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Debra Marie Wilkens

Private Wealth Asset Management

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About Debra Marie Wilkens

Debra Marie Wilkens is a financial advisor with Private Wealth Asset Management. Debra is a Chartered Financial Analyst and has over 14 years of experience in the financial services industry. Debra has a strong background in financial planning and portfolio management. She provides a variety of services to individuals, families, and businesses. Debra is committed to helping her clients achieve their financial goals.

Firm Information

Debra Wilkens 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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Debra Wilkens’s Registration & Firm History

NE

11/02/2021 - Present

Private Wealth Asset Management (OMAHA NE)

TX

04/21/2021 - 10/14/2021

WELLS FARGO CLEARING SERVICES, LLC (AUSTIN TX)

TX

06/29/2007 - 10/28/2008

WADDELL & REED, INC. (AUSTIN TX)

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Licenses & Designations

BOTH

Issued 08/03/2007

Series 66 - Uniform Combined State Law Examination

BC

Issued 04/20/2021

Series 7TO - General Securities Representative Examination

BC

Issued 04/05/2021

SIE - Securities Industry Essentials Examination

BC

Issued 06/27/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Debra Marie Wilkens.
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