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Gary Breneman

Wealth Management

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About Gary Breneman

Gary Breneman is a financial advisor with Wealth Management, LLC in Norfolk, NE and Chesterfield, MO. Gary has been in the industry since 1978 and has a wide range of experience working with individuals, families, and businesses. Gary is also a Certified Public Accountant. Gary is dedicated to providing personalized financial advice and helping clients achieve their financial goals.

Firm Information

Gary Breneman 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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Gary Breneman’s Registration & Firm History

NE

03/20/2006 - Present

Wealth Management (NORFOLK NE)

MO

10/14/1999 - 05/09/2006

GENWORTH FINANCIAL SECURITIES CORPORATION (CHESTERFIELD MO)

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Licenses & Designations

IA

Issued 12/08/2003

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/09/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/27/1997

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Gary Breneman.
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