Pauline Quinn
Pauline Quinn is a registered investment advisor at Morey & Quinn Wealth Partners, based in Omaha, NE, with 32 years of industry experience. Pauline operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 520 clients with $330M 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 | 2.00% |
| $1.0M - $2.5M | 1.50% |
| $2.5M - $5.0M | 1.25% |
| $5M+ | 1.00% |
Fees, account minimums and payment terms are negotiable depending on client’s unique situation.
Fee Estimator
Location
11225 Davenport Street, Suite 109, Omaha, NE, 68154
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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
Pauline is a licensed insurance agent since October 2024, selling and servicing insurance products, dedicating minimal time to this activity. She is also a partner at Morey & Quinn Wealth Partners LLC, spending full-time managing client investments, and owns PJ Quinn Wealth Advisors, used for 1099 processing.
Employment History
Current Registrations
Morey & Quinn Wealth Partners
Previous Registrations
Cabot Lodge Securities LLCBroker
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Fsb Premier Wealth Management, INC.
Fsb Premier Wealth Management, INC.Broker
Sterling Financial Advisors LLC
Raymond James Financial Services, INC.Broker
Kirkpatrick, Pettis, Smith, Polian INC.Broker
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.