John Dannenbring is a CFP-designated registered investment advisor at Alphaomega Wealth Management, LLC, based in Lincoln, NE, with 6 years of industry experience. John 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 4 more. Their firm serves 21 clients with $6.6M 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 $500K | 1.35% |
| $500K - $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.65% |
| $10M+ | 0.50% |
Annual fees are negotiable based on householding of other accounts, length of time as a client, to compete with other advisors or any other similar basis. Investment Management is available for Clients participating in our Ongoing Financial Planning.
Fee Estimator
Location
Lincoln, NE
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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.
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John is a lecturer of finance at the University of Nebraska-Lincoln, teaching a personal finance course since 2022. This requires about 10-20% of his time.
Employment History
Current Registrations
Alphaomega Wealth Management, LLC
Previous Registrations
Pittenger & Anderson INC
State Registrations2 states
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