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Deanna Lynn Connell

Private Wealth Asset Management

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About Deanna Lynn Connell

Deanna Connell is a registered investment advisor representative with Private Wealth Asset Management. She has been in the financial services industry since 1994. Deanna has experience working with clients in both the investment and insurance sectors.

Firm Information

Deanna Connell is currently registered with Private Wealth Asset Management. Private Wealth Asset Management is an investment advisory firm located in Omaha, NE. With over $1 billion to $10 billion in assets under management, the firm provides financial planning, portfolio management, and 401(k) advisory services to high-net-worth individuals and other investors. They have a team of 22 investment advisor representatives and 7 licensed agents.
Private Wealth Asset Management

1100 CAPITOL AVENUE

OMAHA, NE 68102

$1.87B

Assets Under Management

Not reported

Total Clients

21

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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401k advisory services

401k advisory 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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Deanna Connell’s Registration & Firm History

NE

09/09/2021 - Present

Private Wealth Asset Management (OMAHA NE)

NE

01/01/2008 - 09/08/2021

WELLS FARGO CLEARING SERVICES, LLC (OMAHA NE)

NE

08/01/2007 - 01/03/2008

A. G. EDWARDS & SONS, INC. (OMAHA NE)

AR

05/03/2006 - 08/07/2007

WACHOVIA SECURITIES, LLC (LITTLE ROCK AR)

MO

09/13/1996 - 04/18/2006

A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)

NE

10/10/1994 - 09/24/1996

KIRKPATRICK, PETTIS, SMITH, POLIAN INC. (OMAHA NE)

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Licenses & Designations

BOTH

Issued 09/09/2005

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/19/1995

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/21/2024

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/06/1994

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Deanna Lynn Connell.
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