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Barbara Ann Harmon

Wealth Management

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About Barbara Ann Harmon

Barbara Harmon is a financial advisor currently associated with Wealth Management. Barbara is registered to provide investment advice in Colorado and Wisconsin. Barbara has been working as a financial advisor since 1992. Previously, Barbara has worked for H.D. VEST INVESTMENT SERVICES, WOODBURY FINANCIAL SERVICES, INC., CAPSTONE INVESTMENTS, WMA SECURITIES, INC., and WADDELL & REED, INC.

Firm Information

Barbara Harmon is currently registered with Wealth Management. Wealth Management, LLC is a wealth management firm based in Norfolk, NE, that manages over $2.7 billion in assets for a variety of clients, including individuals, businesses, charitable organizations, and pension plans. The firm offers a comprehensive suite of advisory services, including financial planning, portfolio management, and retirement planning.
Wealth Management

125 SOUTH 4TH STREET

NORFOLK, NE 68701

$2.78B

Assets Under Management

Not reported

Total Clients

42

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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sub-advisor and back office support services

Sub-advisor and back office support services

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Barbara Harmon’s Registration & Firm History

NE

06/29/2016 - Present

Wealth Management (NORFOLK NE)

WI

08/25/2003 - 08/18/2014

H.D. VEST INVESTMENT SERVICES (WEST BEND WI)

MN

05/16/2000 - 09/03/2003

WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)

CA

07/22/1999 - 03/01/2000

CAPSTONE INVESTMENTS (SAN DIEGO CA)

GA

09/16/1998 - 07/27/1999

WMA SECURITIES, INC. (DULUTH GA)

KS

08/12/1992 - 07/21/1993

WADDELL & REED, INC. (OVERLAND PARK KS)

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Licenses & Designations

IA

Issued 06/29/2016

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/11/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/11/1998

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Barbara Ann Harmon.
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