Morey & Quinn Wealth Partners
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm serves individuals, high‑net‑worth individuals, trusts, estates, charitable organizations, and corporations, offering comprehensive financial planning and ongoing discretionary wealth management and portfolio management for individual clients. Financial planning engagements may cover cash management, insurance, retirement, estate and tax planning, while wealth management clients receive personalized investment policies and continuous portfolio supervision.
Investment decisions are guided by fundamental analysis and implemented through tailored allocations to individual equities, bonds, mutual funds, and ETFs, with discretionary trading on behalf of clients. The firm commonly places clients into broker‑dealer‑sponsored wrap fee programs, directs trading and custody through an independent broker‑dealer custodian that provides institutional research and technology support, and discloses the use of standing letters of authorization for third‑party money movement.
A distinctive feature of the firm is that multiple supervised persons maintain broker‑dealer registrations and insurance licenses, and may receive separate commissions for securities or insurance transactions, a conflict of interest the brochure discloses. The firm was formed recently but manages several hundred million dollars with a compact three‑advisor ownership structure, combining advisory, brokerage registrations, wrap‑program participation, and insurance activities in a way that is less common among similarly supported firms.
Client services
Expertise
Fee options
Fixed fees typically ranging from $1,000 to $5,000 for financial planning
$0 - $1,000,000: 2.00% $1,000,000 - $2,500,000: 1.50% $2,500,000 - $5,000,000: 1.25% $5,000,000+: 1.00%
Hourly fees from $250 to $500 per hour for financial planning
Fee-only: Financial planning fixed fees from $1,000 to $5,000, or hourly fees from $250 to $500 per hour
Main office
11225 Davenport Street, Suite 109
Omaha NE 68154
Advisors at this office
3
Most active in
Arizona · Colorado · Florida · Georgia · Illinois · Iowa · Louisiana · Minnesota · Missouri · Nebraska · South Dakota · Texas · Virginia
Also doing business as
Morey & Quinn Wealth Partners · Morey & Quinn Wealth Partners LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Katie B
CFP®, Series 66
Omaha, NE
Morey & Quinn Wealth Partners
Katie Bruno is a CFP® with 11 years of experience in the financial services industry. She has worked at Morey & Quinn Wealth Partners since 2018 and previously held roles at Raymond James and Associates. In addition to her advisory work, Katie serves as secretary for the Financial Planning Association of Nebraska and the Breakfast Optimist Club, and she owns Lotus Divorce Services as a Certified Divorce Financial Analyst. Morey & Quinn Wealth Partners serves individuals, high-net-worth clients, trusts, estates, charitable organizations, and corporations by providing comprehensive financial planning and discretionary wealth management. The firm employs fundamental analysis and tailored investment allocations, managing portfolios through discretionary trading and independent broker-dealer custodians.
Michael M
Series 63, Series 65
Omaha, NE
Morey & Quinn Wealth Partners
Michael Morey is a financial advisor with Morey & Quinn Wealth Partners in Omaha, NE, holding Series 63 and Series 65 licenses and having 20 years of industry experience. His prior roles include 19 years at Raymond James Financial Services and ownership of Morey-Voorhees Financial Services for 13 years. He is also active as an insurance agent, selling and servicing annuities. Morey & Quinn Wealth Partners serves individuals, high-net-worth clients, trusts, estates, charitable organizations, and corporations by providing comprehensive financial planning and discretionary wealth management. The firm employs fundamental analysis to guide investment decisions and offers personalized portfolio management, combining advisory, brokerage, and insurance services within a compact three-advisor structure.
Pauline Q
Series 63, Series 65
Omaha, NE
Morey & Quinn Wealth Partners
Pauline Quinn is a financial advisor with Morey & Quinn Wealth Partners in Omaha, NE, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. Her prior firms include Raymond James Financial Services Advisors Inc. and P J Quinn Wealth Advisors. She is also licensed as an insurance agent and sells and services insurance products. Morey & Quinn Wealth Partners serves individuals, high-net-worth clients, trusts, estates, charitable organizations, and corporations, providing comprehensive financial planning and discretionary wealth and portfolio management. The firm employs fundamental analysis to guide investment decisions and offers tailored portfolios with discretionary trading through an independent broker-dealer custodian.
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