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Anthony F
Series 65
Mundelein, IL
Wealth Management
Anthony Fiore is a financial advisor at Wealth Management, LLC with 12 years of industry experience. He holds a Series 65 designation and has worked at Wealth Management since 2014. In addition to his advisory role, Fiore serves as CEO of Accountants Solutions, Inc., a company focused on accounting software sales since 2002. Wealth Management Nebraska LLC provides discretionary asset management, fiduciary services, and financial planning to individuals, high-net-worth clients, and institutional entities. The firm employs broadly diversified, passively managed portfolios primarily using no-load mutual funds and ETFs, following modern portfolio theory with a long-term, buy-and-hold strategy and periodic rebalancing.
Barry H
Series 63, Series 65
North Hills, CA
Wealth Management
Barry Horowitz is a financial advisor at Wealth Management with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wealth Management since 2018. Prior to that, he held roles at HD Vest Insurance Agency Inc and related entities from 2011 to 2018. Horowitz is also president of Barry I. Horowitz, CPA, A Professional Corp., which provides tax preparation, accounting, payroll, bookkeeping, and software consulting services. Wealth Management advises individuals, high-net-worth clients, and institutional clients, offering discretionary asset management, fiduciary services, and financial planning. The firm employs broadly diversified, passively managed portfolios focused on cost minimization and uses a long-term, buy-and-hold investment approach.
Corey C
Series 65
Norfolk, NE
Wealth Management
Corey Cooney is a financial advisor at Wealth Management with three years of industry experience and holds the Series 65 designation. He has a background in accounting, working as a staff accountant with Gabriel Burger Else CPA PC since 2019 and previously with several CPA firms and other employers from 2014 to 2018. Wealth Management Nebraska LLC serves individuals, high-net-worth clients, and institutional clients, offering discretionary asset management, fiduciary services, and financial planning. The firm employs broadly diversified, passively managed portfolios primarily using no-load mutual funds and ETFs, following modern portfolio theory with a long-term, buy-and-hold strategy.
Kordell G
Series 65
Norfolk, NE
Wealth Management
Kordell Glause is a financial advisor at Wealth Management with a Series 65 designation and two years of industry experience. He has a background in accounting, currently working as a staff accountant at GBE CPA. Wealth Management Nebraska LLC advises individuals, high-net-worth clients, and institutional clients, offering discretionary asset management, fiduciary services, and financial planning. The firm employs broadly diversified, passively managed portfolios with a long-term, buy-and-hold approach and provides support services for other advisors and plan sponsors.
John W
Series 65
Cullman, AL
Wealth Management
John Williamson is a Series 65-licensed financial advisor with Wealth Management in Cullman, Alabama, bringing nine years of industry experience. He previously operated Jeb Williamson CPA LLC for over two decades and currently is involved with Stroup & Associates CPAs. Williamson serves as a board member for the Cullman Regional Foundation and as a commissioner on the Cullman Housing Authority. Wealth Management Nebraska LLC advises individual, high-net-worth, and institutional clients using broadly diversified, passively managed portfolios that emphasize long-term, buy-and-hold strategies with periodic rebalancing. The firm also provides fiduciary services, financial planning, and backoffice support for other advisors.
Thomas P
Series 65
Brea, CA
Wealth Management
Thomas Pohlen is a Series 65-licensed advisor with Wealth Management, bringing seven years of industry experience. He has worked at Retirement Plan Consultants since 2019 and previously held roles at Index Fund Advisors and Laurel Wealth Advisors. Outside of financial services, Pohlen is a regional director for a retirement plan back-office operations firm and is a passive co-owner of a commercial cleaning business. Wealth Management serves individuals, high-net-worth clients, and institutional clients such as defined contribution plan sponsors and other advisers. The firm uses broadly diversified, passively managed portfolios primarily consisting of no-load mutual funds and ETFs, following modern portfolio theory with a long-term, buy-and-hold strategy.
Christine S
Series 65
Norfolk, NE
Wealth Management
Christine Shenk is a Series 65 licensed financial advisor with Wealth Management in Norfolk, Nebraska, and has 17 years of industry experience. She is also a shareholder in Almquist Maltzahn Galloway and Luth, an accounting firm. Wealth Management Nebraska LLC serves individuals, high-net-worth clients, and institutional clients by providing discretionary asset management, fiduciary services, and financial planning. The firm employs broadly diversified, passively managed portfolios with a long-term, buy-and-hold strategy and offers support services for other advisors and plan sponsors.
