Morey & Quinn Wealth Partners
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Morey & Quinn Wealth Partners is an SEC‑registered advisory firm that serves individuals (including high‑net‑worth clients), trusts, estates, charitable organizations, and corporations. The firm provides financial planning and ongoing, discretionary wealth management and portfolio management services, overseeing roughly $373 million in client assets across three advisors and about 548 client relationships.
The firm emphasizes tailored portfolios built using fundamental analysis and client‑specific objectives, with comprehensive planning that can cover cash management, retirement, estate and tax matters and implementation support. It frequently recommends and participates in wrap‑fee programs sponsored by broker‑dealers and directs custody and trade execution through a national broker‑dealer platform, receiving a portion of wrap fees for its advisory services.
Distinctive features disclosed in the firm’s ADV include that certain management persons hold registrations with a broker‑dealer and maintain insurance agent appointments, enabling the firm to implement securities and insurance solutions that may generate separate commissions. The firm’s disclosures also note less common operational elements—participation in wrap programs, advertising of third‑party ratings, and the use of standing letters of authorization for third‑party money transfers—which are highlighted as potential conflicts or special practices in its ADV.
Client services
Expertise
Fee options
Fixed fees typically from $1,000 to $5,000 for financial planning services
$0 - $1,000,000: 2.00% annually $1,000,000 - $2,500,000: 1.50% annually $2,500,000 - $5,000,000: 1.25% annually $5,000,000+: 1.00% annually
$250 to $500 per hour for financial planning services
Fee-only: Hourly fees from $250 to $500 per hour; Fixed fees ranging from $1,000 to $5,000 for financial planning
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® professional with 12 years of industry experience, currently serving as an advisor at Morey & Quinn Wealth Partners since 2018. Her prior experience includes roles at Raymond James and Associates from 2014 to 2018. She is the owner of Lotus Divorce Services, where she works as a Certified Divorce Financial Analyst, and serves as secretary on the board of the Financial Planning Association of Nebraska as well as the Breakfast Optimist Club. Additionally, she holds a board position with the Women’s Fund of Omaha. Morey & Quinn Wealth Partners is an SEC-registered advisory firm managing approximately $373 million in assets across three advisors. The firm provides tailored financial planning and discretionary portfolio management services to individuals, trusts, estates, charitable organizations, and corporations, emphasizing fundamental analysis and client-specific objectives.
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 bringing 20 years of industry experience. He previously worked at Raymond James Financial Services and Morey-Voorhees Financial Services. Outside of investment advising, he is also licensed as an insurance agent, selling and servicing annuities. Morey & Quinn Wealth Partners is an SEC-registered advisory firm serving individuals, trusts, estates, charitable organizations, and corporations. The firm provides financial planning and discretionary wealth management, managing approximately $373 million in client assets with tailored portfolios based on fundamental analysis and client-specific objectives.
Pauline Q
Series 63, Series 65
Omaha, NE
Morey & Quinn Wealth Partners
Pauline Quinn is a financial advisor at Morey & Quinn Wealth Partners with 33 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Raymond James Financial Services and Sterling Financial Advisors. Outside of advisory work, she is also licensed as an insurance agent. Morey & Quinn Wealth Partners is an SEC-registered firm serving individuals, trusts, estates, charitable organizations, and corporations. The firm provides financial planning and discretionary wealth and portfolio management services, emphasizing tailored portfolios based on fundamental analysis and client-specific goals.
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