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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.

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

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

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

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

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

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

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

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

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

Series 66

Norfolk, NE

The Wealth Consulting Group

Lindsay Schellpeper is a financial advisor with The Wealth Consulting Group in Norfolk, Nebraska, holding a Series 66 designation and 21 years of industry experience. She has worked at firms including LPL Financial LLC, Silverleaf Advisor Group (Sundance Investments), and Cetera Advisor LLC. Schellpeper provides investment advisory services through WCG Wealth Advisors, an independent registered investment advisory firm. The Wealth Consulting Group is an SEC-registered wealth management firm serving individual, corporate, retirement plan, and trust clients. The firm offers discretionary portfolio management, financial planning, access to third-party money managers, and multiple investment platforms, combining active and passive strategies with periodic portfolio review and rebalancing.

ESG / Sustainable investing Tax-loss harvesting College savings (529s, UTMA, etc.) Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner Executive SRI/ESG (Socially Responsible Investing/Environmental, Social and Corporate Governance)
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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.

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

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

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

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

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

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

Series 63, Series 65

Norfolk, NE

Mutual Of Omaha Investor Services, Inc.

Austin Bruzek is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 63 and Series 65 credentials and three years of industry experience. He has been with Mutual of Omaha Investor Services and Mutual of Omaha Insurance Company since 2022, and he also has experience at University of Nebraska Lincoln and Reiser Wealth Management. Mutual of Omaha Investor Services provides advisory services to individuals, corporations, and qualified retirement plans, offering a range of financial planning and managed account programs through platforms like Envestnet, with custodial services from Pershing. The firm integrates advisory, broker-dealer, and insurance services within the Mutual of Omaha group.

College savings (529s, UTMA, etc.) Business ownership considerations Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner
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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.

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

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

CFP®, Series 63

Norfolk, NE

Commonwealth Financial Network

Patricia Lammli is a CFP®-certified financial advisor with 14 years of industry experience. She is currently affiliated with Commonwealth Financial Network and CalmWater Financial Group, having previously worked at Boden Daniel Bierman and Northwestern Mutual Investment Management. Her career spans roles at multiple firms since 2011. Commonwealth Financial Network is a registered investment adviser that supports a national network of approximately 2,950 advisors, providing a range of advisory programs and services including wealth management and retirement plan consulting. The firm offers extensive operational and investment resources, alongside discretionary model portfolios managed by its Investment Management and Research team.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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