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Wendy Marie Brekken

Private Wealth Asset Management

Omaha, NE

Inver Grove Heights, MN

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Current Employers
Private Wealth Asset Management

1100 Capitol Avenue Suite 200, Omaha, NE 68102 • United States

Current Registrations

AuthorityCategoryStatusDate
MN RA APPROVED 2024-07-22
  • MN RA
    APPROVED
    Since 2024-07-22

Branch Locations

1100 Capitol Avenue Suite 200, Omaha, NE 68102 • United States

Inver Grove Heights, MN • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Private Wealth Asset Management Omaha NE 09/2021 Present
Old National Bank Eden Prairie MN 12/2020 09/2021
Wells Fargo Bank Na Minneapolis MN 11/2013 12/2020
  • 09/2021 → Present
    Private Wealth Asset Management
    Omaha, NE
  • 12/2020 → 09/2021
    Old National Bank
    Eden Prairie, MN
  • 11/2013 → 12/2020
    Wells Fargo Bank Na
    Minneapolis, MN
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-06-20
  • S65 Uniform Investment Adviser Law Examination
    2024-06-20
Other Names
  • Wendy Marie Krook

View on SEC IAPD

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INTEGRITY ALLIANCE, LLC.

Other Investors

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MARK ALLEN LUDWIG
Nathaniel Phillip Beam
ERIK R. ADEN
KYLEE LIN SIMON
Jack Edward Wolfgram
Bradley Thomas Kenyon
PAUL PATRICK KEATTS

Other Offices

EQUITABLE ADVISORS, LLC · OMAHA, NE
EQUITABLE ADVISORS, LLC · OMAHA, NE
MML INVESTORS SERVICES, LLC · Omaha, NE
AMERIPRISE FINANCIAL SERVICES, LLC · OMAHA, NE
CETERA INVESTMENT ADVISERS LLC · OMAHA, NE
LPL ENTERPRISE, LLC · OMAHA, NE
PFS INVESTMENTS INC. · OMAHA, NE
PFS INVESTMENTS INC. · Omaha, NE

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