Robert A
Series 65
Wood River, NE
Wealth Management
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.
Mark H
Series 65
Norfolk, NE
Wealth Management
Mark Haynes is a financial advisor at Wealth Management Nebraska with three years of industry experience. He holds a Series 65 designation and previously worked at Epic Trust Financial Group and Moss Adams LLP. Outside of advisory work, he serves as an adjunct faculty member at Heritage University, where he teaches university courses. Wealth Management Nebraska LLC advises individuals, high-net-worth clients, and institutional clients, offering discretionary asset management, fiduciary services, and financial planning. The firm uses broadly diversified, passively managed portfolios based on modern portfolio theory and supports other advisors through backoffice and recordkeeping services.
Jamie C
PFS™
Norfolk, NE
Wealth Management
Jamie Clemans is a PFS™ credentialed advisor with 10 years of industry experience. He is affiliated with Wealth Management in Norfolk, NE, and has been a manager at Almquist Maltzahn Galloway & Luth, a CPA firm, since 2008, where he performs audits, prepares tax returns, and provides bookkeeping services. Wealth Management Nebraska LLC advises individuals, high-net-worth clients, and institutional clients with a focus on discretionary asset management and financial planning. The firm uses diversified, passively managed portfolios based on modern portfolio theory and offers back-office support and fiduciary services to other advisers and plan sponsors.
David S
Series 63, Series 65
St. Louis, MO
Wealth Management
David Smith is a financial advisor with Wealth Management in St. Louis, MO, holding Series 63 and Series 65 licenses and having 13 years of industry experience. He has worked at Smith Patrick LLC and its predecessor entities since 2007 and was also associated with Swink, Smith, Coplen & Company, P.C., and Blue Ocean Portfolios, LLC. Outside of advisory services, Smith is a partner and accountant at Smith Patrick PC, an accounting firm. Wealth Management Nebraska LLC serves individuals, high-net-worth clients, and institutional clients by offering discretionary asset management, fiduciary services for retirement plans, back-office support, and financial planning. The firm utilizes broadly diversified, passively managed portfolios focusing on long-term, buy-and-hold strategies with an emphasis on cost minimization and fee transparency.
Jason E
Series 66
Fort Collins, CO
Wealth Management
Jason Eger is a financial advisor with Wealth Management who holds a Series 66 designation and has 12 years of industry experience. He has worked at Wealth Management LLC since 2019 and previously at Signator Investors, Inc. from 2016 to 2018. In addition to his advisory role, he owns and operates Eger CPA PC, a CPA firm providing tax preparation and business and individual advice since 2009. He is also involved in retail business ownership through US Liberty Arms, LLC. Wealth Management Nebraska LLC advises individuals, high-net-worth clients, and institutional clients, offering discretionary asset management, fiduciary services, and financial planning. The firm uses broadly diversified, passively managed portfolios based on modern portfolio theory, with an emphasis on fee transparency and cost minimization, and provides backoffice and support services to other advisors and plan sponsors.
Kristy H
Series 65
Pierre, SD
Wealth Management
Kristy Hight is a financial advisor with Wealth Management who holds a Series 65 designation and has five years of industry experience. She has worked at Acorn Trust Company, Rice & Associates, Inc., and American Bank & Trust. Outside of her advisory role, she serves as a senior accountant at Clausen & Rice LLP, providing tax return preparation, bookkeeping, consulting, and tax planning services. Wealth Management Nebraska LLC serves individuals, high-net-worth clients, and institutional clients by providing discretionary asset management, fiduciary services, backoffice support, and financial planning. The firm uses broadly diversified, passively managed portfolios with a long-term, buy-and-hold approach, and offers model allocation portfolios with an emphasis on fee transparency and cost minimization.
