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EXECUTIVE WEALTH MANAGEMENT LTD
EXECUTIVE WEALTH MANAGEMENT LTD
EXECUTIVE WEALTH MANAGEMENT
LINCOLN, Nebraska
·
2 registered advisors
·
CRD# 281667
SEC# 801-106910
402-466-3400
01
Firm Overview
AUM
$308M
Regulatory assets under management
Employees
12
Total firm employees
Advisors
2
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Other
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at EXECUTIVE WEALTH MANAGEMENT LTD
2 registered advisors
Jeffrey Charles Johnson
LINCOLN, Nebraska
CRD# 1053207
Shannon Melissa Linder
LINCOLN, Nebraska
CRD# 4174653
05
Office Locations
LINCOLN, Nebraska
2 advisors
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Data sourced from SEC Form ADV filings. EXECUTIVE WEALTH MANAGEMENT LTD (CRD# 281667) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.