Professional Development

Wealth Management LLC offers our advisors a variety of opportunities for learning, discussion and professional development. This includes:

Weekly Coaching Calls – Our advisors, who are practicing CPA Advisors, will be contacting you on a monthly basis. This coaching involves discussing the marketing system, how to talk to clients, how to bring this service to your firm and so on;
Educational Seminars - As part of our advisor community, you'll have the chance to attend educational seminars and network with other financial professionals.

Partnering With Us

Overview Services We Offer Structured Investment Philosophy Growing Your Practice Professional Development

Wise Words

"The investor's chief problem - and even his worst enemy - is likely to be himself." Benjamin Graham

Website Add-on

Check out one of our Back Office Websites.

Click on the link below and then click the Wealth Management Link to see the pages that we can customize for your website.

Back Office Website Example

125 S. 4th St • PO Box 1264 · Norfolk, NE 68702 · Phone: 800-694-1160 · FAX: 402-379-3818
©Copyright 2012 Wealth Management LLC
This information is not intended for use without professional advice.

Wealth Management LLC, Retirement Plan Consultants, 401k Consultants LLC, 403b Consultants LLC, and 457 Consultants LLC (referred to as “affiliates”) are affiliated with Christensen Brozek Faltys PC, a CPA firm licensed in Nebraska. The services you may receive from affiliates are not provided by a licensed CPA firm regulated by the Nebraska Board of Public Accountancy. There may be overlapping services with the CPA firm, therefore, if you are uncertain which entity is providing any of the services, you should ask for clarification from the individual providing such service.