WEALTH MANAGEMENT
Norfolk, United States · CRD 137080
SEC-registered investment adviser since 2006 · limited liability company. It files no 13F, so there are no holdings to show.
- Assets managed$3.7bn
- Main clients (by assets)Pension plans 53%, High net worth individuals 24%, Individuals 23%
- Website403bplan.net
- Form ADV · 2026-08-03SEC adviser record
- Kindinstitutions
- Others nearbyNorfolk, NE, Grand Island, NE, Seward, NE, Mundelein, IL, Chesterfield, MO, Saint Louis, MO
As an employer
- Staff (Form ADV)61 · 49 in investment roles
- Offices in1 country
Where they work
Offices
From Form ADV: the main office and the other offices where it does advisory work (at most the 25 largest), with the people doing investment work at each. “About” is worked out: the firm's investment staff less its other offices. Each city links to the other managers there.
| City | People |
|---|---|
| Norfolk, NE (main office)United States | about 11 |
| Grand Island, NEUnited States | 8 |
| Mundelein, ILUnited States | 3 |
| Chesterfield, MOUnited States | 2 |
| Kennewick, WAUnited States | 2 |
| Osceola, NEUnited States | 2 |
| Pierre, SDUnited States | 2 |
| Seward, NEUnited States | 2 |
| St. Louis, MOUnited States | 2 |
| Birmingham, ALUnited States | 1 |
| Brea, CAUnited States | 1 |
| Charleston, SCUnited States | 1 |
12 more cities
| Cullman, ALUnited States | 1 |
| Elwood, NEUnited States | 1 |
| Fort Collins, COUnited States | 1 |
| Glen Carbon, ILUnited States | 1 |
| Grafton, WIUnited States | 1 |
| Kimball, NEUnited States | 1 |
| Kingwood, TXUnited States | 1 |
| North Hills, CAUnited States | 1 |
| San Antonio, TXUnited States | 1 |
| Somerset, KYUnited States | 1 |
| Tamarac, FLUnited States | 1 |
| Texarkana, TXUnited States | 1 |
Map: places from GeoNames (CC BY 4.0), outlines from Natural Earth.