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Robert Dean Almquist

Advisor at Wealth Management — Wood River, NE

Updated today

Credentials

Series 65

Experience

18 years

Location

Wood River, NE

Wealth Management logo

Wealth Management

Multi-team

Total advisors

45

Across 23 offices

Clients per advisor

105 Very High

Avg AUM per client

$363,832 Low

HNW client ratio

22% Typical

About

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.

Client services

Based on Wealth Management

Financial planning Portfolio management Pension consulting Newsletters or periodicals Educational seminars or workshops
Sub-advisor and back office support services

Expertise

Based on Wealth Management

Passive / index investing Wealth management Retirement plans for business owners (SEP, solo 401k) Annuities General tax planning

Occupation focus

Based on Wealth Management

Founder/Business Owner

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Fee options

Fixed

Occasional negotiated fixed fees for services; specifics depend on agreement.

Percentage

$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%

Project-based

Up to $250 per hour for financial planning services.

Other

Fee-only: Hourly fees for financial planning up to $250 per hour; fixed fees may be negotiated for services.

Location

See office

Wood River, NE

Wood River NE

Advisors at this office

1

Most active in

Nebraska

Work history

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

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

user avatar

John P

CFP®, Series 66

Grand Island, NE

Plains Advisory LLC

John Posey is a CFP®-designated financial advisor with 20 years of industry experience. He is the sole advisor at Plains Advisory LLC, an independent firm he has led since 2018. Prior to founding Plains Advisory, he worked at Five Points Bank and American Portfolios Financial Services, Inc. from 2015 to 2018. Outside of advising, he holds a real estate salesperson license in Nebraska. Plains Advisory LLC manages approximately $28.9 million in discretionary assets and serves individuals, high-net-worth clients, and trusts. The firm specializes in long-term, value-oriented stock selection combined with tactical and strategic asset allocation, offering tailored portfolios and educational workshops.

General retirement planning Wealth management Passive / index investing
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Todd H

Series 65

Grand Island, NE

Brokerage Specialists

Todd Hoins is a financial advisor with Brokerage Specialists in Grand Island, NE, holding a Series 65 designation and eight years of industry experience. He has been associated with Brokerage Specialists, Inc. since 1996 and currently manages Brokerage Specialist, LLC, where he also serves as an insurance agent. Brokerage Specialists is a fee-based financial planning and investment management firm offering discretionary and non-discretionary portfolio management, financial planning, and ERISA 3(21) retirement-plan advisory services to individuals, charities, and business entities. The firm customizes strategies based on clients’ goals, time horizons, and risk tolerances, and frequently conducts public educational seminars and workshops at no charge.

Retirement income strategy General estate planning guidance Cash flow / budgeting College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner
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Mitchell S

Series 63, Series 65

Grand Island, NE

Spiehs Wealth Management, Inc.

Mitchell Spiehs is the principal of SPIEHS Wealth Management, Inc., an independent firm based in Grand Island, Nebraska. He holds Series 63 and Series 65 licenses and has 29 years of industry experience. His prior roles include positions at AE Wealth Management, LLC and Gradient Advisors, LLC. Outside of advisory work, he manages SPIEHS Farm, a family farming operation active since 1984. SPIEHS Wealth Management provides discretionary asset management and financial planning services to individuals, high-net-worth clients, trusts, business owners, and estates. The firm tailors investment programs to client goals, time horizons, and risk tolerances using fundamental and technical analysis and may utilize third-party sub-advisors for portfolio management.

Medicare planning
user avatar

Shawn H

CFP®, Series 63, Series 65

Grand Island, NE

FIT Wealth

Shawn Hanquist is a financial advisor with FIT Wealth in Grand Island, Nebraska, holding the CFP® designation along with Series 63 and Series 65 licenses. He has 16 years of industry experience and has worked at firms including Wells Fargo Clearing and Securities America. Hanquist is also involved with Hanquist Holdings, LLC. FIT Wealth offers discretionary asset management, financial planning, and retirement-plan fiduciary services to individuals, high-net-worth clients, and business entities. The firm employs a strategic, model-based investment approach that incorporates global asset allocation and a defined risk Dynamic Portfolio Strategy.

Options & derivatives strategies Tax-loss harvesting Roth conversion strategy Retirement withdrawal strategies Founder/Business Owner
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Amanda H

Series 63, Series 65

Grand Island, NE

FIT Wealth

Amanda Hanquist is a financial advisor at FIT Wealth with credentials including Series 63 and Series 65 licenses and nine years of industry experience. Her prior roles include positions at State Farm Investment Management Corp and Farmers Insurance Group. She has also been involved with Envision Nutrition and Fit CFO, LLC. FIT Wealth provides discretionary asset management, financial planning, and retirement-plan fiduciary services to individuals, high-net-worth clients, and business entities. The firm utilizes strategic, model-based portfolio management combined with a Dynamic Portfolio Strategy and often engages third-party managers and co-advisors to implement client portfolios.

Options & derivatives strategies Tax-loss harvesting Roth conversion strategy Retirement withdrawal strategies Founder/Business Owner
user avatar

Hunter H

Series 65

Grand Island, NE

FIT Wealth

Hunter Hanquist is a financial advisor at FIT Wealth with a Series 65 credential and one year of industry experience. Prior to joining FIT Wealth, he worked at Sportsman’s Warehouse for two years and has been a full-time student for an extended period. FIT Wealth provides discretionary asset management, financial planning, and retirement-plan fiduciary services for individuals, high-net-worth individuals, and business entities. The firm uses a combination of strategic, model-based portfolio management and a Dynamic Portfolio Strategy, often employing third-party managers and co-advisors to implement client portfolios.

Options & derivatives strategies Tax-loss harvesting Roth conversion strategy Retirement withdrawal strategies Founder/Business Owner
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