Corey B
Series 63, Series 65
Chesterfield, MO
Wealth Management
Corey Breneman is a financial advisor at Wealth Management with 23 years of industry experience. He holds Series 63 and Series 65 designations and has been with Wealth Management since 2006. In addition to his advisory role, he is president and sole owner of an accounting firm providing personal and corporate tax services, and he serves as treasurer for Main Street Church, a nonprofit organization. Wealth Management Nebraska LLC serves individual, high-net-worth, and institutional clients, offering discretionary asset management, fiduciary services, and financial planning. The firm employs broadly diversified, passively managed portfolios with a long-term, buy-and-hold strategy and supports other advisors through back-office and recordkeeping services.
Joseph S
PFS™
Norfolk, NE
Wealth Management
Joseph Stump is a PFS™ credentialed advisor with Wealth Management Nebraska LLC in Norfolk, NE, with 13 years of industry experience. He has worked at Wealth Management LLC since 2012 and is also a shareholder at Almquist Maltzahn Galloway Luth P.C., a public accounting firm. Stump serves on the finance committee for Resurrection Parish and holds board positions with Fonner Park, Home Federal Savings & Loan Association of Grand Island, and Grand Island Central Catholic School. Wealth Management Nebraska LLC advises individuals, high-net-worth clients, and institutional clients such as defined contribution plan sponsors and other advisers. The firm employs broadly diversified, passively managed portfolios with a long-term, buy-and-hold approach, focusing on fee transparency and cost minimization, and also provides back-office and recordkeeping support to other advisors.
Terry G
Series 65
Norfolk, NE
Wealth Management
Terry Galloway is a financial advisor at Wealth Management with 18 years of industry experience and holds a Series 65 credential. He has worked at Galloway Financial Advisors since 2019 and Wealth Management, LLC since 2007, with prior experience at Almquist, Maltzahn, Galloway & Luth, Pc dating back to 1988. Outside of advising, he serves as treasurer for the Nebraska State Fair 1868 Foundation and operates a fishing guide service through TG Enterprises LLC. Wealth Management Nebraska LLC provides discretionary asset management, fiduciary services, and financial planning to individuals, high-net-worth clients, and institutional clients. The firm uses broadly diversified, passively managed portfolios focused on cost minimization and long-term investment strategies, and offers established backoffice and third-party administrator support to other advisers and plan sponsors.
Phillip M
PFS™, Series 65
Windsor, CO
Wealth Management
Phillip Maltzahn is a financial advisor at Wealth Management with 18 years of industry experience. He holds the PFS™ designation and Series 65 license. His career includes over two decades at Almquist, Maltzahn, Galloway & Luth Pc and more than a decade at Wealth Management. Outside of advising, he serves as Secretary/Treasurer for Millennia Home Source, Inc., a commercial real estate rental business, where he handles accounting and tax return preparation. Wealth Management advises individuals, high-net-worth clients, and institutional clients, offering discretionary asset management, fiduciary services, and financial planning. The firm uses broadly diversified, passively managed portfolios focused on cost minimization, periodic rebalancing, and long-term strategies.
Jay M
Series 63, Series 65
Fort Lauderdale, FL
Wealth Management
Jay Malik is a financial advisor with Wealth Management, LLC in Fort Lauderdale, FL, holding Series 63 and Series 65 credentials and bringing 15 years of industry experience. He is also the owner of Doctors Finance LLC, an accounting and consulting firm, and president of Jay Malik Tax Corp, which provides income tax preparation services. Wealth Management Nebraska LLC serves individuals, high-net-worth clients, and institutional clients with discretionary asset management, fiduciary retirement plan services, and financial planning. The firm employs broadly diversified, passively managed portfolios based on modern portfolio theory, emphasizing fee transparency and cost minimization.
Jeanna S
Series 65
Birmingham, AL
Wealth Management
Jeanna Stephens is a Series 65 licensed advisor at Wealth Management with seven years of industry experience. She has worked with Chappell Professional Group, PC, a tax and accounting firm, for over a decade. Wealth Management Nebraska LLC serves individuals, high-net-worth clients, and institutional clients, offering discretionary asset management, fiduciary services, and financial planning. The firm uses broadly diversified, passively managed portfolios with a long-term, buy-and-hold approach and provides back-office and recordkeeping support for other advisors.
