Best Investors Account Sign in
Inactive

Wendy Marie Brekken

Private Wealth Asset Management

Omaha, NE

Inver Grove Heights, MN

CRD 2954086

Claim This Profile
Employer firm

Private Wealth Asset Management CRD 315819

$2.52B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Selection of other advisers
  • 401K ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

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

Nearby Firms

EQUITABLE ADVISORS, LLC
MML INVESTORS SERVICES, LLC
AMERIPRISE FINANCIAL SERVICES, LLC

Nearby Investors

SCOTT ALLEN SLADOVNIK
MARK ALLEN LUDWIG
Nathaniel Phillip Beam

Nearby Offices

EQUITABLE ADVISORS, LLC · OMAHA, NE
EQUITABLE ADVISORS, LLC · OMAHA, NE
MML INVESTORS SERVICES, LLC · Omaha, NE

More in Omaha, NE

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor