Joseph Stump
Advisor at Wealth Management
Updated today
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.
About
Joseph Stump is a PFS™ credentialed financial advisor with 13 years of industry experience. He has been with Wealth Management LLC since 2012 and also maintains a role at Almquist Maltzahn Galloway Luth P.C., a public accounting firm where he is a shareholder. Outside of his advisory work, Stump serves on the finance committee of Resurrection Parish and holds board positions with Fonner Park and Grand Island Central Catholic School. Wealth Management Nebraska LLC provides investment advisory and financial planning services to individuals, including high-net-worth clients, as well as to retirement plan sponsors and institutional clients. The firm manages approximately $3.1 billion in assets and employs a portfolio strategy based on modern portfolio theory, primarily using passively managed mutual funds and ETFs.
Client services
Based on Wealth Management
Financial planning
Portfolio management
Pension consulting
Newsletters or periodicals
Educational seminars or workshops
Sub-advisor and back office support services
Sub-advisor and back office support services
Expertise
Based on Wealth Management
Passive / index investing
Retirement plans for business owners (SEP, solo 401k)
General retirement planning
General tax planning
Fee options
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
Location
125 South 4 Th Street
Norfolk, NE 68701
Most active in
Joseph S has reported serving >5 clients in these states in the last 12 months.
Nebraska
Work history
Wealth Management Llc
2012 - Present (14 years)
Almquist Maltzahn Galloway Luth
2007 - Present (19 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
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:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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CFP®, Series 63, Series 65
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Series 65
Norfolk, NE
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Series 65
Norfolk, NE
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Series 65
Norfolk, NE
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