Charles C
Series 65
Charleston, SC
Wealth Management
Charles Castle is a financial advisor at Wealth Management with five years of industry experience. He holds a Series 65 designation and has worked at Mainstreet Financial Solutions since 2007, where he provides tax, payroll, and accounting services. Wealth Management advises individuals, high-net-worth clients, and institutional clients, offering discretionary asset management, fiduciary services, and financial planning. The firm employs broadly diversified, passively managed portfolios with a long-term, buy-and-hold strategy and supports other advisors through its backoffice operations.
Joshua K
Series 65
Elkhorn, NE
Wealth Management
Joshua Kegley is a Series 65-licensed financial advisor with Wealth Management in Elkhorn, Nebraska, bringing 11 years of industry experience. He has worked at Retirement Plan Consultants since 2015, serving as National Sales Director. Outside of his advisory role, Kegley is the single-member owner of Four Keys, LLC. Wealth Management Nebraska LLC provides services to individuals, high-net-worth clients, and institutional clients including defined contribution plan sponsors and government entities. The firm utilizes broadly diversified, passively managed portfolios with a long-term, buy-and-hold approach and offers discretionary asset management, fiduciary services, and backoffice support for other advisors.
Tracy C
Series 65
Norfolk, NE
Wealth Management
Tracy Cannon is a financial advisor at Wealth Management with a Series 65 designation and two years of industry experience. He has worked at AMGL, P.C., a public accounting firm, since 2007, where he is a shareholder involved in tax preparation and firm responsibilities. Wealth Management Nebraska LLC serves individuals, high-net-worth clients, and institutional clients, offering discretionary asset management, fiduciary services, and financial planning. The firm uses broadly diversified, passively managed portfolios based on modern portfolio theory, emphasizing cost minimization and fee transparency while providing support services to other advisors and plan sponsors.
Nathaniel B
PFS™
Norfolk, NE
Wealth Management
Nathaniel Burt is a financial advisor with Wealth Management Nebraska LLC and holds the PFS™ designation. He has four years of industry experience, including roles at Epic Trust Financial Group and his own tax and accounting practice. Burt serves as treasurer and board member of the Tri-Cities Estate Planning Council and is president of Guardian Financial Group, a CPA firm providing accounting services. Wealth Management Nebraska LLC advises individuals, high-net-worth clients, and institutional clients through discretionary asset management and financial planning. The firm employs broadly diversified, passively managed portfolios emphasizing long-term, buy-and-hold strategies and also provides backoffice and fiduciary services for other advisors and plan sponsors.
Daniel R
Series 65
Pierre, SD
Wealth Management
Daniel Rice is a Series 65-credentialed advisor with five years of industry experience, currently affiliated with Wealth Management in Pierre, South Dakota. He is also a partner at Clausen & Rice, an accounting firm, and a member of PSD Enterprises, LLC, which operates a liquor store. Wealth Management Nebraska LLC serves individuals, high-net-worth clients, and institutional clients including defined contribution plan sponsors and government entities. The firm employs broadly diversified, passively managed portfolios based on modern portfolio theory with a long-term, buy-and-hold approach, emphasizing fee transparency and cost minimization.
Kyle O
PFS™
Norfolk, NE
Wealth Management
Kyle Overturf is a financial advisor with Wealth Management Nebraska LLC, holding a PFS™ designation and 11 years of industry experience. He has worked at Wealth Management since 2015 and has prior experience with Almquist Maltzahn Galloway & Luth since 2010. Overturf serves on the boards of several nonprofit organizations, including the Stuhr Museum of the Prairie Pioneer, the Greater Grand Island Community Foundation, and the Grand Island Economic Development Corporation. Wealth Management Nebraska LLC provides investment advisory services to individuals, high-net-worth clients, and institutional clients, including defined contribution plan sponsors and government entities. The firm employs broadly diversified, passively managed portfolios focused on long-term, buy-and-hold strategies with an emphasis on fee transparency and cost minimization.
Ryan B
Series 65
Norfolk, NE
Wealth Management
Ryan Burger is a financial advisor with Wealth Management Nebraska LLC, holding a Series 65 credential and 17 years of industry experience. He is also president of Gabriel Burger Else CPA PC, an accounting firm, and serves as a board member and treasurer for several nonprofit organizations, including Et Cetera Thrift Shop and the Seward Liberty Foundation. Burger has been a professor and board member at Concordia University since 2010. Wealth Management Nebraska LLC advises individuals, high-net-worth clients, and institutional clients through discretionary asset management, fiduciary services, and financial planning. The firm employs broadly diversified, passively managed portfolios based on modern portfolio theory and offers backoffice and recordkeeping support for other advisors and plan sponsors.
