Unclaimed Profile

Nancy Jo Brozek

WEALTH MANAGEMENT NEBRASKA LLC·NORFOLK, Nebraska

Clean record26 years registeredWEALTH MANAGEMENT NEBRASKA LLC

125 SOUTH 4TH STREET, NORFOLK, NE 68701CRD# 4722913Firm CRD# 137080

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Nancy Jo Brozek · NORFOLK, NE

Registration

CRD #4722913 · WEALTH MANAGEMENT NEBRASKA LLC · 26 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: WEALTH MANAGEMENT NEBRASKA LLC

MCMILL CPA AND ADVISORS

Aug 1999 – Jan 2025

NORFOLK, NE

Registrations & Exams

Registration record

First registered · August 26, 1999

Years registered · 26

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

WEALTH MANAGEMENT NEBRASKA LLC

CRD 137080 · SEC 801-65977

AUM

$2.8B

Regulatory assets under management

Employees

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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Frequently Asked Questions

What services does Nancy Jo Brozek offer?

Nancy Jo Brozek specializes in Financial Planning, Investment Management, Wealth Management.

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, last registered with WEALTH MANAGEMENT NEBRASKA LLC.

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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