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Nancy Jo Brozek

WEALTH MANAGEMENT NEBRASKA LLC·NORFOLK, Nebraska
Unclaimed Profile
125 SOUTH 4TH STREET, NORFOLK, NE 68701CRD# 4722913Firm CRD# 137080
01

About

Nancy Jo Brozek is a registered financial advisor based in NORFOLK, Nebraska, affiliated with WEALTH MANAGEMENT NEBRASKA LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
WEALTH MANAGEMENT NEBRASKA LLC
WEALTH MANAGEMENT
AUM
$2.8B
Regulatory assets under management
Employees
60
Total firm employees
View all advisors at WEALTH MANAGEMENT NEBRASKA LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Market timing services
Charitable organization or education services
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4722913
Firm CRD# 137080
3 disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Nancy Jo Brozek offer?
Nancy Jo Brozek specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in NORFOLK, Nebraska for a consultation.
What are Nancy Jo Brozek's credentials?
Nancy Jo Brozek is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Nancy Jo Brozek located?
Nancy Jo Brozek 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 Nancy Jo Brozek charge for services?
Nancy Jo Brozek'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 in NORFOLK
Jared Matthew Faltys — WEALTH MANAGEMENT NEBRASKA LLCLarry Edward Hilkemann — CHRISTENSEN ASSOCIATES, P.C.Nathan Aubrey Raabe — WEALTH MANAGEMENT NEBRASKA LLCClint Andrew Weeder — MCMILL WEALTH INCAndrew John Steffensmeier — MCMILL WEALTH INC
Nearby cities in Nebraska
OMAHA (429)LINCOLN (130)NORTH PLATTE (20)LA VISTA (19)LAVISTA (14)
City Guides
OMAHA GuideLINCOLN GuideNORTH PLATTE GuideLA VISTA GuideLAVISTA Guide
Research
Advisor Fees in NebraskaNational Fee Analysis
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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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