Norbert G
Series 63
San Antonio, TX
Wealth Management
Norbert Gonzales Jr. is a financial advisor with Wealth Management, LLC in San Antonio, TX, holding a Series 63 designation and bringing 28 years of industry experience. He has been with Wealth Management since 2007 and also operates his own CPA and business legal services firm. Gonzales serves on the boards of several local nonprofits, including the San Antonio Chamber Choir, Park South Village, and San Pedro Playhouse. Wealth Management Nebraska LLC advises individuals and high-net-worth clients, as well as institutional clients such as defined contribution plan sponsors and municipal entities. The firm employs broadly diversified, passively managed portfolios with a long-term, buy-and-hold approach and offers discretionary asset management, fiduciary services, and back-office support for other advisors.
Ethan L
Series 65
Kennewick, WA
Wealth Management
Ethan Later is a Series 65-licensed advisor with Wealth Management in Kennewick, WA. He has three years of industry experience, including his current role at GFG Financial where he prepares and reviews tax returns. Prior to his financial career, he held several roles in the service industry and worked in education. Wealth Management Nebraska LLC serves individuals, high-net-worth clients, and institutional clients, offering discretionary asset management, fiduciary services, and financial planning. The firm employs broadly diversified, passively managed portfolios with a long-term, buy-and-hold strategy and provides backoffice support to other advisors and plan sponsors.
Sarah B
Series 65
Texarkana, TX
Wealth Management
Sarah Berry is a Series 65 credentialed financial advisor with Wealth Management in Texarkana, TX, and has five years of industry experience. She is also the owner of Sarah Berry, CPA, PLLC, an accounting firm she founded in 2014. Outside of advising, she is involved in managing rental properties and farming operations through several separate business ventures. Wealth Management Nebraska LLC provides services to individual and high-net-worth clients as well as institutional clients including retirement plan sponsors and other investment advisers. The firm employs broadly diversified, passively managed portfolios with a focus on cost minimization and fee transparency, and offers discretionary asset management alongside fiduciary and backoffice support services.
Mark C
Series 66
Somerset, KY
Wealth Management
Mark Clark is a Series 66-licensed financial advisor with Wealth Management in Somerset, KY, bringing 22 years of industry experience. He has been with Wealth Management since 2008 and has operated as a self-employed CPA since 1993. Outside of advising, Clark serves as president of a CPA firm and is treasurer for a nonprofit religious organization. Wealth Management Nebraska LLC advises individuals, high-net-worth clients, and institutional clients including defined contribution plan sponsors and government entities. The firm employs broadly diversified, passively managed portfolios primarily using no-load mutual funds and ETFs, following modern portfolio theory with a long-term, buy-and-hold approach.
Marcy L
Series 65
Norfolk, NE
Wealth Management
Marcy Luth is a financial advisor at Wealth Management Nebraska LLC with 18 years of industry experience. She holds a Series 65 designation and has worked at Wealth Management since 2007, alongside a concurrent role at Almquist, Maltzahn, Galloway & Luth, PC, an accounting firm where she is a shareholder and treasurer. Outside of her advisory work, she serves as a volunteer member of the Hastings College Board of Trustees. Wealth Management Nebraska LLC advises individuals, high-net-worth clients, and institutional clients, offering services such as discretionary asset management, fiduciary retirement plan services, and financial planning. The firm employs broadly diversified, passively managed portfolios based on modern portfolio theory, with an emphasis on fee transparency and cost minimization.
Charles T
Series 65
Glen Carbon, IL
Wealth Management
Charles Tzinberg is a Series 65 licensed financial advisor with eight years of industry experience. He is also president of Tzinberg & Associates, P.C., an accounting firm he has led since 1983. Wealth Management Nebraska LLC advises individuals, high-net-worth clients, and institutional clients, offering discretionary asset management, fiduciary services, and financial planning. The firm uses broadly diversified, passively managed portfolios focused on cost minimization and long-term strategies, and it provides backoffice and recordkeeping support for other advisors.
