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Phillip D Maltzahn

Wealth Management

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About Phillip D Maltzahn

Phillip Maltzahn is a financial advisor in Norfolk, NE and Windsor, CO. Phillip is registered as an Investment Advisor Representative with Wealth Management, LLC. Phillip has been in the industry since January 1997, and holds a Series 65 license. Phillip's areas of expertise include Financial Planning, Pension Consulting, Educational Seminars, Portfolio Management for Businesses, and Portfolio Management for Individuals. Phillip specializes in helping high-net-worth individuals, charitable organizations, corporations or other businesses, and pension and profit-sharing plans. Phillip also serves as Secretary/Treasurer for Millennia Home Source, Inc., a commercial real estate rental company.

Firm Information

Phillip Maltzahn 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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Phillip Maltzahn’s Registration & Firm History

NE

10/15/2007 - Present

Wealth Management (NORFOLK NE)

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Licenses & Designations

IA

Issued 10/11/2007

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Phillip D Maltzahn.
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