Personalized advice for Portfolio
Size of 100K and above
FINRA/SEC Registered Advisors
With so many financial products and solutions available in the market, it is a daunting task to choose the best one for you. We have over 20 years of experience in finding the best financial planner as per your requirements in the field of retirement planning. Our vetted certified retirement financial planners can help you plan for your dream retirement.
All our retirement planners go through rigorous industry experience, disclosures, and registration checks. Our qualified retirement planners are specialized in investment management, insurance advisory, 401k rollovers, and estate planning. Their work experience ranges from being part of small independent firms to Fortune 500 companies.
Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
---|---|---|---|---|---|
1 | 125 South 4th Street, Norfolk, NE, 68701 | $2,782,818,058 | 3482 | 60 | A percentage of AUM, Hourly charges, Fixed fees |
2 | 125 South 4th Street, Norfolk, NE, 68701 | $640,910,667 | 3896 | 50 | A percentage of AUM, Hourly charges, Fixed fees |
QualificationsFirm CRD# 137080
Assets Under Management $2,782,818,058
No. Of Clients3482
Clients Per Financial Advisor58
WEALTH MANAGEMENT is a financial advisory firm situated in Norfolk, Nebraska. With a nearly $3B assets under management, the firm specializes in crafting personalized retirement planning solutions for 3482 clients. The team consists of 60 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 129015
Assets Under Management $640,910,667
No. Of Clients3896
Clients Per Financial Advisor78
MCMILL CPA AND ADVISORS is a financial advisory firm situated in Norfolk, Nebraska. With a nearly $641M assets under management, the firm specializes in crafting personalized retirement planning solutions for 3896 clients. The team consists of 50 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
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