Norfolk, NE Office

Corey Cooney is a financial advisor at Wealth Management with three years of industry experience and holds the Series 65 designation. He has a background in accounting, working as a staff accountant with Gabriel Burger Else CPA PC since 2019 and previously with several CPA firms and other employers from 2014 to 2018. Wealth Management Nebraska LLC serves 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 primarily using no-load mutual funds and ETFs, following modern portfolio theory with a long-term, buy-and-hold strategy.

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.

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.

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.

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.

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.

Terry Galloway is a Series 65 credentialed advisor with 19 years of industry experience. He has worked at Wealth Management, LLC since 2007 and previously spent 31 years at Almquist, Maltzahn, Galloway & Luth, PC. Outside of his advisory roles, he serves as treasurer for the Nebraska State Fair 1868 Foundation and provides fishing guide services through TG Enterprises 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 employs broadly diversified, passively managed portfolios with a long-term, buy-and-hold strategy, emphasizing fee transparency and cost minimization.

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.

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.

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.

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.

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.

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.

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.

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.