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Joshua A Kegley

Wealth Management

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About Joshua A Kegley

Joshua Kegley is an investment advisor representative with Wealth Management. Joshua has been in the industry for more than 12 years. Joshua is registered to provide investment advice in Nebraska. Joshua holds Series 6 and Series 65 licenses and has passed the SIE Exam. Joshua has experience working with high-net-worth individuals, individuals other than high-net-worth, charitable organizations, corporations or other businesses, pension and profit-sharing plans, and state or municipal government entities. Joshua specializes in providing financial planning, portfolio management for businesses and individuals, pension consulting, educational seminars, publication of periodicals, and back office support services.

Firm Information

Joshua Kegley 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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Joshua Kegley’s Registration & Firm History

NE

07/20/2015 - Present

Wealth Management (ELKHORN NE)

NE

01/04/2013 - 03/06/2015

MUTUAL OF OMAHA INVESTOR SERVICES, INC. (OMAHA NE)

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Licenses & Designations

IA

Issued 07/16/2015

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/06/2015

SIE - Securities Industry Essentials Examination

BC

Issued 01/03/2013

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Joshua A Kegley.
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