Advisor at AlphaOmega Wealth Management, LLC
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
AlphaOmega Wealth Management, LLC
Location
Lincoln, NE
Credentials
CFP®, Series 65
Industry experience
6 years
John Dannenbring is a CFP® professional with six years of experience in financial advising. He is the sole advisor at AlphaOmega Wealth Management, LLC and has prior experience at Pittenger & Anderson, Inc. and Ameritas Investment Partners. In addition to his advisory work, John lectures on personal finance at the University of Nebraska-Lincoln. AlphaOmega Wealth Management, LLC provides investment management and financial planning services to individuals, high-net-worth clients, corporations, and employer plan sponsors. The firm combines passive and active investment strategies based on individualized policies and offers portfolio management for institutional clients, maintaining a selective, hands-on approach with a small client base.
Based on AlphaOmega Wealth Management, LLC
Based on AlphaOmega Wealth Management, LLC
$0 - $1,000,000: 1.35% $1,000,001 - $5,000,000: 1.00% $5,000,001 - $10,000,000: 0.75% $10,000,001 - $20,000,000: 0.65% $20,000,001 - $50,000,000: 0.50% $50,000,001 - $100,000,000: 0.40% $100,000,001+: 0.30%
Account minimum: $500,000 Fee-only: Ongoing Financial Planning fees from $150 to $2,000 per month, negotiable; Project-Based Financial Planning fees from $500 to $10,000, negotiable
Lincoln, NE
Nebraska · Texas
University of Nebraska-Lincoln
2022 - Present (4 years)
AlphaOmega Wealth Management, LLC
2021 - Present (5 years)
Pittenger & Anderson, Inc.
2019 - 2021 (2 years)
Ameritas Investment Partners
2018 - 2019 (1 year)
Ameritas Investment Partners
2017 - 2018 (1 year)
Dannenbring Designs Landscaping
2010 - 2016 (6 years)
Student
2009 - 2018 (9 years)
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Insurance agent
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Broker-dealer / trader
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Bank
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Trust company
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Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
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Real estate agent
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Other specialized services
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Series 63, Series 65
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