Francesco
Fiore

Wealth Management

CRD#6340859
Investment Advisor
in Norfolk, NE

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About this Advisor

Francesco Fiore is a financial advisor working out of Norfolk, Nebraska with 9 years of industry experience. Fiore is an employee of Wealth Management. Their career trajectory has included roles at Accounting Freedom, Ldt and Wealth Management, LLC. Fiore has a Series 65 license, which qualifies them as an investment advisor representative, and can operate in Illinois and Wisconsin. Wealth Management is a registered investment business that has its headquarters in Norfolk, NE. It has offices in 29 locations and a total of 60 financial advisors. It oversees $2 billion in assets under management between its 3,334 client accounts, making it one of the biggest investment advisory firms in the nation by assets under management. The firm advises five charitable organizations. Of its 3,334 customer accounts, 20% are associated with high-net-worth investors who have greater than $1 million in investable assets. Wealth Management provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, publication of newsletters, educational seminars and other services. Fees charged by financial advisors largely vary depending on the type of financial services provided. Fees charged by Wealth Management can include any blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 65

Years Registered*

9 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Publication of periodicals or newsletters, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

125 South 4Th Street
Norfolk, NE 68701

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Wealth Management Brokerage Details

Total Assets Under Management

$2,348,931,303

NE Average: $1,978,216,465
Total Number of Employees

60

NE Average: 226
Total Number of Accounts

3,334

NE Average: 7,467
Average Account Size

$704,538

NE Average: $264,928

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other

Francesco Fiore Work History

Francesco has been registered as a financial advisor for 9 years.*

2014 - Present (10 years)

Wealth Management, LLC

2005 - Present (19 years)

Accounting Freedom, Ldt

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Francesco Fiore to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Wealth Management

Taralynn Richtig
Seward, NE
Ryan Anderson
Mundelein, IL
James Curran
Saint Louis, MO
Corey Cooney
Seward, NE
George Sitz
Norfolk, NE
Kyle Overturf
Grand Island, NE
Regan Else
Norfolk, NE
Joshua Kegley
Elkhorn, NE

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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