Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Wendy? Claim Your ProfileWendy Brekken is an investment advisor representative at Private Wealth Asset Management. Wendy has been in the industry since November 2013. Wendy is registered with the state of Minnesota and holds a Series 65 license. Wendy has experience with providing financial planning, portfolio management for individuals and pooled investment vehicles. Wendy is a specialist in providing financial advice for high-net-worth individuals.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
401k advisory services
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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NE
07/22/2024 - Present
Private Wealth Asset Management (OMAHA NE)
IA
Issued 06/20/2024
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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