Bazis Private Wealth, LLC

Aaron Hilgemann is a CFA® charterholder with three years of industry experience. He is currently with Bazis Private Wealth, LLC and previously held roles at Orion Portfolio Solutions, Bank of the West, and Orion Advisor Technology, LLC. Outside the financial industry, he served in the U.S. Marine Corps from 2013 to 2017 and has experience working in the restaurant sector. Bazis Private Wealth, LLC provides personalized advisory services to individuals, pension and profit-sharing plans, trusts, estates, and corporate clients. The firm offers portfolio management, financial planning, retirement plan consulting, and alternative investment consulting, managing assets through a wrap-fee program and using a combination of fundamental, charting, and quantitative research in its investment approach.

Andrew Lamer is a financial advisor at Bazis Private Wealth, LLC with one year of industry experience. He holds a Series 65 designation and has held prior roles at Kidwell and the City of Omaha. He also serves in the Nebraska Army National Guard. Bazis Private Wealth LLC provides personalized advisory services to individuals, pension and profit-sharing plans, trusts, estates, and corporate clients, managing discretionary and non-discretionary accounts with a focus on asset allocation and a combination of fundamental, charting, and quantitative research. The firm operates exclusively through wrap-fee programs and offers ERISA-focused retirement plan services and alternative investment consulting.

Duane Bazis is a financial advisor with Bazis Private Wealth, LLC in Omaha, NE, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. He has worked with Bazis & Young Investment Group LLC since 2009. Outside of his advisory role, Bazis is a licensed insurance agent with over 30 years of experience selling life, health, long-term care, and annuity products. Bazis Private Wealth LLC provides personalized advisory services to individuals, pension and profit-sharing plans, trusts, estates, and corporate clients. The firm manages portfolios using a combination of fundamental and charting analysis alongside third-party research and operates exclusively through wrap-fee programs, offering both discretionary and non-discretionary asset management.

Richard Mcginness Jr. is a financial advisor at Bazis Private Wealth, LLC in Omaha, NE, holding a Series 65 designation with 11 years of industry experience. He has been with Bazis & Young Investment Group since 2014. Bazis Private Wealth provides personalized advisory services to individuals, pension and profit-sharing plans, trusts, estates, and corporate clients. The firm’s investment approach combines asset allocation with fundamental and charting analysis, offering portfolio management, financial planning, retirement plan consulting, and alternative investment consulting through a wrap-fee program structure.