Mark Haynes
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
Mark Haynes is a Series 65-licensed financial advisor with Wealth Management Nebraska, bringing three years of industry experience. Prior to joining Wealth Management Nebraska, he worked at Epic Trust Financial Group and Moss Adams LLP. He also serves as an adjunct faculty member at Heritage University, teaching university courses. 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 defined contribution retirement plan sponsors and pension plans. The firm employs a modern portfolio theory-based approach, primarily utilizing passively managed mutual funds and ETFs, and offers integrated advisory and administrative services through affiliations with accounting and recordkeeping firms.
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
Mark H has reported serving >5 clients in these states in the last 12 months.
Nebraska · Washington
Work history
Wealth Management Nebraska
2024 - Present (2 years)
Epic Trust Financial Group
2020 - 2024 (4 years)
Moss Adams LLP
2017 - 2020 (3 years)
Bloomfield CFO
2017 - 2017 (1 year)
Brigham Young University
2012 - 2017 (5 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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