NE and has over 27 years of experience in the finance industry.

23
Phillip Maltzahn, financial advisor Norfolk NE
Phillip D. Maltzahn
CRD#: 5431250
125 South 4th Street, Norfolk, NE 68701

Phillip Maltzahn (CRD# 5431250) is an Investment Advisor Representative working at Wealth Management in Norfolk, NE and has over 16 years of experience in the finance industry.

24
Kyle Overturf, financial advisor Grand Island NE
Kyle R. Overturf
CRD#: 6442551
1203 West Second St, Box 1407, Grand Island, NE 68802

Kyle Overturf (CRD# 6442551) is an Investment Advisor Representative working at Wealth Management in Grand Island, NE and has 1 year of experience in the finance industry.

25
Christine Shenk, financial advisor Norfolk NE
Christine R. Shenk
CRD#: 5615984
125 South 4th Street, Norfolk, NE 68701

Christine Shenk (CRD# 5615984) is an Investment Advisor Representative working at Wealth Management in Norfolk, NE and has over 15 years of experience in the finance industry.

26
Jesse Skelton, financial advisor Norfolk NE
Jesse E. Skelton
CRD#: 6283362
125 South 4th Street, Norfolk, NE 68701

Jesse Skelton (CRD# 6283362) is an Investment Advisor Representative working at Wealth Management in Norfolk, NE and has over 10 years of experience in the finance industry.

27
David Smith, financial advisor Saint Louis MO
David P. Smith
CRD#: 4718057
220 W Lockwood Ave Ste 203, Saint Louis, MO 63119

David Smith (CRD# 4718057) is an Investment Advisor Representative working at Wealth Management in Saint Louis, MO and has over 20 years of experience in the finance industry.

28
Joseph Stump, financial advisor Norfolk NE
Joseph P. Stump
CRD#: 6132911
125 South 4th Street, Norfolk, NE 68701

Joseph Stump (CRD# 6132911) is an Investment Advisor Representative working at Wealth Management in Norfolk, NE and has 1 year of experience in the finance industry.

29
Charles Tzinberg, financial advisor Glen Carbon IL
Charles Z. Tzinberg
CRD#: 4088133
1 Country Club Executive Park, Glen Carbon, IL 62034

Charles Tzinberg (CRD# 4088133) is an Investment Advisor Representative working at Wealth Management in Glen Carbon, IL and has over 6 years of experience in the finance industry.

30
Timothy Vaughn, financial advisor Norfolk NE
Timothy A. Vaughn
CRD#: 5623775
125 South 4th Street, Norfolk, NE 68701

Timothy Vaughn (CRD# 5623775) is an Investment Advisor Representative working at Wealth Management in Norfolk, NE and has over 15 years of experience in the finance industry.

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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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