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Thomas Joseph Pohlen

Wealth Management

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About Thomas Joseph Pohlen

Thomas Joseph Pohlen is an Investment Advisor Representative with Wealth Management. Thomas has been in the industry since 2015. Thomas holds the Series 65 license. He is currently registered with the state of California. Thomas has prior experience with firms like Index Fund Advisors and Laurel Wealth Advisors. Thomas has worked with various clients including 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. The firm also provides sub-advisor and back office support services, financial planning, pension consulting, educational seminars, publication of periodicals, and portfolio management for businesses and individuals.

Firm Information

Thomas Pohlen 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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Thomas Pohlen’s Registration & Firm History

NE

06/18/2021 - Present

Wealth Management (NORFOLK NE)

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Licenses & Designations

IA

Issued 03/14/2018

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Thomas Joseph Pohlen.
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