Chesterfield, MO Office

Team
Updated today
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Wealth Management

Multi-team

Firm-wide stats for Wealth Management

Total advisors

45

Across 23 offices

Clients per advisor

105 Very High

Avg AUM per client

$363,832 Low

HNW client ratio

22% Typical

About

Wealth Management Nebraska LLC advises individuals and high‑net‑worth clients and also provides services to institutional clients such as defined contribution plan sponsors, other investment advisers, and certain state or municipal government entities. Its service offerings include discretionary asset management, fiduciary services for retirement plans, backoffice and recordkeeping support for other advisors, and financial planning.

The firm implements broadly diversified, passively managed portfolios that rely primarily on no‑load mutual funds and ETFs — including funds from Dimensional Fund Advisors — and follows modern portfolio theory with a long‑term, buy‑and‑hold orientation and periodic rebalancing. Wealth Management works with clients to develop written investment policy statements, offers model allocation portfolios, and typically manages accounts on a discretionary basis with an emphasis on fee transparency and cost minimization.

Noteworthy differences from many peers include an established backoffice/TPA support operation and affiliations (including an indirect subsidiary relationship with Integrity Marketing Group and an affiliated CPA/insurance practice) that support other advisers and plan sponsors. The firm also publishes a quarterly newsletter for contracted advisers and discloses a resolved disciplinary matter: a 2019 Florida consent order relating to registration and notice filings that resulted in a negotiated civil penalty, which it reports in its Form ADV.

Based on Wealth Management

Expertise

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

Based on Wealth Management

Occupation focus

Founder/Business Owner

Based on Wealth Management

Location

14382 Woodlake Dr

Chesterfield MO 63017

Advisors at this office

2

Advisors at this office

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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.

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

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