A complete list of active advisors currently associated with Well Advised, LLC
Warmer can help you find a great advisor at Well Advised, LLC or one who fits your needs even better.
Well Advised, LLC is a small independent advisory firm that primarily serves individual and high‑net‑worth clients with discretionary asset management and complementary financial planning. The firm provides ongoing portfolio management, may complete financial plans at no additional charge, and places client assets on third‑party platforms including AssetMark. The firm’s portfolio work is discretionary and tailored to each client’s goals, time horizon, and risk tolerance, using a mix of fundamental, technical and charting analyses and periodic account reviews. In addition to traditional managed accounts, the firm offers a fee‑based annuity advisory option through a variable annuity product with registered index‑linked allocation choices and optional lifetime‑income riders, delivered via a custodian arrangement. What distinguishes the firm from many peers is its disclosed material changes and affiliations: the brochure recently added the fee‑based annuity service and updated assets under management, and the firm’s principal also operates an affiliated insurance business and spends a meaningful portion of professional time on insurance activities. The firm requires use of specific custodial platforms for certain products, discloses the insurance relationship and related conflicts (and that commissions are not earned for the annuity advisory product), and maintains compliance controls to mitigate those conflicts.
To learn more about the advisors currently working at Well Advised, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Omaha, NE
| 23
|
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