Advisor at Wealth Management
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Firm
Wealth Management
Location
Norfolk, NE 68701
Credentials
Series 65
Industry experience
17 years
Christine Shenk is a financial advisor at Wealth Management with 17 years of industry experience. She holds a Series 65 designation and has been with Wealth Management LLC since 2008. In addition to her advisory role, she is a shareholder at Almquist Maltzahn Galloway Luth PC, an accounting firm. Wealth Management Nebraska LLC provides investment advisory and financial planning services to individuals, including high-net-worth clients, as well as institutional clients such as retirement plan sponsors. The firm’s investment approach is based on modern portfolio theory and primarily uses passively managed mutual funds and ETFs, with an integrated operational model that includes affiliated accounting and administrative services.
Based on Wealth Management
Based on Wealth Management
Fees may be negotiated including fixed fees for services
$0 - $49,999: 1.75% $50,000 - $199,999: 1.50% $200,000 - $499,999: 1.25% $500,000 - $999,999: 1.00% $1,000,000 - $1,999,999: 0.90% $2,000,000 - $2,999,999: 0.80% $3,000,000 - $3,999,999: 0.70% $4,000,000 - $4,999,999: 0.60% $5,000,000+: 0.50%
Up to $250 per hour for financial planning services when charged separately
Fee-only: Hourly fees up to $250 per hour for financial planning services when charged separately; fees may be negotiated including fixed fees
125 South 4 Th Street
Norfolk, NE 68701
Nebraska
Wealth Management Llc
2008 - Present (18 years)
Almquist Maltzahn Galloway Luth Pc
1996 - Present (30 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®, Series 63, Series 65
Omaha, NE
Stevens Capital Partners
Series 65
Norfolk, NE
McMill CPA and Advisors
Series 65
Norfolk, NE
Wealth Management
Series 65
Norfolk, NE
McMill CPA and Advisors
Series 65
Norfolk, NE
Wealth Management
Series 65
Norfolk, NE
McMill CPA and Advisors
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