Robert Dean Almquist
Advisor at Wealth Management — Wood River, NE
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 65
Experience Industry experience
18 years
Location
Wood River, NE
Wealth Management
Multi-team
Robert Almquist is a Series 65-licensed financial advisor with Wealth Management Nebraska, bringing 18 years of industry experience. He has been with Wealth Management Nebraska since 2007 and previously worked for Almquist, Maltzahn, Galloway & Luth, P.C. for 47 years. Outside of his advisory role, Almquist is involved in real estate construction and property management through his membership in Do All Construction and Do All Properties. Wealth Management Nebraska advises individual and high-net-worth clients as well as institutional clients, providing services such as discretionary asset management, fiduciary services, and financial planning. The firm employs broadly diversified, passively managed portfolios based on modern portfolio theory with a long-term, buy-and-hold strategy and also offers back-office support for other advisors.
Based on Wealth Management
Based on Wealth Management
Occasional negotiated fixed fees for services; specifics depend on agreement.
$0 - $49,999: 1.75% $50,000 - $199,999: 1.50% $200,000 - $499,999: 1.25% $500,000 - $999,999: 1.00% $1,000,000 - $1,999,999: 0.90% $2,000,000 - $2,999,999: 0.80% $3,000,000 - $3,999,999: 0.70% $4,000,000 - $4,999,999: 0.60% $5,000,000+: 0.50%
Up to $250 per hour for financial planning services.
Fee-only: Hourly fees for financial planning up to $250 per hour; fixed fees may be negotiated for services.
Wood River, NE
Wood River NE
Advisors at this office
1
Nebraska
18 years of industry experience
Wealth Management Nebraska
2007 - Present • 19 years
Norfolk, NE
Almquist, Maltzahn, Galloway & Luth, Pc
1977 - 2024 • 47 years
Grand Island, NE
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
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Accountant / CPA / tax prep
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Bank
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Trust company
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Fund sponsor
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Lawyer
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
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