Advisor at Wealth Management
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Kordell Glause is a financial advisor at Wealth Management with a Series 65 credential and two years of industry experience. He has worked primarily in accounting, currently serving as a staff accountant at GBE CPA in Seward, Nebraska. Wealth Management Nebraska LLC provides 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 offers integrated advisory and administrative services for retirement plans.
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
GBE CPA
2021 - Present (5 years)
TKB CPA's
2019 - 2021 (2 years)
GBE CPA
2019 - 2019 (1 year)
Davisson Furniture
2018 - 2018 (1 year)
GBE CPA
2017 - 2018 (1 year)
Monsanto
2017 - 2017 (1 year)
Rummery Landscaping
2016 - 2016 (1 year)
Concordia University
2015 - 2019 (4 years)
Village of Palmer
2014 - 2018 (4 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
McMill CPA and Advisors
Series 65
Norfolk, NE
McMill CPA and Advisors
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