Robert Wellendorf
Robert Wellendorf is a registered investment advisor at Executive Wealth Partners, based in Omaha, NE, with 35 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 14 clients with $18M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5M+ | 0.55% |
Fees may be negotiable. Executive Wealth Partners also offers management services through SEI wrap fee programs with their own fee structure.
Fee Estimator
Location
9802 Nicholas St., Suite 375, Omaha, NE, 68114
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Robert owns Executive Wealth Strategies LLC, providing consulting, training, policy audits for fixed life insurance, and acting as an independent insurance agent, dedicating about 10-20% of his time. He also owns RBWII Properties LLC, a commercial rental property, spending minimal time on it.
Employment History
Current Registrations
Executive Wealth Partners
Previous Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Financial West Group
Financial West GroupBroker
NFP Securities, INC.
NFP Securities, INC.Broker
MML Investors Services, INC.
MML Investors Services, INC.Broker
Pruco Securities CorporationBroker
The Prudential Insurance Company of AmericaBroker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.