Advisor at Wealth Advisors Network, Inc.
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
Wealth Advisors Network, Inc.
Location
Hastings, NE 68901
Credentials
CFP®, Series 63, Series 65
Industry experience
30 years
Flat fees charged for specific services (amounts not specifically stated).
$0 - $499,999: 1.45% $500,000 - $999,999: 1.35% $1,000,000 - $1,999,999: 1.10% $2,000,000 - $2,999,999: 1.00% $3,000,000 - $3,999,999: 0.90% $4,000,000 - $4,999,999: 0.80% $5,000,000 - $5,999,999: 0.75% $6,000,000 - $6,999,999: 0.70% $7,000,000 - $7,999,999: 0.65% $8,000,000 - $9,999,999: 0.60% $10,000,000+: 0.55%
$100 to $500 per hour, depending on complexity and adviser expertise.
Account minimum: $25,000 minimum balance for new accounts in the WAN CMAP Program, with possible waivers at the firm's discretion Fee-only: Flat hourly fees ranging from $100 to $500 depending on engagement complexity and adviser expertise; flat fees also available for specific services.
Cambridge investment Research, Inc.
2013 - Present (13 years)
Wealth Advisors Network, Inc.
2007 - Present (19 years)
Contryman Associates, P.C.
1989 - Present (37 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Series 66
Hastings, NE
Edward Jones
Series 66
Hastings, NE
Edward Jones
Series 66
Hastings, NE
Wealth Advisors Network, Inc.
Series 65, Series 66
Hastings, NE
Wealth Advisors Network, Inc.
Series 65
Tampa, FL
Independent Financial partners
Series 66
Hastings, NE
Principal Financial Services
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