Gary B
Series 63, Series 65
Chesterfield, MO
Wealth Management
Gary Breneman is a financial advisor at Wealth Management with over 21 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Wealth Management, LLC since 2006. In addition to his advisory role, he is president and owner of Mutual Fund Publishing Co., which produces reference tax books, and serves as president of a CPA firm focused on tax and accounting services. Breneman is also involved in nonprofit work, serving as board member and treasurer for multiple organizations. Wealth Management Nebraska LLC advises individuals, high-net-worth clients, and institutional clients, offering services such as discretionary asset management, fiduciary services, and financial planning. The firm utilizes broadly diversified, passively managed portfolios primarily composed of no-load mutual funds and ETFs and emphasizes fee transparency, cost minimization, and long-term, buy-and-hold strategies.
Ryan B
Series 65
Norfolk, NE
Wealth Management
Ryan Bourlier is a financial advisor at Wealth Management Nebraska LLC with five years of industry experience. He holds a Series 65 credential and previously worked as a CPA for eight years. Bourlier serves on the Kimball NE Citizen's Advisory Committee and is involved in health services through his role with Nourishing Cup, LLC. Wealth Management Nebraska LLC advises individuals, high-net-worth clients, and institutional clients, offering discretionary asset management, fiduciary services, and financial planning. The firm uses broadly diversified, passively managed portfolios focusing on low-cost mutual funds and ETFs with a long-term, buy-and-hold approach.
Regan E
Series 65
Norfolk, NE
Wealth Management
Regan Else is a Series 65-credentialed financial advisor at Wealth Management with 15 years of industry experience. He has been with Wealth Management, LLC since 2010 and also serves as Vice President at Gabriel Burger Else CPA PC, an accounting firm. Wealth Management Nebraska LLC advises individuals, high-net-worth clients, and institutional clients, offering discretionary asset management, fiduciary retirement plan services, and financial planning. The firm employs diversified, passively managed portfolios focused on fee transparency and cost minimization, while supporting other advisors through backoffice and recordkeeping services.
Taralynn R
Series 65
Norfolk, NE
Wealth Management
Taralynn Richtig is a Series 65-licensed financial advisor with Wealth Management Nebraska LLC and has five years of industry experience. She has worked at GBE since 2020 as a senior staff accountant and held prior roles at Daniels & Flynt CPA, Cheyenne Products, and Ready Flow Printing. Wealth Management Nebraska LLC advises individuals, high-net-worth clients, and institutional clients, focusing on broadly diversified, passively managed portfolios using no-load mutual funds and ETFs. The firm provides discretionary asset management, fiduciary services, and back-office support with an emphasis on fee transparency and cost minimization.
James C
PFS™, Series 65
St. Louis, MO
Wealth Management
James Curran is a financial advisor at Wealth Management with 15 years of industry experience. He holds the PFS™ designation and Series 65 license. Prior to his current role, he worked at firms including Smith Patrick LLC and KEB Wealth Advisors. Outside of advising, Curran is also an accountant at Smith Patrick LLC, focusing on tax and management duties. Wealth Management advises individuals, high-net-worth clients, and institutional clients, offering discretionary asset management, fiduciary services, and financial planning. The firm employs diversified, passively managed portfolios using no-load mutual funds and ETFs, emphasizing fee transparency and cost minimization.
Ryan A
Series 65
Mundelein, IL
Wealth Management
Ryan Anderson is a Series 65-licensed advisor with Wealth Management, based in Mundelein, IL, and has eight years of industry experience. Prior to joining Wealth Management, he worked at PPG for two years and has served as an Accounting Manager at Accounting Freedom, a CPA firm, where he has been employed since 2017. His role at Accounting Freedom involves accounting and tax responsibilities. Wealth Management Nebraska LLC advises individuals, high-net-worth clients, and institutional clients, providing discretionary asset management, fiduciary services, and financial planning. The firm employs broadly diversified, passively managed portfolios focused on cost minimization and a long-term, buy-and-hold investment approach.
