Wealth Management

Firm record

As recorded in SEC IAPD

Firm CRD

137080

SEC number

801-65977

Firm type

RIA

Assets under management

$3.7B as of Jun 10, 2026

Website

403bplan.net ↗

Phone

402-371-1160

Address

125 South 4th Street, Norfolk, NE, 68701

Advisors at this firm

47 in our index · page 1 of 1

• Robert Dean AlmquistCRD 5430169 · Wood River, NE
  IA Registered
• Ryan C AndersonCRD 6855981 · Mundelein, IL
  IA Registered
• Corey David BrenemanCRD 2967271 · Chesterfield, MO
  IA Registered
• Gary BrenemanCRD 2967274 · Chesterfield, MO
  IA Registered
• Ryan Lyle BurgerCRD 5630345 · Seward, NE
  IA Registered
• Sarah Elizabeth BerryCRD 7407407 · Texarkana, TX
  IA Registered
• Ryan James BourlierCRD 7323437 · Kimball, NE
  IA Registered
• Nathaniel Spencer BurtCRD 7340965 · Kennewick, WA
  IA Registered
• Mark Edward ClarkCRD 4690875 · Somerset, KY
  IA Registered
• Jamie Lynn ClemansCRD 6557856 · Grand Island, NE
  IA Registered
• James Curtis CurranCRD 3162211 · St. Louis, MO
  IA Registered
• Tracy Anne CannonCRD 7947195 · Grand Island, NE
  IA Registered
• Charles Andrew CastleCRD 7328613 · Charleston, SC
  IA Registered
• Corey Michael CooneyCRD 7308998 · Seward, NE
  IA Registered
• Kaylynn H DaleboutCRD 4389379 · Mansfield, TX
  IA Registered
• Jason Craig EgerCRD 6134620 · Fort Collins, CO
  IA RegisteredRegistration inactive
• Regan Lee ElseCRD 5870913 · Seward, NE
  IA Registered
• Jared Matthew FaltysCRD 4725174 · Norfolk, NE
  IA Registered
• Anthony FioreCRD 3065687 · Mundelein, IL
  IA Registered
• Francesco FioreCRD 6340859 · Mundelein, IL
  IA Registered
• Terry Thomas GallowayCRD 5430159 · Elwood, NE
  IA Registered
• Norbert GonzalesCRD 1528058 · San Antonio, TX
  IA Registered
• Kordell William GlauseCRD 7148173 · Seward, NE
  IA Registered
• Barbara Ann HarmonCRD 2268135 · Grand Junction, CO
  IA Registered
• Barry Ira HorowitzCRD 5667618 · North Hills, CA
  IA RegisteredRegistration inactive
• Mark B HaynesCRD 7658179 · Kennewick, WA
  IA Registered
• Kristy Lee HightCRD 7202159 · Pierre, SD
  IA Registered
• Joshua A KegleyCRD 6107706 · Elkhorn, NE
  IA Registered
• Ethan Richard LaterCRD 8196623 · Kennewick, WA
  IA Registered
• Marcy Jean LuthCRD 5430173 · Grand Island, NE
  IA Registered
• Jay MalikCRD 2805493 · Fort Lauderdale, FL
  IA Registered
  Disclosure event(s) on record
• Phillip D MaltzahnCRD 5431250 · Windsor, CO
  IA Registered
• Kyle Reed OverturfCRD 6442551 · Grand Island, NE
  IA Registered
• Thomas Joseph PohlenCRD 6906271 · Brea, CA
  IA Registered
• Nathan Aubrey RaabeCRD 5562130 · Norfolk, NE
  IA Registered
• Daniel Taylor RiceCRD 7204988 · Pierre, SD
  IA Registered
• Taralynn Rachelle RichtigCRD 7436252 · Seward, NE
  IA Registered
• Hugo Cesar SanchezCRD 8240700 · Kingwood, TX
  IA Registered
• Christine Ranae ShenkCRD 5615984 · Grand Island, NE
  IA Registered
• Jesse Elias SkeltonCRD 6283362 · Osceola, NE
  IA Registered
• David Patrick SmithCRD 4718057 · St. Louis, MO
  IA Registered
• Joseph Patrick StumpCRD 6132911 · Grand Island, NE
  IA Registered
• Jeanna Marie StephensCRD 7174711 · Birmingham, AL
  IA Registered
• Charles Zelig TzinbergCRD 4088133 · Glen Carbon, IL
  IA Registered
• Timothy Allan VaughnCRD 5623775 · Grand Island, NE
  IA Registered
• John Jeb WilliamsonCRD 6823073 · Cullman, AL
  IA Registered
• Suping YangCRD 5533982 · Portland, OR
  IA Registered

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.