Ronald
Kortan
Homan Wealth Advisors, LLC
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About this Advisor
Ronald Kortan is a financial advisor who works out of Omaha, Nebraska with a total of 6 years of industry experience. Kortan currently works for Homan Wealth Advisors, LLC. Their career trajectory has included roles at Homan Wealth Advisors, LLC, Fremont National Bank & Trust and St. Patrick'S Catholic Church. Kortan has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is approved to advise clients in Nebraska. Homan Wealth Advisors, LLC is a financial advisory firm operating out of Omaha, NE. It oversees $214 million in assets between its 354 customer accounts, making it one of the mid-sized firms in the nation by assets under management. The firm advises four charities and foundations. Of its 354 accounts, 36% are held by high-net-worth clients who have greater than $1 million in assets. The advisory firm has a set of services, such as portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. A financial advisor's fees typically depend on the financial services. Fee types charged by Homan Wealth Advisors, LLC typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Homan Wealth Advisors, LLC Brokerage Details
$214,053,409
5
354
$604,671
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Ronald Kortan Work History
Ronald has been registered as a financial advisor for 6 years.*
Homan Wealth Advisors, LLC
St. Patrick'S Catholic Church
Fremont National Bank & Trust
*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 Ronald Kortan 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 Homan Wealth Advisors, LLC
Omaha, NE
Omaha, NE
Omaha, NE
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