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WEALTH MANAGEMENT

Tel: 402-371-1160
125 South 4th Street
Norfolk, Nebraska  68701

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WEALTH MANAGEMENT

WEALTH MANAGEMENT is a Norfolk, Nebraska based financial advisory firm with nearly $2,348,931,303 in assets under management and provides investment advisory services for 3334 clients. There are currently 60 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial Planning , Portfolio Management for Individuals , Portfolio Management for Business , Pension Consulting Services , Publication of periodicals or Newsleters , Educational Seminars/ Workshops

Fee Structure:

A Percentage of AUM, Hourly charges, Fixed Fees

Firm CRD#:

137080

SEC#:

801-65977

No. of Clients:

3334

Assets under Management

$2,348,931,303

No. of Advisors:

60

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