Ryan
Burger
Wealth Management
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About this Advisor
Ryan Burger is a financial advisor working in Norfolk, Nebraska who has 14 years of relevant experience. Burger works at Wealth Management. Over the course of their career, they have held roles at Wealth Management LLC, Gabriel, Burger And Else, Cpa and Concordia University. Burger maintains a Series 65 license, qualifying them as an investment advisor representative, and is approved to advise clients in Nebraska. Wealth Management is a firm based in Norfolk, NE. The company has offices in 29 locations and a total of 60 people on staff. It administers $2 billion in assets under management between its 3,334 client accounts, placing it among the biggest investment advisory firms in the nation by assets under management. The firm advises five charities and foundations. Of its 3,334 accounts, 20% are held by high-net-worth individuals who have more than $1 million in assets available to invest. Wealth Management offers a diverse array 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 fee schedules vary depending on which service is offered. Fees charged by Wealth Management most likely are comprised 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
Ryan Burger Work History
Ryan has been registered as a financial advisor for 14 years.*
Concordia University
Wealth Management LLC
Gabriel, Burger And Else, Cpa
*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 Ryan Burger 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
Seward, NE
Mundelein, IL
Saint Louis, MO
Norfolk, NE
Seward, NE
Grand Island, NE
Norfolk, NE
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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