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Wendy Marie Brekken

PRIVATE WEALTH ASSET MANAGEMENT, LLC·OMAHA, Nebraska
Series 65Clean record2 years registeredPRIVATE WEALTH ASSET MANAGEMENT, LLC
1100 CAPITOL AVENUE, OMAHA, NE 68102CRD# 2954086Firm CRD# 315819

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Wendy Marie Brekken · OMAHA, NE
Registration
CRD #2954086 · PRIVATE WEALTH ASSET MANAGEMENT, LLC · 2 years registered
Brand Profile
Not yet started
01

Career History

PRIVATE WEALTH ASSET MANAGEMENT
Jun 2024 – present
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · June 24, 2024
Years registered · 2
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
PRIVATE WEALTH ASSET MANAGEMENT, LLC
CRD 315819 · SEC 801-122065
AUM
$1.9B
Regulatory assets under management
Employees
37
1,849 client accounts
Services offered by PRIVATE WEALTH ASSET MANAGEMENT, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Pension consulting
Security ratings or pricing services
Other
Client types served by the firm
Per Form ADV
Individuals
Pension & Retirement Plans
High Net Worth Individuals
View all advisors at PRIVATE WEALTH ASSET MANAGEMENT, LLC →
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05

Frequently Asked Questions

What services does Wendy Marie Brekken offer?
Wendy Marie Brekken specializes in Financial Planning, Investment Management, Retirement Planning. Contact their office in OMAHA, Nebraska for a consultation.
What are Wendy Marie Brekken's credentials?
Wendy Marie Brekken is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Wendy Marie Brekken located?
Wendy Marie Brekken is based in OMAHA, Nebraska, working with PRIVATE WEALTH ASSET MANAGEMENT, LLC. Their office serves clients in the OMAHA metropolitan area and surrounding communities.
How does Wendy Marie Brekken charge for services?
Wendy Marie Brekken's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PRIVATE WEALTH ASSET MANAGEMENT, LLC?
PRIVATE WEALTH ASSET MANAGEMENT, LLC has approximately 37 employees and manages $1.9B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Bryan Lee Johnson
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CFP
Julie Ann Wagner
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Brett Warren Halley
OMAHA, NE
Melissa Jo Clines
OMAHA, NE

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