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Ryan B
Series 66
Omaha, NE
Ellerbrock-Norris Wealth Strategies LLC
Ryan Brott is a financial advisor with Ellerbrock-Norris Wealth Strategies LLC in Omaha, NE, holding a Series 66 designation and 12 years of industry experience. His professional background includes roles at TD Ameritrade and leadership positions in several related business ventures. He is a co-founder of Rocketship Ventures, LLC, which develops CRM and workflow software for the insurance industry. Ellerbrock-Norris Wealth Strategies serves individuals, high-net-worth clients, and employer retirement plans by providing investment management, financial planning, pension consulting, and estate-planning services. The firm employs risk-based, diversified portfolios and combines direct advisory services with third-party platforms and subadvisers.
Benjamin W
Series 63, Series 65, Series 66
Omaha, NE
Ellerbrock-Norris Wealth Strategies LLC
Benjamin Woods is a financial advisor with Ellerbrock-Norris Wealth Strategies LLC in Omaha, NE, holding Series 63, 65, and 66 licenses and bringing 25 years of industry experience. Prior to joining Ellerbrock-Norris in 2021, he worked at TD Ameritrade for eight years. Ellerbrock-Norris Wealth Strategies serves individuals, high-net-worth clients, and employer retirement plans, offering investment management, financial planning, pension consulting, and estate-planning document preparation. The firm employs risk-based, diversified portfolios using a range of securities and applies fundamental analysis, modern portfolio theory, and technical analysis in its investment process.
Lance J
Series 66
Omaha, NE
Ellerbrock-Norris Wealth Strategies LLC
Lance Johnson is a financial advisor with Ellerbrock-Norris Wealth Strategies LLC in Omaha, NE, holding a Series 66 designation and 15 years of industry experience. His background includes roles at Charles Schwab & Co., Inc. and TD Ameritrade. Ellerbrock-Norris Wealth Strategies LLC provides investment management, financial planning, third-party adviser selection, and pension consulting services to individuals, including high-net-worth clients, and retirement plans. The firm manages diversified, risk-based portfolios and combines fundamental analysis, modern portfolio theory, and technical analysis in its investment approach.
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