Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
3 advisors
Number of Clients
74 clients
Average Client Portfolio
$1.5M average
Assets Under Management
$110.6M

Fee Structure

Minimum Investment:None
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $250K1.50%
$250K - $500K1.40%
$500K - $1.0M1.25%
$1.0M - $2.0M0.90%
$2M+0.75%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

4331 North 156th Street, Omaha, NE, 68116

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Ellerbrock-Norris Wealth Strategies LLC
January 2021 - Present · 5 yrs 1 mo
Previous Registrations
TD Ameritrade Investment Management, LLC
May 2013 - January 2021 · 7 yrs 8 mos
TD Ameritrade, INC.
May 2013 - January 2021 · 7 yrs 8 mos
TD Ameritrade, INC.Broker
April 2013 - January 2021 · 7 yrs 9 mos
Boaz Wealth Stewardship LLC
September 2012 - April 2013 · 7 mos
Charles Schwab & CO., INC.Broker
October 1998 - January 2011 · 12 yrs 3 mos
State Registrations2 states
NETX
Advisor
Exams
No exam information available for this advisor.