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Jared Matthew Faltys

WEALTH MANAGEMENT NEBRASKA LLC·NORFOLK, Nebraska
Series 65Clean record26 years registeredWEALTH MANAGEMENT NEBRASKA LLC
125 SOUTH 4TH STREET, NORFOLK, NE 68701CRD# 4725174Firm CRD# 137080

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jared Matthew Faltys · NORFOLK, NE
Registration
CRD #4725174 · WEALTH MANAGEMENT NEBRASKA LLC · 26 years registered
Brand Profile
Not yet started
01

Career History

WEALTH MANAGEMENT
Apr 2006 – present
MCMILL CPA AND ADVISORS
Oct 1999 – present
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · October 7, 1999
Years registered · 26
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
WEALTH MANAGEMENT NEBRASKA LLC
CRD 137080 · SEC 801-65977
AUM
$2.8B
Regulatory assets under management
Employees
60
3,482 client accounts
Services offered by WEALTH MANAGEMENT NEBRASKA LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Market timing services
Charitable organization or education services
Other
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
Nonprofits & Foundations
View all advisors at WEALTH MANAGEMENT NEBRASKA LLC →
Introduction

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05

Frequently Asked Questions

What services does Jared Matthew Faltys offer?
Jared Matthew Faltys specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in NORFOLK, Nebraska for a consultation.
What are Jared Matthew Faltys's credentials?
Jared Matthew Faltys is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jared Matthew Faltys located?
Jared Matthew Faltys is based in NORFOLK, Nebraska, working with WEALTH MANAGEMENT NEBRASKA LLC. Their office serves clients in the NORFOLK metropolitan area and surrounding communities.
How does Jared Matthew Faltys charge for services?
Jared Matthew Faltys's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is WEALTH MANAGEMENT NEBRASKA LLC?
WEALTH MANAGEMENT NEBRASKA LLC has approximately 60 employees and manages $2.8B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at WEALTH MANAGEMENT NEBRASKA LLC

Nancy Jo Brozek
NORFOLK, NE
Nathan Aubrey Raabe
NORFOLK, NE

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Research
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