Joseph
Stump
Wealth Management
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About this Advisor
Joseph Stump is a personal financial specialist working out of Norfolk, Nebraska, who has 11 years of industry experience. Stump is on the advisory team at Wealth Management. Throughout their career, they have worked at Almquist Maltzahn Galloway Luth and Wealth Management LLC. Stump is able to serve investors in Nebraska. Wealth Management is a registered investment company that has its headquarters in Norfolk, NE. The firm has offices in 29 locations and a total of 60 people on staff. It controls $2 billion in assets under management across its 3,334 accounts, making it one of the biggest firms in the United States by assets under management. The firm advises five charities and foundations. Of its 3,334 customer accounts, 20% belong to high-net-worth clients who have at least $1 million in assets. Wealth Management offers a number of services, including 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. Financial advisory fees largely depend on the type of financial services provided. However, fee types billed by Wealth Management most likely consist of any blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Wealth Management Brokerage Details
$2,348,931,303
60
3,334
$704,538
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
Joseph Stump Work History
Joseph has been registered as a financial advisor for 11 years.*
Wealth Management LLC
Almquist Maltzahn Galloway Luth
*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 Joseph Stump 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
Mundelein, IL
Seward, NE
Seward, NE
Norfolk, NE
Saint Louis, MO
Grand Island, NE
Elkhorn, NE
Norfolk, 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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