Advisor at Wealth Management
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Firm
Wealth Management
Location
Norfolk, NE 68701
Credentials
Series 65
Industry experience
18 years
Terry Galloway is a financial advisor with Wealth Management Nebraska LLC, holding a Series 65 credential and 18 years of industry experience. He has worked at Almquist, Maltzahn, Galloway & Luth, PC for 31 years and has been associated with Wealth Management, LLC since 2007 and Galloway Financial Advisors since 2019. Outside of his advisory work, he serves as treasurer for the Nebraska State Fair 1868 Foundation and provides fishing guide services through his own business. Wealth Management Nebraska LLC offers investment advisory and financial planning services to individuals, including high-net-worth clients, as well as to retirement plan sponsors and other institutional clients. The firm manages approximately $3.1 billion in assets and employs a portfolio approach based on modern portfolio theory, primarily using passively managed mutual funds and ETFs.
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
Galloway Financial Advisors
2019 - Present (7 years)
Wealth Management, LLC
2007 - Present (19 years)
Almquist, Maltzahn, Galloway & Luth, Pc
1988 - 2019 (31 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
Wealth Management
Series 65
Norfolk, NE
McMill CPA and Advisors
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