Westchester Capital Management Inc.

Westchester Capital Management Inc. (CRD# 110961) is a financial advisory firm headquartered in Omaha, NE. They manage $271,695,731 in 431 accounts and serve the financial needs of clients across 9 states (or territories).

By the Numbers
  • Total Assets Under Management
    272
    MILLION
  • Total Number of Accounts
    431
    ACCOUNTS
  • Average Account Value
    $630,385
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
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.

AZ, FL, IA, IL, KS, LA, MN, NE, TX

Financial Advisors at Westchester Capital Management Inc.
Showing 1 - 3 of 3 top financial advisors.
1
Cindy L. Christensen
CRD#: 2585833
801 North 96th Street, Omaha, NE 68114
93
Wealthminder
score

Cindy Christensen (CRD# 2585833) is an Investment Advisor Representative working at Westchester Capital Management Inc. in Omaha, NE and has over 22 years of experience in the finance industry.

2
Donna C. Erickson-Nelson
CRD#: 2992112
801 North 96th Street, Omaha, NE 68114
93
Wealthminder
score

Donna Erickson-Nelson (CRD# 2992112) is an Investment Advisor Representative working at Westchester Capital Management Inc. in Omaha, NE and has over 19 years of experience in the finance industry.

3
James A. Rogers
CRD#: 4922835
801 North 96th Street, Omaha, NE 68114
93
Wealthminder
score

James Rogers (CRD# 4922835) is an Investment Advisor Representative working at Westchester Capital Management Inc. in Omaha, NE and has over 12 years of experience in the finance industry.

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