Advisor at Wealth Management
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Wealth Management
Location
Chesterfield, MO 63017
Credentials
Series 63, Series 65
Industry experience
23 years
Corey Breneman is a financial advisor with Wealth Management, LLC, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. He has been with Wealth Management since 2006 and also operates an accounting firm providing personal and corporate tax and accounting services, where he serves as president and owner. Breneman volunteers as treasurer for Main Street Church and is involved with nonprofit entities Gifts of Love Haiti and Gifts of Love International. Wealth Management Nebraska LLC offers investment advisory and financial planning services to individuals, including high-net-worth clients, as well as retirement plan sponsors and institutional clients. The firm employs a modern portfolio theory approach, using passively managed mutual funds and ETFs, and provides integrated advisory, administrative, and fiduciary 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
14382 Woodlake Drive
Chesterfield, MO 63017
Missouri
Wealth Management, LLC
2006 - Present (20 years)
Breneman & Company P.C.
1999 - Present (27 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.
Series 65
Fenton, MO
Midwest Investment Advisors, LLC
Series 63, Series 65
Chesterfield, MO
Mills Barrington Advisors, LLC.
Series 65
Saint Louis, MO
Midwest Advisors LLC
ChFC®, Series 63
O' Fallon, MO
JM Lotshaw Consulting
Series 63, Series 65
Chesterfield, MO
Premier Wealth Advisory Services, Inc.
Series 66
St. Peters, MO
Durham Wealth Management, LLC
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")