Kaylynn D
PFS™, Series 63
Mansfield, TX
Wealth Management
Kaylynn Dalebout is a financial advisor at Wealth Management with seven years of industry experience. She holds the PFS™ designation and Series 63 license. Prior to joining Wealth Management, Kaylynn worked at Yellowstone Partners and owns Clockwork Accounting & Tax Services, which provides accounting and tax preparation services. Wealth Management Nebraska LLC serves individuals, high-net-worth clients, and institutional clients with discretionary asset management, fiduciary services, and financial planning. The firm employs broadly diversified, passively managed portfolios focused on cost minimization and long-term, buy-and-hold strategies.
Barbara H
Series 63, Series 65
Grand Junction, CO
Wealth Management
Barbara Harmon is a financial advisor at Wealth Management with 10 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Wealth Management, LLC since 2014. In addition to her advisory role, she owns Taxnator LLC, a tax preparation and accounting services business. Wealth Management Nebraska LLC advises individuals, high-net-worth clients, and institutional clients, offering discretionary asset management and fiduciary services with a focus on broadly diversified, passively managed portfolios and cost minimization.
Francesco F
Series 65
Mundelein, IL
Wealth Management
Francesco Fiore is a financial advisor with Wealth Management, LLC, holding the Series 65 designation and with 12 years of industry experience. He has been with Wealth Management since 2014 and is also president of Accounting Freedom, Ltd, a CPA firm he has managed since 2005. Wealth Management Nebraska LLC serves individuals, high-net-worth clients, and institutional clients, offering discretionary asset management, fiduciary services, and financial planning. The firm emphasizes broadly diversified, passively managed portfolios with a long-term, buy-and-hold approach and supports other advisers through backoffice and recordkeeping services.
Jesse S
Series 65
Norfolk, NE
Wealth Management
Jesse Skelton is a financial advisor at Wealth Management Nebraska LLC with 12 years of industry experience. He holds a Series 65 designation and has been with Wealth Management since 2014. In addition to his advisory role, he is a shareholder and branch manager at Gabriel, Burger & Else CPA, PC, and is involved in family farming and retail farm product sales through Skelton Farms Inc and The Prairie Pastures Pantry LLC. Wealth Management Nebraska LLC serves individual and high-net-worth clients as well as institutional clients, providing discretionary asset management, fiduciary services, and financial planning. The firm utilizes broadly diversified, passively managed portfolios based on modern portfolio theory, with an emphasis on fee transparency and cost minimization.
Hugo S
Series 65
Norfolk, NE
Wealth Management
Hugo Sanchez is a financial advisor at Wealth Management with a Series 65 designation and nine years of industry experience. He previously worked at Werlein & Harris PC from 2015 to 2019. Wealth Management Nebraska LLC serves individuals, high-net-worth clients, and institutional clients such as defined contribution plan sponsors and other investment advisers. The firm employs diversified, passively managed portfolios using no-load mutual funds and ETFs, follows modern portfolio theory, and provides discretionary asset management, fiduciary services, and financial planning.
Timothy V
Series 65
Norfolk, NE
Wealth Management
Timothy Vaughn is a Series 65-credentialed advisor with 17 years of industry experience. He has worked at Almquist Maltzahn Galloway Luth since 2007 and serves as a tax manager in their public accounting firm, focusing on tax issue resolution and return preparation. Wealth Management Nebraska LLC advises individuals, high-net-worth clients, and institutional clients, offering discretionary asset management, fiduciary services, and financial planning. The firm employs broadly diversified, passively managed portfolios with a long-term, buy-and-hold approach, and provides backoffice and recordkeeping support for other advisors.
Suping Y
PFS™, Series 65
Vancouver, WA
Wealth Management
Suping Yang is a financial advisor at Wealth Management with 17 years of industry experience. She holds the PFS™ designation and Series 65 license. In addition to her advisory role since 2014, she is the president of Susan S Yang CPA PC, a CPA practice she has led since 2004. Outside of financial advising, she is involved in management of clinics through Rose Medical Management LLC and participates in commercial real estate and music-related ventures. Wealth Management Nebraska LLC serves individual and high-net-worth clients as well as institutional clients, offering discretionary asset management, fiduciary retirement plan services, and back-office support for other advisors. The firm uses broadly diversified, passively managed portfolios with an emphasis on fee transparency and cost minimization.
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